Meet Your Strategic Advisors
Full Profiles
Vince Covino
Strategic Growth Architect | Capital Markets Expert | Scaling Specialist
Why Vince? Vince has built multiple eight-figure companies and orchestrated mergers, acquisitions, and exits that have generated substantial returns for stakeholders. As both an investor in over two dozen companies and a leader who has attracted 8 figure investments, he understands capital formation from every angle—founder, investor, and growth strategist.
What He Brings to the Summit:
- Scaling Systems & Operations — Transforms growing companies into investment-ready enterprises through proven operational frameworks
- Capital Strategy & Preparation — Guides founders through the precise steps needed to attract and secure growth capital
- Investor Relations Mastery — Teaches the art of communicating value, managing expectations, and building aligned investor partnerships
- Exit Strategy Planning — Helps founders position their companies for optimal exits and maximum value realization
Why It Matters: Vince doesn't just understand growth theory—he's lived it, scaled it, and proven that combining inner mastery with outer systems creates companies that naturally attract investment and scale sustainably.
Satyen Raja
Transformation Master | Elite Leadership Mentor | Master of Breakthrough Results
Why Satyen? Satyen Raja has mentored CEOs who've achieved 400% revenue growth, $163M project closures, and successful exits worth hundreds of millions. His clients include leaders from companies generating $20M+ annually, with documented results including business valuations doubling in 18-24 months.
What He Brings to the Summit:
- Power & Presence Activation — Dissolves the invisible barriers that keep visionary leaders playing small, unlocking authentic command
- Live Breakthrough Facilitation — Guides founders through real-time transformations that shift years of limitation in moments
- Strategic Clarity & Execution — Helps leaders cut through overwhelm to make decisive moves that dramatically accelerate growth and profitability
- Ancient Wisdom Meets Modern Strategy — Bridges timeless principles with cutting-edge business acumen for leaders ready to transcend conventional limits
Why It Matters: Satyen doesn't optimize what already exists—he catalyzes what's been waiting to emerge. His work transforms founders from driven achievers into leaders who systematically attract capital, talent, and strategic partnerships.
Kartik Hosanagar
Wharton AI & Digital Business Expert
John C. Hower Professor at Wharton School, University of Pennsylvania | Co-Director, Wharton Human-AI Research & Professor of Marketing
John C. Hower Professor at Wharton School, University of Pennsylvania | Co-Director, Wharton Human-AI Research & Professor of Marketing
About Kartik: Kartik is a globally recognized authority on AI, digital business, and the future of work. As a Wharton professor, entrepreneur, and advisor to both government and Fortune 500 companies, he bridges the gap between cutting-edge research and real-world impact.
What He Brings to the Summit:
- Founder & Chairman of Jumpcut Media — AI startup for media companies
- Co-founded Yodle Inc. — Acquired by Web.com, listed among America's fastest growing companies
- AI Advisory Council member — U.S. Department of Defense
- 11-time recipient — MBA/Undergraduate teaching excellence awards
- Past consulting — Google, American Express, Citi
Why It Matters: Kartik's expertise in AI and digital transformation helps founders and leaders harness the power of technology for exponential growth, responsible innovation, and competitive advantage in a rapidly changing world.
Brian T. Franco
Founder, Deal Strategist, M&A Authority in Private Capital Markets
Who They Are: 20+ years of M&A advisory excellence, with over 100 transactions completed across multiple industries. Trusted partners to entrepreneurs, family offices, and strategic acquirers.
How They'll Accelerate Your Business:
- Strategic Exit Planning: Learn how to position your business for maximum valuation—even if you're not ready to sell for years
- Growth Through Acquisition: Discover how strategic M&A can 10x your growth trajectory faster than organic expansion alone
- Valuation Optimization: Master the specific financial and operational levers that can double your company's value in 18-24 months
- Deal Structure Mastery: Understand the nuances of equity rolls, earnouts, and strategic partnerships that maximize your upside
Proven Results: Their recent home services client saw a 2x valuation increase in just 3 weeks, ultimately selling at 7x EBITDA while rolling 20% equity into a larger platform for continued upside.
