Adam Goodman

I am an independent investment & insurance advisor with a fiduciary standard of care located in Las Vegas, NV that helps individuals implement, monitor and adjust their customized and comprehensive investment, income, savings and protection plan that factors in life’s uncertainties including market volatility, low interest rates, longevity, disability, premature death, possible long term care costs, and taxes.

In simple terms, for individual I act like their personal CFO, providing advice and solutions based on their desires and resources.

My planning philosophy is to hope for the best, and to protect against the worst…

Alvin Goo

 I have over 33 years of experience in the financial field.   I currently manage a $175 million branch for First Hawaiian Bank which has over $17 billion in assets.  As a retail branch manager, I work closely with small business owners assisting entrepreneurs from start up through expansion stages. I also assist them with business succession and retirement planning.  Together with my wife, we invest in real estate and currently have real estate holdings in several states.  I hold graduate degrees in both Chinese language and business administration. 

Anna Rowlands

Anna was born and raised in Kamchatka, Russia, she then moved to Krasnodar where attended Kuban State University and earned Master of Fine Arts. Since relocating to the United States in 2002, she has been an IT consultant spanning major companies across diverse industries including Microsoft, Arris, AT&T, and T-Mobile; and an entrepreneur, co-managing a family business together with her husband Bryan Rowlands (himself a member of CXO). Married for ten years, Anna and Bryan have five children, three dogs, and share a love of motorcycle riding. Anna counts singing and oil painting among her favorite hobbies.

A member of the Seattle chapter since its inception, Anna loves the excitement of working with driven and talented professionals.

Anthony Caramagno

Mr. Caramagno is a top performing senior manager with a proven success record leading and delivering complex, high profile technology projects from idea to completion at commercial banks, brokerage firms, consulting companies, and software vendors. He adds value to a client by possessing the ability to define, manage, and execute overall engagement and project management strategies required to ensure quality of deliverables, client satisfaction.

Bryan Rowlands

Burk Moreland

Building people, companies and homes, Burk Moreland is an executive, entrepreneur and business coach who helps his clients and companies focus on what is important. A history in the construction industry has led Burk to help people not only build homes, but their careers and companies as well. Energy, accountability and new ideas are hallmarks of his coaching and the unwavering pursuit of untapped potential is the idea that drives him constantly forward.

David Linville

Sales / marketing leader with 10+ years experience growing revenue in the chemical industry. Multiple awards from GE / Honeywell / BWA for retaining customers and growing business.

I’m experienced in water treatment / oil+gas production / exploration / data center management / power generation / paints / coatings / adhesives / cleaners / personal care / and many other chemistry related fields. I sell direct and through agents / distributors / VARs / consultants and blenders.

I run / ski / golf / play tennis / play drums and enjoy time with my wife Melissa and 2 daughters (ages 3 and 1).

B.S. Chemical Engineering – Ohio State

M.B.A. Entrepreneurship, Strategy – Emory University

US Patent Holder

Eagle Scout

David Murphy

David has worked as a Consultant in the Insurance Industry in the area of Risk Management and Risk Control for 35 Years.  He holds a designation as an Associate Risk Manager and a Certified Safety Professional.  He has experience consulting with companies in many different Industries such as Manufacturing, Construction, Healthcare, Trucking, etc.   His goal in working with companies is to integrate his risk management and risk control techniques with the managerial expertise of the companies that he works with to establish effective risk management strategies that ultimately protect the company’s bottom line.

Derek Moore

I am an IT and Finance consultant with e­xperience ­ranging fr­om local s­tartups to­ multi-bil­lion dolla­r multi-na­tional cor­porations.­ My exper­tise is in­ business ­process de­velopment ­and select­ing, imple­menting an­d optimizi­ng ERP and­ accountin­g systems ­as well as­ all areas­ of financ­ial and ma­nagerial r­eporting d­evelopment­. My solu­tions have­ saved my ­clients mi­llions of ­dollars th­rough incr­eased prod­uctivity a­nd reduced­ headcount­ through a­utomation ­and busine­ss process­ improveme­nt. As a ­former CIO­ and CFO I­ excel at ­managing p­rojects wh­ere clear ­communicat­ion betwee­n the busi­ness user ­and IT ven­dor/staff ­is critica­l.

