Mat has been at the forefront of the Self-Directed IRA industry for over a decade. He’s the CEO of Directed IRA, a company with 1 billion under custody invested in alternative assets, a partner at KKOS Lawyers with 70+ legal professionals, national speaker, top-ranked podcast host, best-selling author, and a self-directed retirement investor. Mat is also a VIP Contributor at Entrepreneur.com, writing on retirement, tax, and legal topics.

Damien Rufus is the entrepreneurial hustler behind Accelerated Marketing Group, LLC, the go-to digital strategy firm for world’s most renowned internet marketers, tenacious small businesses, and game-changing startups.

David Jacobs was raised in a family of contractors and was exposed to the principles of construction from a young age. David worked in construction to help pay for college, giving him a foundation of practical, real-world knowledge. Pivoting to a career path in sales and marketing provided valuable insight to additional aspects of the construction industry. David found his niche working as a Senior Project Specialist with OBA/CIS where he brings together his previous experiences to better assist clients with their projects. David enjoys outdoor activities and spends his weekends guiding bike and kayak tours.

Carrie Aalberts is an Implementation Success Manager with iN2L & LifeLoop, as well as a Certified Dementia Practitioner and Certified Montessori Dementia Professional. She graduated with a Master of Science focused in Gerontology from the University of Nevada, Reno. She has been working in the senior care field for 10 years. Carrie began an online persona with over 16K followers, called Dementia Darling in 2019, where she has created a safe space for dementia caregivers. Her community is a place for support, education resources and more! Check her out on Instagram, Facebook and TikTok as @dementiadarling.

Steve Wyman is a real estate investor, entrepreneur, speaker and trainer with the Association of Optimum Achievement. Steve learned the no-money down model of real estate investing from gurus in the 90’s. He then learned and dove into Tax Lien Certificates and Tax Deed properties, with an added twist of using a Qualified Self-Managed Retirement Plan for sourcing and accelerating capital results. Steve has helped start, promote and market numerous businesses. In addition, he has spoken and trained on several business, government and real estate investing subjects since 1990. Steve’s greatest passion is educating others to identify opportunity niches that lead to generational wealth.

Lisa Prichard is a Director with Economic Incentives Advisory Group. Ms. Prichard is responsible for client education, strategic partnerships, new client acquisition and EIAG’s strategy. Prior, she was the Executive Director of a large trade organization. She started her career with Proctor and Gamble in their sales and marketing department. She holds two degrees from Arizona State University and also has certificates in developing and training sales teams.

Chris Naugle is the founder and CEO of The Money School. The Money School teaches you to Be Your Own Bank – which helps you solve your money problem by putting you back in control of your money.

Mike Hambright is a professional real estate investor and industry leader that has flipped hundreds of houses, is a GP in over $150M in Apartments, is Founder of Investor Fuel (Top REI Mastermind) and Investor Machine, the nation’s leading data source and ‘done for you’ lead generation service. Mike is a sought after speaker and advisor, Husband to Lindsay, and Father to Jake (15).

Scott R. Wells is a husband, father, entrepreneur, and serial innovator. As the founder of ConversionFormula, Scott has created Ralience (the first CRM specifically designed for RAL communities), the SmartChoices Suite (a collection of industry-leading lead generation conversion tools), and most recently – NestBeyond (an all-in-one concierge service for seniors in transition). As a lifelong Visionary, his work for ConversionFormula and NestBeyond is constantly centered around pioneering new digital marketing tactics & strategies in the senior living & care industry and, most of all, providing invaluable services to seniors all across the country. In his free time, Scott can be found hiking around the Albuquerque mountains with his amazing wife Becky, sons Ryland & Ryder, and dog Winston.

Jim’s role is to help you design a business plan to meet your goals and assist you with selection of the financing. Jim has 40 years of rental property experience. Starting in the early ‘80’s, Jim began forming partnerships. By 1986 he had formed 13 partnerships, each buying a specific property in Colorado, Wyoming or Florida. These partnerships were comprised of about 300 different individuals who contributed a total of about $2,800,000 and purchased $12,000,000 of property. Subsequently, these properties were sold for $20,800,000. From 2007 until now, Jim has formed fourteen Partnerships. Four of these Partnerships own self storage facilities, totaling over 2,100 spaces. The other partnerships own group homes, triple net leased buildings occupied by major US corporations, an office building, industrial land, and development land. Three hundred and fifty partners contributed $12,500,000 and purchased $45,500,000 of income properties.

Moira Hennessey has worked for Hamilton CapTel for nearly 12 years. As an Outreach Coordinator in Massachusetts, she educated communities on Relay and Captioned telephone services. Currently, as a National Marketing Programs Representative, she travels throughout the country implementing Hamilton’s National Programs, and has led efforts in reaching out to veterans with hearing loss through the Heroes with Hearing Loss Program. Moira received her Master’s in Education of the Deaf (M.E.D.) at Smith College. Previously, she worked with children with Cochlear implants and hearing aids in school settings as well as in Early Intervention in Greater Boston area.

