Financial Services Review

Draggoo Financial Group: Connecting with Entrepreneurs Beyond Balance Sheets

Connecting with Entrepreneurs Beyond Balance Sheets

Braden Draggoo

Founder

Draggoo Financial Group

Prosperity Partners Building Robust Financial Futures

David LaLonde

Financial Director

LaLonde & Gillin Wealth Management Solutions

A Framework for Freedom in Retirement

A Framework for Freedom in Retirement

Dr. Guy Baker, Founder and Managing Director

Wealth Teams Alliance (WTA)

Invenio Wealth Partners: Shaping Financial Futures with Precision and Care

Shaping Financial Futures with Precision and Care

Joseph “Joe” Fernandez, CFP®, President and CEO, Christina Hudson, Chief Investment Officer, Johanna Arbelaez-Perez, Managing Director

Invenio Wealth Partners

Brandon Thor, CEO

Thor Metals Group

The Evolving Role of Corporate Tax Planning: A Strategic Asset Amid Automation and Generative AI

The Evolving Role of Corporate Tax Planning: A Strategic Asset Amid Automation and Generative AI

Melissa Hall, Senior Vice President of Global Tax at Assurant

Guiding Growth and Stability: Navigating Corporate Planning

Guiding Growth and Stability: Navigating Corporate Planning

Fabio Frassani Alonso, Finance Manager FP&A, Related Business, Financial Planning Manager

Sobeys

iTrustCapital: The Future of Investing, Built on Trust

The Future of Investing, Built on Trust

Kevin Maloney, CEO

iTrustCapital

KJLK & CO: Democratizing Alternative Investments

Democratizing Alternative Investments

Joe LaTurner, Founder and Principal

KJLK & CO

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