Podcast Bios


Paola Rodriguez

Paola Rodriguez is a powerhouse coach revolutionizing the insurance game. In just two years, Paola built a business that earns her $100K in residual commissions—talk about crushing it!

With over 480 active clients, Paola's not just about numbers—she's all about making a real impact. Her secret sauce? A blend of industry and sales expertise and a genuine passion for helping others succeed.

Paola shares her winning strategies with insurance agents hungry for success. Join us as we welcome Paola Rodriguez and learn more about the secrets of mortgage protection life insurance to help you save money and avoid some major insurance mishaps.


Larry Anthony

Larry C Anthony is a two-time veteran of the U.S. Armed Forces having served in the U.S. Navy and Texas Army National Guard during which he was deployed during the Iraqi Freedom Campaign from 2007 to 2008. Larry holds a bachelor’s degree in political science and history with a minor in Arabic from Southern Methodist University. Larry has studied overseas in the Middle East as part of his undergraduate studies. Larry earned his Juris Doctor from UNT Dallas College of Law. Larry has worked in the legal field in various capacities for over 10 years as a third party neutral, student attorney, law clerk, and paralegal. Larry has successfully mediated over 100 cases. He converted to Islam 8 months after September 11, 2001, and has concentrated much of his efforts towards convert care. Larry has studied with religious scholars locally and abroad where he has received training and permission to handle cases in mediation and arbitration from an Islamic approach. Larry is a member of the Texas Association of Mediators, mediator for the Texas Department of Insurance, public arbitrator for FINRA, member of the Academy of Professional Family Mediator, and member of the National Association of Certified Mediators.


Tammy Helfrich

Tammy Helfrich is a Life Coach, Host of the Intentional Life podcast, and author of the books Ablaze & Unapologetic. She is passionate about helping women remember how to trust their intuition so they can expand their unique gifts and live unapologetically. She offers individual coaching sessions and intuitive guidance sessions to help women tap into their own unique magic and gifts. You can connect with her at www.tammyhelfrich.com.


Chris Panagiotu

Christopher A. Panagiotu, the CAP in CAPitalize, was introduced to investing at the tender age of 10. Fast forward to 18 and he accepted an internship at one of the largest wire house firms in the world, UBS. After three quick years of college at the University of Oregon, something was not sitting right with him, so he joined Morgan Stanley for a short stint where he quickly realized corporate life was not in his wheelhouse. Chris was extremely blessed to have discovered Lucia Capital Group and in 2015 he began his journey to grow what is now CAPitalize Your Finances. In his nearly seven years at Lucia Capital Group, Chris built his practice from scratch, going from $0 to nearly $100M in that timespan.

Chris is a CERTIFIED FINANCIAL PLANNERTM Professional and a Certified and a Chartered Retirement Plans SpecialistSM (CRPS®, conferred by College for Financial Planning). He holds the following licenses with LPL Financial: series 7, series 66. In 2020, Chris was recognized as a Five Star Wealth Manager* by the Seattle Times.

The CAP in CAPitalize is not your average financial advisor or financial planner by any means. Chris is the original CAPitalizer: one who is absolutely obsessed with profoundly understanding there is to know about their passion. This translates to a striving push to perfection for clients’ outcomes and although there is no such thing as perfect, a CAPitalizer does not need to justify their knowledge with big words from Wall Street, complicated graphs, charts, or talking over people. A CAPitalizer wins based on loyalty, stewardship, unwavering commitment to their family, friends, clients, and colleagues, which results in the overall growth and positivity within the CAPitalizer’s community.

Outside of the office, Chris hosts the podcast “CAPitalize” (available on Spotify), serves on the board of ACE, roots for his Oregon Ducks, and most importantly, loves spending time with his wife, Stephanie. He gives thanks to God for every blessing that comes his way.


Frank Akridge

Frank is a certified financial planner in private practice. He has been assisting business owners, executives, and families in achieving their financial goals for 24 years. Frank has He is married to his best friend Jeanie and they have 3 kids, and 2 grandkids.  Frank is a Texas native and has clients around the country. He has a comprehensive practice yet is passionate about helping folks get totally debt free and create untaxable income streams.


