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Yearbook of Experts® member profiles
Greg Womack -- Oklahoma Financial Advisor
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About: For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. He has earned professional certification by the College of Financial Planners, headquarters in Denver, Colorado, and is entitled to use the 'CFP' professional designation. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He has authored numerous articles and has been quoted in nationwide publications, including: Barron's, The Wall Street Journal, Kiplinger's, USA Today, U.S. News & World Report, and TheStreet.com.
Christopher Carosa
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About: Chris Carosa's expertise spans three distinct areas. He is a Child IRA/retirement expert, a mentor for entrepreneurs, and a hamburger history expert. For fun, he also writes and talks about the history of the Greater Western New York Region. He has appeared frequently in national media as a source for stories on the Child IRA, fiduciary and 401(k) retirement plans, the history of the hamburger, small business success, and marketing & publicity for entrepreneurs. Carosa, a Certified Trust & Fiduciary Advisor, currently serves as a Western Region District Director of the New York Press Association and has held major leadership positions in the Financial Planning Association and the National Society of Newspaper Columnists. How can this keynote speaker, best-selling author, whimsical playwright, and nationally ranked mutual fund portfolio manager help you? Email him at ccarosa@ChrisCarosa.com or call (585) 733-4553. He answers his own phone.
Susan Maxwell, MA., MFT. -- Certified Professional Coach
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About: Susan Maxwell is a psychotherapist and nationally recognized expert on the psychological issues surrounding money, sex and power. A media source on 'the psychology behind the news,' Ms. Maxwell is known for her insightful commentary on the current trends and topics in today's news. A knowledgeable and articulate speaker, she also lectures, conducts seminars and has a private practice in West Lo...
Dorian Mintzer, Ph.D. BCC -- Retirement Expert
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About: Dorian (aka Dori) Mintzer, M.S.W., Ph.D.,BCC, is a Licensed Psychologist, Board Certified Coach and Retirement Expert. She provides Speaking, Workshop Facilitation, Psychotherapy, Career, Life and Retirement Transition Coaching, Couples Relationship Coaching and Executive Coaching. She is a member of the National Speakers Association and the Life Planning Network. She is a sought after speaker and workshop facilitator. She's been featured on The Today Show, ABC Evening News and NPR as well as in a variety of media such as the WSJ, NYTimes, USAToday, Washington Post, Forbes.com and the Fiscal Times. She facilitates workshops and speaks to community and professional groups on topics such as the changing landscape of retirement, mid-life issues for individuals and couples, psychology of money, spirituality, and positive psychology/positive aging. She is co-author of The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together and a contributor to a number of additional books.
Jotham Stein--Author of 'Negotiate Like a CEO'
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About: Jotham S. Stein is the principal of the Law Offices of Jotham S. Stein P.C. He has more than two decades of experience representing entrepreneurs and C-Suite executives, board members, venture capitalists, private equity principals, and investment bankers as well as less senior employees of all size companies. Stein is a graduate of Stanford Law School and Princeton University. He is admitted to practice in California, Illinois, New York, Colorado, and the District of Columbia as well as the United States Supreme Court, and several United States Courts of Appeals and United States District Courts. He is also a member of multiple bar associations, including the American Bar Association. Stein is the author of Executive Employment Law: Protecting Executives, Entrepreneurs and Employees, a how-to guide for practitioners.
Michael Kelley, Technology & Artificial Intelligence (AI) Expert, Futurist
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About: Michael Kelley, author of The Lost Theory and The Devil's Calling, fell in love with literature and creative writing while at the University of Pennsylvania. He put this passion to the side during a lengthy career on Wall Street, where he worked as a lawyer, built an international business, and founded his own investment management firm. After leaving the financial world, he engaged in studies of quantum physics, Eastern mysticism, and philosophy. From these studies, he developed a "Theory of Everything" which became the basis of his novels. After years of life in New York City, Michael now lives in the peaceful woods of Dutchess County with his wife and daughter. There, he enjoys meditation, yoga, wine, reading, and hiking, all of which inspire his writing.
Dr. Joy S. Pedersen
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About: Joy S. Pedersen, CEO and Founder of Express Success LLC, is a Licensed Spiritual Healer, Certified Spiritual Health Coach, Certified Law of Attraction Practitioner, non-denomination ordained minister and Doctor of Divinity. She was approached by Archangel Michael in 2004 asking her to write his book, which he dictated, 'Wisdom of the Guardian: Treasures from Archangel Michael to Change Your Life' and join him in a healing practice. Her practice serves individuals and businesses of all sizes to overcome their hidden challenges with money, relationships, career, business, health, and well-being. Her recent #1 bestseller, 'Clear Your Past and Change Your Future' speaks of her work with Michael in clearing the cause of darkness, the karma of the fallen angels negatively impacting humanity to open up Heaven on Earth March 30, 2013. Her calling is now to enlighten, lead people to the light, and help all soar to more effortless success.
