Advisor

Mike Ehrle shares his journey from nearly fired at United Health Group for waiting for phone to ring, learning Lou Formantini's market discipline, getting fired from Clickboarding, and launching Lumity digital brokerage and Finparency investment tech platforms.

Chad Carbone shares his journey from nearly 12 years homeless to Director at Bridge House Ready to Work, revealing shocking truths—40-45% of homeless have full-time jobs, socks matter more than money, and how their three-legged stool model transforms lives in Boulder, Colorado.

Bryan Ravit shares journey from $100K debt to multi-millionaire through sales mastery, building $100M+ teams at Vivint, and strategic alternative investing.

Eliza Keegan, 33-year-old CEO of Momentum Indoor Climbing, shares journey from Houston Dynamo soccer programs to leading climbing gym expansion across US, Bulgaria, Europe, and Asia while navigating gender bias, imposter syndrome, and revolutionary LED wall technology.

Adam Povlitz, CEO of Anago Cleaning Systems, shares how technology innovation differentiates his commercial cleaning franchise, master franchisee expansion strategies, and balancing rapid business growth with raising three young children.

Greg Zabikow shares how collegiate swimming taught him to train through losses for championship wins, why asking curious questions transformed a struggling pipe facility, and how Rio Grande Company maintained culture through 132 years including their first layoffs ever in 2008.

Terry Hammons, owner of Home Stretch franchises, shares how 20 years in corporate finance law led to building a multi-location real estate property preparation business.

Mike Horvath, CEO of Revenova, shares journey from 2008 bankruptcy to $100M+ logistics software company through customer focus, PE partnership, and learning to say no.

David Beasley shares 40 years at Goodyear including China market challenges and Blimp operations, then discovers his calling helping Christian business owners through C12 peer advisory groups integrate faith with strategic growth.

David Sangree, President of Hotel & Leisure Advisors, shares how 20 years of specialized hospitality appraisal expertise led to successful company sale while maintaining leadership.

Jessica Silwick shares her first-gen journey from blue collar community to CFO/COO at ABET, championing quality STEM education through degree accreditation and credential recognition with 3,000 volunteer peer reviewers while overcoming imposter syndrome as woman in male-dominated fields.

Luke Barrett, owner of Citywide Facility Solutions, shares how extreme ownership and vulnerability transformed his leadership approach while pursuing top 10 franchise status.