Michelle Bogan

Equity at Work
Founder, CEO
michelle@equity-at-work.com
Consultant Service
Home Group: Dallas 4

Bio: Michelle’s mission is to help companies create equitable workplaces. She is the Founder and CEO of Equity At Work, helping leaders achieve major impact through their diversity, equity and inclusion (DEI) work.

Dave Cubbage

Edward Jones
Principal / Financial Advisor / Wealth Management
(817) 275-4009
dave.cubbage@edwardjones.com
Investment Advisor
Home Group: Irving/Las Colinas

Bio: We focus on understanding what is most important to our clients, helping them build tailored strategies to accomplish those goals, and then partnering with them over their lifetime to give them the confidence to live their biggest lives.

Joy Dahl

B2B CFO
Partner | Strategic Business Advisor
(703) 774-7262
joydahl@b2bcfo.com
Financial Service
Home Group: North Dallas

Bio: I serve owners of privately-held companies in growth, expansion, and transition of their businesses. Drawing from 30+ years of experience, I focus on understanding their goals, removing barriers, and helping them achieve their desired results.

Robert Daniel

Platt Cheema Richmond PLLC
Managing Partner
(512) 775-8814
rdaniel@pcrfirm.com
Attorney
Home Group: Dallas 7

Bio: Mergers & Acquisitions Attorney and Managing Partner.

Thomas Davis

Thomas Perry Davis LLC
Managing Member
(972) 307-1040
thomasperrydavis@gmail.com
Accountant
Home Group: Dallas 1

Bio: My firm provides a wide range of forensics, valuations, advisory, tax & accounting services to individuals, businesses, and other professionals. We strive to meet each client’s specific needs in an ever- changing financial regulatory environment.

Jason Kathman

Spencer Fane
Partner
(972) 324-0370
jkathman@spencerfane.com
Attorney
Home Group: Irving/Las Colinas

Ryan Kreck

Rosenthal Kalabus & Therrian
Attorney
(972) 369-0577
ryan@texasdefensefirm.com
Attorney
Home Group: Dallas 7

Brandon O’Neill

Fidelity Charitable
Charitable Planning Consultant
(214) 673-6253
brandon.o’neill@fmr.com
Investment Advisor
Home Group: Collin County

Bio: Charitable Planning Consultant helping advisors incorporate philanthropy into their clients’ financial plans to amplify their charitable impact utilizing Donor Advised Funds.

Tim Kiernan

360 Consulting
Partner
(214) 616-2226
tim@360consultingdfw.com
Consultant Service
Home Group: Irving/Las Colinas

Chris Quillin

Scheef & Stone, L.L.P.
Shareholder
(214) 706-4221
chris.quillin@solidcounsel.com
Attorney
Home Group: Dallas 1

Bio: Chris S. Quillin is a Shareholder at Scheef & Stone, L.L.P., and possesses over twenty-seven years’ legal experience assisting his clients in the commercial real estate markets throughout the continental United States.

Frank Sellers

Westfall Sellers Attorneys
Partner
(817) 345-7978
frank@westfallsellers.com
Attorney
Home Group: Fort Worth 2

Brent Shockley

ValueScope
Director
(817) 481-4904
bshockley@valuescopeinc.com
Financial Service
Home Group: Dallas 7

Bio: 20 years of experience in business valuation / appraisal, financial reporting, intangible assets, healthcare valuation, fairness opinions, and transaction advisory. Sports enthusiast – pro, college and my kids.

Jonathan Spencer

Twende Investment Group
Founder, Managing Principal
(231) 218-2224
jspencer@twende-invest.com
Investment Advisor
Home Group: Irving/Las Colinas

Bio: We provided wealth and asset management services.

Ty Stimpson

Patterson Law Group
Attorney
(817) 784-2000
ty@pattersonpersonalinjury.com
Attorney
Home Group: Fort Worth 1

Justin Whiddon

KoonsFuller
Associate
(214) 766-3444
jwhiddon@koonsfuller.com
Attorney
Home Group: Dallas 7

Kimmy (Kimberly) Vermillion Wright

Atwood & McCall, PLLC
Attorney-Partner
(972) 665-9600
kwright@atwoodmccall.com
Attorney
Home Group: Dallas 5

Bio: Strong, Experienced Advocate when it comes to Divorce, Pre- and Post-Marital Agreements, Adoption, Name Change – Google is NOT Your Attorney. Get the Wright Advice from the Wright Family Attorney, Kimmy Wright.