Doug Dichting

Consumer Products industry executive with extensive global experience in product / package innovation, supply chain optimization, and organizational development at The Coca-Cola Co., Del Monte Foods and other CPG enterprises. Formulates and executes strategies that deliver multimillion-dollar revenue growth, build brands, and generates exceptional returns in USA and International markets. Deep M&A due diligence and integration experience. Launched over 500 new products / packages globally.

Ed Sztuka

Experienced business leader with over 20 year’s experience in building and operating businesses from start-ups to businesses over $100M.  Experienced in leadership, strategy, operations, product development and marketing, business development and M&A. Currently president of Mahala, a technology company in the mobile payments industry.  Formally Vice President and General Manager for Danaher (DHR) Corporation’s Test and Measurement Platform.  Prior to that was Co-Founder and Vice President of Sales and Marketing for DeskNet Systems, a start-up specializing emerging telecom technologies. Also held several marketing and engineering leadership roles at United Technologies, Dataswitch and Codenol Technolgy.

Eric Bates

A Software Test/QA Engineer with over 14 year experience.

I worked for companies like, Microsoft, Real Networks, AT&T, T-Mobile, & LiveTV.

Eric Johnson

Eric Johnson is a successful sales executive, entrepreneur and investor with over 25 years experience identifying and monetizing great ideas. As a sales executive and entrepreneur, Eric led teams that created new markets for dozens of products and have generated over $2 billion in revenues. As an investor, Eric has lead teams that secured financing in excess of $355 million for companies in fields like real estate, bio fuels, construction materials manufacturing and electric vehicles. Eric has extensive experience with lean organizations that focus on a triple bottom line.

Eric Whitmoyer

I have 20+ Years as a Sales Professional & Executive Leadership, I have proven track record of taking struggling operations and turning them into effective and successful sales groups. Developing & training sales managers to be successful leaders, to ensure the organization’s continued growth and success.

Implementing Strategic Leadership to prepare for and manage through key organizational changes allowing the company to grow organically in dynamic fields. I have a unique and documented approach to not only get results but provide development to create a team that sustains and continues to grow after my leadership has moved on.

Current projects: 120 unit retailer, 1 store coffee shop, online gold business, promotion company, & a book.

Frank Mona

Frank has 30 Years of B-2-B and B-2-C sales/sales operations, marketing and client services executive/leadership experience in the Telecommunications industry-20 years with AT&T. Expertise in new business development, vendor management, stakeholder management, channel/field/product/program marketing, program/project management & reporting to/working with with “C” level leaders.

Fred Auzenne

Fred began his practical training with seven years in the US Army, followed by a successful 15-year career in sales and marketing within the pharmaceutical and medical device industry for Merck, Millennium Bio Tech, and Medtronic. In 2004, he acquired the largest native plant relocation company in Arizona. By 2006, he became CEO of Sedona Labs for which he raised capital and brought proven business systems to the company growing it from and $6.5 million to $27.5 million sales in three years. The company sold as Nutri-Health Supplements to a publically traded Canadian firm for $21.7 million in December 2008, returning over $17 million to investors. Fred raised more than $10 million to start a network marketing company, which attracted 15,000.

Greg Odegard

Greg has more than 20 years experience in the environmental, health and safety consulting field. He is CEO of GO Global Environmental based in Scottsdale, Arizona. In this capacity, he works closely with companies to develop world-class environmental, health and safety management systems and enhances their profitability by reducing and eliminating environmental liabilities and enhancing employee safety performance. He also is CEO of Business Investors Unlimited, LLC where he, together with his wife, invests in companies to increase their profitability and prepare them for sale for more than they are worth today. He holds three graduate degrees in law and environmental sciences.

Greg Linnebach

Greg Linnebach’s varied and successful journey reads like an adventure story.

As a Master Serial Entrepreneur, Greg has formed, led and served as CEO and/or director of numerous corporations, including a bank and one publicly traded company.

He is an acclaimed conference speaker and author, traveling internationally as a transformative trainer, teacher and business mentor. Greg and his wife Judy married in 1975, raised five incredible adult children and enjoy many adorable grand kids today.