Ryan Weiss

Ryan Weiss, with over 20 years of experience, is a seasoned leader passionate about driving positive change. His diverse background includes founding and leading businesses from a young age, managing global teams across 20+ countries, and serving as a global executive for a $20B chemical company. In 2016, he founded EPS, a thriving company offering proprietary software solutions and coaching services across various industries. With degrees in Chemistry and Finance, Ryan has developed the OPTICS™ System, empowering companies to align for accelerated performance. Currently working on his second book, Ryan continues to inspire with his clarity-driven approach to business challenges.


Matt Glowiak

Welcome to MaxAMAZING Your Retirement with Len Hayduchok! In this episode, veteran mortgage broker and financial educator Dante Royster joins Len to explore how homeownership plays a crucial role in retirement planning. From managing housing costs to leveraging home equity, they dive into strategies that can help you design a financially secure and fulfilling retirement. Tune in here or wherever you get your podcasts for practical insights and expert guidance to navigate the mortgage maze with confidence.


Brittney Norwood

Brittney Norwood is a dedicated public servant and the newly elected Trustee in Dolton, IL. With a strong commitment to her community, Brittney aims to foster positive change and enhance the quality of life for Dolton's residents. Her proactive approach and fresh perspective are focused on addressing local issues and ensuring that the voices of the citizens are heard and respected.

In addition to her public service, Brittney is a trusted Realtor at Premier Midwest Realty. She leverages her extensive knowledge of the local real estate market to provide exceptional service to her clients, making every transaction seamless and stress-free.

Brittney is deeply involved in her community, participating in local events and initiatives. Outside of her professional life, she enjoys exploring the Midwest's scenic landscapes and spending quality time with family and friends.

With her dual roles, Brittney Norwood is committed to making a significant impact both as a public servant and a real estate professional.


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John Boll

Meet John Boll, a seasoned professional with over a decade of dedicated expertise in elevating individuals' financial profiles. With a distinguished career spanning 13 years, John has passionately devoted himself to empowering people to enhance their credit scores and unlock their full financial potential.

During his illustrious journey, John initially served as a Mortgage Consultant, where for seven years, he honed his skills in navigating the intricacies of credit landscapes. Building upon this foundation, John seamlessly transitioned into the role of a FICO Certified Credit Restoration Specialist for the past eight years, solidifying his status as a trusted authority in the field.

What sets John apart is his unwavering commitment to his clients' success. Beyond mere credit repair, he recognized early on that true financial empowerment requires a holistic approach. By offering comprehensive solutions tailored to individual needs, John has catalyzed transformative change in countless lives, enabling them to realize their dreams and aspirations.

For John, the journey doesn't end with improving credit scores; it's about facilitating lasting financial wellness and prosperity. Each success story fuels his passion, driving him to continually innovate and exceed expectations in his pursuit of empowering others towards financial freedom.


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Randall Avery

Randall Avery is a Certified Financial Planner. His mission is to increase the wealth of the communities he serves with the goal of utilizing money to make their dreams come true. 

As a Certified Financial Planner and a holder of the Chartered Financial Analyst designation, Randall specializes in helping people achieve their version of financial freedom. 

He has authored the book “Hacking the System by Creating Your Own System” as a self-help guide for those who wish to improve their financial outlook. 

He speaks to a wide range of audiences, from youth organizations to corporate executives, about the importance of good financial stewardship.

If you are at the point where you would like to delegate the task of managing your investments or having trouble achieving a solid financial foundation like (Paying off debt, reducing arguments about money in your relationship, or just in need of an accountability partner). You don’t have to go it alone. His firm is here to help.


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Evan Wheeler

Evan Wheeler, the Founder and Owner of Wheeler Insurance Solutions and Expertise. With a keen understanding of the insurance industry and a commitment to personalized service, Evan has built a reputable business dedicated to providing tailored insurance solutions for individuals and businesses alike. His extensive knowledge and innovative approach have made Wheeler Insurance Solutions a trusted name in the field, ensuring clients receive the best coverage to meet their unique needs. Passionate about empowering others through financial protection and security, Evan continues to lead his company with integrity and a client-centric focus.


