Josh Taylor is a seasoned financial strategist with over 30 years of experience in investment, insurance, and financial planning, dedicated to helping individuals and businesses achieve long-term financial security. As the president of Kompass Financial Advisors, Inc., he leverages his independence to provide objective, customized solutions tailored to each client’s unique needs. Raised on a Nebraska farm, Josh’s values of integrity, hard work, and personal initiative shape his client-focused approach, ensuring transparency and trust in every financial plan he develops. With a strong educational background in Agricultural Economics from the University of Nebraska and industry-leading certifications, including CFP® and CLU®, he stays ahead of evolving market trends to deliver expert guidance. Beyond his professional life, Josh is an avid cyclist, community volunteer, and devoted Nebraska Cornhuskers fan, embodying a balanced approach to leadership, service, and personal fulfillment.

With over four decades of leadership experience, John Heflebower is a dynamic strategic advisor who blends deep financial expertise with operational acumen to help businesses prepare for transformative growth and successful exits. From his roots in the wine and spirits industry to his advisory roles in cybersecurity and energy management, John brings a unique cross-industry perspective. As a Certified Exit Planning Advisor and Certified Financial Planner, he specializes in guiding mature companies through liquidity events with a focus on maximizing value, mitigating risk, and aligning business goals with personal outcomes. A lifelong learner and communicator, John is committed to helping leaders think beyond the obvious, craft smarter strategies, and build organizations that are ready for what’s next.

Patrice Sebastian, CPA/CFF/PFS, CVA, CFP®, is a highly accomplished financial professional with over 25 years of expertise in forensic accounting, business valuations, and financial planning. As the Chief Compliance Officer and Director of Forensic & Valuation Services at Family Legacy, Inc., Patrice has built a reputation for delivering precise financial insights and innovative solutions to complex financial challenges. With an MBA from Francis Marion University and multiple professional certifications, she combines technical excellence with a steadfast commitment to integrity and client success. Beyond her professional achievements, Patrice is a passionate advocate for community development and social responsibility, dedicating her expertise to causes ranging from education and economic empowerment to arts and culture.