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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Shawna Moore, RICP®, is a seasoned financial advisor with more than 25 years of experience guiding individuals and families through the complexities of retirement planning. She is the founder of Moore Wealth and co-host of the Moore Wealth Retirement Talk podcast, where she and her husband, Dave, bring a holistic perspective to retirement income, estate, tax, and lifestyle planning.

As a Retirement Income Certified Professional® (RICP®), Shawna specializes in creating customized strategies that help clients maximize income, protect assets, and confidently navigate the transition into and through retirement. She is also the author of Retire With Moore: The Holistic Approach for a Relaxed Retirement, which distills her decades of expertise into practical, easy-to-follow guidance.

Shawna’s mission is to empower retirees and pre-retirees with clarity and confidence by simplifying complex financial decisions and aligning strategies with each client’s goals and values. Her holistic approach has earned her recognition as a trusted voice in retirement planning and a sought-after guest on financial media platforms.

Shawna's Podcast "Moore Wealth Retirement Talk" is available on Spotify, Apple Podcast, or Amazon Music. https://podcasts.apple.com/za/podcast/moore-wealth-retire...

For more information about Shawna Moore and Moore Wealth Management visit https://www.moorewealthmanagement.net/.

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“My journey began in my grandfather's workshop, igniting a passion for invention and financial empowerment. Today, I dedicate my life to helping others achieve financial independence.”

Navi Dowdy is a:

• Certified Tax Specialist with over four decades of experience
• Developer of the Smiling Retiree Process, aiding millions in achieving tax-free retirement income
• Speaker at prestigious venues including Harvard Business Expert Forum and NASDAQ
• Featured in the documentary The Retirement Deception
• Author of Tax Secrets for the Smiling Retiree

Navi helps successful Baby Boomers pay less taxes and maximize their income.

When I was young, my parents taught me a great work ethic and I delivered papers, delivered fruit, mowed lawns, bailed hay, pumped gas, etc. After college, I found myself fascinated by investment books. I saw the possibility of real estate investment as a way to become independent. I finally worked up the courage to jump careers. I started small brokering duplexes and worked up to building 32 units. I got my first investment designation the CCIM, Certified Commercial Investment Member, and learned much more investment theory. I became the go to guy for people who wanted to put money into real estate investments. I taught continuing education for realtors and learned all about the fabulous tax savings that real estate afforded.

By the early 1980's I had the idea that rather than paying 16% at the bank to develop a building, why not just buy the bonds and earn the 16% myself. Much simpler. So I started buying bonds. As a result I started working with many retired people and learning the unique needs of people who no longer got a paycheck. Financial planning was just starting, and I became a CFP, Certified Financial Planner. I taught classes and mentored other aspiring CFP’s as well as continuing education for bank managers, CPA’s and attorneys. I also became an Enrolled Agent so that I was able to represent tax payors before the IRS. I felt the need to learn how to analyze the balance sheets and navigate the treacherous grounds of accrual accounting, so I became a CFA, Chartered Financial Analyst. Although I’ve earned many credentials and designations, now all that I maintain is the CTS, the Certified Tax Specialist.

I now bring together the world class team of specialists to solve client’s issues, most frequently how to save significant amounts of income, capital gains and estate taxes. And probably biggest of all, the massive built-in tax on retirement accounts.

If I could summarize all of this into one lesson, it is that when people retire, they need to do is make the change from accumulation to distribution and prioritize income and preservation before growth.

In my rare spare time, I like hanging around with my family and rescue dog Molly.

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Western & Southern Financial Group has over 135 years of helping to meet the financial stability needs of our customers — individuals, families, businesses, foundations and nonprofits — with a wide range of insurance, investment and retirement solutions through an ever-growing distribution system.

Our family of companies continues to grow and diversify, fortifying our financial foundation and embracing new opportunities to help meet your needs through superior service and an ever expanding range of insurance, investment and retirement solutions. No matter which of our member companies serves your needs, we are committed to helping you protect what matters for a secure financial future.• The Western and Southern Life Insurance Company

For more information on the Western & Southern family of companies, visit www.westernsouthern.com.

For disclosures/terms of service, visit www.westernsouthern.com/social-media-disclosures.

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At Poole Financial Services, Inc., our vision is simple: to help people feel confident and supported as they plan for their financial future. As a family-run firm, we believe in building strong, lasting relationships with each client — taking the time to understand your goals, your values, and the life you want to create.

With over three decades of experience, Larry and Judy Poole — along with their daughter, Rachel Bradsher — bring a personalized, multigenerational approach to financial planning. We’re not just here to offer investment advice; we’re here to be a trusted partner in your journey.

We are especially proud to serve educators and staff across North Carolina’s public schools. Through our affiliation with Robinson & Associates, a network of independent financial professionals focused on retirement planning for school employees, we offer specialized guidance on 403(b), 457(b), and other retirement plans designed for those who serve in education through Lincoln Investment.

Our services are offered through Lincoln Investment, a nationally recognized broker-dealer and registered investment adviser, member FINRA/SIPC. This relationship allows us to provide our clients with the resources of a larger platform while maintaining the personal care of a local, family-based practice.

Whether you’re planning for retirement, navigating life transitions, or simply looking for someone to walk alongside you financially, we’re here — with a clear plan and a team you can count on. Our mission is to empower you to build a lasting legacy, one that reflects your values and brings comfort to you and your loved ones for generations to come.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.