Todd Cassell

Heartland
Payroll and HR Advisor
(909) 693-0711
todd.cassell@e-hps.com
Human Resources
Home Group: Dallas 11

Bio: Heartland provides business solution services serving small to mid-sized companies. We provide customized services and solutions tailored to each client’s unique needs. Specializing in Work Opportunity Tax Credits (WOTC) and Human Resources.

David Colmenero

Meadows Collier
Partner
(214) 744-3700
dcolmenero@meadowscollier.com
Attorney
Home Group: Dallas 10

Jon-Michael Ferris

Saville
Senior Tax Manager
(469) 708-4044
jonmichael.ferris@savillecpa.com
Home Group: Dallas 12

Karlos Funes

The PEO Link
SVP
(305) 323 3650
karlos@thepeolink.com
Human Resources
Home Group: North Dallas 2

Bio: My focus is to help businesses lower their health insurance costs by finding the best fit Professional Employer Organization (PEO) to partner with by leveraging my relationships with 75 different PEOs.

Amanda Holmes

Clearview Bookkeeping
Bookkeeper
(817) 988-1819
clearviewntx@gmail.com
Financial Service
Home Group: Fort Worth 2

Bio: Finance and accounting professional with deep experience across energy, healthcare, and manufacturing. Skilled in strategic reporting, treasury, audits, and cross-functional leadership to drive operational and financial efficiency.

Bill Pedersen

Carter Arnett
Partner
(214) 544-5780
bpedersen@carterarnett.com
Attorney
Home Group: Dallas 12

Bio: Litigation partner.

Jeremy Roberts

JC Roberts Insurance Agency
Principal Agent
(817) 745-4711
jeremy@jcrins.com
Insurance
Home Group: Dallas 9

Jason Rodriguez

Higier Allen
Shareholder
(972) 759-1359
jrodriguez@higierallen.com
Attorney
Home Group: Collin County 2

Bio: Seasoned litigator and work-out attorney.

Kevin Segler

KoonsFuller
Attorney/Shareholder
(972) 741-7218
kevin@koonsfuller.com
Attorney
Home Group: Dallas 12

Adam Sloustcher

Fisher Phillips
Regional Managing Partner
(214) 632-3224
asloustcher@fisherphillips.com
Attorney
Home Group: Dallas 12

Bio: Adam Sloustcher, managing partner of the Dallas office, maintains a national practice focused on guiding in-house counsel, business owners, and management through all workplace issues and litigation.

Preston Turner

Plunk Smith, PLLC
Attorney
(972) 370-3333
pturner@plunksmith.com
Attorney
Home Group: Dallas 11

David Waiyaki

CBIZ
Senior Consultant
(469) 396-9404
david.waiyaki@cbiz.com
Consultant Service
Home Group: Dallas 11

Bio: Machinery and equipment valuation and appraisal specialist with a full-service valuation group. We provide business, intangible assets, machinery and equipment, and real estate valuation services.

Ann Badmus

Badmus & Associates
Managing Attorney
(214) 494-8033
ann.badmus@badmuslaw.com
Attorney
Home Group: North Dallas 3

Bio: As an immigration attorney specializing in business and employment immigration, I partner with professionals, businesses, and recruiters to provide strategic immigration solutions, ensuring a smooth process for their clients and employees.

Marc Massad

Encore Bank
DFW Regional President
(405) 923-6272
marc.massad@bankencore.com
Banking & Finance
Home Group: Dallas 3

Bio: Banking & Financing needs for working capital (lines of credit), equipment, real estate, acquisitions. Deposit & cash management service. Small & middle market business to small public companies. Entrepreneurs, High net worth individuals…

Jesse Shallcross

Platt Richmond PLLC
Partner
(312) 401-3470
jshallcross@plattrichmond.com
Attorney
Home Group: Dallas 5

Bio: Commercial real estate attorney representing business owners, developers, banks, Fortune 500 companies, and experienced and inexperienced investors alike in the purchase and sale, development, financing, and leasing of real estate.