P&L: Priorities & Lifestyle

Brad Purifoy is an investment banker who serves as the Managing Director and Principal of Corporate Finances Associates Worldwide. With over 30 years of executive experience in the industry—including Fortune 500 corporate finance and Big 4 public accounting—Brad is a recognized expert in many transactions and was honored as the Sole 2013 finalist for the Dallas Business Journal Merger and Acquisit...

Pete Benenati is a lawyer board-certified in estate planning and probate law by the Texas Board of Legal Specialization, and is licensed in Texas, Arkansas, New York, and Nevada. His firm, Benenati Law, is located in Bedford, Texas, and focuses on business, tax, estate planning, and the negotiation of business sales and executive compensation. Throughout his 30-year practice, Pete has served vario...

Alex Vantarakis is a serial entrepreneur and national authority on mergers and acquisitions. He is the founder and President of The Vant Group, an industry-leading company that plans and supports business transfer transactions for a diverse client base. Since its foundation in 1999, The Vant Group has consistently outperformed industry averages along every performance metric in the mergers and acq...

Rob Knight is the owner and CEO of the Independent Buyers' Company, a full-service buying organization with over 6,500 members and 7,400 stores across 25 states in the country. Rob became part of the Independent Buyers' Company in 2010 and served as its Vice President and co-owner before becoming its full owner in 2016. Prior to this, Rob worked with The Coca-Cola Company as Vice President - Brand...

Brandon James serves as the Vice President for the Valuation Advisory team at Stout, a global investment bank and advisory firm that specializes in corporate finance, valuation, financial disputes, and investigations. Brandon has over ten years of experience providing service to publicly-traded and privately-owned companies on valuation-related matters—these include intangible assets, financial in...

David Rutherford is the owner, Lead Instructor, and Curriculum Developer of Froglogic Institute, an online education company that specializes in all subjects relating to and within the human condition. David—a former Navy SEAL, CIA instructor, and World Championship Performance Coach—has over 30 years of experience exploring human performance and team orientation. He is an expert on individual mot...

Hamiz Mushtaq Awan is the founder of Plutus21 Capital, a quantitative and fundamental investment firm dedicated to opportunities in the next generation of the internet. Hamiz and the Plutus21 team combine data science and tech with their investment experience to create a proprietary adoption index for investing in adoption leaders and their fastest-adopted competitors.  With over a decade of exper...

The current state of the economy is not exactly bullish. Disruptions left and right, scandals in the crypto industry, and inflation and interest rate hikes are all over the news. It's tough to make a good call under these conditions, but you can mitigate some of the risks if you know where to put your money. How do you make sound financial decisions in this market? What are some best practices whe...

David Walters is the Senior Vice President of CBRE Fort Worth, a leader in commercial real estate services and investment with over 105,000 professionals in over 100 countries. He has over 22 years of experience in real estate, focusing on tenant reputation, consulting, government services, higher education, and consulting. He is a recognized expert in acquisitions, dispositions, and financial con...

Marcia Mantell is a retirement business guru who helps clients navigate the confusing and increasingly complicated path of retirement planning. She primarily focuses on Social Security and Medicare, letting retirees enjoy the second half of their lives as worry-free as possible. Marcia is also behind Boomer Retirement Briefs, a blog that explores how the Boomer generation is changing our perceptio...

Chris and Stephanie Lofton are the people behind Edens Touch Diversified, a landscaping company that serves municipal and commercial entities in the Dallas, Fort Worth area. The company provides complete landscaping services and uses cutting-edge technology to take clients on 3D walk-throughs of their dream projects. What separates Chris and Stephanie from other business owners is how they were bo...

Jordan Jayson is the CEO and Chairman of US Energy Development Corporation, a private oil and gas firm founded in 1980 that provides direct energy investments. As the head of the company, Jordan is in charge of overseeing its strategy, vision, and change management implementation. Before becoming the company head, Jordan earned over a decade's experience on Wall Street, managing various portfolios...

