Leading Leveraged Finance Experts

🏅 Top 1% in Loan Originator in 🇺🇸 🗞️ Ft: Forbes | CBS | CNN | Consumer Affairs 📢 Genuine Guidance. Total Peace of Mind. 🚫 No confusion. No gimmicks. No hidden fees. 📍WA|TX|FL|TN|AL|OH 📈 NMLS:2357325

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

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 founded Commercial Funding Partners in 2012 with a clear mission: build a performing portfolio of customers who return because we treat them right and help them grow responsibly. After six years at a competitor and seeing how customers were often handled at deal end, I knew there was a better way to do business in commercial equipment finance. We’re a national direct lender with capacity from $250,000 to over $100 million per project, serving manufacturers, contractors, healthcare providers, transportation companies, and others across the U.S. What sets us apart is speed paired with judgment. Our small, senior-level finance committee allows us to make decisions quickly—often the same day—and months faster than SBA processes, where time value often outweighs minor rate differences. We listen to the story behind the balance sheet and underwrite context, not just numbers. We structure real-world solutions through progress funding, 100% project financing, sale-leasebacks, and tax-aware terms that banks often can’t provide. We don’t do deals we wouldn’t sign ourselves. Over 40% of our business comes from repeat clients, many with long-standing relationships that improve with each transaction. I’m active in industry leadership with ELFA, NEFA, and AACFB, where I chaired the Education Committee for four years and received the President’s Award. Before CFP, I worked at IBM and helped manage and grow Plumbers Supply Company through its acquisition by Wolseley. I hold a BS from the University of Utah and an MBA from Westminster College. Our goal is simple: be the first call for our customers and help great businesses grow smarter and faster.

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.

Gerard “Ged” Ward is a highly accomplished finance broker and founder of Platinum Global Bridging Finance, an award-winning firm specializing in bespoke asset-backed lending solutions for high-net-worth individuals, expats, and corporate clients. With over two decades of experience in international finance, Ged has built a strong reputation for structuring complex cross-border funding solutions, including bridging loans, stock loans, private equity finance, and expat mortgages across the US, UK, and Western Europe. Starting his career as an accountant, Ged transitioned into mortgage and asset finance, where his analytical background and client-first approach set him apart. Under his leadership, Platinum Global Bridging Finance was recognized as a featured Bridging Finance Broker and appeared in IBS Intelligence among leading lending platforms in the US. Ged’s expertise lies in identifying undervalued lending opportunities, negotiating flexible terms for clients, and developing bespoke funding models that preserve liquidity while unlocking growth capital. His approach combines disciplined financial structuring with global market insight, ensuring clients receive intelligent, transparent, and secure finance solutions. Beyond finance, Ged’s background in competitive Thai boxing—where he was ranked sixth in Europe—reflects his tenacity, focus, and drive for excellence, traits that continue to shape his professional success today.

Commercial finance broker specializing in SBA loans, business term loans, lines of credit, equipment financing, and real estate investment lending (DSCR, fix-and-flip, new construction). I work with business owners across the U.S. to match them with the right financing based on their credit profile, revenue, and timeline. Based in Austin, TX. My clients range from startups building business credit to established companies doing multi-millions a year. I've structured deals across 50+ lender programs and can speak to the real qualification requirements, common mistakes, and how the broker model actually works versus going direct to a bank or online lender.