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Donna Rogers

Donna J. Rogers, owner of R’ Legacy Realty LLC & R’ Legacy Academy Real Estate School, brings over 17 years of real estate expertise. A licensed Managing Broker, Real Estate Instructor, Investor, and Project Manager, she holds certifications including HUD Housing Counselor and Seller Representative Specialist. With a background in education, Donna is a former Adjunct Business Professor and author of the #1 Amazon book "Who Got the Keys?" Her commitment to youth education in real estate has impacted thousands nationwide. Currently serving as President of the Young Realists Division Chicago Chapter, Donna's dedication to community service has earned her numerous awards, continuing her late father's legacy of empowerment.


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Matthew Sutika

Matthew Sutika is an accomplished entrepreneur and CEO at Nimble, a leading multifamily insurance company based in Sarasota, Florida. With a proven track record of success in the insurance sector, Matthew is recognized for his innovative approach and commitment to excellence.

Prior to founding Nimble, Matthew distinguished himself as the #1 ranked State Farm agent nationwide, showcasing his expertise and leadership in the field. His entrepreneurial spirit led him to establish Nimble, where he continues to drive growth and innovation in the industry.

Outside of his professional pursuits, Matthew is a dedicated philanthropist, actively supporting initiatives focused on education and community development. In his leisure time, he enjoys exploring Sarasota's vibrant cultural scene and engaging in outdoor activities such as hiking and sailing.

With a passion for entrepreneurship and a vision for the future of insurance, Matthew Sutika remains a dynamic force in both the business world and his local community.


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Samir and Darlene Rashed

With over 27 years in the mortgage industry, Samir and Darlene Rashed are a dynamic duo as Licensed Broker / Owners and Originators at Crefco Financial Group, Inc. As partners in the company for the past 15 years, they have built a reputation around their motto, which is Educate, Uplift & Inspire Communities through Homeownership.

Samir and Darlene’s journey in the mortgage industry began when they bought their first home many years ago in their early twenties, when Samir then made the switch from corporate sales to become a loan officer, and Darlene followed and left corporate herself after 26 years. Their shared passion for helping people achieve the dream of homeownership has kept Crefco Financial Group thriving since 2009.

Their combined expertise in real estate has been the perfect combination for navigating the complexities of the mortgage market and allows them to go above and beyond to ensure customer satisfaction by providing continuous education and solutions that fit the needs of their customers.

Not to mention, Samir and Darlene are also married for 30 years, since 1994, and not only dedicated to each other, but also dedicated to giving back and making a positive impact whenever they can.


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Jess Ford

Jess Ford was born and raised in Detroit, MI. In 2010 after studying business at Eastern Michigan University she started her career in the mortgage industry as a loan officer. During this time, she discovered a passion for learning and development. While working for one of the largest consumer direct mortgage lenders in the country Jess was able to gain experience in training, sales coaching, and underwriting.

In 2013 she expanded her knowledge base by earning her credit certifications. As a Homeownership Coach, she educated potential borrowers across the country with below-average FICO scores; educating them about credit and preparing them for mortgages and has been doing so ever since. Jess later went on to work in business-to-business mortgage lending, training, and coaching hundreds of the best account executives in the country and assisting mortgage brokers all over the U.S. to expand and grow their businesses at the largest wholesale lender in the country.

Jess’s colleagues describe her as hard-working and ethical. Her dedication to excellence and integrity is unwavering. She has a deep passion for helping and educating everyone around her. She has a solid reputation for meeting the needs of her clients in a pleasant, prompt, and professional manner while maintaining confidentiality and providing a transparent process. Currently, Jess is a Business Development Consultant, and a licensed loan originator.


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Paige Zautcke

Paige Zautcke is Sr. Account Executive at Open Mortgage Wholesale.

Her experience includes being a licensed Real Estate Salesperson as well as Senior Mortgage Operational Specialist for a worldwide bank but the vast majority of her over 20 year career has been spent working with Mortgage Brokers and Mortgage Bankers as an Account Executive. She thrives on helping loan officers assist borrowers with achieving their dreams of owning a home and becoming part of the fabric of the communities they live in.

Paige is an Alumni of the University of Arkansas-Fayetteville who currently lives in Florida with her family. When she is not working with clients, she can be found beachside or poolside with a book or enjoying the company of friends.


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H. Edward Gallatin

H. Edward Gallatin, MBA, CPA, CTRS, a lifelong resident of the Wabash Valley, is a distinguished professional with extensive academic background and a profound commitment to his community. With a foundation from Indiana State University including a Bachelor of Science in Political Science (1980), Bachelor of Science in Accounting (1996), and a Master of Business Administration (1998), Mr. Gallatin imparts wisdom as an Accounting and Finance educator at Indiana State University and is a sought-after guest speaker on Personal Finance and Tax Strategies.

