Recognized Corporate Finance Leaders 2025

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

I am an award-winning financial executive with 20+ years of experience transforming finance into a driver of growth, governance, and operational excellence. Recognized in Marquis Who’s Who (2024–2025) and honored with the 2025 Global Recognition Award, I specialize in aligning financial strategy with business purpose to deliver scalable, sustainable results.My career spans executive roles in spirits, manufacturing, and global public companies, where I have created more than $200M in enterprise value through capital strategy, investor relations, and operational innovation. From delivering a $120M working capital improvement at Linde to securing $73M in new revenue growth at NuCO2 and guiding financial strategy for a $100M spirits start-up, I have consistently turned complexity into clarity for boards, executives, and investors.Today, as Founder & Principal of ThreeStone Solutions, LLC, I advise startups, growth-stage companies, and nonprofits on building financial infrastructures, investor alignment, and long-term strategy.I bring to boards a proven ability to:* Drive growth while strengthening governance and risk management* Build investor confidence through transparency and capital strategy* Deliver operational excellence with measurable impactI am passionate about helping organizations scale responsibly, strengthen oversight, and unlock long-term stakeholder value — and I am open to Board of Directors and Advisory Board opportunities with companies committed to innovation, integrity, and impact.Contact me through this profile if you wish to connect.

My leadership philosophy is hinged on accountability, transparency, and foresight. I believe the very best leaders create systems that let others move with confidence. Whether it be modernizing FP&A platforms, optimizing treasury and controllership functions, or leading M&A integrations, my approach to any business challenge will combine analytical precision with human understanding. A certified CPA and CFE, trained in PMP and Six Sigma, I bring both rigor and empathy into leadership. For me, true financial leadership is about the design of operating models that allow others to perform at their best In every engagement, I try to redefine what finance can mean for a business, operating with a strategic compass guiding every decision, measuring progress toward goals, and driving growth. When finance serves as a source of direction and stability, organizations move more quickly, teams align more effectively, and transformation becomes both achievable and sustainable.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

Julia Klimova, Ms. Elite Canada 2025 and 2025 Global Recognition Award recipient, is a finance professional, ESG researcher, and women’s leadership advocate. She holds an Executive MBA and is currently pursuing a Doctor of Business Administration (DBA) at Golden Gate University in San Francisco. Julia is also a board member of the Children’s Theater Sparrow House, reflecting her commitment to social impact and community leadership. She combines academic research with real-world experience, providing insights on sustainable finance, corporate governance, board diversity, and leadership development. Julia has been recognized internationally for her contributions to women’s leadership and social empowerment.

Austin Talbert Loving is a seasoned USMC Officer and a dynamic entrepreneur specializing in financial literacy and leadership development. As Officer in Charge of Quantico’s Finance Pay Section, he applies military precision to ensure financial excellence. Co-founder of The Visionary Wealth Movement (VWM Finance), Austin brings a unique approach to wealth-building, empowering individuals and business owners to secure financial freedom. His multimedia venture, TDN Vision LLC, serves as a creative outlet, capturing powerful stories that resonate. Austin is dedicated to enhancing financial literacy and leadership in today’s professionals, helping them thrive in a rapidly evolving market. Whether through seminars, multimedia projects, or leadership workshops, Austin inspires others to unlock their potential. Connect with Austin to explore collaborations and insights on wealth, leadership, and success.

Peter Reagan is a respected financial strategist at Birch Gold Group with more than 15 years of experience in the precious metals market. His market commentary has been featured in outlets including Newsmax, ZeroHedge, and GoBankingRates. At Birch Gold Group, he helps investors understand how gold and other precious metals can strengthen long-term financial security. His clear guidance and commitment to education have made him a trusted voice in an evolving economic landscape. Known for his practical approach and genuine commitment to investors’ success, Peter makes financial concepts feel accessible and empowering. He brings clarity to uncertainty, helping people make confident decisions about their future. Whether sharing insights in the media or supporting clients one-on-one, he remains focused on education, integrity, and building lasting trust with those he serves.

Hello. I am CFO with 20+ years of turning finance into a growth engine. Ranked among the TOP 3 CFOs in Ukraine (2022, 2023) and Member of the Expert Council at the CFO Forum. I’ve worked across multiple industries – from global tech companies to large industrial groups – helping leaders make better decisions through clear, actionable financial insight. I make complex financial topics understandable, translating numbers, forecasts, and strategies into insights that resonate with a broad audience. My experience allows me to offer an inside view of how business decisions are actually made – from managing risk and investment to leading organizations through uncertainty and transformation. My perspective connects finance with leadership, ethics, and real-world impact. For me, finance stoped being only reporting the right numbers and cutting costs. It is about shaping what comes next – responsibly, transparently, and with long-term value in mind.

