Steve McCann is a seasoned executive with over 45 years of experience in accounting, business transition, and strategic planning. Throughout his career at RSM US LLP, Steve demonstrated an unwavering commitment to helping family-owned and closely held businesses navigate complex transitions, particularly as owners approached retirement. With expertise in financial statement auditing, regulatory compliance, mergers and acquisitions, and tax planning, Steve has consistently provided clients with thoughtful, tailored solutions that align their personal and business objectives. His deep knowledge of US GAAP, financial analysis, and business strategy, combined with his strong leadership skills, allows him to deliver results and offer invaluable guidance to organizations facing critical business decisions.

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.

I’m excited to share my professional biography, highlighting over 20 years of experience in the financial and security hardware industries. My journey has been driven by a commitment to client success and a deep knowledge of financial services. At NYLIFE Securities LLC, I specialize in offering tailored financial solutions and building strong client relationships. My career has also included significant roles at New York Life Insurance Company, where I earned the Executive Council designation, and at H.L. Flake Security Hardware and U.S. Lock, where I contributed to notable revenue growth. My mission is to help businesses and clients reach new heights, and I’m proud of the impact my work has had. Thank you for taking the time to read about my professional journey!

I’m excited to share my professional journey, highlighting over 38 years of experience in management consulting, particularly in human capital and retirement planning. My time at Deloitte Consulting LLP allowed me to lead innovative practices and transform organizations through data-driven strategies. As I transition into retirement, I am eager to share my knowledge and contribute to corporate boards and advisory committees. I invite you to read my biography and connect with me to explore potential collaborations. Thank you for your continued support!

I’m excited to share my professional journey with you! With over 20 years at the helm of Y H & C Investments, I’ve dedicated myself to creating exceptional value for my clients through strategic asset management and insightful investment strategies. As a Chartered Financial Analyst (CFA), I specialize in growth investing, leveraging my expertise in strategic and tactical asset allocation to help clients achieve their financial goals. My commitment to ethical and effective financial management, combined with my extensive experience, drives me to deliver outstanding results and build lasting partnerships. If you're interested in learning more about how I approach investment management and client relationships, feel free to connect with me.