John J. Vento, CPA, MBA, CFP® is the president and CEO of Vento Tax & Wealth Management Group and John J. Vento, CPA, PC. He’s a nationally renowned keynote speaker, professor, and financial services industry thought leader as well as the acclaimed author of Financial Independence (Getting to Point X): A Comprehensive Tax-Smart Wealth Management Guide. John graduated from Pace University with a bachelor’s degree in business administration in public accounting before earning an MBA in taxation from St. John’s University. He is a certified public accountant and a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. John is also a Certified Financial Planner™ professional and holds a Series 7 stockbroker license. John has been a registered representative with Avantax Investment ServicesSM and Avantax Advisory ServicesSM since 2001. He is one of the national broker-dealer’s top advisors, with assets under management* in excess of $200 million. John has served as keynote speaker at various seminars and conferences throughout the United States, and he has lectured at Lutheran Medical Center, Mount Sinai Hospital, the NYU School of Dentistry, and the Greater New York Dental Meeting. His specialization as a dental practice CPA and CFP® as well as his focus on tax-smart strategies to create wealth have led to guest appearances on television shows such as NY1 News “Money Matters” and Fox News as well as published articles in Money Magazine, the Wall Street Journal, Forbes, and many other publications. John’s vast experience includes working with KPMG LLP, one of the “Big Four” CPA firms, where he specialized in audits of the medical and dental profession and the financial service industry. He has been an adjunct professor at St. Francis College, Wagner College, and St. John's University. John has been recognized as an advocate for promoting financial literacy and has been a lecturer throughout the New York City Public Library system.

Doreen M. Inserra, CPA, CGFM is President/Owner of a Staten Island-based taxation and accounting firm--Doreen M. Inserra, CPA, P.C.--since 1997, which focuses, year-round, on individual and business tax and accounting services (including QuickBooks® consultation, Individual, Business, Tax Exempt, Estate and Trust Tax Returns). She was awarded the Staten Island Chamber of Commerce Louis R. Miller Business Leadership Award on February 13, 2014 by City Council Citation. She is called on, each year, to participate in an annual Tax Update Seminar for the public and tax practitioners by SCORE Staten Island which awarded Ms. Inserra Honorary Membership in May 2013. In addition, Ms. Inserra was formerly Audit Manager for the NYC Comptroller’s Audit Office’s Bureau of Financial Audit that included, prior to 1997, managing audits that focused on evaluating leases and franchise agreements that the City maintained with private entities. Other audits that Ms. Inserra managed and participated in, at the NYC Comptroller’s Office, included evaluating the Metropolitan Transportation Authority's $60 million station maintenance bill to New York City; conducting internal control audits of NYC's Community Boards; and analyzing property damage claims filed by private citizens and businesses in the NYC area. In addition, Ms. Inserra participated, as an audit team member of the NYC Comptroller's Office Bureau of Management Audit, in a contract compliance audit of one of the largest business improvement districts in New York City as well as a management audit, issued on June 23, 1995, as Audit Supervisor (while taking on the Assistant Audit Manager role), on the effectiveness of the Department of Juvenile Justice's Aftercare Program (MH95-056A) which has been previously archived, online, in The Clinton Library and is listed in the NYC Comptroller’s Audit Library under reference #6431. She has been previously listed in the 1996/1997 Official Directory of the City of New York after providing almost 10 years (1987 to 1997) of service after receiving a Certificate of Excellence—Team Excellence Award—Finance Audits-- on February 4, 1993. In late February 2012, Ms. Inserra was appointed by the Governor of New York State as Observer to the NYS Financial Control Board for the NYS Senate Temporary President & Majority Leader. In addition, Ms. Inserra is an appointed Accountant with the NYS Unified Court System for Richmond County (Part 36). She is an audit committee member of the Staten Island Chamber of Commerce. Ms. Inserra is also an Investment Advisor Representative in New York State. For over 20 years, Ms. Inserra has been a CPA member of the NYS Society of CPA’s-Staten Island Chapter as well as its past Secretary (for two terms), President, President-Elect, and, currently, Immediate Past President, and, Chapter Board Member of the Chapter Executive Board. Additionally, Ms. Inserra is a long-time member of the Association of Government Accountants (AGA) from which she received the professional certification, Certified Government Financial Manager (CGFM). The CGFM recognizes “…skills and specialized knowledge in governmental accounting, auditing, financial reporting, internal controls and budgeting at the federal, state and local levels.” In April 2018, Ms. Inserra received, from the AICPA, her Cybersecurity Advisory Services Certificate after completing 16 hours of extensive training in Durham, NC. In early October 2018, Ms. Inserra, became a trained arbitrator by the New York County Lawyers Association in the New York State Attorney-Client Fee Dispute Resolution Program at the request of the Richmond County Bar Association. In December 2018, she became a new member of both the Independent Association of Accountants of Staten Island and the Staten Island Economic Development Corp.’s Executive Women’s Council in addition to her long-time memberships with other tax and accounting societies/associations, and, professional membership groups. Formerly, Ms. Inserra attended St. John's University--Staten Island Campus, and, received a Bachelor of Science (B.S.), Accounting in May 1987 as well as becoming a Certified Public Accountant (CPA) in August 1994 while working at the NYC Comptroller’s Office.

Drawing on significant experience in the corporate financial management and public accounting arena, Chris Nowell specializes in providing financial advisory and business evaluation services to companies in ownership transition and subsequent business exchanges. He also has negotiated, valued, and performed due diligence on numerous acquisitions in a variety of industries. Prior to forming Jarrard, Nowell & Russell, LLC, Nowell worked with both domestic and international companies managing a wide range of activities including mergers and acquisitions, corporate tax compliance and planning, cash flow management, debt covenant negotiation, corporate risk management, employee benefit management and business development. Nowell’s experience with businesses in transition focuses on assistance with financing and the assessment of traditional or alternative financing methods.

Annamarie Gulino Gentile is a founder and Supervising Partner at the law firm of Angiuli & Gentile, LLP. In addition to overseeing all areas of the firm's practice, Ms. Gentile is the firm's lead attorney in the Estate Planning and Elder Law division. She counsels families on how to plan their estates to achieve their personal goals with an eye toward preserving assets for the benefit of future generations. Her estate planning work includes drafting documents such as Wills, Trusts (revocable and irrevocable), Health Care Proxies, Living Wills, Powers of Attorney and Family Agreements to protect her clients while they are alive and their loved ones' inheritance once they die.