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Alana Muller with Coffee Lunch Coffee

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“Networking is the practice of establishing and nurturing mutually beneficial relationships. The primary purpose of networking is to create a community of supportive people that can help you achieve your goals.”

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Alana Muller/Coffee Lunch Coffee 
Master Networker

Alana is a Networking speaker, workshop facilitator, coach and author of the book, Coffee Lunch Coffee: A Practical Field Guide for Master Networking and a companion blog, CoffeeLunchCoffee.com. Her accessible, relevant, immediately actionable approach to professional networking for anybody interested in connecting with others, getting involved in their community, seeking to advance their career or looking to build social relationships, has helped thousands of people formulate a strategic mindset around networking while creating a game plan to get out there and connect. She is the former President of Kauffman FastTrac and was an executive with Sprint for many years. Alana has an MBA from the University of Chicago where she was the recipient of the Karen and Mike Herman Family Fellowship for Women in Entrepreneurship and an undergraduate degree in mathematics from Smith College. She is actively engaged in the community and serves on a number of corporate and volunteer boards.

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David Hultstrom with Financial Architects and Matthew Fassnacht with Meridian Investment Partners

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“Do You Have Your Financial House In Order”

David Hultstrom/Financial Architects 
President & Chief Investment OfficerFor over a decade Mr. Hultstrom has served as president of Financial Architects, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients.
He began his career as a Financial Advisor at a small firm in Florida. Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tools.
Mr. Hultstrom then joined Financeware as the Director of Training where again he instructed financial advisors in the proper methods of performing sophisticated modeling of financial plans and constructing appropriate investment portfolios. Subsequently, he founded Financial Architects, LLC to help individuals more directly.
He has served as a local chapter board member of both the Financial Planning Association and the Society of Financial Services Professionals. He is currently a member of and active in:  The Atlanta Society of Finance and Investment Professionals  The Financial Planning Association of Georgia  The Investment Management Consultants Association  The National Association of Personal Financial Advisors (NAPFA)  Mensa
He has also earned the premier industry designations, including:  Master of Business Administration (MBA)  Certified Financial Planner (CFP®)  Chartered Financial Analyst (CFA®)  Chartered Financial Consultant (ChFC®)
Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals through several universities and other organizations.
He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a newsletter and a blog for thousands of financial professionals and has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.
Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn, and their daughter, Alexandra. In addition to her roles as wife and mother, Dawn is an avid marathon runner and a kindergarten teacher at Cherokee Christian Academy where Alex attends high school.
Phone: 770-517-8160 • Fax: 770-517-8159 • Toll Free: 888-Fin-Arch (888-346-2724) 107 Weatherstone Drive, Suite 510 • Woodstock, GA 30188 www.FinancialArchitectsLLC.com
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Chief Investment Advisor
Matthew founded Meridian Investment Partners in 2011 and manages all client assets. He is a Chartered Financial Analyst®, Certified Financial Planner™ and Certified Public Accountant. Professional memberships include the Chartered Financial Analyst Institute, Atlanta Society of Finance and Investment Professionals, Board of Certified Financial Planners and the Florida Institute of Certified Public Accountants. Matthews combination of investment and tax
experience allows him to take a comprehensive approach to wealth management and give clients the best opportunity to achieve their financial objectives. With more than 14 years of investment experience, Matthew is one of the few Chartered Financial Analysts in Georgia offering individual portfolio management services.
Phone(s) Office, Cell, etc.:
(404) 585-5946
(404) 991-8489
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Change Leaders Exclusive Episode 2

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Change Leaders Exclusive: Showcasing and Learning From World-Class Change Agents

Topic: How Change Leaders Go From Success To Significance: The Critical Success Factors

Tune into Change Leaders Exclusive as we discuss the barriers change agents are breaking and the changes they are making. Frank Bell, founder of the Georgia CIO Association, and Pete Correll, chairman of Grady Memorial Hospital, join James with today’s topic of “How Change Leaders Go From Success To Significance: The Critical Success Factors”. Listen in on the biggest challenges both have faced with building and transforming their respective companies.

