A Private In-Person Gathering for High Net Worth Investors & Operators

📍 Balboa Bay Resort | June 25-26, 2026

Mikey Taylor is a former professional skateboarder turned entrepreneur, investor, and business owner. After building a successful career in action sports, he transitioned into entrepreneurship, co-founding Saint Archer Brewing Company and later focusing on real estate investing and wealth-building through Commune Capital. 

Today, Mikey is passionate about helping others create financial freedom through smart investing, disciplined habits, and long-term thinking — a mission he's now extending into public service through his campaign, Mikey Taylor for City Council.

Support his run → Mikey Taylor for City Council

Kathy Fettke is a seasoned real estate investor, CEO of Grow Developments, cofounder of RealWealth, and author of "Retire Rich with Rentals." She frequently appears on CNBC, CNN, ABC, and Fox. Rich Fettke is the author of "The Wise Investor" and "Extreme Success," a real estate broker, and cofounder of RealWealth. His work has been featured in the Wall Street Journal, USA Today, and Entrepreneur magazine.

Mark Quann is the founder of The Perfect Portfolio, a financial education platform that empowers individuals to optimize their wealth-building strategies. With over a decade of experience as a Registered Representative and Investment Advisor, Mark recognized the limitations of traditional financial advice for those aiming to accumulate significant wealth. He developed The Perfect Portfolio to teach tax-efficient strategies like "Buy, Borrow, Die," previously accessible only to the elite, and to help individuals achieve financial freedom. Mark also leads REMii Group, specializing in asset protection and tax reduction.

Bethany LaFlam is a powerhouse attorney, investor, and entrepreneur redefining what it means to build wealth and live well. As the Managing Partner of Premier Law Group, Bethany has guided thousands of entrepreneurs and investors through the complex world of securities law, helping them scale confidently while staying compliant. But her impact goes far beyond the legal arena.

Buck Joffrey, MD, is a physician-turned-entrepreneur, investor, and financial educator. After transitioning from a successful surgical career, he built multiple businesses and became the founder and host of the Wealth Formula Podcast, where he teaches high-income professionals how to build wealth through alternative investments, real estate, and entrepreneurship. Buck is also the bestselling author of 7 Secrets of Eternal Wealth and has been involved in billions of dollars of real estate transactions throughout his investing career.

Kaaren Hall is the founder and CEO of uDirect IRA Services, LLC, a leading self-directed IRA provider since 2009, now overseeing more than $1.3 billion in assets under management. She holds the CISP and SDIP designations. With over two decades of experience in real estate, lending, and self-directed retirement accounts, she has helped thousands of investors take control of their retirement funds and diversify into alternative assets. A nationally recognized speaker, BiggerPockets author, and founder of OCREIA, Kaaren continues to educate and advocate for investors while serving in leadership roles across the retirement industry.

Christina Suter is a real estate investor, mentor, speaker, and host of the Real Estate Breakthrough Podcast. With more than 30 years of investing experience, she has acquired over $40 million in real estate and built a portfolio of more than 350 units. Christina is passionate about helping investors gain clarity, take action, and build lasting wealth through strategic real estate investing.

If you'd like to join the Wealth Forum Elite, please speak with your host..

© Bronson Equity - The Wealth Forum.  All Rights Reserved.