Jerald Stettner

Thirty years in operations management. Part of mgtment LBO and subsequent IPO. Experienced operator responsible for 1200 stores, 7B in sales, site selection and building productive teams. After sale of co. founded real estate investment co. and began consulting. Founded 20/20 Growth Solutions focusing on helping individuals and orgs get to the next level. Our work includes but not limited to, leadership development, planning, individual and organizational assessments and general business growth

John Mulrey

After 30 years a senior manager with Marriott Hotels leaving as a seasoned General Manager of several prominent hotels, John Mulrey has established himself as coach and mentor to entrepreneurs and business owners.  His background includes extensive operational skills, leadership skills and strategic planning.  He is currently the President of JMC & C focusing on advising business owners in at all levels of their business cycle.  John is a former professor at FIU and currently its on several boards including the Greater Miami Hotel Association, The Miami Sports Commission  and the CVB.  He has been an accomplished F&B professional and award winning Chef. He has successfully mentored over 30 small business in the past four years.

Karen Sem

Principal Structures Engineer in Aerospace (V-22 Osprey and Space Shuttle) for 30 years, Cost Account Manager and Project Engineer for last 10 years. Joined a startup in 1999 and spent five years in IT consulting helping customers optimize their distributed networks.

At an overseas real estate conference in 2010 I met a CFO who convinced me I could invest with my IRA. I then branched out as an investor/private lender in real estate, notes and privately held businesses using my self-directed IRA. In 2013 I also began building a network marketing business.

The CXO model was really exciting to me because I believed in the idea providing capital and expertise to grow businesses. I joined CXO in February 2013 as an Equity Partner.

Karl Edmunds

Karl Edmunds is a nationally recognized business leader with over 30 years of business experience with a focus on strategic planning, investment banking and management consulting. He was a Principal of a nationally recognized supply chain/distribution management consulting firm targeting the food, beverage and consumer goods industry and successfully sold the business in 2000.  He led a financial services firm offering M&A services, capital formation, business brokerage and ownership transition planning to family held businesses. He is a proven business executive offering career and business advice to ensure competitive advantage and drive business profitability.

Kathy Wakefield

Marketing sleuth/problem solver, business/opportunity developer, leader/entrepreneur with MBA; strategic marketing/sales experience with Fortune 500 and start-ups. Experience includes: consumer/food/medical products, online education, technology and advertising. Skills: strategic marketing/sales, business plans, financials, communications, project management, product development /commercialization and sales promotion. When not working: hiking, cycling, swimming, travel, history, arts, gardening.

Kelly O’Neill Dwight

Entrepreneur>Strategist>Mentor>Professor >LifelongLearner> Maker>Orchestrator>Dragracer>Foodie>Connector>Collaborator I launch companies and monetizable products to market. I am engaged in multiple disruptive new tech ventures as an advisor, champion, investor and team member. My consultancy launches new businesses, product introductions and go-to-market entries and partnering with entrepreneurs and high-growth companies. I specialize in innovation and strategic orchestration to realize impacting results. My clients and business partners are varied and span from high/clean tech to healthcare to energy and social impact. Companies I’ve founded are in: Consulting,CleanWater, Digital Health.

Kris Fuehr

Qualified channel marketer with broad background and over 20 years experience designing and delivering channel go-to-market campaigns and alliances. Demonstrated success in market opportunity analysis and business planning for both small businesses and Fortune 500 companies; developing partner and alliance programs both programmatically and through direct relationships; accelerating sales by building channel marketing plans from the ground up.

Lee Norman

Lee Norman dropped out of high school to serve in the US Army. Later, he earned an associate’s degree in electronics and a bachelor’s degree in business. In his early career he worked in management with the JC Penney Company and had a successful career in industrial sales with Motorola.
He left the corporate world to start his own business — a specialty contracting business in the metro Atlanta area. He grew the business from scratch into a $3 million dollar sales organization. His business was chosen as “Small Business of the Year” by the Chamber of Commerce. He has served on two national boards. Lee has taught classes and done public speaking on a national level. Lee sold his business in 2008 to semi-retire and to pursue another interest: helping small businesses grow.
Lee was an active member of Vistage (formerly TEC) for seven years. Now he is an equity partner in CXO Collective, an advisory / private equity group that brings resources, investors and expertise to emerging businesses or owners seeking an exit. Lee has also taught classes for the SBDC at Georgia State University. He continues to serve on the Trustee Board at the Roosevelt Warm Springs Institute.
Lee and Sharen, his wife of 51 years, enjoy semi-retirement. They live in the metro Atlanta, Georgia area. Lee enjoys spending time with his family, reading, motorcycle riding and an occasional round of golf.
His basic love still remains: helping small businesses.