Their Workshop: "The Strategic Exit Blueprint: How to Build a Business Worth Buying"
Beate Chelette
Growth Architect | Business Model Strategist | The $40 Million Blueprint Creator
Why Beate? Beate Chelette built a business from broke single mom to multi-million dollar exit—selling to Bill Gates. After losing everything in the 2025 Palisades Fire, she emerged with sharpened focus and created The Forge for Founders of the Future. Her 5-Star Success Blueprint (known as the $40 Million Blueprint) has helped countless entrepreneurs structure businesses that attract investment and scale systematically.
What She Brings to the Summit:
- Investor-Ready Business Models — Teaches founders how to build from the top down, answering every investor question before it's asked
- The 5-Star Success Blueprint — A proven framework that transforms scattered business ideas into unapologetic value propositions that investors understand and fund
- Strategic Pitch Architecture — Shows founders how to speak from conviction rather than reciting slides, grounded in business models built for scale
- Systems That Eliminate Founder Dependency — Designs operational frameworks that demonstrate scalability and reduce investor risk
Why It Matters: Beate doesn't just teach business building—she teaches business architecture. Her approach helps founders structure their ventures so clearly that investors can immediately see the path to profitability, scalability, and exit potential. When you pitch using her framework, you're not hoping for investment—you're demonstrating inevitability.
Robert Althuis
Spiritual Strategist | Legacy Advisor | Master of Conscious Leadership & Operational Coherence
Why Robert? Robert is a former Fortune 100 executive turned spiritual philosopher and advisor to elite founders, CEOs, and visionary leaders. With an MBA from Columbia and decades of success in global finance, aviation infrastructure, and real estate private equity, Robert built and led companies at scale—operationally, financially, and culturally—before undergoing a radical spiritual awakening that redefined his mission.
What He Brings to the Summit:
- Conscious Leadership — Awakening the leader's soul and building cultures rooted in coherence and Truth
- Operational Cadence — How to structure rhythm, execution, and flow for exponential results
- Spiritual Integration — Moving beyond mindset into embodiment, presence, and intuitive genius
- Legacy Architecture — Creating not just success, but significance—through business as a vehicle for higher purpose
Why It Matters: Robert merges business precision with spiritual intelligence to guide high-impact leaders through the rite of passage called awakening—so they can lead with soul, scale with integrity, and create from alignment. At the Summit, he'll reveal the internal architecture behind outer excellence.
Billy Jacobson
Transformational Life Coach | Leadership Guide | Creator of Inner Mastery–Outer Growth
Why Billy? With over four decades as a rugby coach, 25+ years as a professional actor, and a profound journey through personal transformation, Billy brings a unique and deeply human approach to life coaching. After completing an intensive 8-month journey of healing to overcome childhood wounds and core limiting beliefs, Billy experienced a powerful shift that transformed his inner world, marriage, mindset, and mission.
What He Brings to the Summit:
- The Warrior's Path Framework — Transformational approach rooted in emotional integrity and leadership alignment
- Inner Compass Navigation — Moving from fear-based control to growth-based empowerment
- Authentic Leadership Development — Replacing pressure with purpose and performance with authenticity
- Conscious Communication — Creating workplace cultures driven by trust and personal ownership
Why It Matters: Billy helps high-performing leaders reconnect with their authentic selves, uncover internal blocks, and lead with greater clarity, compassion, and confidence. True success starts from within.
Colleen Schell
Founder | Storytelling Strategist | FABx: Storytelling for Success & Impact
Why Colleen? Colleen has trained over 300 leaders to craft impactful stories that create more success, funding, impact, and influence. Using her proprietary and powerful storytelling framework, she has empowered leaders from SXSW, TEDx, Google, Yelp, and more to use their story to position themselves as visionaries and thought leaders.
What She Brings to the Summit:
- FABx Storytelling Formula — Proprietary framework to craft powerful stories that showcase wisdom and expertise
- Investment Story Architecture — Stories designed specifically for investor meetings and funding conversations
- Thought Leadership Positioning — Using narrative to establish authority and attract bigger opportunities
- Multi-Platform Story Adaptation — One story optimized for podcasts, press, stage presentations, and partnerships
Why It Matters: Colleen believes leaders and entrepreneurs have a unique role in shaping the future and is committed to activating them through storytelling and speaking. The right story attracts investment, partners, and transformational opportunities.
