Program 1,182 Tan Gera is co-founder of Decentralized Masters, a global investment education and research company serving more than 4,500 members across dozens of countries. A CFA Charterholder who passed all three levels by age 23, Tan spent three years in investment banking and M&A roles across Paris, Amsterdam, and New York before leaving…
Program 1,178 Mike Wapner is an independent financial advisor, with BlueLake Wealth Advisors, who helps individuals and families achieve their life goals while aligning their finances with their values. Specializing in sustainable personal finance, Mike enables people to balance their needs and wants for today with their concerns for the future, for both family…
Program 1,167 Bennett Lebowitz is President of Pando Consulting Group, where he turns “almost sellable” companies into investor ready businesses built to close. Through rigorous financial and operational pre diligence, he identifies the issues that kill deals before buyers can use them to chip away at value or walk away entirely. The result is…
Program 1,166 Joel Salomon is a Finance, Mindful Money Expert, and Prosperity Coach who helps others overcome obstacles standing in the way of their financial freedom. He’s the founder of SaLaurMor Management and is an award winning TEDx speaker, workshop facilitator, and frequent television and podcast guest. As a former manager of a $700 million…
Program 1,164 Scott Lask is a driven and forward-thinking professional with a strong passion for financial markets, investment education, and personal growth. Scott came to Wall Street in 1983 and learned early on that a robust Active Risk Management strategy was an absolute to achieve growth. Without one, you would be left behind. One…
Program 1,153 Rob te Braake is the founder of Insight Matters, a fractional CFO and accounting firm that helps 7- and 8-figure online businesses transform their numbers into strategic growth engines. Rob’s career began in corporate banking at ING, a path that took him from the Netherlands to China, where he spent seven years…
Program 1,141 Lane Kawaoka owns 10,000+ rental units and leads the “Hui Deal Pipeline Club” which has acquired over $2.1B+ of real estate, by syndicating $200 million+ of private equity since 2016. He has returned over $45 million to his investors in distributions. He’s the founder of The Wealth Elevator. Lane uses his Engineering…
Program 1,133 After over a decade as a public accountant, Avraham “Avi” Pinsky, CPA, MBT saw firsthand that small business owners need more than just financial number-crunching, they need a trusted partner to diagnose challenges and provide actionable solutions. PinskyConsulting does just that: Avi helps business owners uncover financial roadblocks, gain clarity, and focus…
Program 1,119 With over 38 years of experience in the financial world, Bill Haase has a background of 20 years in the trading pits of Chicago (Wall Street), processing and underwriting of loans with major banks, and several years of financial advising (Main Street) to people like you. While he was never a trader…
Program 1,104 Brian Truman has carved out a formidable niche in multi-family and investment sales, as well as business brokerage. As an advisor with SVN Accel, his dedication to helping clients achieve generational wealth is not just a passion—it’s a mission. Leveraging his deep understanding of business and building owner mindsets, Brian consistently delivers results…
