Financial Services
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BusinessJimmie Darrell Summers
Jim Summers has spent 40 years in financial services, starting at Merrill Lynch and building a Tulsa-based practice on consistency, communication, and long-term client…
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BusinessStephanie Woods
Stephanie Woods built Airheads HVAC and AH Financial on the idea that business problems come from weak structure, not weak effort, and she remains…
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BusinessRichard Donoff
Richard Donoff, Managing Partner at Sunshine Financial Partners in Parkland, FL, has spent over 26 years helping retirees create guaranteed income and protect against…
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DevelopmentJack McCarroll
Jack McCarroll is a Normal, Illinois finance professional with a BS in Finance from Illinois State University and FINRA Series 7 and Series 63…
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BusinessThirukumaran Sivasubramaniam
Thirukumaran Sivasubramaniam is Co-Founder and COO of Fintex Inc. in Toronto. A University of Waterloo grad, he brings 20+ years in tech across Amazon,…
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CommunityElliot Omanson
Elliot Omanson is the CEO of OWLFI Strategic Advisors in Lenexa, KS. A U.S. Army veteran and licensed financial advisor, he leads a firm…
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BusinessGoutam Datta
Goutam Gary Datta is a Senior Financial Advisor and co founder of Adson Wealth Partners in Coppell, Texas. A former chemical engineer and business…
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SalesTravis Braulick
Travis Braulick talks about building a financial practice on consistency, why answering the phone is a competitive advantage, and what clients need most when…
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SalesShane Kinahan
Shane Kinahan is an investment manager and principal at Lake Avenue Capital in Greenwich, Connecticut. A former Goldman Sachs vice president, he brings Wall…
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BusinessDustin Stanley
Dustin Stanley is the Founder and President of Stanley Wealth & Retirement in Sarasota, Florida, where he helps retirees and pre-retirees build clear, education-first…
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SalesBen Roper
Ben Roper is a REIT specialist at Capital Square in Richmond, Virginia, focused on 721 UPREIT exchanges. This spotlight covers trust-first dealmaking, reputation risk,…
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DevelopmentSpencer Short
Spencer Short is a Digital VEA at Morgan Stanley in Alpharetta, Georgia. This profile covers how Texas A&M built his confidence, work habits, and…