 

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James Dallas, Frank Bell and Pete Correll

 

 

 

FrankBellFrank Bell’s Bio

In 1993, Frank Bell founded Intellinet with the idea that promises kept are the most powerful competitive advantage possible. For 20 years, Intellinet has provided consulting and software development technology services to many of the most familiar names in business, as well as earned recognition for helping executives succeed by providing measurable bottom-line results. Frank builds strategic relationships as an influential civic leader and cultivates a values-based corporate culture by helping others achieve their goals through teamwork and accountability.

Frank began his career as a financial analyst with real estate developer Carter, but soon discovered his real passion was in the emerging field of technology. Frank launched Intellinet from his Peachtree Road apartment with a vision for helping businesses use technology to improve operations, and ever since Intellinet has continued to help clients create business value through innovative technology solutions. Intellinet distinguishes itself by fulfilling promises to clients through world-class technical expertise, a focus on client service and an unwavering commitment to inviolable company core values.

Frank is involved in many civic and industry organizations, including founding the Georgia CIO Leadership Association (GCLA), presenter of the annual Georgia CIO of the Year Awards. He has served on Microsoft Partner Advisory Councils, the Board of Advisors to the Metro Atlanta Chamber of Commerce, Buckhead Coalition, Young Presidents Organization (YPO), and the High Tech Prayer Breakfast Host Committee. He has served as a Trustee of Wesleyan School, a founding director of the Private Bank of Buckhead, and on the Stetson University Business School board, where he earned his bachelor’s degree in marketing. Frank resides in Roswell, GA with his wife Amy and their wife children.

Website: http://www.georgiacio.org

Twitter: https://twitter.com/GeorgiaCIO

LinkedIn: https://www.linkedin.com/groups/28021/profile

Facebook: https://www.facebook.com/Georgia-CIO-Leadership-Association-416442175078184/

 

 

 

PeteCorrellPete Correll’s Bio

In addition to being Chairman of Atlanta Equity, Mr. Correll is Chairman Emeritus of Georgia-Pacific Corporation.  He has enjoyed a 40-year career as a successful executive in the forest products, paper and consumer products industries.  Mr. Correll oversaw the acquisition and divesture by Georgia-Pacific of companies with a total value of $45 billion during his career.  In the process, he led a transformation of the company from a commodity forest products concern to an international company with a major emphasis on consumer brands.

 

He is Chairman of the Board of Grady Memorial Hospital Corporation and serves on the boards of the Georgia Aquarium, Empower Software Solutions, LLC, and the Mother Nature Network.  A native of Brunswick, Georgia, Mr. Correll holds a Bachelor’s degree in Business Administration from the University of Georgia and Master’s degrees in Pulp and Paper Technology and Chemical Engineering from the University of Maine.    

Website: http://www.atlantaeq.com/

 

 

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Your Host James Dallas The #ChangeMaster

Symmetrics Group, LifePlan Financial Advisors, Inc. and SCOUT

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Micael Perla, Warren Shiver, Gwen Garrison, Mark Goldman and Cheryl Maher

 

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Managing Partner (Warren); Principal (Michael)/Symmetrics Group 

Warren Shiver and Michael Perla are the authors of 7 STEPS TO SALES FORCE TRANSFORMATION: Driving Sustainable Change in Your Organization (Palgrave MacMillan). Warren Shiver is the Founder and Managing Partner of Symmetrics Group (www.symmetricsgroup.com)and has more than 20 years of sales, management and consulting experience. Michael Perla is a Principal with Symmetrics Group, and has more than 20 years of sales effectiveness consulting and strategic marketing experience.