Lennie Maen

I am realtor aligned with a turnkey real estate investment company. We find, fix, finance, lease and manage properties for our clients. As part of this service, we advise when to sell those properties turning one property into two; two into four, etc. This opportunity is a good fit for individuals wanting to enhance what they are already doing by allowing us to do the heavy lifting. Also for individuals that are interested in a positive monthly cash flow without knowledge of real estate.

Les Simpson

Les Simpson has over 25 years of experience in the financial services with high net worth clients. He presently is Owner/President of Deferred Tax Benefits, Inc. His programs work with IRS Code 453 and 831b. Along with tax credits and LEED certification for commercial real estate.

His purpose is to educate CPAs, attorneys, brokers, advisors and bankers this program exists for their clients. Provide millions in tax credits and LEED certification for commercial real estate.

Lynwood Johnson

Dr. Lynwood Johnson has forty years of sales experience across a number of industries; including ministry, mortgages, high-tech, and merchant services. Possessing an intuitive ‘read’ of individual personality styles, Lyn’s earned doctorate has also provided a path for the technical analysis of organizations, leadership styles, and corporate cultures. Working from a merchant services / business payments platform, “Dr. Cards” is all about helping the organizations he serves create predictable, quantifiable, and scalable business results.
Current project: Working to create the i.p. that will give Bitcoin (BTC) some decent competition, with a view to surpassing.

Marek Omilian

Marek Omilian manages the delivery of valuation and decision support analysis for Value Prism Consulting. He has over twenty years of consulting and line management experience in such areas as: valuations; business case and ROI analysis; decision support analysis; shareholder value enhancement analysis; mergers, acquisitions and divestitures; synergy identification. He is a Chartered Financial Analyst (CFA) and MBA from UNC Chapel Hill. He worked for IBM, P&G, PWC and Navigant in the past.

Mike Stoup

I am an energetic, detail oriented executive for a medium sized engineering firm. I have a degree in electrical engineering and have spent 20 years in the controls automation industry. I have extensive management experience both personal and corporate. I am married with two children and live in Tampa, FL. I enjoy traveling, hiking, scuba diving and spending time with my family.

Paul Brown

Dr. Paul J Brown is a board certified psychiatrist who is skilled in Sales, Marketing, Business, Finance and Law. He approaches business in a logical, well thought out manner -looking at the psychology of the people, economic markets and business situations involved. Dr. Brown is co-owner of UP Equity Group, a corporation that buys, grows and sells businesses.

Peno Pan

Visionary leader recognized for developing creative solutions to highly complex problems and driving process excellence along the entire product development and production life cycle. Passionate about creating a zero defect culture for delivery of hardware and services through the holistic development of the team. Extreme attention to hardware and real time operations details, honed in NASA’s manned space flight programs, requiring the highest rigor in quality processes. Ability to talk technical to non-technical executives conveying both written and verbal information in a clear and salient manner. Superior interpersonal skills communicating with clients, vendors, executives and associated professionals; dedicated to excellence.

Robert Oettinger

I have been working as a support engineer for diagnostic imaging equipment over the last 33 years.

Russ Ruby

Grocery industry executive experienced with sales, operations, merchandising, procurement, brand and category management. Specialties include Natural and Organic food retailing, fresh item merchandising, private label development, merchandising analytics and P&L management. Early stage-start up experience with Peapod, Meals.com, eSettlement, Fresh Market Manager and President’s Choice.

BA from Indiana University, Bloomington Indiana. MS in Food Marketing from St. Joseph University, in Phila

Ryan Healy

Ryan M. Healy is The Most Referred Direct Response Copywriter on the Internet. Since 2002, he’s worked with 150+ clients, including major financial publishers like Agora Financial, Lombardi Publishing, Dent Research, and Contrarian Profits.

He’s also worked with well-known marketing experts like Alex Mandossian, Terry Dean, and Josh Bezoni. And he’s done quality control on tens of thousands of PPC ads for dozens of major companies, including Pottery Barn Kids, GEICO, Dell, Vitamin Shoppe, 1800PetMeds.com, KAYAK, Angie’s List, ADT, Iberostar, Zazzle, and Ask.com.

Most importantly, Ryan has written hundreds of sales letters, crafted thousands of emails, and discovered what really works to bring in new customers and bigger profits.