Benjamin J. Cohen
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About: Price-CO Law is a boutique, concierge service firm, providing strategic legal advice. Its founding partner, Benjamin J. Cohen, draws on his expert knowledge of real estate, banking, and the distressed asset market, specializing in complex business transactions and commercial litigation. As an attorney, Mr. Cohen has successfully negotiated on behalf of his client's interests to protect millions...
Michael James Geanoulis, Sr. -- Author of 'Amendment Seventeen -- A Blessing or a Curse'
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About: Michael James Geanoulis, Sr. is a former electronics field engineer, a passionate student of American History and Economics, and a dedicated public servant with a strong interest in social issues. ...
Carl Peter Klapper -- $1500 Weekly Citizen Stipend
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About: C. P. Klapper is a scion of the Sherman and Delano families who learned algebra before entering school and who, in his tenth year, early read in political economy and has since solved problems of p...
Christopher Gilbert PhD -- Reclaiming an Ethical World One Choice at a Time
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About: About Christopher Gilbert, PhD: Dr. Christopher Gilbert is a senior international ethics consultant and popular keynote speaker. As co-founder of NobleEdge Consulting, he has worked with Fortune 500, government, and non-profit organizations, including the Bill and Melinda Gates Foundation, traveling the globe to spearhead sustainability, human capacity development, and business conduct programs. With over 25 years of award-winning teaching experience in colleges and universities on four continents, Chris has also pioneered nationally recognized professional development and ethics centers. As a motivational speaker and author, he is well known for his informative humor, authenticity, and personalized inspiration. He holds a PhD specializing in leadership ethics, a Master of Business Administration, and a Bachelor of Science in geology.
Phil Granchi - Author of 'Mart of Darkness'
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About: About Phil Granchi: Phil Granchi has spent most of his life avoiding novel writing. His many distractions have included collecting fossils in Antarctica, performing a completely improvised university lecture at comedy festivals around the world, working as a freelance graphic artist in direct marketing agencies and producing online educational games for a now-defunct dotcom startup. Phil is currently a practicing radiologist and is the president of Mother Lode Diagnostic Imaging, a small private practice radiology group where he fills roles ranging from IT to HR. He earned BS and MS degrees in Geology from Purdue University. He later returned to school, achieving an MD from West Virginia University School of Medicine. Living in rural northern California, he enjoys spending time in the w...
Mark Lazar -- Author of 'Pathway to Prosperity -- Your Guide to Money and Economics'
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About: Mark Lazar was raised in a blue-collar family living below the poverty line, and experienced first-hand the struggles and pressures faced by many families in the United States. Rather than discouraging him, these hardships motivated and gave him ambition, fortitude, and a good work ethic. He began working at age twelve and became a millionaire before age 40. Today, Mark’s passion is helping others become financially independent and prosperous, sharing common-sense principles, values, and strategies that lead to financial success. He is a CERTIFIED FINANCIAL PLANNER™, wealth advisor, and Senior Vice President of Investment for Raymond James Advisors. Along with more than twenty-five years in the investment industry, he was an adjunct professor of finance at the University of Utah’s David Eccles School of Business from 2002-2017. Mark holds a BS in finance from the University of Utah, and an MBA from the University of Colorado.
Jared Knott
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About: The history of world events, and our own lives, run on big events which are often the result of small events, sometimes even Tiny Blunders. Making a right turn instead of a left turn; attending a party or not; getting on a plane or not; making an important decision in anger or from logic? Tiny Blunders, Big Disasters: Thirty-Nine Tiny Mistakes That Changed the World Forever!, by Jared Knott, explores thousands of years of history to showcase, and explain in detail, how our world has often been formed by trivial occurrences which turned out to be watershed moments in history. Now an Amazon Bestselling book in several categories, these Tiny Blunders which caused Big Disasters also revolve around the personality and upbringing of the famous and infamous.
M.K. Lever -- Author of Surviving the Second Tier
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About: Sicily 'Sis' Jones is the only undefeated college athlete in the Amateur Fighting Association (AFA), but her spotless record is running her life. She’s living on pennies and nursing a debilitating injury. Her teammates have their share of struggles, too. Striker fights to support his struggling family. Rip has a secret. Cal harbors a grudge. Topping it off is their cut-throat coach who pushes them beyond their limits for the sake of his own career. It’s a new order in the world of college athletics. After a financial crisis, the AFA had to salvage its profits. Fighting became the only sport, a brilliant and violent solution to the economic collapse. But at what cost to the athletes? Sis and her teammates have made it through nearly four years together at their little second-tier university. But all bets are off when the AFA puts Sis against one of her own.
