Thomas Barber
​
FOCUS:
Customized Wealth Management and Securities
​
Barry J. Boscoe, CFP
​
FOCUS:
Wealth Preservation and Asset Protection
​
John Chon
​
FOCUS:
Innovative structured investments for private placement
​
Robert Finley
​
FOCUS:
M&A, Capital Raising andPE Investments
​
Jonathan Gopman
Nelson Mullins
The Gottlieb
Organization
​
FOCUS:
Wealth Preservation
​
Joshua Gottlieb
The Gottlieb Organization
​
FOCUS:
Wealth Strategist and developing specific client core values
​
Scott Hartman
Onyx Capital Management, LLC
​
FOCUS:
M&A, Capital Raising and
PE Investments
​
​
Mark Jacobs
Captive Alternatives
​
FOCUS:
Risk management strategy,
Private Insurance,
​
Chris Riser
Dominion
​
FOCUS:
legal services: domestic and international asset protection planning, domestic and international estate and tax planning, captive insurance, and trust litigation.
​
David Sims
​
Joe Tagliaferro III
Withers Bergman, LP and Logica Capital Advisers, LLC
​
​
FOCUS:
Wealth Preservation
​
Jim Vitalie
James Alpha Advisors and James Alpha Holdings
​
FOCUS:
Wealth Preservation
​
Philip Wilson
Marcum
​
FOCUS:
Real Estate
Tax Controversy
Strategic Tax Planning and Compliance
​