Shawn Medlin is an author, podcast host, entrepreneur, and life strategist. He is the founder of the Serve Hard movement which encourages people to serve others while giving their very best in everything they do.He is also a husband and father of five children. Shawn’s wit and energy make him one of the most sought-after speakers in the country. He loves spending time with his family and helping people become the most elite versions of themselves.Shawn’s message is simple but powerful: we can all achieve greatness if we are willing to put in the work for it.

Philip has directed human capital operations in almost all 50 states and in parts of Europe. His experience ranges from compliance to leadership coaching. He focuses on helping leaders understand, document, and improve business outcomes through Performance Management, Mission Vision and Values integration, and Professional Development. Compliance remains a cornerstone of his strategic assistance to companies that want to scale carefully and smartly.

Corlette Deveaux has an MBA from Nova Southeastern University. She was Director of Marketing at a Biotech Company and has held various Sales and Marketing positions at large Pharmaceuticals Companies like Pfizer. She is a former facility owner of an Adult Day Care. Ms. Deveaux has been the CEO of DG Incorporated for over 7 years and has a strong history of helping clients open and grow their businesses. Some of the services offered by her Agency are Business Plan Writing, Website Development, Logo and Brochure Design, Payroll, Training, and more. She is a member of the Alpha Kappa Alpha Sorority, former Chair of Parkland Chamber of Commerce and a current Board Member of the Rotary Club of Weston.

Sandra Scott is the CEO & Founder of SMCG, a full-service marketing agency serving the senior living industry exclusively. She has led an impressive 20-year career working in leadership roles in sales and marketing for both the hospitality and senior living industries.

As a former Vice President of Sales & Marketing, Sandra oversaw the sales and marketing strategies of three continuing care retirement communities (CCRC’s), generating $52 million in annual revenue. She was also responsible for directing the marketing efforts of its $42 million independent and assisted living expansion. In this capacity, she successfully created and executed a comprehensive marketing plan for an entry fee product resulting in 92% presales two years prior to opening.

As experienced strategists, Sandra and her team create integrated marketing plans to increase brand awareness and full census. SMCG works with RAL home- owner operators across the country to overcome their census declinations to achieve full occupancy with a wait list. As a senior living consultant, Sandra’s passion is in empowering owner-operators, executives and sales and marketing teams to realize their brand’s potential through a strategic approach.

She is well known for her creativity and understanding of the customer experience through the sales process. A graduate of Cornell University’s School of Hospitality Management, Sandra applies a hospitality approach to SMCG’s marketing and sales initiatives distinguishing her clients from the competition through brand development and creative content, website development, digital marketing to include search engine optimization and sales coaching and training.

Paula Muller, Founder of Sociavi has a lifelong passion for technology applied to solve humanitarian and social issues.

As a top-performing Business Development Executive, I build product markets and distribution channel solutions that facilitate sustainable growth and maximize opportunities for expansion across multiple industries. I’m recognized as a growth architect who builds long-term, strategic C-level relationships, and who formulates strategies that propel multimillion-dollar revenue gains. A dynamic and collaborative leader, I instill vision for growth, and reengineer sales processes to increase sales efficiency and exceed business objectives in start-up or high-growth environments. I specialize in working with international manufactures that desire to establish market share in the USA utilizing my 30 years of experience in product development, market strategies, marketing and distribution.

After working his way through the ranks at Chick-fil-A, Parker joined eQRP to help individuals break from the traditional way of thinking about money. He combines his passion for people and training with eQRP’s unique strategies to help individuals and business owners learn how to have variety and certainty in their financial future.

Entrepreneur and gifted educator, Dr. Dale Henry is known for his strong, humorous message which he packs with practical advice. Dr. Henry’s many experiences in the field of business and education make him a natural when it comes to lively and humorous presentations. Although Dale believes in the importance of laughter his presentations always deliver a strong message packed with useful tools. A native of East Tennessee and the foothills of the Smoky Mountains he draws heavily on his storytelling background to hold the audience in the palm of his hand.

As a St. Louis native, Phillip’s passion is Cardinals baseball and Blues hockey. When he’s not watching sports or spending time with his family, he’s helping other families solve big problems. While he started his career as a home builder and developer, he quickly transitioned to buying houses from seniors, or their adult children, as they transitioned to senior living communities.

Over the last 22 years, Phillip has bought hundreds of houses and has a passion for working with senior families; his sellers love him! There isn’t much he hasn’t seen, so creativity and care are his go-to when it comes to buying houses and helping families solve one of their biggest problems. His entrepreneurial spirit and commitment to making the home-selling process easier for seniors led him to create this nationwide network of Mom’s House Certified Buyers.

7-Time #1 Best Selling Author, Lisa M. Cini is an award-winning, internationally recognized designer and entrepreneur with more than 30 years’ experience developing interiors utilizing the latest technologies curated from around the globe. Her company, Mosaic Design Studio, is the nation’s leading provider of design services for aging in place environments. She has created a patented software for building project budgets ensuring clients have confidence in their proforma. Recently, she created the First ever Aging in Place Airbnb living laboratory, with over 50 vendor and design collaborators, folks can try out the latest in aging technology.

Holly Rehbock is the Senior Living Sales Director at Caring.com, partnering with senior living communities to help them boost occupancy. Holly has over 20 years of experience in community sales roles. She served as a CCRC sales director and a regional community sales and marketing director before joining the Caring team.