Niko Arapkiles
AI Visionary | Future Self Architect | Creator of Vision Espresso
Why Niko? Niko helps visionary founders unlock strategic clarity and nervous system-level alignment so they can raise capital, lead powerfully, and scale without selling their soul. With 20+ years in personal development and experience supporting high-growth entrepreneurs, Niko blends AI innovation with deep emotional intelligence to help leaders operate from embodiment—not burnout.
What He Brings to the Summit:
- Vision Clarity & Future Self Activation — Helping founders anchor into their clearest, most embodied future so they pitch from truth, not tension
- AI-Powered Resonance Systems — Frameworks for using AI to strengthen leadership energy and attract values-aligned capital
- Strategic Narrative Design — Refining founder stories to create investor resonance and authentic conviction
- Woo-Meets-Do Execution Models — Fusing spiritual alignment with high-performance strategy to compress timelines and expand impact
Why It Matters: When your vision lives in your body, not just your head, your voice becomes magnetic—and investors feel it. Niko helps founders become the version of themselves their vision demands.
Jackson MacIntosh Strong
Founder & Chief Servant Leader | AUREA | Former Private Equity Strategist
Why Jackson? Jackson is a heart-centered entrepreneur and former private equity strategist who has participated in multi-$300M+ exits. As founder of AUREA, he leads a global movement for purpose-driven entrepreneurs through transformational events, high-level masterminds, and identity-shifting business coaching, fusing spirituality, AI systems, and scalable infrastructure.
What He Brings to the Summit:
- Transformational Event Design — How to design, monetize, and scale retreats and multi-day experiences
- Identity Evolution Coaching — Guiding founders to lead from wholeness, not hustle
- Scalable Business Architecture — Offers, systems, and team-building rooted in unique genius
- Visionary Leadership Development — Awakening next-level leadership anchored in legacy and impact
Why It Matters: Jackson shows founders how to scale their business from the inside out—anchored in truth, supported with systems, and creating winning strategies that attract premium clients who love working with them.
Megan McCaleb
Leadership Communication Expert | Culture Transformation Specialist
Why Megan? Megan is a master of using improv and comedy as transformative tools for leadership, culture, and communication. She helps founders in their expansion phase scale with clarity, build stronger teams, and lead with more authenticity and ease—no corporate buzzwords required.
What She Brings to the Summit:
- Leadership & Communication Training — Using improv principles to enhance authentic leadership presence
- Culture Transformation Through Humor — Building cultures people actually want to be part of
- Creative Problem-Solving — Unlocking team engagement and innovative thinking
- Authentic Leadership Development — Helping leaders show up boldly and communicate with impact
Why It Matters: With deep experience in high-pressure industries, Megan's programs spark real connection, turn chaos into confidence, and help founders build teams that thrive during rapid scaling.
Paul D'Souza
Strategic Advisor | Revenue Architect | Master of Go-To-Market Execution
Why Paul? Paul is a revenue-focused strategist, executive advisor, and CEO coach with over two decades of experience helping founders close more deals, align their teams, and scale their businesses with precision. As Founder of The D'Souza Group, Paul has driven multiple 7- and 8-figure growth stories by turning complex business challenges into executable GTM roadmaps.
What He Brings to the Summit:
- Go-To-Market Strategy — Market segmentation, sales enablement, and buyer psychology mastery
- Founder-Led Fundraising — Pitch optimization, investor narrative development, and closing strategy
- Enterprise Sales Systems — Scaling from founder-led deals to fully systematized revenue teams
- Strategic Advisory — Aligning vision, leadership, and execution for exponential growth
Why It Matters: Paul helps founders sharpen their positioning, build compelling investor decks, and create scalable go-to-market strategies that accelerate both funding and traction. He brings deep insight into what makes a business investable.
Julian Guderley
Strategic Partner | Leadership Coach
Why Julian? Julian is a strategic partner to scaling founders and CEOs, specializing in relationship freedom and high-performance team alignment. With operational experience across startups and Fortune 500 companies (Nike, BMW), plus former host of a top 2.5% global podcast interviewing 360+ leaders, Julian has guided thousands through business challenges by combining proven strategy with conscious leadership practices that sustain growth without burnout.
