Mark A. Provenzano is the Founder and Principal of Hedged Private Wealth LLC., a Wealth Management and Financial Planning Firm. Mark is a licensed Investment Advisor Representative with more than 21 years of dedicated service in the financial industry.

Mark obtained his Bachelor of Science Degree in Accounting from the University of Holy Cross. He effectively specializes in wealth preservation, accumulation, and most importantly, distribution of assets for his clients. His mission is to provide an advanced level of excellence in Wealth Management, Tax Planning, and alternative portfolio modeling by delivering a full range of sound financial strategies.

Mark has been the featured speaker at many seminars, educating attendees on various topics including Financial Planning and Wealth Management, as well as Medicare Programs. Additionally, he has personally developed programs to help educate and meet the needs of individuals who are underserved and underprivileged.

Hedged Private Wealth believes that wealth accumulation, while simultaneously preserving the client’s assets, is paramount. Central to this philosophy is the vigilant recognition that losses hurt you more than gains help you. As Founder and Principal, Mark strives to consistently align the firm’s ideologies, thoughts, and recommendations with its clients’ wishes and best interests. He ensures that all clients are promised honesty, integrity, ethical considerations in recommendations, and most importantly, service to them.

https://hedgedprivatewealth.com/

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Kimberly Olson is a self-made multi-millionaire and the creator of Goal Digger Girl Co., where she serves female entrepreneurs by teaching them simple systems and online strategies in sales and marketing.

Most recently, she received the honor of being chosen as the ‘Top CEO of 2022’ by the International Association of Top Professionals. Kimberly has been named as one of the ‘Top 20 Life Coaches to Look Out for in 2022,’ ‘Top 10 Most Ambitious Women in Business to Follow’ and is part of Forbes Coaches Council.

She is a TEDx speaker and her recent speech was listed as one of the ‘10 Top TEDx Talks that You Don’t Want to Miss.

Kimberly is also the founder of the non-profit, Elephant Sisters and has two PhDs in Natural Health and Holistic Nutrition. She is the author of six books including several #1 international best-sellers, has a top 25 rated podcast in marketing that recently hit 500,000 downloads, and reached the top half percent globally when she was in network marketing. Most recently she has shared the stage with Rachel Hollis, Erin King, Chalene Johnson and Jessica Higdon.

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John Grace, a Registered Principal with LPL Financial, is a professional with over 30 years of experience. John, an Eagle Scout, attended Carleton College in Minnesota, and is a former President and Trustee of the Ventura County Council of the Boy Scouts of America; a former Board Member and Finance Committee Member of the El Camino College Foundation in Torrance; a former Trustee of the California Lutheran Educational Foundation at California Lutheran University in Thousand Oaks; a former Charter Member of the American Heart Association Ventura County Chapter; a past Executive Board Member of the Westlake Village Chamber of Commerce; and Past President of the Rotary Club of Westlake Village Sunrise. Due to his Knowledge and experience, John is a frequent lecturer on financial matters and has been retained to conduct workshops for colleagues, corporations, and various colleges, universities, and adult education programs, in addition to participating as a regular Keynote Speaker for Junior Achievement events around Southern California.

Since 1979, Investor’s Advantage Corporation has been passionate about working with individuals who are looking to pursue financial independence. By proactively planning our clients’ futures, we develop goals and work towards personal benchmarks. At Investor’s Advantage Corporation we pride ourselves on our ability to build financial independence and confidence. We do this by creating transparent and efficient portfolios that strive to exceed client objectives.

https://www.westlakefinancialadvisors.com/

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Vishaw Sondhi is the founder and President of Vishaw Sondhi, CPA P.C., a firm that provides comprehensive wealth management, tax planning, and accounting services for business owners and individuals. He is a Certified Public Accountant (CPA) a Retired Income Certified Professional (RICP®), and a Personal Financial Specialist (PFS) with over 35 years of experience in the financial industry.

His mission is to help clients plan for their financial future by implementing the right wealth management approach, which combines financial strategies to fit their goals and personality. Vishaw takes the time to get to know you and build a comprehensive financial plan that is uniquely yours because he knows that no two families are alike.