President and Chief Financial Officer at A2D, Inc., guiding strategic growth, capital strategy, and multi-market operations across telecom networks. Keith’s focus areas include fiber deployment, open-access network models, multimarket business operations and risk-aware governance that align financial discipline with disruptive infrastructure development.

James Vanreusel spent 8 years with a Wall Street investment bank. He generated around $8 Million in annual sales through his relationships with hedge and mutual funds, before moving into private equity and asset management. After leaving Wall Street, he became a CFA Charterholder and went on to found three microfinance banks in the South Pacific. He also created a holding company based in Singapore that delivered growth at 600%. In 2014, he moved to San Francisco and set up Vanreusel Ventures: a team of CFO consultants and financial analysts, working with for-profit and non-profit clients across the US. They help emerging companies to grow and scale, by building teams and systems that will expand with the business. All while developing the finance skills and mindset of the CEO. The result is a framework to see the business through the early years, in readiness for its first full-time CFO. The #1 Key To Creating A Thriving Business is James’ first book – drawing on the first 20 years of a career that’s taken him deep into the world’s financial markets. Here is a link for your free book: https://vanreuselventures.com/free-book/

I am a personal finance expert, freelance writer, blogger, and freelancing coach who is dedicated to impacting lives and business results, and producing top-notch content through data-driven strategies. With a strong background in finance, SEO writing, and firm attention to detail, I write a wide variety of topics in personal finance, real estate, credit, student loan, mortgage, personal loan, debt management, business, and career niches. I am a regular contributor to sites like Grow (CNBC + Acorns), Ladders, Roofstock, Quicken Loans, Rocket Mortgage, Crediful, Credit Donkey, and Clever Girl Finance, among many other ghostwriting clients. I am the co-owner of How To FIRE, a blog that focuses on financial independence and early retirement, which receives over 50,000 pageviews a month and is DA 66. We have been featured on platforms like Forbes, Yahoo Finance, MSN Money, Debt.com, GoBankingRates, and more. Check out our blog at howtofire.com!

As the CEO and Founder of Crusaders for Change® (C4C), LLC, our team delivers a specialized approach to financial stewardship that focuses on the human heart and the emotional weight of money as much as the numbers. Led by a team of Accredited Financial Counselors®️, we have built a dedicated space where genuine financial healing and long-term freedom are achievable for families from all walks of life. Within the corporate and organizational sector, we developed our signature Financial Wellness Program to directly combat the "silent tax" of financial stress that often plagues the workplace. By addressing these stressors through professional counseling and support, we partner with businesses to improve employee retention, boost productivity, and foster a culture of total well-being. Our commitment to community impact is further realized through our proprietary Community Financial Empowerment Series®, where we offer transformative educational workshops and personalized one-on-one counseling designed to help individuals regain confidence, clarity, and control over their financial futures. We also engage a global audience through the Yahweh’s Money® Podcast, which provides spiritual and practical stewardship guidance, and the Tickle My Money Bone!® platform, which utilizes humor and comedy to demystify complex financial topics and break down the barriers of money-related anxiety. With over two decades of professional experience and a highly decorated history of leadership, our mission remains centered on equipping families and organizations with the tools to transition from financial overwhelm to a future of abundance, resilience, and intentional peace.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

Derrick Schuler is a CERTIFIED FINANCIAL PLANNER® professional with Schuler Wealth Planning located in Columbus, OH. He brings more than 20 years of experience in the banking and financial services industry and has worked for several large financial firms throughout his career. He helps clients retire comfortably with confidence. As a fee-only, fiduciary CFP®, he offers traditional ongoing financial planning services for a flat fee, or one-time plans for those that don’t want to transfer assets or pay ongoing fees.

Paul Gillooly is a financial specialist and the Director of Dot Dot Loans, with over ten years of experience in subprime lending. With extensive knowledge of consumer finance in the UK, Paul is a reliable individual in the bad credit lending sector. At DotDotLoans.co.uk, he helps individuals with poor credit scores find appropriate lenders who can provide financial help. Paul also offers guidance on improving financial management and building better credit scores.

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

Jere Salmisto is the founder of CalcFi, a free personal-finance calculator platform where every formula traces to a primary public source — IRS publications, Federal Reserve series, Treasury tables, Bureau of Labor Statistics, CFPB and HUD. He also runs Autonomatica, a studio building quantitative-automation systems, backtesting pipelines and rule-based decision tools. Before CalcFi he was CEO at Topair Nordic (industrial sales and operations) and led B2B commercial execution across multiple companies. That operator background shapes how he writes about finance: numbers must reproduce by hand, sources are cited on the page, and tools are free forever. Available for commentary on consumer finance, paycheck/tax/mortgage math, retirement planning, systematic trading logic, finance-tool usability, and anything business and motivation-related. Finnish/Estonian founder commenting on published IRS, CFPB, Fed, and BLS primary sources. Not a licensed US CPA or tax attorney.

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