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  • Ian Vacin is co-founder and chief partnerships officer at Karbon and is co-author of Scale with Purpose: The Service Entrepreneur's Guide to Intentional Growth.

  • Max Gokhman is deputy CIO for Franklin Templeton Investment Solutions.

  • Jeff Lipton is The Bond Buyer's Market Intelligence Analyst.

  • Nick Cherry is COO, Phillips & Cohen Associates

  • Eric J. Ellman is the President of the National Consumer Reporting Association (NCRA), a trade association of highly-regulated mortgage reporting and tenant screening companies that provide consumer reports and credit reports to lenders and landlords.

  • Rachel Farris, CPA, is the founder of TaxStackAI.com, which helps small accounting firms modernize through AI-powered tools. She also leads her own accounting practice.