I am pleased to share my newly crafted executive biography, which reflects my four decades of work helping individuals and business owners transform their financial futures. My journey has been shaped by a lifelong commitment to principled guidance, wealth preservation, and empowering others through education and strategic planning.

I am excited to share my professional biography, which reflects my 30+ year journey as a financial executive, advisor, and board leader. Over the years, I have had the privilege of guiding companies across industries and geographies through complex challenges, growth opportunities, and transformative change. My focus has always been on integrity, strategic foresight, and building resilient organizations.

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.

I am honored to share my professional biography, which reflects my journey across healthcare, technology, life sciences, and finance over the past three decades. My career has been shaped by a deep commitment to governance, innovation, and building authentic connections with people. I have been privileged to serve Fortune 500 companies, private equity investors, and emerging growth organizations, while also dedicating time to nonprofit and educational boards that advance future leaders.

I'm honored to share a deeper look at my professional journey—spanning banking, advocacy, and decades of nonprofit board leadership. As I continue exploring ways to serve with purpose and contribute to community-centered organizations, I remain committed to using my skills to make a broader impact. Here is my biography.

I’m honored to share the story of my professional journey—one that has taken me from the trading floors of Chicago to leadership roles at some of the world’s top financial institutions, and now to the courtroom as a financial expert witness. I’ve always believed that integrity, depth of knowledge, and strategic clarity are the foundation of professional excellence. Here is my biography.

With over 37 years in public accounting and two decades as a partner at Ernst & Young and BDO USA, I’ve had the privilege of guiding companies through complex financial, audit, and governance challenges across industries ranging from healthcare to logistics. I’m passionate about developing future leaders, serving on nonprofit and corporate boards, and bringing a practical, people-centered approach to compliance and strategic oversight. Today, I continue to focus on board leadership, community engagement, and helping organizations navigate change with clarity and integrity.

After decades of experience in tax strategy, financial leadership, and global compliance, I’m honored to share a deeper look into my professional journey. From leading tax functions at major corporations to supporting multinational audits at the U.S. Treasury, my passion lies in using financial insight to empower businesses and promote sound governance. Here is my biography.

James W. Lakin is a visionary executive and accomplished entrepreneur whose career spans over three decades of transformative leadership across multiple industries. Known for his entrepreneurial grit, financial expertise, and unwavering ethical foundation, James has launched, scaled, and sold several successful businesses—from expanding a single donut shop into a multi-location enterprise to building a national travel guide company and leading a prominent real estate brokerage. As President of McGrew Color Graphics, he achieved the company’s first multi-million-dollar sale, driving growth that led to its acquisition by General Mills. Beyond his business ventures, James has dedicated his time to board leadership in corporate, nonprofit, and faith-based organizations, reflecting a lifelong commitment to service and community.

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 my professional journey, which encompasses over 30 years of experience in finance, business management, and real estate. My commitment to integrity and excellence has been the foundation of my career, guiding me through various roles and industries. Here is my biography.

Robert Bacchioni is a seasoned financial and operations leader with over 10 years of experience in retail, technology, and finance. Currently serving as Manager II, Marketplace Risk at Walmart, he specializes in financial planning, risk management, and business technology integrations to drive operational efficiency and revenue growth. With a strong background in pricing strategy, marketplace performance, and financial forecasting, Robert has successfully led cross-functional teams to develop scalable solutions that enhance platform integrity and business sustainability. A data-driven strategist with a collaborative leadership style, he is now seeking board and advisory roles where he can leverage his expertise to help organizations optimize financial health, risk mitigation, and strategic growth initiatives.

I’m excited to share my professional executive biography, which highlights my experience in finance, risk management, executive leadership, and strategic business development. Over the years, I’ve worked with global institutions, academia, and corporate executives, helping organizations navigate financial complexities while mentoring the next generation of finance professionals.

Ashish Bhagat is a seasoned executive leader with over 25 years of expertise in financial strategy, corporate transformation, and global operations. As the Chief Operating Officer at Hitachi Vantara, he drives business performance, operational excellence, and large-scale financial initiatives that support growth and scalability. With a strong background in strategic planning, pricing optimization, and market expansion, Ashish has successfully led high-impact transformations across multinational organizations. His extensive international experience in Japan, India, China, Australia, and Europe enables him to navigate complex global markets and drive culturally attuned business strategies. A results-driven leader known for his collaborative approach and data-driven decision-making, Ashish is passionate about mentoring teams, fostering innovation, and delivering long-term business value. Now seeking board opportunities, he aims to leverage his financial acumen and strategic insight to help companies optimize growth and achieve sustainable success.

With over 25 years of expertise spanning investment banking, capital markets, and M&A, Brian Valik brings a wealth of knowledge and strategic insight to every organization he supports. As a CPA and MBA, Brian has guided middle-market and lower-middle-market companies through complex financial transactions, raising capital, and driving growth initiatives. His leadership is marked by integrity, collaboration, and a passion for mentoring others. Actively serving on several boards, including Morqlear and Exit Planning Exchange, Brian combines his extensive experience with a commitment to giving back and helping organizations succeed.

Parker Laville is a highly accomplished corporate and investment banking executive with over 37 years of experience in capital markets, structured finance, and lending. Throughout his career, he has successfully led teams, managed multi-billion-dollar portfolios, and provided strategic financial solutions across industries including energy, oil and gas, renewable energy, and corporate finance. Currently serving as managing director at Impact Strategic Funding, Parker specializes in debt financing for lower middle-market companies, leveraging his deep expertise in risk management, financial structuring, and client relationship development. A dedicated leader with international experience, he has worked with top global financial institutions and served on advisory boards, bringing a wealth of knowledge to governance and strategic decision-making. Now transitioning into board service, Parker is committed to using his extensive expertise to guide organizations in achieving financial stability, sustainable growth, and long-term success.