Penny Hopkinson is the Founder & CEO of Manual Magic AI® and one of the franchising world’s most respected authorities on operations manuals and Standard Operating Procedures. A Companion of the British Franchise Association (BFA), she has spent four decades helping franchisors, multi-site operators, and ambitious SMEs — from solopreneurs to iconic brands including Costa […]

Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he […]

Marcia Martin is the author of Sex, Power, and Transformation and a pioneering force in the Human Potential Movement, with more than five decades of experience as a renowned speaker, executive trainer, and transformational coach. An international expert in leadership and communication, Marcia has personally trained over 300,000 individuals and consulted for major brand companies, including Hard […]

Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one. He is committed to proving that through service, experience, and consistency, they bring more […]

Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he […]

Jeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999, shortly after graduating from St. John’s University in Collegeville, Minnesota. He then spent two years with John Hancock Financial, where he […]

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen […]

In this episode of In the Zone, Construction Executives Live, we explore Janice Burt’s powerful idea of taking on one fear per year as a simple but life-changing growth strategy. Inspired by her TEDx talk and personal journey, Janice shares how facing fear builds confidence, resilience, and stronger leadership. A practical and motivating conversation for […]

With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals. Learn […]

With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals. Learn […]

With over a decade of experience in accounting and bookkeeping, Laura specializes in helping business owners manage and understand their finances. As a partner at Knoll & Company, PC – Next Generation CPA Firm, she focuses on building strong bookkeeping systems that keep businesses organized and positioned for growth. Her goal is to make the […]

Sariah Bronson is The Business Efficiency Expert, entrepreneur, and speaker who helps overwhelmed business owners bring clarity, order, and peace to their work and lives. She is the founder of Silver Pro Solutions, where she supports service-based businesses through financial clarity, systems, HR, and operational strategy. Sariah is passionate about helping leaders build businesses that […]

Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth. At the core of his firm’s approach is a deep emphasis on […]

Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection. Roma immigrated to the United States […]

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is […]

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is […]

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is […]

Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is […]

Marco Lopez is an author, speaker, and consultant with more than a decade of experience in the field of mental performance. He holds a Humanities degree from Brigham Young University with minors in Business and Music and was personally mentored by legendary thought leader Bob Proctor. Catalyzed by a traumatic family experience that prompted him […]

Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection. Roma immigrated to the United States […]

Jon Randall has been coaching and consulting the fastest-growing financial advisors in the industry since 2004. As a transformational leader, he is passionate about making a positive difference in the industry and has received numerous awards, including Outstanding Leader and Consultant of the Year, and is ranked the #1 Consultant for firms that track results. […]

Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection. Roma immigrated to the United States […]

Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection. Roma immigrated to the United States […]

James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and […]

Her formal education includes Osteopathy, Myofascial Release, Cranio-sacral Therapy, Homeopathy and Ayurvedic medicine. Extensive education has allowed her to have an appreciation of quantum physics, electromagnetics and the use of Love and Light as healing tools. She is an award winning columnist, she teaches courses to healing practitioners for continuing education credits. Ann has taught […]

Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning. As a licensed fiduciary, Randy upholds the highest […]

Bree focuses on helping women and men rediscover who they are, heal from the past, and create extraordinary lives with purpose, power, and self-love. With a background as a salon owner and cosmetologist for over 10 years, Bree stepped into coaching after her own journey of loss, identity rebirth, and awakening. She’s certified through Tony […]