Brian Birge

USI
Employee Benefits Advisor
(954) 607-5207
brian.birge@usi.com
Insurance
Home Group: Boca Raton 2

Bio: Employee Benefits Advisor utilizing technology to provide solutions for organizations to control health care spend.

Josh Blum

IVOLVE
Partner, Co-Founder
(203) 648-6060
jb@jbandthedoctor.com
Consultant Service
Home Group: Miami 4

Bio: I offer Performance and Development training for owners, leadership and teams emphasizing soft skills such as awareness, active listening and EQ. I operate Owner Advisory Boards for local business owners struggling with isolation, overwork and blindspots.

Jim Camper

Evergreen Settlements
Partner
(215) 272-3281
jim@evergreensettlements.com
Consultant Service
Home Group: West Palm Beach 1

Bio: A fiduciary that specializes in representing senior clients that desire to exit or sell unwanted, unneeded or unaffordable life insurance policies (life settlement).

Katie Corum

SOAR HR Consulting LLC
CEO & President
(800) 684-7784
katie.corum@soar-hr.com
Human Resources
Home Group: West Palm Beach 1

Bio: I bring over 20+ years of HR experience as Fractional HR/HR Consulting to small & mid-size businesses. I can create employee handbooks as well as onsite/remote HR assessments.

Michael De Biase

Tobin Reyes Alvarez & De Biase
(561) 620-0656
mdebiase@tobinreyes.com
Attorney
Home Group: West Palm Beach 1

Rosemary Guilfoyle

Evershore Financial Group
(786) 298-0312
rguilfoyle@evershore.com
Financial Service
Home Group: Miami 1

Bio: Financial Planning with a focus on retirement, protection of assets, structuring accumulated wealth to maintain standard of living through retirement. I am a wholistic planner, considering all areas of lifestyle, committed to my clients experiencing joy!

Larry Herrup

Herrup Schuman and Co
(305) 866-6611
laurence.herrup@herrupschumancpa.com
Accountant
Home Group: Miami 3

Megan Janes

Fisher & Phillips LLP
(954) 847-4717
mjanes@fisherphillips.com
Attorney
Home Group: West Palm Beach 1

David Eric Johns

Zafeiri Corporation
CEO
(207) 478-7796
eric@zafeiricorp.com
Consultant Service
Home Group: West Palm Beach 3

Bio: Seasoned operator; turnaround; change of control; emergencies – restaurants, small business, construction, trades, EPC, services, blood plasma, death or loss of leadership.

Haneen Kutub

Law Office of Petrovitch & Kutub, P.A.
Partner at Law Office of Petrovitch & Kutub, P.A.
(978) 210-9161
haneen@pklegalgroup.com
Attorney
Home Group: Boca Raton 1

Fernando Mello

Transworld Business Advisors
Licensed Business Broker, MBA
(561) 609-7371
fmello@tworld.com
Consultant Service
Home Group: Fort Lauderdale 1

Bio: Fernando Mello is a business broker and expert advisor in immigration by investment. With 35+ years of experience in business development, management and consulting. MBA and fluent in Portuguese, Spanish and English.

Giancarlo Messina

Messina Madrid Law PA
(917) 225-6827
giancarlo@messinamadridlaw.com
Attorney
Home Group: Miami 4

Robert Murphy

PKF Investment Banking
(561) 337-5324
rmurphy@pkfib.com
Financial Service
Home Group: West Palm Beach 1

Randy Narkir

Legacy Solutions Law Firm
Founder and Managing Partner
(754) 292-0912
randy@floridalegacylaw.com
Attorney
Home Group: Fort Lauderdale 1

Bio: I help secure the future of children with special needs by helping their parents build custom estate plans.

Yates Padgett

First Citizens Bank
(561) 544-1917
yates.padgett@firstcitizens.com
Banking Finance
Home Group: West Palm Beach 1

Alexander Perkins

Perkins Law Offices Personal Injury Lawyers Miami
(305) 741-5297
perkins@perkinslawoffices.com
Attorney
Home Group: Miami 1

Bio: I started out defending insurance and trucking companies. I was expected to find ways to deny deserving victims full compensation after being maimed or killed by our negligent drivers. Saving a faceless insurer money isn’t a legacy, helping victims is.

Duane Reiff

Global Source International, Inc.
President
dreiff@salesxceleration.com
Consultant Service
Home Group: West Palm Beach 2

Bio: I am a builder who helps companies grow and scale their sales team. I serve as a Fractional VP of Sales and CRO. I help small, medium, and large companies develop a robust sales strategy and help them execute to high levels.

Frank Rekas

Plutus Financial Partners
Wealth Management Advisor
(561) 961-9312
frank.rekas@myplutusfinancial.com
Financial Service
Home Group: West Palm Beach 1

Bio: The Attorney’s Financial Advisor | Working with Law Firm Owners, Partners, and their clients to minimize taxes, protect and grow wealth.

Matt Saneholtz

Tobias Financial Advisors
(954) 424-1660
matt@tobiasfinancial.com
Financial Service
Home Group: Fort Lauderdale 2

Peter Shapiro

Shapiro Law
(954) 614-7645
pshapiro@shapirolawpa.com
Attorney
Home Group: Fort Lauderdale 1

Justyn Speier

BDO
(786) 709-9221
jspeier@bdo.com
Accountant
Home Group: Miami 1

Scott Topolski

Coles Schotz
(561) 609-3856
stopolski@coleschotz.com
Attorney
Home Group: Boca Raton 2

Irama Valdes

Probate Law Miami
Probate, Guardianship & Estate Planning Atttorney
(305) 477-1111
ivaldes@probatelawmiami.com
Attorney
Home Group: Miami 3

Bio: I am a Spanish Speaking Estate Planning Attorney who also handles probate administration & probate litigation, guardianship matters, wills, trusts, power of attorneys, healthcare directives.

Isadora Velazquez

Isa Law PA
(305) 938-0676
isadora@isalawyers.com
Attorney
Home Group: Miami 1

Matt Wilson

AMB Performance Group
(561) 262-4549
matt@ambpgbusinesscoaching.com
Consultant Service
Home Group: West Palm Beach 3

Igor Zelmanovich

IZ Forensics, LLC
(561) 703-3639
igor@izforensics.com
Accountant
Home Group: Boca Raton 2