What He Brings to the Summit:
- Relationship Freedom Mastery — Consciously choosing who gets access to your energy and vision
- Embodied Leadership — From force-based hustle to flow-state performance, updating our subconscious operating system
- Strategic Operations — Operating as "Chief of Staff" organizing Team Meetings and Rhythms for effective work flows
- Culture & Team Alignment — Transformational retreats that unite teams
- Nervous System Mastery — Breathwork and presence tools for peak performance
Why It Matters: Julian guides founders to lead from clarity and presence while building legacies that last—without burning out. You'll gain frameworks for conscious leadership and the inner alignment needed to expand while reclaiming your life.
Melody Watts
Intuitive Healer | Pattern Transformation Specialist | Emotion Code Practitioner
Why Melody? Melody brings 26+ years of self-healing experience and 14+ years guiding others, using Emotion Code and intuitive inner child work to break self-destructive cycles of family and relationship dysfunction. Her intuitive pattern-spotting and holistic mind-body-soul approach empowers deep transformation.
What She Brings to the Summit:
- Emotional Pattern Recognition — Intuitive identification of destructive cycles and limiting patterns
- Emotion Code Healing — Releasing trapped emotions that block business and personal success
- Inner Child Integration — Healing foundational wounds that impact leadership and decision-making
- Holistic Transformation — Mind-body-soul approach to creating lasting change and fulfillment
Why It Matters: Melody helps founders break free from inherited patterns and emotional blocks that limit their capacity to lead, scale, and create the impact they're meant to have. Her work fosters happiness, fulfillment, and healed legacies.
Michael G. Dash
Entrepreneur | Angel Investor | Master Connector | Creator of Live Life Activated
Why Michael? Michael Dash is a seasoned entrepreneur, angel investor, and master connector with over two decades of experience building high-performing teams and scaling businesses. As the founder of a recruiting and staffing firm that generated over $40 million in revenue across 13 years, Michael is a recognized expert in executive and technical hiring strategy—helping founders scale with precision from the C-suite down.
What He Brings to the Summit:
- Hiring for Impact Mastery — Proven hiring protocols for building executive and tech teams that scale, including frameworks for identifying, vetting, and onboarding high-level talent that avoids costly misfires
- Conscious Communication Systems — Frameworks that turn company culture into family culture, creating emotional safety and authentic bonds that drive retention and engagement
- Executive Hiring Strategy — Crystal-clear systems for building C-suite teams with precision, from first hire to full leadership expansion
- Strategic Network Access — Deeply curated introductions to investors, advisors, and service professionals through decades of relationship building
- Founder Support & Investment — Active angel investor and advisor providing hands-on guidance from entrepreneurial experience
Why It Matters: Michael specializes in helping visionary founders build aligned, scalable teams while opening doors to the people and practices that accelerate growth. In addition to his hiring acumen, he's the creator of Live Life Activated, a transformational retreat experience guiding leaders to align their physical, mental, emotional, and spiritual well-being with their business vision and personal mission. His passion is working alongside founders who want to build teams where people don't just want a paycheck—they want to feel seen, heard, and valued.
Alan Muellegger
Emotional Intelligence Expert | Authenticity Strategist | Master of Heart-Centered Communication
Why Alan? Alan is a sought-after speaker by top sales organizations and Fortune 500 companies for his expertise in emotional intelligence. He specializes in cultivating passion-driven direction and heart-centered authenticity, with over a decade of speaking and facilitation experience helping leaders communicate with genuine impact and resonance.
What He Brings to the Summit:
- The North Star Framework — Proprietary system designed to help founders uncover and crystallize their core purpose for maximum investor resonance
- Emotional Intelligence Mastery — Proven techniques for connecting authentically with investors and stakeholders through heart-centered communication
- Passion-Driven Direction — Methods for aligning personal passion with business vision to create compelling, authentic narratives
- Authentic Pitch Delivery — Frameworks ensuring pitches are delivered with utmost clarity and authenticity for maximum impact
- Heart-Centered Leadership — Communication strategies that build genuine connection and trust with investors and teams
Why It Matters: At the Impact Accelerator Summit, Alan will help founders uncover and crystallize their North Star—a framework designed to ensure their pitches are delivered with the utmost clarity and authenticity for maximum resonance with investors. This framework will set the foundation for the communication of their visions for this event and beyond, transforming how founders connect with the capital and partnerships they need to scale.
