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.

Economic downturns often expose hidden shifts in consumer behavior long before the headlines declare a crisis. The rise in first payment defaults in 2006 signaled a deeper change in priorities, as homeowners began paying credit cards over mortgages to cover daily essentials. This overlooked trend foreshadowed the housing collapse and financial crisis that followed. The lesson is clear: data tells a story, and resilience requires attentiveness, preparation, and the courage to act. By fostering trusted relationships, staying informed, and embracing agency, individuals can navigate uncertainty with purpose—grounding decisions in service rather than fear.

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.

Kevin Sloan is a seasoned business leader with over 15 years of experience driving growth and innovation across diverse industries. As the Owner and President of TRIRIG and Eggers Electric Inc., he combines strategic insight with operational excellence to deliver exceptional results. A dedicated mentor and Chief Acquisition Coach at Next Gen Business Owners, Kevin empowers aspiring entrepreneurs to navigate the complexities of business acquisitions, unlocking financial freedom and career fulfillment. Fluent in English and Italian, Kevin brings a global perspective to his work, crafting impactful strategies and fostering meaningful connections worldwide. With a proven track record of success and a passion for empowering others, Kevin Sloan is a visionary professional shaping the future of business leadership.

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.