The following are some of the services that he provides:

• Individual & Corporate Tax Planning
• Wealth Management
• Legacy Planning
• Retirement Income Planning (401k, IRA, Pension Plans)
• College Planning (529 plans)
• Investments
• Long-Term Care Planning
• Disability Income Planning
• Small Business Services

Contact Information:

Phone: 732-542-1777

Fax: 732-542-3444

Email: vishaw@vsondhicpa.com

Vishaw Sondhi is a Registered Representative of The Leaders Group Inc. Member FINRA/SIPC. Tax advice and accounting services are offered independently of The Leaders Group Inc. Vishaw is licensed to sell securities in New Jersey and New York. He is also insurance-licensed in New Jersey and New York and many other states.

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Lane G. Martinsen is a Certified Financial Fiduciary®, an Investment Advisor Representative, and a Retirement Income Certified Professional (RICP®).

Lane is the Principal of Martinsen Wealth Management, LLC located in Tempe, Arizona. Lane is an Ed Slott Elite IRA Advisor and a member of the National Ethics Association (NEA). Lane has a diverse background within the financial services industry that first started in 1988. In addition to serving his own clients, Lane has trained and mentored hundreds of other financial advisors from all parts of the country.

Lane id the author of 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning and of the Amazon bestselling book The Holistic Retirement Planning Revolution. He’s also the host of the popular educational YouTube channel The Financial Fast Lane.

Lane and his wife Tara met in college and recently celebrated their 31st anniversary. They have 5 children and 6 grandchildren. In 2010 (before any grandchildren were born) they fulfilled a dream to live with their kids in a foreign country. Lane and his family lived near the beach at Playa Conchal in beautiful Costa Rica for one year 2010-2011. During this time they formed many treasured memories and were able to provide humanitarian services to the local Tico people that they grew to love deeply.

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Blake Harris is the founding principal at Blake Harris Law, where he assists clients throughout the world with Offshore Asset Protection. Having traveled to over 40 countries, Blake has built an extensive global network by meeting with trust companies, protectors, and bankers worldwide.

An accomplished author and international speaker, Blake has educated countless professionals through his continuing legal education lectures on asset protection and offshore planning. He has been quoted in numerous national publications, including Bloomberg, Forbes, The Epoch Times, ABC, NBC, CBS, Fox News, and MarketWatch. Beyond these accolades, Blake boasts a significant social media presence with hundreds of thousands of followers, further solidifying his influence in the field.

With a seasoned background in wealth management, Blake Harris previously worked with one of America’s premier wealth management firms, advising high and ultra-high-net-worth clients on strategies to safeguard their assets. His passion for helping families cultivate and preserve their legacy inspired him to establish Blake Harris Law, a firm deeply committed to providing tailored solutions and peace of mind for its clients.

Blake’s commitment to the field doesn’t stop at his firm. He has consistently been recognized as a “Rising Star” by Super Lawyers Magazine for the past 5 years and is an AV®️ Preeminent™️ Attorney.

A proud alumnus of the University of Florida, Blake obtained a degree in finance in 2007 and went on to earn his Juris Doctorate from the University of Florida Levin College of Law in 2010, a top-tier law school.

Blake is an active member of the American Bar Association, International Bar Association, the Florida Bar since 2010 (Florida Bar number: 86486), and the Colorado Bar since 2013 (Colorado Bar number: 45942). Blake resides in Miami Beach, in his limited free time, he enjoys traveling internationally, swimming in the ocean, and Muay Thai training.

https://blakeharrislaw.com/

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Tom Martin completed his undergraduate work at the University of Arizona, receiving a Bachelor of Fine Arts. He began his financial career in 1998 as a life insurance broker, and shortly thereafter added property and casualty lines followed by general securities.

Tom holds several professional designations, including CERTIFIED FINANCIAL PLANNER ™ (CFP ®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is active in his community and is a member of the Estate Planning Council of Greater St. Louis and the Society of Financial Service Professionals.

Tom firmly believes in a collaborative approach to financial planning. To get the best possible results, all oars need to be rowing in the same direction.

To stay on top of his field and develop his professional skills, Tom regularly attends industry training and certification programs and is often a featured speaker at these events. He has served as an expert witness in court cases regarding financial matters.

In his spare time, Tom enjoys woodworking, playing squash and fine cigars.

8860 Ladue Rd

Suite 230

St. Louis, MO 63124

Phone: 314-787-7441

E-mail: tom@martinfinancial.us

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