I'm a credit officer who happens to think like a deal-maker. After 34 years in credit, mortgage, and equipment finance, I've learned that the best financing solutions come from understanding both the numbers and the business behind them. As Chief Credit Officer and President of Equipment Leases at Commercial Funding Partners, I lead credit and underwriting operations for a portfolio that's grown from $15 million to nearly $100 million annually, with clear sight lines to $300 million. My role sits at the intersection of rigorous credit analysis and flexible deal structuring, which means I spend my days solving financing challenges that traditional banks simply can't accommodate. Here's what that looks like in practice: We fund 100% of equipment projects so companies can preserve working capital. We manage vendor deposits and progress payments directly, including international transactions in euros, removing cash flow strain during long equipment builds. We structure deals for clients who've hit exposure limits with their banks, allowing them to maintain those banking relationships while still accessing the capital they need to grow. Most of our transactions range from $250,000 to $25 million and support revenue-generating equipment in manufacturing, construction, pharmaceuticals, and other industries where the right asset makes the difference between winning a contract and walking away from it. We typically approve leases in 10 to 14 days, and even complex, multi-million-dollar deals close within a few weeks. What sets our approach apart is the team mentality. Clients don't get a rigid lender relationship. They get a credit partner who understands their cash cycles, their vendor timelines, and their growth plans. My team works cross-functionally (credit, sales, documentation, accounting) to deliver financing that's both sound and practical. I'm actively involved with ELFA, NEFA, and AACFB, and I've been recognized as a Top Woman in Leasing and with the AACFB President's Award. These aren't just credentials. They reflect a commitment to advancing the industry and building financing structures that help mid-market companies compete and scale. If you're a CFO or business owner dealing with bank exposure caps, international vendor payments, or the need for 100% project funding, let's talk. I'm here to structure deals that work.

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.

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.

Strong command of syndication and origination of structured credit products including BSL & MM CLOs, Flow & Esoteric ABS, Conduit & SASB CMBS

Daniel J Peterson is a commercial mortgage lender from Texas with more than two decades of experience helping clients finance all types of commercial real estate. Since 1998, he has worked with investors, developers, and business owners to create loan solutions that fit their needs. While he knows the Texas market well, he also provides loans nationwide for properties including offices, retail centers, industrial facilities, apartments, and hotels. Unlike other lenders, Daniel J Peterson thinks outside the box for creative financial solutions, including our 30-year fixed rate and Hard Money with no credit check. It is 100% asset-based lending.

Co-founder at Creddo Group (Creddo & KOMPAR) - an online business financing broker operating in Sweden, Netherlands, Finland and Belgium. Through our platform we have helped more than 20,000 small businesses to compare business financing options and have brokered more than 100m EUR financing.

Jeffrey A. Landers, CDFA®, CDLP® is the Founder and CEO of Hello Monthly Income™, LLC (https://HelloMonthlyIncome.com), a specialized nationwide insurance agency that helps divorcing people protect their receipt of alimony and child support payments with life and disability insurance. Jeffrey A. Landers is a divorce financial specialist with more than 40 years of combined experience across financial advisory, real estate, mortgage lending, and insurance. He has personally advised on more than 1,000 divorce cases nationwide since 2010 and is widely recognized as one of the leading voices in the country on the financial aspects of divorce. Jeff earned his BA in Psychology from Columbia University and studied law at Pace University School of Law. Before entering the divorce financial space, he spent more than two decades in real estate and finance, working in the real estate departments of Metropolitan Life, Merrill Lynch, and other major financial institutions. He also owned and operated a real estate brokerage company in New York and an online real estate matching service. He later joined Wells Fargo Advisors as a financial advisor. While there, he had several clients who were going through a divorce and that was the genesis for launching his practice advising women navigating financially complex divorces. In 2010, Jeff founded Bedrock Divorce Advisors, LLC, a nationwide divorce financial strategy firm working exclusively with women before, during, and after divorce. Through Bedrock, he built a national practice helping clients and their attorneys work through the financial complexities of asset division, support structuring, and long-term financial planning. He went on to found Divorce House Sense, LLC to focus on helping divorcing homeowners with real estate and mortgage solutions, and then Hello Monthly Income, LLC to address the critical and often overlooked gap in insurance protection during divorce. Professional credentials and licenses: • Certified Divorce Financial Analyst (CDFA®) • Certified Divorce Lending Professional (CDLP®) • Licensed Life, Disability and Annuity Insurance Agent • Licensed Real Estate Broker • Licensed Mortgage Broker Jeff is the author of 8 published books on the financial aspects of divorce. Jeff also wrote “Divorce Dollars and Sense,” a weekly column for Forbes.com covering the financial aspects of divorce. He has also contributed articles regularly to The Huffington Post, DailyWorth, More.com, Lawyers.com, Advisorpedia, and many other publications. In addition, Jeff has been interviewed extensively by CBS Television News and FOX Television News on the financial impact of divorce. His expertise has been cited or featured by The Wall Street Journal, Dow Jones, The Miami Herald, Smart Money, Consumer Reports, The Christian Science Monitor, and Inc.com, among others.