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Gwen Garrison/LifePlan Financial Advisors

Now with 16 years experience in financial planning and investments, Gwen Garrison enjoys being a guide for the journey to her clients. She helps them move towards the life they want to create with their current assets and income. She helps them identify and work towards their financial goals, and take steps to help protect their wealth from taxes and risks. She helps people faced with the problems and opportunities of sudden wealth from receiving retirement plan assets, life insurance benefits, lottery winnings, lawsuit settlements or divorce.
Gwen has been involved with helping people reach their goals for most of her working life. Gwen graduated magna cum laude from University of Georgia with a degree in communications, then focused on marketing communications for the next 18 years. She worked primarily for advertising and public relations firms, and then became a business owner in 1987. To adapt to the needs of her young children, she then shifted from healthcare and technology marketing into direct sales of medical products, then to medical and life insurance. Before transitioning to financial services, Gwen was a divisional manager for National Health Insurance, where she consistently placed in the top 10% of representatives in the country.

Gwen lives in Newnan, GA with her husband, Nick. She has raised three adult daughters, primarily as a single parent. Her community involvement includes serving as worship assistant for Christ Our Shepherd Lutheran Church, and a ministry for families affected by alcoholism. Gwen is a member of the Newnan Coweta Chamber of Commerce. She also has served her community through the Rotary Club of Peachtree City, American Business Womens Association, Peachtree City United Methodist Church, McIntosh High School, and Booth Middle School. She volunteered with the Fayette County Chamber of Commerce and has been Chair of the Board of Trustees for Providence United Methodist Church, where she also has taught adult Sunday school. Gwen has three beautiful grandchildren and will brag on them at any opportunity.

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Phone(s) Office, Cell, etc.:
Office 678-364-9677. Cell 770-853-8456

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Mark Goldman & Cheryl Maher/SCOUT
President/Sr. VP Director of Client Services

Mark is the President of SCOUTs Consumer and B2B Division and former CMO of Viking Range Corporation. In 1994, he
co-founded an integrated marketing services firm called 360, earning the distinction of Inc Magazines Top 200 fastest growing US companies in 1996. In 2002, he sold the 8 year old agency to Grey Global Group and became the president of Grey/Atlanta, before moving to SCOUT.

He is passionate about the arts and served 6 years on the board of The Metro Atlanta Arts Fund. Today he serves on the boards of The Atlanta Ballet, Arts ATL and Atlanta Celebrates Photography. He was, for three years, intimately involved with the TJ Martell Foundation dedicated to eradicating childhood leukemia.

As SVP, Director of Client Services at Scout, Cheryls responsibilities include leading the client management department as well as development of innovative products/services and partnerships. Passionate about professional development, Cheryl also heads up the Leadership Development program for SCOUTs Consumer Division.

Most recently Cheryl has led initiatives to bring new innovative services to SCOUTs clients, from a proprietary research panel to a content studio, she continues to focus on innovation and improve the way we arrive at meaningful consumer insights. Prior to SCOUT, Cheryl held senior positions in Atlanta and New York.

Outside of Scout, Cheryl lives with her husband, two kids and her dog Ivy in Peachtree Hills. She is a yogi and a health food nut.

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Exclusive with “UNSTOPPABLE” Kelly Roach

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Unstoppable: 9 Principles For Unlimited Success In Business & Life

 

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Kelly Roach/Kelly Roach Coaching
Founder & CEO

Kelly Roach is an NFL Cheerleader and Fortune 500 Executive turned CEO, Million Dollar Marketing Mentor and Author of her upcoming book, UNSTOPPABLE: Nine Principles for Unlimited Success in Business and in Life. She helps individuals, businesses and entrepreneurs skyrocket productivity, growth and income. She is also the host of top-rated podcast, Unstoppable Success Radio on ITunes and Sticher. Kelly focuses heavily on exercise integration, personal development, and key healthy living rituals to help her clients achieve sustainable business success couple with a fulfilling freedom based lifestyle.

