Grow Your Business and Grow Your Wealth

There are only 350 Certified Exit Planners, CExP, in the country and Chris Kampitsis is one of them. He is also a Certified Family Business Specialist which allows him and his SKG Team, a team within the Barnum Financial Group to provide specialized advice. His team of eight advisors and eighteen support members caters to corporate leaders and small business owners, helping them with their persona...

Todd Bryant, Founding Partner with Signature Wealth Advisors, LLC., leverages the support of a large and well-established organization, while still offering an intimate environment to work with clients to achieve their financial goals. Todd started his career in finance as a Financial Representative at Northwestern Mutual. Over the years, he continued his financial education and is a Certified Fin...

Alan Schoenberger, Founder of Endeavor Financial Planning LLC, considers himself to be an investigator or detective for comprehensive financial planning. Alan likes to dig, research and analyze, until he’s able to help clients reach their financial goals based on individual needs and desires. For nearly 30 years, Alan has helped start-ups and existing small business owners create and manage their...

Tony Fiorillo is President of Asset Management Strategies, Inc., a Registered Investment Advisory. Tony has a tax background and has specialized in investments for over twenty years. To help clients make better informed investment decisions, he has designed a proprietary online platform to support participants of 401K, 403b and 457 Plans nationwide. His firm also supports clients by working with a...

Dan Nguyen is an attorney who helps entrepreneurs in the areas of LLC/Corporations, trademarks, franchising, and estate planning. He is also the author of two best-selling books, Making Your Mark , a trademark book for entrepreneurs and Don’t Sue Me , on employment law. Dan is the host of the Intentional Entrepreneur Podcast , and has appeared on US News and World Report, American Express OPEN For...

Randy Kurtz, CFP, RIA is a nationally recognized expert on risk. He went from being a great stock picker at Bear Stearns to starting his own company and picking stocks for wealthy clients.  Randy felt he was doing a disservice for his clients by not looking at their long-term financial goals. There was a need to help them create diversified financial plans. Using his stock picking knowledge and lo...

Raymond Prospero, ChFC®, is a Partner Advisor with Advice Period. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve wealth for future generations. Ray launched his financial services career when he joined Merrill Lynch in 2010 after a legal career, where he was admitted to the United States Tax Court. While at Merrill Lynch, Ray was a Seni...

Olivia Summerhill works only with affluent women, protecting their lifestyle throughout the divorce process. She works closely with her clients’ divorce attorneys, mediators, and wealth managers to negotiate the most helpful financial settlements. Olivia is one of few financial professionals to hold Certified Financial Planner, Certified Divorce Financial Analyst, and Behavioral Financial Advising...

Sundance Brennan is the Branch VP of Training & Sales for American Financial Network, Inc. Sundance has made a 20-year career of helping people, making the American dream of owning a home a little easier. Sundance has a three-step plan to help borrowers uncover their financial goals and making sure mortgage, debt, and credit planning are included.  Also, to his credit, Sundance is a professional s...

Simon Popple is the Managing Director of Brookville Capital. The company provides Simon with daily contact to institutions such as pension funds, sovereign wealth funds, private banks and family offices seeking to deploy capital in commodities. Rather than investing in actual commodities, Simon specializes in researching and finding the right commodity companies to invest in. You can learn more in...

Brian Carney is the co-founder of RiversEdge Advisors, LLC. Two weeks after starting his career as a financial advisor, 911 happened. Brian persevered and along the way he started a financial planning firm with his two best friends. He made the leap to starting his own firm, because of his desire to help clients understand their personal finances and reduce financial anxiety. In our conversation w...

Sarah Carlson is the owner of Fulcrum Financial Group based in Spokane, Washington. Sarah has a system to help people navigate the many complexities that money can bring to life. She works to help simplify the process, whatever the dream may be, from early retirement or traveling the world, to leaving a legacy for future generations, or something else.  Sarah’s credentials include being a graduate...