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.

Vignesh Coumarane is the founder of InvestEd (the-invested.com) and author of the Financial Decision Intelligence Framework — a simulation-native architecture that lets anyone model financial decisions before committing, without surrendering bank credentials or personal data. He serves as Manager of Data Analytics at Lincare (a Linde Company), with over a decade of experience across finance, healthcare, and AI-driven analytics. A 4x LinkedIn Top Voice and Times Square Top Data 100 honoree, he writes the Before You Invest newsletter on structured thinking for financial decisions in an AI world.

Leo Marzen is a Managing Partner and Co-founder of Bridgewater Advisors with over 30 years of experience in complex wealth management. A triple-credentialed expert (CPA, CFA, CFP®) and Barron’s-ranked advisor, Leo bridges the gap between sophisticated financial theory and practical, tax-efficient execution. Inspired by an entrepreneurial upbringing in his family’s hardware store, Leo’s pragmatic approach focuses on utility and foresight. He is a sought-after expert for commentary on Tax-Efficient Innovation (Direct Indexing, Tax Loss Harvesting), Estate & Advanced Gift Planning (GRATs, Family Gifting), and Real Estate Optimization (1031 Exchanges, DSTs). Leo is dedicated to providing fiduciary-aligned perspectives on generational wealth transfer and integrated family tax planning, stripping away industry jargon to provide clear, actionable insights for high-net-worth families, individuals, and media outlets alike.

I help individuals and families across Alberta secure the right car loan—fast, simple, and stress-free. At Car Loan Alberta, my focus is on making auto financing accessible to everyone, regardless of their credit history. Whether you're dealing with bad credit, no credit, or looking for the best interest rates, I work closely with you to find a solution that fits your needs and budget. ✔ Fast approvals ✔ Flexible financing options ✔ Support for all credit types ✔ Trusted lender network across Alberta My goal is simple: Get you behind the wheel with confidence. If you're planning to buy your next car or need expert guidance on auto financing, let’s connect.

Rumz is a partner at Dreamy Leads Research, a free U.S. consumer-finance research desk covering insurance, mortgage, debt relief, and solar. He works hands-on with the company's primary-sourced 2026 cost-and-rate data — compiled from NAIC, CFPB, FHFA, NREL, IRS, and U.S. Census figures — to show how households actually experience prices, state by state and city by city, across 1,150+ published pages spanning 56 US cities. The desk's original studies are cited roughly 4,200 times a month in Microsoft Copilot's AI answers, and every claim traces to a named public source. He offers data-grounded commentary on auto and home insurance costs, mortgage affordability, household debt and settlement outcomes, and residential solar economics — answer-first, quotable, and on deadline, always pointing reporters to the underlying numbers and their sources.

Most business owners build successful companies long before they build the financial infrastructure required to scale, raise capital, or exit. That gap is where I operate. I’m the Founder of Golden Tree Capital Architecture, a firm that helps business owners design the financial infrastructure behind their companies through CFO-as-a-Service, tax strategy, and capital structuring. Our work focuses on companies that are: • Scaling rapidly • Preparing for capital raises • Navigating complex tax and financial structures • Planning for an exit or liquidity event Through Golden Tree, we help owners implement what I call Capital Architecture — the strategic design of financial systems that support long-term growth and wealth creation. This includes: • CFO-as-a-Service for growing companies • Advanced tax planning and entity structuring • Financial modeling and capital strategy • Exit and succession planning • Coordination with RIAs, attorneys, and investment partners Our clients range from founders and family-owned businesses to middle-market industrial companies and advisory firms seeking deeper financial strategy. Before launching Golden Tree, I worked inside large financial institutions and spent years advising entrepreneurs across multiple industries including manufacturing, technology, logistics, and professional services. Today, our mission is simple: Help business owners turn financial chaos into financial architecture.