Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Must…

James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for…

James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for…

Chase Insogna is an expert in tax planning and financial advisory with over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his growing experienced team help transform the financial futures of many valued clients through strategic tax planning and advisory services, with a large vertical in e-commerce busine…

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use…

Robin Hills is a business psychologist and the director of Ei4Change. A company specializing in emotional intelligence for change in educational training, coaching, and personal development – focused around emotional intelligence, positive psychology, and neuroscience. Awarded “International Impact Company of the Year” – Award Winner by Dotcom Maga…

Noëlle has been a former financial trustee for over 15 years turned trustee of the heart. She helps people to self-connect on a deeper level in order to uplift their relationships with others and step into their path of purpose. She’s a visionary, energetic healer, philanthropist, small business owner, and animal & nature lover, who believes that g…