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
