Trusted Healthcare Financing Experts

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

I’m Peter Lai, the Chief Financial Officer at Engage Wellness. I oversee all aspects of the company’s financial management, providing strategic direction to teams in accounting and controls, financial planning, tax, treasury, and investor relations. My role involves partnering with business leaders to execute strategies that drive profitable growth. With over 20 years of financial management experience, I’ve held leadership roles in diverse industries. Before joining Engage Wellness, I served as the CFO for Haven Health Management, specializing in clinical, medical, and psychiatric care for substance use and mental health disorders. I’ve also held financial management positions at Lenovo and ADT Security Services. I earned a bachelor’s degree in accounting and an MBA from Nova Southeastern University.

I'm the Chief Financial Officer of Soba New Jersey, where I manage key areas of the business, including sourcing, market and site feasibility, financial analysis, deal structuring, negotiations, equity raising, investor relations, licensing, rezoning, and collaborating with architects on new construction and renovations. I’ve led complex real estate transactions in prime markets like New York, New Jersey, and South Carolina, with successful projects such as the Coastal Carolina University student housing development, a 60,000 SF industrial warehouse in Wayne, NJ, and multiple community facility daycare leases in NYC. Additionally, I co-launched Soba New Jersey, a luxury detox center dedicated to providing individualized, holistic inpatient and outpatient behavioral health programs. My career has centered on identifying high-growth opportunities, particularly for businesses in transitional phases like M&As and IPOs, and my leadership has been instrumental in Soba New Jersey’s growth and success.

Aaron Winston is a seasoned legal industry strategist and the Strategy Director at Express Legal Funding, a nationally recognized pre-settlement funding company. With more than a decade of experience spanning consumer finance, SEO, and legal marketing, Aaron has become a leading voice in bridging the gap between law and digital visibility. He has successfully built and scaled content strategies that drive organic traffic, authored in-depth legal guides and consumer education resources, and developed tools that help law firms grow their online presence. Known for his insights into legal tech, consumer rights, and ethical funding practices, Aaron is frequently sought after for commentary on emerging trends in legal marketing, search engine optimization, and financial empowerment for plaintiffs.

I’m a seasoned professional in the healthcare industry, deeply committed to making a difference in mental and behavioral health. My journey is personal, shaped by the impact that mental health has had on the lives of my family and friends. Over the past decade, I’ve dedicated myself to advancing the quality and accessibility of care, and my time at Penn Medicine inspired me to develop Alpas, a company focused on creating better environments for healing across various healthcare fields. Graduating summa cum laude from Saint Joseph’s University in Healthcare Administration, I’ve always been driven to go beyond individual care and address broader public health needs. My mission is simple yet powerful: to transform healthcare for the better, one initiative at a time.

James Shaffer is a respected auto insurance industry veteran and a dedicated writer for InsurancePanda.com. Backed by years of hands-on experience and a Bachelor’s degree from Bentley University, James possesses a deep understanding of insurance rules and regulations - knowledge he uses to help drivers make informed decisions and save money on coverage. From the intricacies of state-specific minimum requirements to practical tips on finding the best deals, James meticulously researches and writes about all aspects of auto insurance, translating complex industry concepts into accessible, reader-friendly articles. His expertise has garnered the attention of leading media outlets, with his insights being quoted by NBC News, CNN, and The Washington Post. James’s passion for educating and empowering drivers shines through in every piece he writes, making him a trusted voice in the auto insurance space. Whether he’s breaking down the latest policy changes or sharing insider tips on discounts, James remains committed to supporting drivers with sound advice and cost-saving strategies.

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.

At the helm of Nova Insights, my focus is on steering digital product development, consulting and advising in humanizing digital transformation for the healthcare sector, primarily in North America. With a strategic eye on product value enhancement and market expansion, my role involves advising stakeholders on opportunities that drive product significance and user engagement. Our aim is to elevate clinical products and services for a diverse clientele, including patients, providers, and practitioners. In parallel, as a Global Fellow at HITLAB, I am immersed in a culture of innovation, contributing digital health strategies alongside industry professionals and thought leaders. The synergy of these roles equips me with a unique vantage point to foster advancements in healthcare through mobile and digital technologies, aiming for increased accessibility and affordability for all. The dedication to improving healthcare delivery is both a professional mandate and a personal mission that guides my actions and aspirations.

Most organizations don’t fail because of bad strategy. They fail because they can’t follow through. That’s where I come in. I work with executive teams to close the gap between vision and execution, building the structure, accountability, and focus needed to deliver measurable results. My expertise spans SEO, direct primary care strategy, and business consulting, with a proven record of scaling healthcare membership by 170 percent and generating $82 million in federal economic impact. Whether leading complex initiatives or rebuilding underperforming systems, I drive clarity, align operations, and create momentum that lasts.