Gangaraju Hanumaiah
CEO, Founder RightTaxMate & EA admitted practice before the IRS

Steve Welker, CPA
A reputable accounting firm based in Chandler, AZ.

Jenn Myers, CPA
Copper Peak Financial

Victoria Bellomo
Attorney
Rosacci Law Firm

Lindsay Gill
Menture Me
Sales Consultant

Nick Klein
Hostile Hare
Rabbits for Food

Todd Kuehn
HRA, FSA, HSA

Jim Magrogan
Designated Business Broker

Art O’Hagan
O’Hagan Capital LLCr

Brian Sanders
AZ4Education.org

Bill Smith
ELB Consulting
Cost Segregation

Peter Sondergaard
The Sondergaard Group, LLC

Sought-After keynote Speaker

Our TRUSTED PARTNERS

Brian Sanders

Executive Director of Arizona Education Scholarship Foundation Corporation

Bill Black

Bill Black has been in the pension administration business for over 45 years and is responsible for the consulting and marketing efforts of the firm throughout the United States.

Clay Ogden

Clay brings many years of hands-on experience in the captive insurance space and is known for his genuine relationships and steady guidance. Clients rely on him as a trusted advisor who helps them navigate complex insurance challenges with confidence and clarity.

Andrew Victor

Andrew Victor has been in the ﬁnancial services industry for 25 years, providing counsel in the areas of Tax-efﬁcient Income Planning, Tax-efﬁcient Asset Planning, Wealth Transfer, Estate Planning, and Business Tax and Succession Planning.

Jonathon Morrison

A renowned innovator and technician in his space, Jonathon’s thought leadership and knack for developing novel, cutting-edge solutions has resulted in multiple advances in the field of advanced tax and estate planning.

Bill Smith

I am passionate about helping owners, developers and investors mitigate their federal tax liability, improve cash flow, and increase commercial real estate (CRE) financial performance. Methodology matters. Without question, ELB delivers the most forensic "fully engineered and accounted" cost segregation methodology in the industry. Period. In addition to cost segregation, we offer R&D Tax Credits, EPAct 179D/45L Energy Tax Certifications, and numerous other fully engineered solutions to improve a commercial property or businesses ROI.

Ben J. Himmelstein

Ben Himmelstein is an award winning, highly experienced business lawyer concentrating generally in business litigation, commercial transactions, and dispute resolution. His practice focuses on medical, dental, technology, and startup businesses.

Derek W. Kaczmarek

Derek W. Kaczmarek is partner and co-founder of Kaczmarek & Jojola, a tax litigation firm. His practice includes tax litigation, tax audits, and tax collection. As a tax controversy attorney, he represents individuals, businesses, trusts and estates against the I.R.S. and state/local taxing authorities.

Greg Richards

Gregory J. Richards is an Investment Advisor Representative and a Registered Representative with Kingswood U.S. He currently maintains six licenses focusing on his fiduciary responsibilities for his clients.

Jason Gallagher

Jason is dedicated to delivering highly responsive and individual strategies to clients, using a focused-unbiased approach and network of curated resources. His businesses focus on serving complex financial services organizations, high-net worth individuals and families, and independent business owners throughout the country.

Randy Sadler

Randy Sadler started his career in risk management as an officer in the U.S. Army. He has been a principal with CIC Services for seven years and consults directly with business owners, CEOs and CFOs in the formation of captive insurance programs.

Aspen West, CFP

Meet Aspen West, CFP. She specialize in serving entrepreneurs, particularly trades companies and women-owned businesses, as well as families seeking to secure their children’s financial future.

Steve Welker

Your Trusted Arizona CPA for Straightforward Tax & Accounting Solutions Located in Chandler, Arizona, Steve Welker, CPA is known for providing no-nonsense, straightforward accounting services to Arizona residents. With over 20 years of experience, Steve specializes in helping individuals and businesses with basic tax filing and financial management needs, without the complexity of more elaborate services.

Diane Thomas

Diane believes planning is essential to success. Together with her value creation affiliate companies, Legacy Advisors Arizona and Legacy C-Suite, a client centric approach is developed. This includes: Value Enhancement; Business Continuity & Succession Planning; and, Business Exit Strategies to achieve stakeholder objectives. By designing a strategy first, Diane and her team are aligned with clients on goals and priorities. Typical outcomes: Improved Cash Flow, More Time and Better Quality of Life.

Jenn Myers

Meet Jenn Myers, CPA at Copper Peak Financial. Located in Chandler, Arizona, and proudly serving clients across the states, Copper Peak Financial is a highly regarded accounting firm dedicated to helping businesses thrive. They understand that proper bookkeeping, accounting, tax compliance, and dependable payroll can be tedious tasks that take time away from growing your business.

Brion Crum

Brion Crum is VP at Caliber Funds. His responsibilities include raising money for Caliber’s multiple real estate funds and helping accredited investors develop their wealth.

Susan Malanowski, CCP, CBP, GRP

Certified as a CCP, CBP, and GRP, I bring a comprehensive approach to compensation strategy, incorporating project management, data analysis, and strategic communications. My goal is to help organizations across diverse industries build reward systems that inspire performance and foster a culture of success.

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