Operating under the banner of H Edward Gallatin CPA, his firm is situated at 18 S. 5th Street, Terre Haute, Indiana, serving the diverse needs of individuals and small businesses within the Wabash Valley. With a distinguished certification as a Certified Tax Resolution Specialist (CTRS), Mr. Gallatin offers personalized, confidential assistance in addressing IRS-related issues, standing in stark contrast to the impersonal promises of national firms.

To connect with H. Edward Gallatin for professional assistance or inquiries, email hgallatin@aol.com or call 812.229.0427. For comprehensive information regarding his services, kindly visit www.heg-taxrelief.com. Your path to financial success begins here.


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Erika J Kendrick

Erika J. Kendrick is a bestselling author, an award-winning national speaker, and a mental fitness expert. She earned a psychology degree from Stanford University and an MBA in marketing and international business from the University of Illinois at Chicago. Erika was an NBA cheerleader for the Chicago Bulls before writing her novels, Confessions of a Rookie Cheerleader and Appetite (Random House). She is currently touring her bestselling middle grade novels, Squad Goals and Cookie Monsters (Little, Brown Publishing). Her next novel, Instafamous, has an October 1, 2024 publication date.

After battling her brain pain, Erika founded Mental Fitness for Life where she launched her Mental Fitness book tour, “Who Moved My Happy?” While talking to audiences of all backgrounds and ages, Erika shares her story of brain pain and inspires hope by creating safe spaces for life-saving conversations. She has presented, keynoted, and guest lectured at colleges and universities across the country as well as the US Army and Air Force, national sororities and fraternities, middle and high schools, conferences, and Fortune 500 corporations. She has toured with the American Foundation for Suicide Prevention (AFSP) and is a speaker with the National Alliance on Mental Illness (NAMI) where she has been inducted into their Hall of Fame.

Erika is a recipient of several “Who’s Who” honors, a Rising Icon honor, and several Awards of Excellence. Erika has taken the stage for TEDx, appeared on Good Morning America, NBC News, CBS News, The Wendy Williams Experience, national television and radio segments, and a host of other media outlets. She has been featured in several publications, including Page Six of The New York Post, The Huffington Post, The Chicago Tribune, and various magazines and digital media.


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Joshua Mercer

A product of Chicago’s South Side, Joshua Mercer graduated from Howard University (BBA, Marketing) in 2003. Shortly after graduating from Howard, Joshua earned his Master’s degree (Elementary Education; 2006) from National Louis and then went on to become an award winning entrepreneurship teacher.

In 2009, Joshua founded Swish Dreams Sports & Educational Foundation, whose mission is to use sports as a vehicle to teach youth literacy and leadership. Since inception, Swish Dreams has served over 1,000 children.

Later in early 2010, Joshua founded the MOVEMAKERS, a marketing and event promotions company which hosts a combined 10 events annually in both Chicago and DC. Most notably the HU Bar Crawl, which is the largest black bar crawl in the world with over 2,500 attendees annually.

In 2012, Joshua transitioned from Chicago Public Schools and purchased two insurance agencies to form the Joshua Mercer Insurance Agency, an Allstate Agency, that specializes in sell and service of property, auto, business and life insurance as well as financial services. Today the Mercer Agency serves almost 4,000 customers in the Chicagoland area.

In 2021, Joshua became a licensed realtor and formed Mercer Capital LLC, a real estate holding company with over $1m in assets. In 2023 Joshua brokered the sale of a 25-home portfolio. Today Joshua owns over 135 units, which include a hotel.

In 2022, Joshua opened HUE Chicago, a luxury lounge and entertainment venue located in Chicago’s South Loop.

Joshua is a member of 100 Black Men, The Chicago Druids, Alpha Phi Alpha Fraternity Incorporated, and the 95th Street Business Association. In his spare time, Joshua enjoys sporting activities, dining out, and spending time with his beautiful wife Kenya and two children, Charli (girl; 7) and Joshua (boy; 9).