Jesse Kunes
Fractional Executive | Strategic Advisor | Master of Operational Scalability
Why Jesse? Jesse's zone of genius is bridging vision and execution by designing scalable operational systems that help founders confidently expand. As a fractional executive and strategic advisor, he guides businesses in systematizing operations, integrating technology, and safeguarding against risk—so leaders can focus on growth with clarity and control.
What He Brings to the Summit:
- From Vision to Scalable Systems Workshop — Operational readiness framework for securing capital and scaling with confidence
- Investor-Ready Operations — Translating visionary growth plans into actionable systems that meet investor expectations and support sustainable expansion
- Governance & Risk Mastery — Designing governance frameworks, compliance strategies, and risk management that build investor trust
- Scalable Process Architecture — Frameworks for scalable processes, financial tracking, and reporting that demonstrate readiness to investors
- Vision-Operations Alignment — Tools for aligning vision, operations, and leadership in the expansion phase
Why It Matters: The real impact of Jesse's work is empowering founders to scale sustainably, build high-performing teams, and create businesses that thrive through both structure and innovation. Through practical tools, case studies, and hands-on exercises, founders walk away with a clear roadmap for strengthening operational infrastructure, optimizing team performance, and positioning their business for investment and long-term growth.
Miguel Delgado, CFP®
Senior Wealth Advisor | Head of Financial Planning | Legacy Wealth Management
Why Miguel? Miguel Delgado, CFP®, serves as Senior Wealth Advisor and Head of Financial Planning at Legacy Wealth Management. With over 15 years of experience, Miguel specializes in helping business owners and entrepreneurs align their money with their values—ensuring that capital decisions reflect the legacy they want to build. He serves as a fiduciary, strategist, and Family CFO to purpose-driven families who want to scale with intention, clarity, and impact.
What He Brings to the Summit:
- Values-Aligned Capital Strategy — Helping founders ensure their financial decisions reflect the legacy they want to build
- Growth Capital Optimization — Simplifying complex financial topics and strategic capital deployment for business scaling
- Business-to-Personal Wealth Integration — Showing leaders how their business fits into their long-term plan for financial freedom
- Fiduciary Financial Planning — Serving as strategic guide and Family CFO for sustainable wealth building
- Legacy Architecture — Structuring financial strategies that support both business growth and generational impact
Why It Matters: Miguel is known for his gift in simplifying complex financial topics and helping leaders understand how to scale with both integrity and clarity. His expertise bridges the gap between business success and personal financial freedom, ensuring founders build wealth that aligns with their values and creates lasting legacy.
Paul Rahilly
President | CTR Foundation | Industrial IoT Pioneer | Amazon Conservation Leader
Why Paul? Paul Rahilly is the President of CTR Foundation, leading innovative preservation efforts in the Amazon rainforest through the New Hope Project Amazon. With over 30 years of entrepreneurial experience in industrial space, construction project management, and process optimization, Paul has consistently pioneered breakthrough technologies that transform traditional industries. As the founder of Mtell—acquired by Aspen Technology—he revolutionized industrial maintenance with AI-driven prescriptive maintenance software deployed in over 30 countries worldwide. His current mission through CTR Foundation demonstrates how proven industrial solutions can be applied to humanity's most pressing environmental challenges, empowering indigenous communities with sustainable infrastructure while preserving their culture and natural habitat.
What He Brings to the Summit:
- Industrial IoT & AI Innovation — How to leverage machine learning, predictive analytics, and smart technology to transform traditional industries and create competitive advantages
- Technology Commercialization Mastery — Proven roadmap for taking breakthrough technologies from concept to global market success, drawing from Mtell's journey from startup to industry leader
- Impact-Driven Foundation Building — Strategies for creating family foundations and organizations that combine business acumen with environmental and social impact
- Cross-Industry Solution Application — How to identify and apply proven industrial solutions to solve problems in entirely different sectors, from manufacturing to conservation
- Leadership Development & Self-Awareness — Frameworks for personal growth, emotional competence, and conscious leadership in high-stakes environments
Why It Matters: Paul's journey from mechanical engineer to industrial IoT pioneer to Amazon conservation leader demonstrates the power of applying proven business and technological solutions to humanity's greatest challenges. His work with CTR Foundation shows how family foundations can create real-world impact while teaching the next generation about intentional, purpose-driven entrepreneurship. Paul doesn't just innovate—he shows founders how to scale solutions that work in one domain to address critical global problems.
