Tom Schneider is a seasoned financial executive and strategic leader with a proven ability to drive profitability, operational efficiency, and business growth across multiple industries, including manufacturing, finance, e-commerce, and the outdoor sector. With extensive experience as a CEO, CFO, and board member, he has successfully led corporate turnarounds, mergers and acquisitions, and financial restructurings that have resulted in significant revenue increases and EBITDA growth. Known for his analytical expertise, leadership, and ability to foster positive corporate cultures, Tom has played a pivotal role in transforming businesses through strategic planning, innovative financial modeling, and effective communication with executives, investors, and stakeholders.

Adam S. Plotkin is a seasoned executive with over 25 years of experience in financial services, investment management, and compliance. A strategic leader with a strong focus on regulatory oversight, risk management, and client engagement, Adam has successfully guided organizations through growth, operational improvements, and industry challenges. His expertise spans RA money management, SEC evaluation, and portfolio oversight, making him a trusted advisor in the investment sector. Beyond his corporate achievements, Adam is a dedicated mentor and community leader, actively serving on boards and committees, particularly within the Jewish community. A passionate advocate for fostering creativity and empowering others, Adam is now seeking board and advisory roles where he can leverage his deep expertise to help organizations evolve and thrive.

I’m excited to share my professional journey, spanning over 36 years in finance, investment management, and leadership. From guiding clients through wealth-building strategies to mentoring young professionals and serving on various boards, my career has been driven by a passion for helping others succeed. Here is my biography.

Larry Turell is a seasoned financial strategist dedicated to helping business owners optimize employee benefits, protect personal assets, and achieve long-term financial stability. With over 30 years of experience, he specializes in restructuring benefits programs, implementing tax-efficient strategies, and enhancing employee retention through customized financial solutions. As a Financial Representative at National Financial Network and President of Customized Consulting Services, Larry has built a reputation for providing clear, strategic guidance that empowers business owners to focus on their passion while strengthening their financial foundation. His expertise, combined with a strong background in communication, allows him to simplify complex financial concepts, making him a trusted advisor for businesses looking to create sustainable growth and financial wellness for their teams.

Neal Litton is a seasoned financial professional and former military leader dedicated to guiding individuals, families, and veterans toward financial security. With a career spanning financial consulting roles at USAA, Charles Schwab, and Modern Woodmen of America, he has built a reputation for strategic wealth management, retirement planning, and investment guidance. His disciplined approach, shaped by his service with the U.S. Army Corps of Engineers, allows him to provide clients with structured, long-term financial strategies. An advocate for veterans, Neal has also held leadership roles in organizations supporting those who have served, reinforcing his commitment to financial literacy and stability. Holding an MBA from the University of Phoenix and a Bachelor of Science from Texas A&M University, he combines education, experience, and a client-focused approach to deliver trusted financial solutions.

With over 40 years of experience in wealth management and institutional investment strategies, I am passionate about delivering tailored solutions to meet the unique needs of clients. My journey reflects a commitment to excellence, innovation, and service. Here is my biography.

Dustin Metcalf is the President and Founder of Four C Financial, a client-centered financial advisory firm he established with the goal of empowering individuals to take control of their financial futures. With nearly 15 years of experience in the financial industry, including over a decade at the largest bank in the U.S., Dustin has built a reputation for offering personalized retirement income planning, tax-smart investment strategies, and comprehensive financial education. By leveraging cutting-edge technology and partnering with top industry money managers, he provides clients with customized solutions that reduce costs and maximize long-term wealth. Dustin’s commitment to transparency, integrity, and effective communication ensures that his clients fully understand their investments, allowing them to focus on achieving their long-term financial goals.

Tom White is a seasoned financial services professional with over 20 years of experience helping individuals, families, and business owners achieve their financial goals. As the owner of TW3 Group and a partner at Lion Street Advisors, Tom specializes in providing customized insurance and investment solutions that offer clients financial security and peace of mind. With a reputation for integrity and a commitment to building long-lasting relationships, Tom leverages his deep knowledge in wealth management, retirement planning, and estate planning to guide clients toward a secure financial future. His clear communication style and strategic approach ensure that clients fully understand their financial options and can make informed decisions at every stage of life.