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Trent Ehrlich

Trent Ehrlich is a dedicated insurance professional with a passion for providing personalized coverage solutions to his clients throughout Colorado. With a deep understanding of the intricacies of the insurance industry, Trent is committed to guiding individuals and businesses toward the policies that best suit their unique needs.

Having spent over a decade in the insurance field, Trent brings a wealth of experience and expertise to his role. He is known for his attentive customer service, unwavering integrity, and ability to simplify complex insurance concepts for his clients. Whether it's finding the right coverage for a family home, ensuring adequate protection for a growing business, or advising on retirement and estate planning, Trent takes a hands-on approach to tailor insurance solutions that offer peace of mind.

Trent holds a Bachelor's degree in Business Administration with a concentration in Finance, providing him with a strong foundation to navigate the financial aspects of insurance planning. He stays up-to-date with the latest industry trends and regulations to ensure his clients receive the most relevant advice and coverage options available.

Outside of his professional endeavors, Trent is an active member of his community, volunteering his time with local charities and youth organizations. He enjoys hiking in the picturesque Colorado mountains, skiing in the winter months, and spending quality time with his family.

Whether you're seeking comprehensive insurance coverage for your assets or looking to plan for your financial future, Trent Ehrlich is here to help you every step of the way. Contact him today to schedule a consultation and experience the difference personalized service can make in securing your peace of mind.


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Jesse Pettway

Husband, Father, Firefighter Paramedic, and Licensed Funeral Director Jesse Pettway is a dedicated professional with a passion for guiding aspiring Funeral Directors on their journey to obtaining a licensure. As an honors graduate of Malcolm X College's Mortuary Science Program, Jesse brings a wealth of knowledge and experience to the field. Who is Jesse Pettway? Jesse is more than just a licensed funeral director; he's a loving husband and father to 11 children, having experienced the heartache of losing two of them at an early age. His unique perspective and commitment to family drive his unwavering dedication to his work. Balancing Act In addition to his role in the world of mortuary science, Jesse serves as a full-time Firefighter Paramedic for the City of Chicago. He understands the demands of a busy schedule and the need for efficient, effective study strategies. Success Strategy After completing an incredibly challenging mortuary science program, Jesse faced the daunting task of passing the NBE (National Board Exam). With minimal guidance available, he devised a strategy that proved extraordinarily successful – passing the boards on his very first attempt. Your Success is Our Mission Jesse recognizes that time is of the essence for Mortuary Science students, and failure is not an option. Avoiding additional testing fees is equally crucial. That's why he developed an interactive program that serves as a comprehensive one-stop solution, providing all the resources and quizzes needed to prepare successfully for the exam. *Join Us in the Pursuit of Excellence* If you're an aspiring Funeral Director, let NBE Exam Prep be your guide on your path to success. Reach out with any questions or concerns and embark on your journey with confidence. Also, owner and operator Pettway Funeral Service Providing guides as families navigate through their loss.


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Dr. Shadae Booker-Shelton

Dr. Shadae Booker-Shelton, DNP, FNP-C, is a highly qualified Family Nurse Practitioner with extensive experience across various healthcare settings. Board-certified and licensed to care for patients of all ages, she earned her doctorate from Northern Kentucky University in 2022 and holds a master’s degree from Governor State University. Dr. Booker-Shelton is committed to providing high-quality care, specializing in primary care, nephrology, psych, and acute hemodialysis. She is also a dedicated nursing professor at Rasmussen University. Beyond her clinical work, she co-owns A & S Divine Healthcare, founded The Corner of Aspirations for life and business coaching, and serves as VP of Angel’s Helping Hand non-profit. Passionate about education and community empowerment, Dr. Booker-Shelton prioritizes the well-being of her clients and their families.


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Sharon E Buck

Sharon Buck, an Amazon best-selling author renowned for her humorous cozy mysteries with a Florida twist, balances her creative endeavors with the meticulous work of editing, formatting, and ghostwriting business books. She lives in northeast Florida close enough to the Atlantic Ocean to smell the salt air but far enough away that she doesn’t have to wash the beach sugar sand from her feet.

With a prolific career spanning over a thousand newspaper and magazine articles and over twenty fiction books, Sharon has captivated audiences both nationally and internationally.


