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  • Advisory Board

Meet Our Advisory Board

 

We are proud to be guided by an exceptional Advisory Board made up of experienced leaders, industry experts, and strategic thinkers. Their diverse insights and proven track records help shape our vision, refine our strategies, and ensure we continue delivering outstanding value to our clients.

Our Advisory Board plays a vital role in challenging our thinking, identifying opportunities, and supporting our mission with integrity and purpose. With their support, we are better equipped to stay ahead of industry trends and make smarter decisions that drive growth and innovation.

Kathy Ross

Shannon Havard

Shannon Havard

 CEO | Sequoia, ADP, Abbott, ARAMARK, Paylocity | Growth, Margin Expansion, Digital Transformation 

Shannon Havard

Shannon Havard

Shannon Havard

  COO | Courageous C-Suite Strategist | Elevates emerging/stuck leaders and orgs. | Be bold! 

Jenn Ryan

Shannon Havard

Tony Bagnato

 Chief Operating Officer | Value, Buy, & Sell Books of Business ⎸ Insurance M&A Marketplace 

Tony Bagnato

Brian McArthur

Tony Bagnato

 An Executive Coach Who Was An Executive | Empowering Leaders To Be As Successful As They Dare

Brian McArthur

Brian McArthur

Brian McArthur

 Financial Services Executive – Retired

 Serving and helping people be the best that they can be

Confidential

Brian McArthur

Brian McArthur

 President and CEO, Financial Services Fortune 10 in Canada 

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