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.

Cyril Morel is an accomplished executive whose career spans over 15 years at the intersection of real estate development, financial strategy, and global operations. As Principal and COO of Synapse Development, he has led over $250 million in assets under management, championing energy-efficient projects and pioneering technology-integrated real estate models. Known for his disciplined leadership and strategic decision-making, Cyril has delivered transformative outcomes across multiple sectors—from Passive House-certified multifamily developments in New York to LEED-certified hospitality projects in San Francisco. With a foundation built at the United Nations and refined through ventures in finance and proptech, he brings a rare blend of operational precision, global awareness, and impact-driven vision to every opportunity he pursues.

Myrtho René is a seasoned governance strategist and public finance expert with over 40 years of leadership across Haiti’s central banking and public sectors. Known for her principled leadership and advocacy for gender equity, she has served on the Board of Governors of the Banque de la République d’Haïti and led national initiatives that advanced financial inclusion and institutional transparency. A sought-after international speaker, Myrtho has represented Haiti at the United Nations and global economic forums, inspiring change through her insight, diplomacy, and unwavering commitment to ethical progress.

Beth Burak is a seasoned financial and tax professional with over 20 years of experience spanning government, corporate, and public accounting sectors. A Nevada Certified CPA with a Master’s in Taxation, she brings a unique blend of regulatory insight and private sector strategy to every role she undertakes. Known for her meticulous analytical skills and deep technical knowledge, Beth has led high-stakes audits, managed multimillion-dollar budgets, and developed advanced financial models that support organizational growth and compliance. Her commitment to ethical leadership, continuous learning, and mentoring others defines her as a trusted expert and strategic partner in complex financial environments.

Bruce Bantz is a visionary financial executive whose five-decade career has left an indelible mark on the world of structured finance and corporate leadership. From pioneering asset-backed securities at Citibank to launching billion-dollar securitization platforms in Europe, his strategic foresight and technical mastery have consistently driven innovation across global markets. Known for his integrity, adaptability, and decisive leadership, Bruce blends institutional rigor with entrepreneurial agility—making him a trusted advisor and transformational force for companies navigating growth, complexity, or change.

Remona (Mona) Nordsell, CPA, CGMA, is a seasoned financial executive and strategic advisor with over 40 years of experience helping small and mid-sized businesses turn complexity into clarity. As CEO of Pathways 2 Abundance Inc., Mona offers fractional CFO services, tax expertise, and actionable guidance grounded in integrity, financial insight, and a deep commitment to her clients' success. Known for her approachable style and results-driven mindset, she partners with business owners to realign with their goals and build sustainable, thriving enterprises.

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.

Stephen J. Lidd, CPA, is a seasoned financial strategist with over 45 years of expertise in personal finance, corporate strategy, and business development. With credentials that include a CPA license, FINRA Series 66 and Series 7 certifications, and an MBA in Finance from the University of Chicago, Stephen has played pivotal roles in driving success for organizations ranging from startups to Fortune 500 companies. His career highlights include leading competitive assessments and M&A strategies at Verizon, managing venture capital investments at Sprint Nextel, and creating tailored financial plans for high-net-worth clients at LPL Financial An international thought leader, Stephen has delivered workshops and presentations while working across markets in Europe, Puerto Rico, and the U.S. Virgin Islands. Guided by his mission of “helping families in personal finance,” Stephen’s forward-thinking approach and commitment to excellence make him an invaluable asset to any organization.

Manny Monahogios is a seasoned financial leader with over 30 years of exceptional experience in global markets, trading, and risk management. Renowned for his results-driven approach, Manny has excelled in delivering tailored financial solutions across corporate, institutional, family office, and ultra-high-net-worth client segments. His dynamic career spans wealth management, cross-border M&A, and derivatives strategy, demonstrating a remarkable ability to adapt to evolving industry landscapes. A proven leader and multi-tasking producer, Manny is committed to driving innovation, fostering a culture of excellence, and delivering measurable results through strategic initiatives and collaborative leadership.

I’m excited to share my professional biography, which reflects my journey of over five decades in real estate and financial investments. My passion lies in driving strategic growth, fostering innovation, and creating value for stakeholders.

Brad McBride is a seasoned finance professional with over 30 years of experience in accounting, regulatory reporting, financial analysis, and strategic planning. With a strong background in compliance and internal controls, Brad has successfully led financial teams across several renowned institutions, including Morgan Stanley Bank and American Express. He is known for his ability to develop and implement risk management strategies, ensure Sarbanes-Oxley compliance, and streamline financial processes. Brad’s expertise extends to asset liability management, budgeting, and tactical leadership, making him a trusted advisor to both regulators and senior executives. His clear communication and strategic vision have consistently driven organizational growth and financial stability.