 

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Phone(s) Office, Cell, etc.:

610-910-3600 or 1-800-230-9115

 

 

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Spotlight Episode Featuring Veteran Entrepreneurs; Veterans Connect Radio

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Veterans Connect Radio

 

A spotlight episode of Atlanta Business Radio Co-Hosted by Ryan “Redhawk” McPherson with Business RadioX and Brandon Skolnick with Gathering Of Angels featuring military veteran entrepreneurs in the Atlanta area continuing to serve our families, our communities and our country. 

#VeteranPreneur

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Left to Right; Ryan Redhawk, Brandon Skolnick, Edgard Sanchez and Samir Patel

 

 

 

 

 

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Ryan Redhawk and Brandon Skolnick

 

 

 

 

 

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Edgard Sanchez and Samir Patel

 

 

 

 

 

 

 

 

 

 

 

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Samir Patel/Mobilization Capital

Samir Patel is an Atlanta native. He graduated from West Point (2008) and served in numerous leadership positions with the US Army to include platoon leader, commander, chief of operations and a procurement/contracting official.  He has deployed to Iraq and Afghanistan.  He’s part of an investment group and his current focus is on building  Mobilization Capital. This company solves some of the most challenging cash-flow issues facing government contractors.
spatel@MobilizationCapital.com | 404-723-8410

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Edgard Sanchez/C’est Tout Bon 2 Eat

Edgard Abraham Sanchez (45) – Born and raised in New Orleans, LA. The youngest of 4. Learning my way around the kitchen started at an early age with my mother  cooking up meals from my mom and dad’s native land, Nicaragua. I Started working at Mandinas Restaurant in New Orleans at age 15 and picked up some Cajun and Creole cooking till I enlisted the United States Marine Corps at 18. Caught in a drawdown, I was forced out of the Marines after four years and I reluctantly crossed over into the U.S. Army where i continued to be an infantryman. At my 12 year mark my body had taken all that it could after sustaining injuries from a mine-strike in Bosnia. A med board convened and I was instructed to reclassify or get out. I reclassified into supply and logistics and finally retired after an illustrious 22 year career. Upon retirement in 2011 I drove through Atlanta (to see my high school crush) enroute to a GS job I had accepted in Tallahassee, FL. In 2012 I moved to Atlanta after commuting to Atlanta every other week. 2013 married Angel, my high school crush, started working in a warehouse as the inventory assistant to who is now my partner, Milton Mouzon. In 2014 graduated from Kennesaw State University’s Culinary Apprenticeship Program and The Entrepreneurial Bootcamp for Veterans with Disabilities held at Cornell University. Started C’est Tout Bon 2 Eat in November 2014.
I have 2 daughters from a previous marriage Brittany (23) and Hailey (20).

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Chris Everett with Captivate Search Marketing

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Captivate Search Marketing is an Atlanta SEO Company offering Custom Atlanta SEO & Internet Marketing Services. Get a Free Consultation for SEO in Atlanta.

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Chris Everett/Captivate Search Marketing
President

Chris is a veteran search engine marketing consultant with nearly a decade of industry experience using both organic and paid strategies to assist brands of all shapes and sizes grow revenues through increased online visibility. Chris has a proven track record planning and executing complex search engine marketing campaigns with varying target audiences and conversion types.

Chris has developed ROI producing SEO/SEM campaigns for brands such as Park N Fly, Bayer Cropscience, The National Society of High School Scholars, and dozens of small to medium sized businesses across the United States.

Google Adwords and Analytics certified, Chris is member of Search Engine Marketing Professionals Organization (SEMPO), and his search experience spans a wide variety of industries including education, healthcare, automotive, manufacturing, and e-commerce.

