Smart Money Circle

Loreen Gilbert, CEO, of Wealthwise Financial Services With $280M AUM

Website: https://wealthwisefinancial.com/

Bio:

Loreen Gilbert is an experienced wealth manager who has spent more than three decades creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments where she assisted clients with investment management services. Gilbert then worked for a private company selling retirement plans to municipalities and their employees. She has been in private practice as a wealth manager since 1997, and is the founder and CEO of WealthWise Financial Services, which offers securities and investment advisory services to individuals, business owners and corporations through her affiliation as a registered principal with LPL Financial.

Loreen has many accolades under her belt including, Forbes Top Women Wealth Advisors Best-In-State list, Forbes Top 1000 Female Advisor list and the Forbes Best-In-State Wealth Advisors. She has also been covered by CNBC, Bloomberg, Fox, TD Ameritrade, BBC, Cheddar, US News & World Report, USA Today, Investor’s Business Daily, Yahoo! Finance, Money Magazine, Reuters, Financial Advisor Magazine, Plan Sponsor Magazine and WealthManagement.com. She also hosts on-air segments for KX FM in Laguna Beach, California, to educate listeners on financial matters.

Jim Martin, Co-CEO and CFO of Cocrystal Pharma $COCP

Website: www.cocrystalpharma.com

About Jim:

Mr. James Martin has over 25 years of finance and management experience including providing financial leadership to commercial-stage, publicly traded health science companies.

Prior to Cocrystal, Mr. Martin served as the Chief Financial Officer of Motus GI (Nasdaq: MOTS), a medical device company. From September 2014 to November 2016 he served as the Chief Financial Officer of VBI Vaccines, Inc. (formerly SciVac Therapeutics, Inc.) (Nasdaq: VBIV), a pharmaceutical development and manufacturing company. From April 2014 to September 2015, Mr. Martin served as Chief Financial Officer of Vapor Corp, Inc. (Nasdaq: VPCO), a vaporizer retail and wholesale company. From January 2011 to October 2013.

Mr. Martin served as Chief Financial Officer of SafeStitch prior to its merger with TransEnterix, Inc. (NYSE: TRXC). Mr. Martin also serves as the Chief Financial Officer of Non-Invasive Monitoring Systems, Inc. (OTC Pink: NIMU), a company marketing non-invasive medical devices. Mr. Martin holds an undergraduate degree in business administration and an MBA from Barry University in Miami. He is a Certified Public Accountant.

Nancy Tengler is the Chief Executive Officer and Chief

Bio:

Prior to joining Laffer Tengler, Nancy had a distinguished

Tengler is a committed advocate of financial literacy for

The second edition of her book, “The Women’s Guide to Successful Investing” will be out later this year.

As one of the most dynamic women in the investment

Website link:

Eric Langan RCI Hospitality Holdings Inc. $RICK

Chairman of the Board / Director / Chief Executive Officer / President

Officer since 1998

Director since 1998

Eric S. Langan has been a Director since 1998, and our President, CEO and Chairman since 1999. He began his career in the hospitality industry in 1989 and has developed significant expertise in sports bar/restaurants and adult entertainment nightclubs, including related areas of real estate development and finance. Mr. Langan built the XTC Cabaret nightclub brand and merged it into RCI in 1998, expanding the scope of the company. He has been instrumental in bringing professional marketing, management, finance, and technology practices and systems to the gentlemen’s club industry. As one of the original founders of the National Association of Club Executives (ACE), Mr. Langan has been an active member of its Board of Directors since 1999.

Learn More:

https://www.rcihospitality.com

Learn Timeless Lessons From The Founder & CEO of One Of The Fastest Growing Insurance Stocks In The Market $KNSL

Michael P. KehoeFounder and Chief Executive OfficerKinsale Capital Group Inc.

Stock Symbol: $KNSL

Bio

Website: https://www.kinsalecapitalgroup.com/

Autonomous Driving For Commercial and Industrial Vehicles CEO Shared Timeless Advice With The Audience.

Company = Cyngn Stock

Symbol: $CYN

Bio:

Website:

Ann Hand, Chair and CEO

Super League [Nasdaq: SLGG]

Bio:

Ann Hand, Chair and CEO

Super League [Nasdaq: SLGG]

For nearly 30 years, Ann Hand has served as a market-facing executive across several industries, including gaming, sustainability and consumer retail. She has a proven track record in brand creation and turn-around at the intersection of social impact with consumer trends and technology. At her core, Ann is a retailer, operator, and builder of enduring strategic partnerships, brands and cultures.

A truly dynamic leader and an industry game changer, Ann is one of the only female CEOs of a publicly traded gaming company. She currently serves as Chair and CEO of Super League, a global leader in building immersive entertainment experiences, mostly in the gaming metaverse on platforms like Roblox and Minecraft. Through Ann’s visionary guidance, the company has seen record audience engagement and revenue growth, and she single-handedly navigated Super League through the pandemic, driving significant revenue in the new digital age. Having supported over 100 brands in just the last year alone, including Paramount, Mattel, Chipotle, Loreal and more, Super League engaged the company’s vast network of game developers and creators to build unique immersive experiences for dozens of high profile partners, reaching over 120 million unique players a month. This, coupled with Super League’s proprietary immersive media that delivers material campaign results and brand lift, Super League helps brands and partners create more phygital connections in this brave new digital world. In her tenure at Super League, Ann has become a preeminent expert in connecting with this new, immense global audience - and creating a more intuitive, blended version of one’s digital and real life.

