Trusted Healthcare Financing Experts

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

Insurance professional specializing in custom programs and alternative risk financing.Specialties: medical professional liability insurance, alternative risk financing, captive formation

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.

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

I’m a results-driven Project Management Director with a strong background in legal funding operations, strategy execution, and cross-functional team leadership. At High Rise Financial, I lead initiatives that streamline processes, enhance service delivery, and support client advocacy through innovative solutions. My mission is to deliver scalable systems that align with growth while maintaining a human-first approach to leadership.

I help early and mid-career physicians make educated decisions with their time and money.

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.

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

Tara Bailey, MPA, CMC, BCPA, CDP, CSA®, SHSS Founder & CEO | Brevard Healthcare Navigation Tara Bailey is a nationally credentialed care manager and patient advocate with nearly two decades of experience in healthcare support services. She holds a Master’s in Public Administration (MPA) and is certified as a Care Manager (CMC), Board Certified Patient Advocate (BCPA), Certified Dementia Practitioner (CDP), Certified Senior Advisor (CSA®), and Certified Senior Home Safety Specialist (SHSS). As the Founder and CEO of Brevard Healthcare Navigation, Tara leads a trusted team dedicated to helping seniors, disabled adults, veterans, and families navigate complex medical systems with clarity and confidence. Her work is rooted in personal experience, deep empathy, and a belief that every individual deserves coordinated, dignified support—whether facing a health crisis or planning ahead. In addition to her direct work with clients, Tara has served on multiple local, state, and national board of directors, advocating for improved care access and quality across the lifespan. She is known for her calm presence, strong leadership, and unwavering commitment to empowering others through advocacy, education, and compassionate guidance.

I launched indipop after I struggled to find healthcare when I went out on my own.  I was…

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.

With over 20 years of executive leadership experience in the nonprofit sector, I am passionate about creating positive social impact and system change through collaboration, strategy, and innovation. As the Executive Director of HealthForce Partners Northern San Joaquin Valley, I lead a cross-sector partnership that connects healthcare, education, and workforce development to mitigate workforce shortages and build career opportunities in the region. My core competencies include business development, fundraising, communication, marketing, event planning, and board and staff development. I hold the Certified Fund Raising Executive (CFRE) credential and have successfully planned and executed large-scale events and campaigns, secured impactful gifts, and modernized processes and systems. I also have a background in sports marketing and media, technology startups, consulting and teaching at the undergraduate and graduate levels. I enjoy building lasting relationships and sustainable partnerships with diverse stakeholders.

With deep-rooted experience in machine learning and data management, I have contributed to both large-scale corporations and dynamic startups. I've been instrumental in implementing solutions that enhance operations and drive revenue.Throughout my career, I have been recognized for my ability to deliver innovative solutions to complex problems. I am committed to continually developing my skills and knowledge in this ever-evolving field.

Private-equity-trained fractional CFO & exit-prep firm for founder-led businesses. We convert to accrual, build MFRs and KPI dashboards, run forecasting, and package for diligence to lift EBITDA and multiples across trades, e-commerce, tech, and professional services. 35+ clients Serial Founder in Health Tech, Veterinary Medicine, Plumbing, CPGs, Consulting, SaaS. Scaled from 0-2MM, sold or stabilized.

I started my first company at the age of 17 and have since built and sold a £120m valuation business, managed over £400m of private capital, completed over £2bn worth of secured loans and managed a team of over 100 staff. I am embracing technology and opening up real estate investment opportunities to everyone. I founded TAB, a property finance and investment firm in February 2018. I saw a need for a lender that understood the requirements of bridging loans and had the experience to transact swiftly while taking a prudent approach to risk. As a result, I designed TAB’s lending model to have the flexibility to consider the wider spectrum of a borrower’s circumstances. TAB Market enables new and existing investors to access a range of lending and property investments. TAB’s products provide investors with an opportunity to invest in UK property and benefit even if they don’t have the usual means or know how. TAB knows the value of keeping things simple and transparent for everyone. If you have an enquiry or any questions please get in touch. TAB. Trust. Transparency.

Christine Parker, CFP®, APMA®, CRPC™, CSRIC® Wealth Advisor for Family Financial Caregivers | Founder, Parker Financial, LLC Christine Parker is a nationally recognized financial planner and thought leader at the intersection of family financial caregiving, women’s leadership, and financial planning. As founder of Parker Financial, LLC, a fee-only registered investment adviser, she empowers family financial caregivers and women leaders to make confident financial decisions that protect their careers, families, and long-term wealth. With expertise in behavioral finance, decision-making psychology, and financial coaching, Christine provides research-based insights into how caregiving responsibilities and workplace challenges shape financial security and well-being. She frequently speaks and writes on issues such as: -The hidden financial toll of caregiving on women leaders -Work-life balance, economic mobility, and career resilience -Financial decision-making under stress and uncertainty -Generational wealth transfer and fiduciary caregiving Christine’s perspective resonates with journalists covering personal finance, leadership, family caregiving, workplace equity, retirement, and behavioral economics. She combines data-driven analysis with practical strategies, making her a trusted source for media seeking clarity on the financial realities facing modern families.

I am a seasoned technologist, product leader in Healthcare with over 18 years leading strategic transformation initiatives at Fortune 500 companies. It is during this time that I experienced first hand how complex, manual and painful regulatory processes are. I founded Essenvia to solve this problem. My MISSION: My goal is to transform Medical device regulatory affairs by reducing inefficiencies in the medical device regulatory processes. Today Essenvia has helped over 60 medical device companies and 100+ products to achieve faster time to clearance. ACCOMPLISHMENT: Multinational technology leader specializing in driving business transformation, product development and growth through strategic thought leadership and innovation.

Experienced Delivery Manager with a proven track record in managing and delivering custom software development projects. Skilled in coordinating cross-functional teams, optimizing workflows, and ensuring project milestones are met within budget and timelines.With over 15 years of experience, I have successfully led projects in diverse industries, focusing on creating tailored solutions that meet client needs and drive business value. My expertise includes stakeholder communication, resource planning, and risk management, all backed by a strong technical foundation.I thrive in dynamic environments, where I can apply my leadership skills to foster collaboration, enhance team performance, and deliver exceptional results. Currently exploring opportunities to contribute my skills to impactful projects in technology-driven sectors.

IT professional with 28 years' experience in managing and contributing to full life cycle of projects including enterprise systems like IBM Maximo. Strong leader in managing and leading the teams in bridging technology and business goals in providing high quality solutions.