In addition to growing the Captivate Search Marketing business, Chris is an active board member of Rebuilding Together Atlanta (RTA). RTA is a non-profit organization rehabilitating the homes of Atlanta’s underserved elderly, handicapped and military veteran populations and their families.

www.captivateSeo.com     Twitter    Facebook     LinkedIn 

 

Captivate Search Marketing is an interactive search engine marketing agency serving Atlanta, Georgia and Jacksonville, Florida,

 

 

 

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Business RadioX Flagship Studio in Sandy Springs

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The Shrimp Tank Featuring Mike Russell with ETS Solutions

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KSUEntrepreneurship

The Shrimp Tank brings you interviews with some of the most successful business owners in the United States to learn the do’s and don’ts of starting and running a successful business. Then, the fun really starts when we bring in high school and college students to pitch their business ideas to the Shrimp Tank. We don’t fund any business, but we do teach kids how to turn their business ideas into a successful business.

Ted Jenkin, Mike Russell, Chris Hanks

Ted Jenkin, Mike Russell, Chris Hanks

 

 

Mike Russell/ETS Solutions
Founder

11263064_1590122594581068_8926286324631199718_nMike has a B.S. Degree from UNC-Chapel Hill and an MBA in Accounting & Finance degree from Kennesaw State University. Mike took his experience managing companies and law firms and formed Elite Telecom Services in 2002, re-branding his company to ETS Solutions in 2014 to include Cloud Services.

 

 

 

 

 

www.ETSsolutions.com | LinkedIn (ETS) | Linkedin (Mike) | Twitter | Facebook

 

 

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Ted Jenkin/Oxygen Financial
TedJenkin(Co – Host)

Ted Jenkin has spent the past 22 years giving personal financial advice to thousands of people across the United States. After graduating from Boston College in 1991, Ted spent more than 16 years working for American Express Financial Advisors/Ameriprise Financial. He was one of the youngest people in the history of the company to reach both Field Vice President and Group Vice President level. He managed more than 800 financial advisors throughout 8 states in his last position with the company. He won the premier performer award, leader of the year award, and had the number one office in the country for more than two years in a row. In 2008, Ted founded oXYGen Financial to help revolutionize the financial services industry by creating a new company that focused on serving the X and Y Generation. oXYGen Financial now has more than 1,700 clients throughout 25 states across the country. Ted has been featured in over 25 magazines and newspapers including the Wall Street Journal, Business Week, and The Huffington Post. He has six advanced designations from the College for Financial Planning (CFP®, CRPC®, CRPS®, AWMA®, AAMS®, CMFC®) and is an on air radio personality featured on the popular drive time Atlanta radio show The Rock 100.5 Morning Show on Rock 100.5 FM. Ted lives in Milton, GA with his wife Genna and three kids Olivia, Lyla, and Louden.

 

 

 

 Chris Hanks/ KSU EC
(Co – Host)


ChrisHanksChristopher C. Hanks is the founder and executive director of the KSU Entrepreneurship Center. Prior to this, Hanks was the founder and director of the entrepreneurship program at the University of Georgia. He has owned multiple businesses, including music, e-commerce, publishing, and export ventures. He is also the co-author of a best-selling book on low risk entrepreneurship.

Hanks leads the International Entrepreneurship Institute and is certified in business valuation, providing expert witness testimony. Before teaching at UGA, Hanks taught entrepreneurship at Georgia State University and assisted in leading the Russell Center for Entrepreneurship. He earned a BBA from University of Georgia and an MBA from San Jose State University. Before launching his first business, Hanks held corporate risk management positions in the pharmaceutical and beverage industries.

 

 

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Mike Stark with American Financial Advisors, LLC and Josh Seides with Technocademy, Inc.

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Mike Stark/American Financial Advisors, LLC
Founder & CEO

RIA – Investment Advisor – 1991 to Present w/ over $500M under mgmt. — Marietta, GA HQ
Current Active Delta 767 Captain – 29 years – Atlanta based since 1987
Retired Marine Corps LtCol — Executive Officer of FA-18 squadron and Test Pilot @ VX-5 China Lake

 

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Josh Seides/Technocademy, Inc.
Founder & CEO

 

Josh Seides is a high school senior from Alpharetta High School in Atlanta. He is the Founder/CEO of a 501(c)(3) nonprofit organization called Technocademy, Inc. We help senior citizens and veterans connect with their family and friends by offering free technology lessons throughout the community. We have helped over 170K people learn technology and have spread awareness of digital illiteracy to over 18.3 million people through online campaigns. We have been featured in US News and World Report, Yahoo!, Entrepreneur, AllBusiness, and others.

