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An IT Infrastructure and Security leader with 30+ years of Fortune 500 experience, known for driving technology transformation and people-first leadership.

Regional Vice President at Tristate Financial Advisors, leading the Nashville office and helping families and advisors achieve lasting financial success.

Vice President and Investment Specialist at J.P. Morgan Private Bank, where she provides portfolio strategies for leading individuals in the Boston area.

Founder of Georgia Financial Advisors, helping families and business owners achieve their goals through holistic, unbiased financial planning.

Founder & CEO of Gruening Health & Wealth and creator of COACHG, helps agents and owners build scalable businesses through leadership and execution.

A business lawyer specializing in bankruptcy, creditors’ rights, real estate, and M&A, with a background in the U.S. Navy and veteran advocacy.

Real Estate Mogul | Hospitality Entrepreneur | Leadership Architect

Regional VP at Four Corners Financial Advisors, Max helps clients reach long-term goals with integrity, discipline, and a client-first approach.

Allyson Mickool, CFO of Florida Financial Advisors, drives the firm’s growth and stability through disciplined financial strategy, risk management, and a people-centered leadership approach.

An Operations Executive known for turning fast growth into sustainable systems. She brings energy and practical frameworks that help teams cut chaos, stay focused, and scale without losing culture.

Serial Entrepreneur, Financial Services Leader, and Builder of People

Founder of Mikesell Digital Consulting and former IBM Associate Partner, shares her roadmap for breaking free from traditional careers.