Ilyce Glink -- Financial Wellness Expert
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About: ILYCE R. GLINK is an award-winning syndicated columnist, radio talk show host, and CEO of three Chicago-based companies. She runs a financial wellness technology company, and writes about personal finance, real estate, marketing and the economy. She is the author of 14 books, including 100 Questions Every First-Time Home Buyer Should Ask. She is the CEO of Best Money Moves, a technology+coaching financial wellness company that measures employee financial stress and uses AI to dial it down. She also owns Think Glink Media, a content strategy, consulting and production company that helps Fortune 1000 companies connect in a better way with their clients and customers. Find her at bestmoneymoves.com.
Jackie Lapin -- Conscious Media Relations
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About: Jackie Lapin’s mission is to help leaders, entrepreneurs, coaches and authors find and secure their next clients by getting in front of more audiences faster! Her SpeakerTunity® The Speaker and Leader Resource Company, is a ground breaking company that has researched hundreds of thousands of speaker lead contacts, and has curated them to meet the needs of leaders who grow their businesses through speaking. Those leads include live and virtual events and meetings, conferences, podcasts/radio shows/videocasts, virtual summits, TEDx events and more. Book them yourself or draw upon her partner firm Book for You Virtual Assistants to book you.(www.SpeakerTunity.com). Her other service, Conscious Media Relations Radio/Podcast Tours has helped nearly 400 luminaries, leaders, filmmakers and authors grow their businesses, sell more books, create viewership and change more lives by introducing them to up to 9000 radio shows and podcasts, with a minimum 30 invitations guaranteed. (www.consciousmediarelations.com)
Marilyn Anderson -- How to Live Like a MILLIONAIRE
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About: Marilyn Anderson is an author, speaker, and award-winning film and television writer. Her new book, How to Live Like a MILLIONAIRE When You're a MILLION Short, features all kinds of money-saving tips on living the luxury life for less. Although not a millionaire (yet), Marilyn has lived like one for over 20 years, and is now sharing her secrets and advice about discounts, deals, and steals on entertainment & travel, shopping & fashion, health & beauty & more.
Johnny Blue Star
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About: Johnny Blue Star is the Director and Founder of New Galaxy Business - the business content development division of New Galaxy Enterprises, Inc. New Galaxy Business offers clients professional business services to build websites, social network profiles, press releases, blogs and articles etc. It also offers creative media assistance with non-fiction books, novels, screenplays, television pilots, etc. Johnny's work encompasses client-based, collaborative and proprietary projects. His broadcasting site (www.newgalaxybroadcasting.com), currently being re-developed archives a wide range of subjects, encompassing holistic health, spirituality, transformation various podcasts, encompassing business development, holistic health; manifestation and spirituality and other topics central to developing a lifestyle and perspective suitable to today's challenges.
Tim Ferriss - Productivity, Digital Lifestyles and Entrepreneurship
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About: Serial entrepreneur and vagabond TIM FERRISS has been featured by dozens of media, including The New York Times, National Geographic Traveler, NBC, and MAXIM. He speaks six languages, runs a multinational firm from wireless locations worldwide, and has been a popular guest lecturer at Princeton University since 2003, where he presents entrepreneurial thinking (even as an employee) as a tool for ideal lifestyle design and world change. The 4-Hour Workweek(www.fourhourworkweek.com) is his first book and magnum opus.
 

Recent News Releases
 Date HeadlineParticipant Name
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09/25/2022
Michael Kelley, Technology & Artificial Intelligence (AI) Expert, Futurist
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09/22/2022
Greg Womack -- Oklahoma Financial Advisor
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09/21/2022
Greg Womack -- Oklahoma Financial Advisor
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09/21/2022
Greg Womack -- Oklahoma Financial Advisor
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09/20/2022
Greg Womack -- Oklahoma Financial Advisor
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09/16/2022
Greg Womack -- Oklahoma Financial Advisor
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09/15/2022
Christopher Carosa
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09/15/2022
Dorian Mintzer, Ph.D. BCC -- Retirement Expert
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09/15/2022
Jotham Stein--Author of 'Negotiate Like a CEO'
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09/15/2022
Greg Womack -- Oklahoma Financial Advisor




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