Steven Goodman, President and CEO of SHG Planning, specializes in business succession planning, which is helping business owners deal with the succession to their families, partners, and key employees. Steven also works in estate planning and gets involved in the sophisticated design of people’s retirement plans.  Steven is a skilled CPA with a multidisciplinary background. He has the expertise of...

Jeff Link is an Investment Advisor Representative at Guardian Wealth Advisors, LLC and the founder of the BLUE LINE INVESTING® process. Jeff’s investment philosophy and strategy changed shortly after the stock market downturn of 2008–2009. After suffering significant losses in the stock market for the second time within a decade, Jeff decided enough was enough. His personal research into analyzing...

Eric D. Brotman, CFP™, AEP, CPWA is a financial advisor, wealth manager, mentor, and host of the podcast Don't Retire...Graduate! As CEO of BFG Financial Advisors, he has been advising his clients on investing, risk management, retirement, and financial planning for over 25 years.  Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Eric Brotman about helping pe...

Aaron Nannini is the founder of CashUncomplicated.com, a personal finance website. As an everyday person with an average salary, Aaron achieved financial success through implementing basic and uncomplicated principles such as life goals, daily habits, intentional money decisions, and a value-based spending mindset. After struggling with money in his twenties and sick of living paycheck-to-paycheck...

Geoffrey Kunkler joined Carlile Patchen & Murphy LLP in 2014 and has been a Partner since 2018. His practice is centered around estate planning for individuals and business owners, as well as asset protection planning for retirees. He focuses primarily on the areas of estate planning, elder protection, estate administration, charitable and philanthropic planning and special needs planning. He also...

Rob Schulz is the founder and President of Schulz Wealth. He grew up in a small, Central Texas town and attended The University of Texas. In 1990, in the span of only six months, he got married, graduated with his accounting degree, was commissioned as a naval officer, and subsequently lost my dad to a sudden heart attack. Rob grew up quickly that year. Over the next four years, he lived in Newpor...

Alan Rosca is a securities attorney, adjunct professor of Securities Regulation, and speaker and author on Ponzi schemes, investment fraud, cryptocurrencies, and securities regulation. He often contributes and gives interviews in the media across the country on topics ranging from fraudulent investments to bank regulation and professional liability. Alan focuses his legal practice primarily on com...

Jonathan Sparks, founder of Sparks Law works in Business Law and helps small businesses with trademarks, business formation, copyright, and other various business related laws. Prior to founding Sparks Law, Jonathan worked at the United States Department of Justice. He is extremely passionate about entrepreneurship and prides himself on his ability to find creative approaches to everyday life. Lis...

Mike Thomas is the agency principal at Lighthouse Insurance Services. An independent insurance agency in Gambrills, MD. Mike started the agency from scratch in 2000. His agency takes pride in treating all of their clients like family, and serving their insurance needs. Mike is the co-founder of For The Kids, Inc, a charitable organization that supports local sick children who have a financial need...

Entrepreneur Magazine calls Justin Donald the "Warren Buffett of Lifestyle Investing." He's a master of low-risk cashflow investing, specializing in simplifying complex financial strategies, structuring deals, and disciplined investment systems that consistently produce profitable results. His ethos is to "create wealth without creating a job."  In the span of 21 months, and before his 40th birthd...

Eido M. Walny received his J.D. from the Boston University School of Law in 2001, where he was the Executive Articles Editor of Boston University International Law Journal. He earned a Bachelor of Arts degree in Political Science, with honors, from The University of Chicago. Eido’s practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is...

Jonathan Sparks is the founder of Sparks Law and works in Business Law. He helps small businesses with trademarks, business formation, copyright, and other various business related laws. Prior to founding Sparks Law, Jonathan worked at the United States Department of Justice. He is extremely passionate about entrepreneurship and prides himself on his ability to find creative approaches to everyday...

Eric S. Steiner has helped business and consumer clients throughout Maryland discharge millions of dollars of debt. His practice focuses on representing those in financial distress – as both debtors and debtors-in-possession – in pre-bankruptcy and bankruptcy planning, transactions with bankruptcy estates, bankruptcy litigation and bankruptcy fraud, automatic stay and discharge injunction violatio...