With over 25 years of experience in private equity and real estate investment, Kirt Boultinghouse is a trusted leader in capital markets strategy, investor relations, and asset growth. As a principal, advisor, and board member, he brings a proven track record of aligning strategic investment opportunities with long-term value creation—driven by integrity, insight, and a passion for helping companies scale successfully.

Joanna Rodriguez is a seasoned finance executive with over two decades of experience driving strategic growth and financial excellence in the consumer packaged goods and food industries. As Vice President of Finance at Miss Jones Baking Co., she leads critical initiatives in budgeting, forecasting, capital strategy, and investor relations. A Certified Management Accountant (CMA) with a proven track record in high-growth environments, Joanna combines financial rigor with operational insight to support companies scaling toward long-term success. She is passionate about using her expertise to mentor emerging leaders and contribute meaningfully through board service.

I’m excited to share a bit more about my professional background and the value I bring to board and advisory roles. With over 45 years of executive experience, I’m passionate about helping organizations navigate strategic challenges and seize new opportunities. Here is my biography.

Surya Krishnan is a seasoned finance and strategy executive with over two decades of experience in corporate development, M&A, valuation, and strategic planning. He has led over $25 billion in transactions, managed $150 million in revenue, and advised C-level executives on financial strategy and business growth. With a strong background in corporate finance, venture capital, and financial consulting, Surya has played a key role in high-profile acquisitions and investment initiatives. In addition to his leadership in corporate finance, he is committed to mentorship and professional development, guiding MBA students and emerging business leaders through financial strategy and career growth. His expertise in data-driven decision-making, market analysis, and corporate advisory continues to shape the future of finance and business strategy.

Excited to share my professional executive biography, highlighting over four decades of experience in global equipment leasing, financial strategy, and leadership. I’m passionate about helping businesses grow, mentoring others, and bringing strategic insight to board opportunities.

As small and medium-sized businesses evolve, they often face complex financial challenges that can hinder growth—ranging from managing cash flow and scaling operations to preparing for fundraising or strategic expansion. While hiring a full-time CFO might be impractical or premature, a fractional CFO offers an ideal middle ground, delivering seasoned financial leadership on a flexible basis. These professionals bring deep expertise across strategic planning, capital raising, risk management, and financial systems—all at a fraction of the cost. By providing clear, objective guidance and strengthening communication among stakeholders, a fractional CFO helps businesses navigate change, seize opportunities, and build a solid foundation for long-term success.

Joe Lichtenberger is a seasoned finance executive with over 30 years of experience in structured trade finance, private equity, venture capital, and corporate finance. As the Managing Principal of Crescive Capital, he leads early-stage investments, financial consulting, and capital-raising initiatives, leveraging his deep expertise in strategic growth and value creation. His career includes leadership roles at Cargill, where he structured billion-dollar financing deals and pioneered innovative investment strategies, as well as experience in private equity and investment banking at firms like The Pritzker Organization and Bear Stearns. With an MBA from Northwestern University’s Kellogg School of Management and a BBA from the University of Michigan’s Ross School of Business, Lichtenberger is recognized for his ability to navigate complex financial landscapes, optimize capital structures, and drive sustainable growth for high-impact businesses.

David G. Wopschall is a seasoned financial and operational executive with over 25 years of leadership experience in private equity-backed and public companies. As a transformative CFO, he has led over $1 billion in M&A transactions, driving enterprise value and securing high-multiple exits. With expertise spanning high-tech, electronics, satellite communications, SaaS, and manufacturing, he has successfully restructured global organizations, optimized financial operations, and raised over $300 million in capital. A trusted advisor to CEOs and Boards, Wopschall excels in financial strategy, risk management, and operational efficiency. His ability to drive growth, profitability, and corporate transformation has made him a pivotal leader in navigating complex global markets.

Matthew G. Bente is a dynamic financial executive with over 12 years of experience driving strategic growth and operational excellence across industries such as food and beverage, real estate, and financial services. Currently serving as the Head of Finance at Workhorse Brewing Company, Matthew has a proven track record of implementing transformative financial strategies, streamlining operations, and securing capital for growth initiatives. His leadership has consistently delivered measurable results, including significant revenue growth, cost savings, and enhanced organizational efficiency. Guided by his personal mission—"If you're not going to do it right, then don't do it at all"—Matthew is dedicated to helping businesses achieve sustainable success through collaboration, innovation, and financial stewardship.

Rex Sherry is a seasoned financial services executive with over 30 years of experience in investment banking, venture capital, private equity, and corporate governance. Having successfully raised over $130 billion in capital and led more than 80 IPOs, Rex has a proven track record of scaling businesses, structuring complex financial transactions, and positioning companies for public markets. Currently serving as Managing Partner at Klamath Technology Credit Partners, he has sourced over $2 billion in investments for high-growth, pre-IPO companies. A founding board member of the Silicon Valley Directors Exchange, Rex is also a champion of corporate governance and strategic leadership, making him a transformative figure in the industry.

Greg Barnes, a seasoned financial executive with over 30 years of experience, has held pivotal leadership roles, including President, CFO, and Managing Audit Partner at KPMG LLP. Known for his expertise in corporate governance, IPOs, M&A transactions, and operational restructuring, Greg has successfully guided companies through complex financial landscapes. His strategic leadership has driven business growth, secured multi-million dollar client engagements, and fostered high-performing teams. With a strong presence in boardrooms and academia, Greg remains a trusted advisor and mentor, offering valuable insights to organizations across various industries.

I’m excited to share a bit about my professional journey in helping businesses navigate the complex world of finance. Throughout my career, I’ve worked on capital raising, restructuring, M&A, and direct investments, building strong relationships in corporate finance, private equity, and banking. Leveraging these networks, I’ve delivered tailored solutions for businesses across various industries. If you’re looking for guidance on how to fix, buy, or sell your company, I’d love to connect and explore how I can help you achieve your goals.

Edmundo Gonzalez is a dynamic entrepreneur, executive, and investor with over 20 years of experience in building and scaling technology-enabled companies. Specializing in healthcare services and logistics, he has a proven track record of success in strategic planning, team building, capital raising, and mergers and acquisitions. As the Owner and Manager of Grays West Ventures, Edmundo has led investments in innovative companies like Marpai and Freight Technologies, both of which are now publicly traded on NASDAQ. His leadership in Marpai's AI-driven healthcare solutions and his ability to secure significant returns for shareholders solidify his reputation as a visionary in the tech and venture capital sectors.