Markus Byrd, CFS has more than 24 years in the financial services industry. His boutique financial planning practice, Milestone Group & Associates, LLC, includes incorporating sophisticated insurance strategies to provide clients with asset protection tailored to their particular needs. This approach focuses on helping clients become more confident about managing their financial objectives. His personalized method is designed to provide solutions to both everyday and long-term financial goals. He will be part of the roundtable discussion and available upon request throughout the weekend.