Terry Wakefield

C-level player / coach leveraging food science / engineering / leadership skills to manage businesses as well as lead process / product development teams. Utilize detailed knowledge of financials and organizational change to drive business results.

Multi-faceted leader driving change in Fortune 100 as well as smaller organizations. Leverage data / metrics integrated with empathetic knowledge of human dynamics to propel organizations through the changes essential for achieving their goals.

Tim Burger

Tim Burger is an Operations Executive with a proven record of delivering sustainable results in fast-paced business environments, working for Fortune 100 companies. Highly effective leadership, management and team building skills drove revenue and profit growth in every position. Led numerous store operations initiatives through business expansions, mergers, acquisitions and restructurings; extensive experience in change management, operations transition and integration. Additional experience in real estate and site selection, field operations, organizational design, new business development and execution of customer and associate satisfaction metrics. Tim currently heads up an Executive Search firm located in Dunedin, FL.

Timothy Ranney

Twenty five years of results based executive leadership in complex health systems, health plans and private practice. Developed new businesses as well as managed P&L for $100+M portfolios. Team examples include: Care Coordination includes Case Management ROI 2.5-1, Utilization Management ROI 8-1, and, Disease Management ROI 2.3-1; Thompson Reuters Top 100 Hospitals in two health systems in different states with multiple service lines receiving centers of excellence designations. Policy development and execution on local regional and national levels. Degrees include MD, MBA, with multiple other professional designations.

Tom Gibbons

Tom is a highly experienced executive/entrepreneur, who is committed to the principles of outstanding productivity, creative problem-solving, disciplined and responsible fiscal practices, continuing growth, and progressive human resource practices. I consider my strengths to be the following:  strategic planning;  knowledge of cutting-edge production and manufacturing processes, including sourcing both domestically and overseas; financial management, merger and acquisition process; ability to analyze complex problems and translate them into clear and decisive solutions; sensitivity to cultural differences within the organization; ability to discern industry trends which impact the bottom line;  motivation of colleagues and personnel.

Trent Reynolds

As a licensed broker with an MBA in international business, a Masters in real estate development, and years of buying, selling, fixing and renting homes, Trent is always looking for the next real estate deal, joint venture, partnership, or opportunity, both in Denver and nationwide.

Trent loves to apply his vast education and experience to new and challenging problems in order to help business owners and entrepreneurs improve and grow their business by increasing revenue and driving more profit to the bottom line.

Troy Scheer

Troy Scheer is a relationship-focused marketing executive infusing solid marketing principles and strategies with evolving technologies to energize brands with the resources they need to nurture relationships and grow revenue.

He emphasizes a focused outcomes based marketing plan that utilizes the proper mix of online and offline marketing strategies & tactics.

Troy brings extensive experience in brand strategy, marketing, advertising, public relations, e-marketing, search marketing and experiential marketing in the business-to-consumer and business-to-business arenas for local, national and international clients. His efforts have led to profitable marketing campaigns while building solid relationships for and with clients.

Vijay Desai

Inspirational Senior IT executive offering 20+ years of experience in the information technology profession. Demonstrated capabilities in creating robust IT organizations successful in delivering business enabling innovative IT solutions. Experienced in creating efficient IT teams leveraging global resources, implementing industrial strength, resilient processes and effective organization designs minimizing unproductive conflicts and promoting healthy culture. Experienced in helping start ups, fortune 15 and companies in-between. Successfully delivered multi-year, multi-million $$ global projects impacting revenues in excess of $1B. Masters in Elec Engg with PMP and ITIL (IT Information Library) V3 certifications.

Vita Kawashima

I worked for the Department of Treasury as a Taxpayer Advocate for 20 years helping taxpayers resolve disputes and settle claims with the IRS. I learned to think outside of the box yet within the law and IRS’ guidelines. I also developed training and trained new personnel for our agency. During that time, I volunteered for 8 years with the Volunteer Assistance Tax (VITA) Program sponsored by the IRS completing tax returns for elderly, low-income, and/or non-english speaking taxpayers.

Wally Waldron

Jason “Wally” Waldron, also known as Wally the Web Guy, is an internationally recognized author, speaker, and direct response internet marketer who works with successful individuals and businesses worldwide to apply proven strategies to generate increased sales and profits via the Internet. For over 10 years, he’s been directly responsible for creating millions in additional sales and profits by applying his proven “Master Key Formula(TM)” to increase traffic, leads, and conversions for customers all over the world.