783 Capital Partners
Capital Structuring & Investment Advisory | UHNW & Family Office Services | Mission-Aligned Capital Solutions
Why 783 Capital Partners? As a premier service provider to ultra-high-net-worth investors, family offices, and venture capital firms, 783 Capital Partners brings sophisticated capital structuring expertise with a values-driven approach. Their team combines over 15 years of financial consulting experience with deep expertise in Fortune 100 companies and growth-stage startups, having guided companies from startup through successful acquisitions—including their founding CFO's role in EcoMedia's acquisition by CBS Corporation.
What They Bring to the Summit:
- Capital Readiness Excellence — Provides proven roadmaps that prepare founders and CXOs for successful capital raises through structured pre-diligence and due diligence processes
- Aligned Investment Facilitation — Specializes in connecting investment thesis with opportunity, ensuring values-aligned capital deployment that serves both investors and mission-driven founders
- Strategic Capital Structuring — Optimizes debt and equity structures throughout the entrepreneurial journey from Series Seed through exit, maximizing efficiency and asset class performance
- Impact-Focused Advisory — Delivers tailored strategic planning that aligns capital deployment with market realities while supporting innovations that create positive systemic change
Why It Matters: 783 Capital Partners doesn't just move capital—they cultivate alignment. Their "servant warrior spirit" and commitment to life-affirming ventures ensures that purpose-driven founders connect with capital partners who understand that financial returns and positive impact aren't mutually exclusive, but rather amplify each other when properly structured.
Jonathan Perez
Master Coach | Leadership Consultant | Team Culture Transformation Expert
Why Jonathan? Jonathan has trained hundreds of leaders at Fortune 500 companies, serving clients such as: Salesforce, McDonald's, Red Bull, Microsoft, eBay, Morgan Stanley, Ernst & Young, Bank of America, Maersk, Abbott. He is known for designing and leading transformational experiences that challenge leaders to take radical responsibility for their results, impact, and influence in the world.
What He Brings to the Summit:
- Embodied Leadership — Builds leaders' capacity to live their authentic truth, hold their big vision with ease, and experience their full aliveness
- Bridging Business and Spirituality — Practically translates how our consciousness and energy informs our impact and influence in the business world
- Transformational Breakthroughs — Sees through the surface and challenges limiting subconscious patterns through advanced facilitation and coaching skills
- Team Culture Transformation — Helps teams move out of survival, build a culture of trust, and quantum leap in performance
Why It Matters: Leaders and teams who lack alignment and operate from survival are limiting their potential by recycling issues based in drama. Jonathan helps leaders and teams transform and operate from a higher consciousness by shifting out of drama and into presence.
Josh Broward
The Founder Whisperer | Wisdom Partners CEO | Leadership Development Expert
Why Josh? Josh has invested his life in developing leaders and organizations to change the world. He leads Wisdom Partners, a leadership coaching organization whose mission is to help startup founders succeed. His team has coached hundreds of organizations and thousands of leaders. He earned his PhD in Organizational Leadership with a dissertation focus on the deep development of leaders. He has written and taught extensively on change, innovation, leadership, and culture.
What He Brings to the Summit:
- Founder Leadership Development — Deep expertise in helping startup founders develop the leadership skills needed to scale their organizations and attract capital
- Organizational Culture & Change — Proven frameworks for building high-performing teams and navigating organizational transformation during growth phases
- Innovation Leadership — Strategies for fostering innovation while maintaining operational excellence and investor confidence
- Deep Leadership Development — PhD-level insights into the psychological and organizational aspects of leadership development
- Startup Success Systems — Comprehensive coaching methodologies that have helped hundreds of organizations succeed
Why It Matters: Josh's unique combination of academic rigor and practical experience makes him the ideal advisor for founders who need to develop both their personal leadership capabilities and their organizational systems. His "Founder Whisperer" approach helps entrepreneurs navigate the complex challenges of scaling while maintaining their vision and values. Through Wisdom Partners, he's created a proven system for transforming promising founders into confident, capable leaders who can attract capital and build sustainable, impactful organizations.
