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https://youtu.be/Es_H3Fzanis Nev Kraguljevic, MBA, CSLP® is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today, Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth. In this […]

https://youtu.be/IY2_khQHgKY Shawn Ballinger is the Founder of Columbus Street Financial Planning, an Ohio-based, fee-only RIA overseeing $100 M in assets. After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn’t cost 1 % of a client’s portfolio. A U.S. Army National Guard veteran and past

https://youtu.be/yiauig48_hc Brian Moran (@realbrianmoran) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company that provided training products and tools to

https://youtu.be/nPzEdqKg4Fc David Snider (@DavidSniderHW) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate pros. After stints at Bain Capital and Compass (where he helped raise $300 M and reach a $1.8 B valuation), David set out to fix

https://youtu.be/SMSyjMV7iJ4 Scott Franklin (@scottfranklin) is the Founder & CEO of Lumos Solar, a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs, powering brands like Porsche while keeping cars and people

https://youtu.be/kSeHzGsQjHc Adrian G. Davies is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm’s Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm’s information technology

https://youtu.be/pBJf_pFq5Kk Jerry Luftman, Ph.D. is Founder & Managing Director of the Global Institute for IT Management. After 22 years at IBM—culminating as CIO—he built one of the world’s largest Information Systems programs at Stevens Institute of Technology, then launched GIIM to close the leadership gap between fast-moving tech and slower-moving organizations. His Strategic Alignment Maturity Model

https://youtu.be/jvEjIEYMVSY For over 25 years, Robert Schultz has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. He is a Certified Financial Planner currently

https://youtu.be/zMuR0f41Ylc David W. Anderson is the CEO & Founder of Off Madison Ave, a strategic marketing agency generating $2M+ in monthly revenue. With over 25 years of experience and four successful acquisitions under his belt, David helps companies thrive through innovation, team leadership, and high-impact decision-making. He also serves as Advisory Board Chair at LighthousePE

https://youtu.be/jluvyx_7Y7g Tarun Aleti is the Co-Founder & Chief Product & Technology Officer at PartRunner, a last-mile logistics platform helping construction, HVAC, electrical, and industrial companies move big and bulky materials with ease. With operations across 12 Mexican states and headquarters in Austin, PartRunner is scaling fast through technology, strategic fleet partnerships, and a first-mover advantage. In