4MARCH 2024CONTENTSTHE MB GROUPJANET HASTON QUINONES, PRINCIPAL12COVER STORYWHY ISN'T TAX SEASON MORE OF A TEAM EFFORT?08IN MY OPINIONRYAN HALLERAN,SVP, DIRECTOR OF WEALTH PLANNING,D.A. DAVIDSON COMPANIESSERVICES PROVIDERS - 2024TOP 10TAX PLANNINGGOLDSTONE FINANCIAL GROUPHOLISTIC TAX PLANNING TO SAFEGUARD YOUR FINANCIAL FUTURE Anthony Pellegrino,Founder & CEOLiz Esarey,Director of Tax Planning (CPA)Jessica DeBold,CFP, EA and Director of Advanced PlanningBrian Korienek,Partner & Vice President of Wealth ManagementFEATURED COMPANY18
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