Satish Kumar
Healthcare Product Leader | Systems Optimization Expert | Growth Scaling Specialist
Why Satish? Satish specializes in translating complexity into clarity and systems that scale. His zone of genius lies in identifying structural inefficiencies—whether in product, process, or people—and redesigning them into elegant, incentive-aligned solutions that unlock growth. He helps founders scale by locking in true product-market fit, systematize through internal tools and workflows, lead with clarity through aligned OKRs, and transform by revealing and resolving what's misaligned beneath the surface.
What He Brings to the Summit:
- Product-Market Fit Optimization — Proven methodologies for locking in true product-market fit and accelerating growth through market validation
- Systems & Workflow Design — Expertise in building internal tools and processes that eliminate friction and enable scalable operations
- OKR Alignment & Execution — Strategic frameworks for creating aligned objectives and key results that drive focused, measurable progress
- Structural Inefficiency Resolution — Deep ability to identify and resolve misalignments in product, process, and people that hinder growth
- Healthcare Product Leadership — Specialized knowledge in healthcare product development and regulatory compliance for founders in the health tech space
Why It Matters: The result of Satish's work is founders who move faster with less friction—and scale with more focus, alignment, and flow. His systematic approach to identifying and resolving structural inefficiencies helps entrepreneurs build organizations that can scale sustainably while maintaining operational excellence. For healthcare founders especially, his expertise in product leadership and regulatory compliance provides critical guidance for navigating complex industry challenges while building scalable systems.
Dr. Kimberly Bonniksen
LEGENDS Keeper | Founder/Investor Research & Profiling | LEGENDS Builder
Why Dr. Bonniksen? Dr. Kimberly Bonniksen specializes in de-risking human capital for impact investors through systematic founder and investor research and profiling. As the creator of the LEGENDS Framework, she transforms high-integrity founders into investment-grade leaders through research-based methodology that bridges ancient wisdom with modern cognitive science. Her work provides investors with predictable pathways to both exceptional returns and enduring impact, while ensuring founders develop the structural leadership resilience needed to scale purpose-driven businesses.
What She Brings to the Summit:
- Strategic Research Inquiry — Proprietary questioning methodology that reveals founder readiness, investor alignment, and hidden risk factors
- The LEGENDS Formula — Research-based system combining cross-cultural leadership studies with cognitive science for predictable identification
- Precision Matchmaking Intelligence — Data-driven profiling and analysis to optimize founder-funder partnerships and founder-customer alignment
- Investment-Grade Leadership Recognition — Structured approach to identifying and showcasing founders who can deliver both profit and purpose at scale
- Legacy Architecture — Strategic frameworks for creating companies that generate generational value and enduring impact
Why It Matters: For impact investors seeking precision capital allocation, LEGENDS Research provides the critical intelligence that transforms promising ventures into legendary companies. The LEGENDS formula creates the structural leadership resilience that protects investments while empowering founders to achieve their highest potential. Through strategic research inquiry and data analysis, Dr. Bonniksen helps visionary entrepreneurs and impact aligned investors build the LEGENDS that define legacy.
Alexis
Energetic Leadership & Mindset Coach | Alignment Advisor
Why Alexis? Alexis partners with visionary founders, leaders, and creators who are ready to rise without burnout or misalignment. Through her signature ALIGNED Method™, she helps them stay connected to their energy, intuition, and purpose so growth feels sustainable, not forced. With a degree in psychology and extensive training in subconscious reprogramming, hypnosis, and Human Design, Alexis blends science and soul to help leaders regulate their energy, refine their vision, and lead from alignment. Her clients experience deep clarity, emotional freedom, and tangible expansion in both business and life. She believes when a founder is aligned, their company naturally thrives.
What She Brings to the Summit:
- Subconscious Reprogramming & Identity Integration — Bridging inner transformation with external success
- Energetic Alignment & Reflector Insights — As one of only 1% of people in the world with a Reflector Human Design, Alexis brings a rare ability to sense and reflect the energy of founders and teams, helping them stay clear, grounded, and aligned in fast-paced seasons of growth
- The ALIGNED Method™ Framework — A practical system for sustained clarity, energy, and purpose
Why It Matters: Alexis helps founders reconnect to the energy that fuels their mission and the clarity that sustains their growth. By aligning who they are with what they create, she empowers them to lead consciously, scale sustainably, and embody the next evolution of leadership rooted in purpose and energetic integrity.