Amanda Lewis and Stan Ninemire are part of the North Texas Community Foundation, a non-profit organization that helps donors support causes that matter to them through tax-efficient strategies. Amanda is the Director of Charitable Gift Planning and assists clients with philanthropic advising and solicitation of donor prospects. Stan Ninemire is the company's Chief Investment Officer with extensive...

Jon Thurmond is a managing partner at Axis Financial, a financial services company that helps customers get insured and plan for medical emergencies, retirement, and wealth transfer. Before becoming a managing partner, Jon was a full-time insurance agent from 2005 to 2019. This experience allowed him to specialize in cold-calling, direct sales, and customer relations. Jon earned a Bachelor's degre...

Pam Vincent is the President of Transworld Business Advisors, a company that helps clients buy or sell businesses. She has over 30 years of experience in marketing, sales, and retail, with 18 years spent in the technology industry across various leadership roles. As part of Transworld Business Advisors, she specializes in business valuation, closings, asset sales, and mergers and acquisitions. Cli...

James "Jim" Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor for small to midsize businesses. With over 35 years of experience, Jim has handled matters concerning commercial litigation, trying arbitrations, and lawsuits from a state and federal level. Jim helps business owners protect their assets and companies, especially in preparation for events that may ignite con...

Jay Holstine is the CEO Peer Group Advisor and a coach at Vistage, an organization that has catered to CEOs and company presidents for over 50 years. The company's goal is to provide resources that can help business leaders grow their businesses. As a coach, Jay meets with members once a month to offer in-person sessions that explore what clients are going through, the questions they have regardin...

The past two years have been—and still are—extraordinary times. With extraordinary times come unexpected market shifts and economic uncertainties resulting in concerns over retirement funds. While we do pride ourselves on being the best at managing our clients' finances, we're not bold enough to predict what the market will do tomorrow, next week, or the following year. What we can do is reassure...

James Loomstein is a managing partner at Rogue Marketing Agency, a digital strategy agency headquartered in Dallas. They help businesses build growth-oriented mindsets through business consulting and technology-marketing services. James is an expert in brand strategy, strategic marketing planning, paid media management, and event marketing and execution. He is also an adjunct Digital Marketing and...

Mark Cabal is a professional realtor who runs Mark Cabal Realty with his wife, Brenda. Mark has been in the real estate scene for over 15 years. He witnessed the state of the market in 2008 and used his experience to navigate the crash in 2020. He produces $25 million yearly in real estate transactions and is in the top 5% of over 700 agents in their office. Mark was recognized as a Best Agent by...

Burt Hicks is the President and Chief Strategy and Growth Officer at Encore Bank, a private boutique bank that provides a full suite of financial products and services with a commercial focus on businesses, owners, professionals, and their families. As Chief Strategy and Growth Officer, Burt's specialties and responsibilities include strategic and financial planning, change management, mergers and...

Jennilee Autry is the HCM Account Executive at Paylocity, a product suite built for both HR and Payroll solutions and designed for the employee experience. As the company's HCM Account Executive, Jennilee incorporates a consultative approach to the company's sales technique, is capable of finding promising prospects, and is persistent without being pushy. Before joining Paylocity, Jennilee was a S...

Kevin Kennedy is the President of Kennedy Wealth and Tax Management, a financial business founded in 1995. Their team of retirement specialists provides investment advising and consultation to clients with assets over $1 million. Their services include tax management and financial planning with a focus on retirement. Kevin started the company because he wanted to offer unbiased investment offering...

Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod Tech is an information technology and services company that supports businesses by managing their IT, including cloud computing services. Their clients include law firms, oil and gas companies, architects and engineers, churches, and nonprofits. As President, Kelly oversees the day-to-day activities of Herrod Tech....

Chad Bruce is the President of GluDown, a business that serves the construction adhesives market through aerosol and canister adhesives, epoxies, sealants, foam tapes, and more. As President, Chad is responsible for keeping the company up-to-date with the latest in adhesive technologies to ensure their customers get the best possible solutions for their adhesive needs. Chad graduated from The Univ...