Chris Wallace is a visionary insurance strategist and trusted advisor with over 28 years of experience helping businesses design client-focused benefits solutions that drive long-term success. As the founder of Wallace Insurance Services, Inc., Chris has earned a reputation for his integrity, proactive planning approach, and deep industry expertise. He partners closely with CPA firms and growing companies to shift traditional insurance models into comprehensive, forward-looking advisory services—bringing clarity, value, and strategic insight to every engagement.

Rebecca Towell is a strategic insurance leader specializing in food and beverage manufacturing, dedicated to helping businesses navigate complex risk management challenges. As Vice President at USI Insurance Services, she leverages her extensive expertise in property and casualty insurance to provide tailored solutions that enhance workplace culture, profitability, and long-term resilience. With a strong foundation in claims management and loss control, she ensures that her clients are well-equipped to make informed decisions in an evolving legal and regulatory landscape. Her leadership experience, including her role as Executive Director at Business Network International, has honed her ability to foster strong professional relationships and deliver exceptional client service.

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.