Brandon Wolfe
Marketing & Sales Strategist | Revenue Growth Expert
Why Brandon? Brandon Wolfe is a marketing and sales strategist with a proven ability to turn vision into scalable growth. His entrepreneurial journey began with the acquisition of a vehicle repossession company for $150,000, which he transformed into the largest repossession firm in the Northwest—expanding into three states and achieving 10× growth through strategic marketing, sales innovation, and operational excellence.
What He Brings to the Summit:
- Revenue Growth Architecture — Proven strategies to scale businesses by aligning marketing systems, sales processes, and brand positioning
- Strategic Market Expansion — Expertise in shifting from small local contracts to national-level partnerships with Fortune 500 clients
- Sales & Storytelling Synergy — Blending data-driven sales strategy with compelling narrative to create magnetic customer and investor engagement
- Creative Media Influence — Leveraging video motion graphics and modern marketing content to elevate brand visibility and conversion
Why It Matters: Brandon combines the precision of sales systems with the art of storytelling, helping founders scale with clarity and impact. He knows how to position businesses not just to attract attention, but to convert opportunity into sustained growth—while creating brands that stand out in competitive markets.
Dr. Kimberly Bonniksen
LEGENDS Keeper | Founder/Investor Research & Profiling | LEGENDS Builder
Why Dr. Bonniksen? Dr. Kimberly Bonniksen specializes in de-risking human capital for impact investors through systematic founder and investor research and profiling. As the creator of the LEGENDS Framework, she transforms high-integrity founders into investment-grade leaders through research-based methodology that bridges ancient wisdom with modern cognitive science. Her work provides investors with predictable pathways to both exceptional returns and enduring impact, while ensuring founders develop the structural leadership resilience needed to scale purpose-driven businesses. Through comprehensive profiling of both founders and investors, she creates optimal alignment for legendary outcomes.
What She Brings to the Summit:
- Strategic Research Inquiry — Proprietary questioning methodology that reveals founder readiness, investor alignment, and hidden risk factors
- The LEGENDS Formula — Research-based system combining cross-cultural leadership studies with cognitive science for predictable identification
- Precision Matchmaking Intelligence — Data-driven profiling and analysis to optimize founder-funder partnerships and founder-customer alignment
- Investment-Grade Leadership Recognition — Structured approach to identifying and showcasing founders who can deliver both profit and purpose at scale
- Legacy Architecture — Strategic frameworks for creating companies that generate generational value and enduring impact
Why It Matters: For impact investors seeking precision capital allocation, LEGENDS Research provides the critical intelligence that transforms promising ventures into legendary companies. The LEGENDS formula creates the structural leadership resilience that protects investments while empowering founders to achieve their highest potential. Through strategic research inquiry and data analysis, Dr. Bonniksen helps visionary entrepreneurs and impact aligned investors build the LEGENDS that define legacy.
Brodie Whitney, CPCC
Master Purpose Coach | Leadership Advisor | Purpose Quest Founder
Why Brodie? Brodie Whitney, CPCC, is a Master Purpose Coach and leadership advisor with over 17 years of experience and more than 14,000 coaching sessions, guiding entrepreneurs, CEOs, and executives to align their work and life with their highest potential for maximum impact and fulfillment. Having served as a lead coach with Tony Robbins, Jason Drees, and Knowledge For Men, and as the founder of The Purpose Quest and MVP Men, Brodie blends strategic business growth with deep purpose-driven alignment.
What He Brings to the Summit:
- Purpose-Driven Leadership Alignment — Helps leadership teams clarify and deepen their company's purpose and direction to establish a powerful Mission, Vision, and Values
- Strategic Business Growth Integration — Blends strategic business growth with deep purpose-driven alignment for maximum impact
- The Purpose Compass Framework — Strategic tool that equips founders with a snapshot of their business across 8 key growth areas, along with priority actions to drive alignment, focus, and growth
- Culture & Resilience Building — Strengthens culture while accelerating productivity and resilience through natural stages of company growth
Why It Matters: Founders working with Brodie gain more than an advisor, they gain a trusted partner, master coach, and facilitator who ensures both the leadership and the company are fully aligned, motivated, and equipped to achieve lasting impact. His approach creates the foundation for sustainable growth rooted in authentic purpose.