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Kim Kriel

Kim Kriel has been in the mortgage industry in a variety of sales and operational roles for over 20 years.  She began her mortgage career as a Loan Officer in Arizona working primarily in new construction lending.  She transitioned over to Wholesale Operations and ultimately became an Account Executive.  She is currently an Account Executive at TPO Go.  Kim has been nationally ranked by Scottsman Guide as a top producing Account Executive.  She finds it rewarding introducing new programs to her broker partners and helping them obtain the best financing options for their borrowers.  Prior to her career in the mortgage industry, Kim was a high school economics teacher and cross country coach in New York.  Kim believes setting personal and professional goals along with being disciplined are the keys to success.  Kim and her husband are outdoor enthusiasts who enjoy hiking national parks, playing golf and traveling.


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Dr. Seungyeup Ro

Dr. Seungyeup Ro is dedicated to helping people achieve their full potential in body, mind, and spirit. Graduating from the National University of Health Science in Lombard, Illinois, with a Doctor of Chiropractic degree, he has been practicing since 2011. His commitment to continual learning has led him to pursue postgraduate studies in sports injuries, myofascial release, and functional movement techniques.

Growing up in America, Dr. Ro immersed himself in various sports, earning a 5th degree black belt in Tae Kwon Do and playing college football. His athletic journey, marked by numerous injuries, including torn muscles, tendons, broken bones, and concussions, shaped his understanding of the body’s recovery processes. This personal experience ignited his passion for chiropractic care, leading him to transform his lifestyle and prioritize his health. As a result, he has lost 70 pounds since his college football days and normalized his blood pressure.

Dr. Ro achieved the CCSP® certification as a sports chiropractor in 2017, enhancing his ability to serve athletes and teams in reaching their peak performance. Outside of his professional life, he enjoys playing golf, tennis, and traveling with his family.

Driven by a mission to promote pain-free living without drugs or surgery, Dr. Ro is dedicated to creating a healthier community. Join him on this journey to a better, healthier life.


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Damon Royster

Originally from Chicago but now residing in Los Angeles, Damon Royster has written and directed sketch comedy for Second City in Chicago and the Pack theater in L.A. His writing has been featured in The Gag (a Comedy Central owned LGBTQ Instagram account), the tabletop game Cards Against Humanity, Cracked, his award-winning web series AppQueen (2019 Outfest Film Festival web series finalist), and the Kennedy Center in Washington D.C. where Damon created and co-wrote the parody play Love, Factually, performed in 2018 and 2019. He is currently an executive assistant for the award winning documentary production company Firelight Films.


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Osazee Thompson

Osazee O. Thompson is a visionary leader, empowering motivator, speaker, trainer, life success coach, author and licensed financial services professional. He is the founder and owner of OT Enterprises, LLC a success coaching and entrepreneurial development training service, as well as the founder and owner of BOT Financial, a financial empowerment, education and insured solutions firm.

Mr. Thompson, has coached, trained and provided financial empowerment, education and insured solutions to and for thousands of coaching and financial clients.

Mr. Thompson has more than two decades of business experience, approximately 18 years of sales and leadership experience, 13 years of professional coaching and training experience and since 2019, is culminating his career in the financial services industry.

Mr. Thompson received his Bachelor’s degree from Chicago State University, he is also a graduate of the Joseph Business School. Mr. Thompson received his Life Coaching certification from the Youth and Family Guidance Institute. He has served as an entrepreneurial instructor with the City Colleges of Chicago and has written several books and publications.

Mr. Thompson is a United States Marine Corps veteran. He is married to Antoinette and has one daughter Malaika.


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Steven A. Searles II

Stephen A. Searles II is a seasoned builder with over 27 years of experience in the construction industry in the Greater Chicago area. With a career spanning roles such as Carpenter, Carpenter Foreman, Construction Superintendent, Project Manager, and Estimator, Stephen has honed his expertise in managing diverse construction projects with precision and dedication.

Based in Homewood, Illinois, Stephen holds a Certified Professional Project Manager (CPPM) designation from Procore Technologies, earned in 2021. This certification underscores his commitment to maintaining the highest standards of project management, ensuring successful outcomes for clients and stakeholders alike.

In addition to his technical skills, Stephen brings a strong emphasis on customer service and public speaking, demonstrating his ability to communicate effectively with clients, teams, and partners throughout all stages of a project. His extensive experience and multifaceted skill set make him a trusted professional in the Chicago metropolitan construction landscape.