Josh is a serial entrepreneur, startup adviser, and business writer. He’s published in 20+ major business publications, including Yahoo! Finance/Small Business/News, Entrepreneur, Forbes, Fast Company, Harvard JEI for research, and others.

 

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Exclusive Interview with Dean Erika James of Emory University Goizueta Business School

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– Special Episode of Atlanta Business Radio – 


Sandy Welfare Executive Director of WIT Atlanta and Ryan “Redhawk” McPherson talk with Dean Erika James of Goizueta Business School at Emory University.

Sandy Welfare, Dean Erika James and Ryan McPherson

Sandy Welfare, Dean Erika James and Ryan McPherson

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Goizueta has been ranked No. 1 in the world for MBA employment and among the world’s best for career opportunities. Additionally,  graduates are positively impacting the marketplace and our alumni, as they advance in their careers, continue to increase their influence worldwide.

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ErikaJamesErika James was appointed Dean of Goizueta Business School on May 19, 2014.  Prior to this prestigious appointment, James served as Senior Associate Dean for Executive Education at the Darden Graduate School of Business (Virginia). She introduced the Women’s Leadership Program at Darden, which has the top-ranked faculty for open enrollment programs (Financial Times, 2014). Open enrollment programs at Darden are currently ranked No. 3 in the world (Financial Times, 2014). James is a published researcher, award-winning educator, admired administrator, regarded speaker and proven consultant. Her expertise in workplace diversity and crisis leadership has led to recognition in scholarly journals and mainstream media. She has also taught and consulted on topics including decision making under pressure, trust and change management. James grew up in Texas and completed her undergraduate work at Pomona College (Calif.). While fulfilling coursework James started in the field of organizational psychology and pursued an M.A. and Ph.D. in the subject at the University of Michigan. She served as an assistant professor at Tulane University’s Freeman School of Business and Emory before joining the faculty at Darden. James also spent a year as visiting professor at Harvard Business School. In more than a decade of service at Virginia, James worked in various roles including Associate Dean of Diversity — the first to hold the position. She was also course head for the MBA core organizational behavior course and served as area coordinator for the Leadership and Organization Behavior unit at Darden. For the university, James was a member of the executive council of the Faculty Senate.

LinkedIn     Twitter     Goizueta Business School 

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Sandy D. Welfare is the Executive Director of Women In Technology (WIT). Prior to that, she was the Executive Director of Cool Girls Inc, an award-winning early intervention after-school program dedicated to the empowerment of girls (2009-2015).

Sandy’s career began in 1989 in Greenwich, Connecticut where she joined Rand Insurance as the Controller. Six years later, she accepted a position with Lucent Technologies, an international telecommunications leader, holding a number of positions including serving as Accounting and Treasury Manager in Singapore (1999-2000) and then as Senior Manager in Australia and New Zealand (2000-2002). Sandy returned to Atlanta in 2002 as Senior Manager of Global Financial Services.

In 2003, Sandy accepted a position as Director of Operations for Xchanging, a business processing outsourcing company. In 2006, her career took her to London, England as Managing Director for professional services, where she managed global business processing services for bank financial transactions, insurance and retail.

Sandy received her undergraduate degree from St. John’s University in New York, and a Master of Business Administration from Sacred Heart University in Connecticut. She serves on the board of several non-profits, including Kiwanis Club of Atlanta. Sandy resides in Marietta, Georgia with her husband, Cliff and son, Soloman.

Twitter     Twitter(Sandy)      LinkedIn

 

 

 

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