Meet Your Strategic Advisors

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Why Vasco? Vasco partners with visionary founders who refuse to settle for average growth or average leadership. He helps them amplify performance, align identity, and create explosive, sustainable business growth that multiplies both impact and profitability. His clients have achieved results like 900% revenue growth and complete turnarounds in clarity, confidence, and company momentum. Specializing in burnout prevention, stress mastery, and identity-level transformation, Vasco helps founders break free from overwhelm to create real transformation that lasts because when the founder rises, everything rises.

Why Vana? Vana Koutsomitis is a wealth advisor and strategic growth consultant with deep experience guiding founders, families, and next-gen leaders. She helps entrepreneurs scale with clarity by aligning financial strategy, business development, and authentic leadership. Through her unique blend of wealth management expertise and intuitive coaching, Vana empowers clients to transform complexity into opportunity, building businesses and legacies that thrive across generations.

Why Chuck? Chuck Findlay specializes in transforming growing organizations into high-performing, scalable operations through strategic systems design, process optimization, and leadership alignment. His zone of genius lies in identifying operational bottlenecks and turning them into streamlined, repeatable frameworks that drive consistency and growth. He helps founders move from managing chaos to leading with clarity, building teams, processes, and structures that support sustainable expansion.

Why Phil? Phil Coomes helps start-ups build their financial foundations to prepare them for scale & fundraising. He's a U.S. Marine Veteran, Washington State native, and proudly now resides in Austin, Texas where he's developing his practice & network as a Fractional CFO, Controller and Advisor. Phil's expertise lands within the CFO-suite of functions. He's held roles ranging from accounting, audit, FP&A, Controller and most recently CFO—and can get as 'hands on' with a client as needed to help them reach their goals. He leans into a good challenge and will not quit.

Why Adam? Adam Gilad is a dynamic hybrid powerhouse: a visionary ideator and communications maestro who fuses innovative storytelling with seasoned business acumen to propel CEOs and thought leaders from bold visions to uniquely compelling market triumphs. As CEO of Gilad Creative Media, Inc. and Legacy House Media, Inc., this Emmy-nominated Executive Producer and Writer has crafted over 20 television shows and films, while mentoring CEOs and Thought Leaders to amplify their impact through irresistible narratives, strategic roadmaps, and growth acceleration. Dubbed a "DJ of Ideas," Adam's unique lateral thinking—honed across Hollywood, Wall Street, publishing, music (as Managing Director of INXS at their peak), and marketing—draws on a vast network in finance, entertainment and marketing/advertising to galvanize talent, resources, and (sometimes) capital for explosive ventures (most recently, Shaquille O'Neal's Big Chicken franchise).

Why Jeffery? Jeffery is a serial entrepreneur and founder who has launched over 20 ventures, generating more than $1 billion in sales. He combines decades of battle-tested business expertise with cutting-edge technology to deliver C-suite intelligence without C-suite expense. His secret? Jeffery doesn't just crunch numbers. He architects complete business acceleration systems that transform your startup into investor magnets and scale existing companies into market leaders.

Why Nawaz? Nawaz Lakhani is an investor and advisor focused on ventures that elevate human flourishing and planetary resilience. His 15-year career in global finance spanned New York and Hong Kong, where he led algorithmic trading at RBC Capital Markets, later at Viking Global Investors, and ultimately served as Head of Asia Trading. For the past decade, Nawaz has been investing privately in companies and funds advancing the raising of consciousness—across social wellness, clean energy, AI safety, mental health, and transformative technologies.

Why Alyce? Alyce Alston is a board-level business leader who brings magic to launching and growing businesses across diverse industries. A former CEO and President of major global brands—including De Beers and O, The Oprah Magazine—she has driven over $1.5 billion in revenue, raised $25 million+ in equity, and successfully restructured $385 million in corporate debt. Today, through Alston Collective, she partners with early-stage to middle-market companies, family offices, and private equity firms to navigate uncertainty and deliver record-breaking results. She also serves on the Advisory Board of Black Sun Private Equity, bringing masterful insight into the intersection of financial rigor and creative innovation.