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John Logan Rogers

When it comes to finding solutions to your needs in Mortgage Credit, Mortgage Lending, Real Estate, Sales and Marketing, you want to know whom you're working with. Please take this opportunity to get to know me a little better.

EDUCATION

• Marmion Military Academy - Diploma

• Norwich University – English Literature Major

• University of Montana – Bachelors of Arts Interpersonal Communication

EXPERIENCE

• Sales and Marketing 44 years

• Real Estate Brokerage, Development and Construction 32 years

• Mortgage Lending 38 years

• Management 16 years

• Orchardist and Agriculture 5 years

LICENSES AND CERTIFICATIONS

• Licensed Real Estate Broker in Montana 38 years

• Licensed Mortgage Loan Originator Washington State 6 years

• NAMB Certified Credit Specialist 4 years

• Freddie Mac CreditSmart Coach Certified Facilitator 3 years

• USA Hockey Level 4 - Coaching Certification 9 years

PLACES I HAVE LIVED

• St. Charles, Illinois - Raised (Birthplace Evanston)

• Northfield, Vermont

• Bigfork, Billings, Kalispell and Missoula, Montana

• Phoenix, Arizona

• Spokane, Washington

COMMUNITY INVOLVEMENT

• National Association of Mortgage Brokers Eastern WA Chapter ( Board Member, Committee Chair)

• National Association of Mortgage Professional Women – Spokane ( Board Member, Committee Chair)

• Spokane Americans Youth Hockey Association (Coach, Manager and Scheduler)

• Flathead Leadership Kalispell, Montana

• Tourism Sub-Committee Chair Montana Department of Commerce

• Knights of Columbus Third Degree OLF Spokane

INTERESTS

• Golf, Fly Fishing and Upland Game Hunting

• Collegiate Men’s Ice Hockey and Lacrosse (Norwich University Hockey Alumni)

• Oenology and Grill Cuisine

• Travel and Foreign Cultures


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John Andrade

Driven by a passion for entrepreneurs, John has made it his mission to help business owners and others navigate through business &personal finance to reach success.  

25+ years of spearheading management, sales and strategy for organizations & entrepreneurial endeavors!

Business ownership with revenues up to $5 million. Management positions within banking and financial services

As a serial entrepreneur John has built businesses in telecommunications, automotive and the financial industry. As an Intrapreneur he has over 10yrs in Banking Management, Commercial Lending & 3yrs in Commercial Real Estate experience.

Currently:

  • John is the Vice President of Business Banking at Huntington Bank in the Chicago Area.

Working on a self-published book: Go4Ceo “Driven by Mindset” the four steps to become the CEO of your life!


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Martha Washington

Martha Washington is a financial coach dedicated to demystifying the world of finance and empowering individuals to take control of their financial futures. With a natural inclination towards math and numbers, Martha found her calling in the field of finance, where she thrives on understanding the intricacies of financial systems and making them accessible to everyone. Her passion lies in simplifying complex financial concepts, such as accounting, finance, and insurance, and explaining them in everyday language to alleviate people's fears and enable them to make informed decisions.

Martha's approach to financial coaching centers around building relationships through coffee and conversation, recognizing that a relaxed environment fosters open communication and trust. By taking the time to understand her clients' backgrounds, current financial situations, and aspirations, Martha tailors personalized solutions to help them achieve their goals. She believes in breaking down financial objectives into manageable, bite-sized goals, emphasizing the importance of celebrating small victories to maintain motivation and momentum on the path to financial success.

Through her compassionate and relatable approach, Martha is committed to promoting financial literacy and empowerment within society, one coffee chat at a time.


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Lola Jefferson

Driven by a deep passion for connecting people with their dream homes, Lola Jefferson has established herself as a leading real estate expert in the Chicagoland area. With over 16 years of experience, she boasts a remarkable track record of success, having facilitated the sale of over 291 homes and exceeding $36 million in client profits.

Lola's commitment to excellence extends beyond mere transactions. She understands the emotional and financial significance of every sale, and approaches each client with empathy, understanding, and unwavering dedication. Her meticulous attention to detail, combined with her in-depth knowledge of the local market, ensures that her clients receive the highest level of service and achieve their desired outcomes.

