Todd White.

Founder, ClearPeg | Executive Sherpa

Todd White is a former engineer turned Executive Sherpa and trusted decision partner. As founder of ClearPeg, he helps high-performing professionals navigate high-stakes decisions with clarity, confidence, and finesse. With 30+ years across tech, strategy, and human engagement, Todd brings calm to chaos and moves leaders forward when it matters most.

Bill Boyar.

Founding Shareholder, BoyarMiller

Bill Boyar is a founding Shareholder of BoyarMiller, a Houston, Texas-based law firm. Bill’s practice focuses on representing the various parties involved in the acquisition, disposition, capitalization and financing of assets and businesses on a national and international level.



Mickey O'Neal.

Owner, O'Neal CPA

Mickey O'Neal is an entrepreneurial CPA who provides small business owners with a white glove approach to financial success through his accounting firm ONealCPA PLLC. 

Les

Bryson.

Partner, MSC LLC

Les Bryson has spent 20 years helping thousands of small and mid-sized businesses claim specialized tax credits and incentives. He is the founder of Probity Tax Recovery, a specialty tax firm that was later acquired by MSC, where he now serves as Partner. He continues to champion and support SMBs through a tailored and specialized approach to tax. 

Jack Chang.

Managing Director, DGP Capital

Jack Chang is the founder and a Managing Director at DGP Capital, an independent investment bank focused on growth-stage and mature companies in the industrial, manufacturing, business services and energy sectors. 

Corey Harlock.

Founder, KeyHire Solutions

Corey Harlock is the creator of KeyHire Solutions, an affordable, comprehensive service that takes talent acquisition and planning off of business owners’ plates and enables them to focus on the day-to-day operations and growth of their business.

Katelynn Diamond.

Advisor, Insgroup LLC

With nearly a decade spent on the technology side of Human Resources, Katelynn provides valuable insight during the development of Benefits solutions that will not only attract top talent but retain them.

Dustin Williamson.

Managing Director, vcfo Houston

Dustin Williamson is a results-focused financial and management professional with nearly 25 years of experience.

Jeff Bain.

Certified EOS™ Implementor

Jeff is a teacher, facilitator and coach that helps entrepreneurial business owners get what they want from their business. Before becoming an EOS Implementer®, Jeff began his career as a project engineer in a 10-person company. During his 20+ year career running companies, he grew start-ups in Aerospace and Tech to over $100 million

Shannon Willems.

Principal, AB Bernstein

Shannon Willems is an Advisor and Principal in the Houston office of AB Bernstein responsible for  advising multi-generational families, business owners and entrepreneurs on their most critical  complex challenges and the unique investment strategies to address those challenges.