Previous to Super League, Ann served as CEO of Project Frog from 2009 through 2014, a venture-backed firm whose mission is to democratize healthy, inspired buildings that are better, faster, greener, and more affordable than traditional alternatives. From 1998 through 2008, Ann served in a variety of senior executive positions with BP plc, including most notably Senior Vice President, Global Brand Marketing & Innovation from 2005 to 2008 overseeing the entire brand portfolio of B2C and B2B brands including BP, Arco, am/pm and Aral. Prior to that, she ran the Global Liquefied Gas Business Unit with $3 billion in annual revenue and over 3000 employees worldwide.

Throughout her career, Ann has garnered industry recognition, including being named to AdAge’s Leading Women of 2022 list, as well as the soon-to-be-announced The List, a select group of marketing, advertising and media leaders assembled by Ad Age in partnership with Meta. In addition, she has been honored as one of the 100 Most Intriguing Entrepreneurs by Goldman Sachs, Top 10 Most Powerful Women Entrepreneurs by Fortune, 100 Most Creative People by Fast Company, 40 under 40 by Advertising Age, along with Grand Clios and Cannes Lions awards for her work on several integrated marketing campaigns for a variety of employers.

Ann earned a BA in Economics from DePauw University and a MBA from Northwestern’s Kellogg School of Management, along with executive education at Cambridge, Harvard and Stanford Universities. Having spent a significant part of her career abroad in China and the UK she holds a dual US/UK citizenship, but is a proud Midwesterner at heart.

John Buran is President and Chief Executive Officer of Flushing Financial

Corporation and Flushing Bank ($FFIC).

He joined the Bank as Chief Operating Officer in 2001 and has served on the Board of Directors since 2003. During his tenure as President and CEO, Flushing Bank has grown from $2 billion in 2005 to over $8 billion in total assets. John’s banking career began in 1977 at Citibank where he held a variety of senior management positions.

John is Chairman of the Board of the Federal Home Loan Bank

of New York, a position he has held since 2018. He has been a Director

there since 2010. He is past Chairman and current Board member of the

New York Bankers Association. He is a former member of the Community

Depository Institutions Advisory Council of The Federal Reserve Bank of

New York where he served six years. John is also a former member of the

Nassau County Interim Finance Authority where he served eight years.

Mr. Buran has devoted his time to a variety of charitable and not-for-profit

organizations. He has been a Board member of the Long Island

Association, both the Nassau and Suffolk County Boy Scouts, EAC, Long

Island University, the Long Island Philharmonic and Channel 21.

He was the fundraising Chairman for the Suffolk County Vietnam Veteran’s War Memorial in Farmingville, New York and has been recipient of the Boy

Scouts’ Chief Scout Citizen Award. His work in the community has been

recognized by the Family and Children’s Association, and the Gurwin

Jewish Geriatric Center. He was also a recipient of the Long Island

Association’s SBA Small Business Advocate Award. Mr. Buran was

honored twice with St. Joseph’s College’s Distinguished Service Award.

Mr. Buran also serves on the Advisory Board and is a former Board

President of Neighborhood Housing Services of New York City. He is a

Board member of The Korean American Youth Foundation and serves on

the Board of the Long Island Conservatory. He was recently presented

with an honorary Doctorate of Humane Letters from St. Francis College of

Brooklyn and was the recipient of the Catholic Charities Gold Medal Award

in 2019. He holds a B.S. in Management and an M.B.A., both from New

York University.

Website: https://www.flushingbank.com/

Timeless advice from Thomas Samuelson, CFA, CMT, Chief Investment Officer, of Vineyard Global Advisors, with over $500M AUM.

Tom Samuelson is the chief architect behind Vineyard Global Advisors’ innovative investment approach, which provides clients a means to participate in market growth while offering a framework of protection during significant market declines.

He is a firm believer that investment risk comes hand-in-hand with investment opportunity. The firm’s dynamic risk management process adjusts the level of investment risk exposure to what may be more appropriate within the prevailing economic environment. Simply put, this dynamic risk management process seeks portfolios that tend to experience “lower highs,” but more

importantly, “higher lows,” thereby better keeping clients on track toward meeting their personal financial goals.

Tom is currently one of just 269 investment professionals worldwide who have earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.

Prior to co-founding Vineyard Global Advisors, he served as Managing Director, Chief Investment Officer & Senior Portfolio Manager for First Allied Asset Management. In that role, Tom was responsible for managing $1.3 billion in AUM.

Additionally, Tom has previously managed funds for the University of Notre Dame’s endowment, O’Connor &; Associates/Swiss Bank and was lead Portfolio Manager of Invesco’s energy mutual fund, where he improved performance and oversaw asset growth from $50 million to over $330 million.

He began his investment career in Chicago as an equity and high-yield bond analyst for Duff & Phelps, where he became a partner of the firm.

Tom received his Bachelor of Science in Engineering and MBA from the University of Tulsa.

Website: https://www.vineyardglobaladvisors.com/