Lola's dedication to her craft is further evidenced by her extensive network of professionals and her commitment to ongoing learning. She is a proud recipient of numerous prestigious awards, including the Hall of Famer, Platinum Club, 100% Club, and Executive Club, recognizing her exceptional performance and dedication to client satisfaction.

Whether you're a first-time buyer navigating the market or a seasoned investor seeking expert guidance, Lola is the trusted real estate partner you can rely on. She is committed to making your real estate journey smooth, successful, and stress-free.

Connect with Lola today and experience the difference her expertise and dedication can make!


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Hector Arroyo

Hector Arroyo is a licensed insurance agent, real estate agent, and former licensed mortgage professional with extensive experience in the industry. His career has spanned multiple markets, providing him with a wealth of knowledge and expertise in real estate and insurance. Hector's dedication to educating and empowering clients, particularly first-time homebuyers, is evident in his approach. He is committed to ensuring that individuals receive comprehensive guidance on insurance coverage, leveraging his profound understanding of the intricacies of the real estate and insurance sectors. With a focus on client education and informed decision-making, Hector plays a vital role in facilitating a deeper understanding of insurance protection within the home buying process.


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Kenneth Townsend, CISSP

Kenneth Townsend and his wife Angela own and operate two Robeks smoothie and juice restaurants in Plainfield and Orland Park, Illinois. Robeks is a place for unique and freshly prepared smoothies, juices, acai bowls and handcrafted toast.

Beyond being a restaurant owner, Kenneth is a multi-faceted individual who thrives in the corporate as well as the entrepreneurial world. Kenneth is a seasoned cybersecurity executive with over 20 years of experience across diverse industries and has become a trusted advisor, speaker, and leader in the cybersecurity community.

Kenneth has recently founded his cybersecurity firm where he provides tailored cyber advisory services to small and medium-sized businesses.


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Mario Lambert

Mario Lambert believes that when done right, business can be a catalyst for good in the world. Individuals thrive when they trust their leader and feel connected to a worthy mission. His belief fuels his drive to help ambitious people and organizations strive to reach their full potential and contribute to their communities.

With over 20 years of leading diverse business development teams and helping hundreds of companies with workforce solutions, Mario is an ongoing practitioner and lifelong learner. He drives positive energy, passion and realistic optimism with an authentic voice that focuses on personal and professional development.

Mario credits an imperfect and loving upbringing, mentors, and coaches for helping him believe in possibility and to find opportunity in every moment.

Mario leads a dynamic team of 30 people as Vice President of Business Development for Populus Group, a growing workforce solutions company and one of the largest minority and veteran owned businesses in the staffing industry.

As a speaker, trainer, and consultant, he shares his story and seeks to help you and your organization build upon yours. His facilitation style creates a trusting environment that gives space to challenge how people can become better together.

Mario can be reached at mlambert@populusgroup.com or 630-874-7252.


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Mensah McCadd

Mensah K. McCadd is a husband of 21 years and father of three children (ages 18, 15, 12). He is also a graduate of the 2002 Joseph School of Business & Entrepreneurship and Livingword School of Ministry (2011). He is also a Licensed Real Estate Broker with eXp Realty, a member of the Mainstreet Organization of Realtors for 20+ years, Licensed General Contractor, Builder, Expert Real Estate Developer, Landlord and a Former State Farm Agent. Prior to his real estate career he was a loan professional, Check Fraud Team Leader for Norther Trust Bank, and he was top of his field in Telecom at AT&T and Enterprise Software and Computer Sales with CDW. He Left CDW in December of 2007 to purchase full time real estate investing and hasn’t looked back since.

Mensah is passionate and truly cares about helping homeowners as he himself was faced with pre-foreclosure during the 2008 recession. He has saved hundreds of homeowners from foreclosure as well as purchasing homes inherited by new owners not wanting the burden of renovating and traditional ways of selling their real estate.

Presently, Mensah is worth Multi Millions from implementing strategies such as Wholesales, short sales, Buy & Hold, Fix and Flip, and Acquiring Property “Subject To” the Existing Financing, Multifamily Rentals,  and Scavenger Tax Sale. He has always been a believer in not just helping other buyers, homeowners and investors acquire and sell property, he is a huge advocate of being completely hands on, cutting a new path by giving back to the public by teaching the very strategies that he has had success with over the years.