Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Aleksander Dyo 

Managing Director of Wealth Excel

Aleksander stands out in the financial landscape for his deep expertise in complex Qualified Plan models and innovative Financed Charitable Gifting techniques. Catering to a sophisticated clientele of business leaders, ultra high-wage earners and high-net-worth individuals, Aleksander has masterfully generated tax savings exceeding $80 million.

With a career spanning over a decade in financial services, Aleksander is on a mission to empower his clients to safeguard and enhance their wealth using advanced tax-mitigation strategies. As a dynamic serial entrepreneur, seasoned venture investor, and trusted advisor, Aleksander applies his extensive firsthand experience to offer practical, impactful wealth-building plans.

Aleksander is the mastermind behind the Pre-Tax Wealth Creation Blueprint – a comprehensive, step-by-step framework designed to significantly boost tax savings, reinforce asset protection, and accelerate personal wealth growth.

His fluency in English, Russian, and Korean allows him to serve a diverse range of clients effectively. Aleksander is known for his straightforward personality, results-driven focus, and out-of-the-box thinking. These qualities have cemented his reputation as a “financial surgeon” of creative yet time-tested solutions for wealth creation, making him a sought-after strategist in the financial domain.