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

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.

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.

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.

Richard Brown Jr., MBA, is a U.S. Army Veteran, healthcare entrepreneur, and founder of Essential Living Support, LLC — a veteran-owned, home-based care organization in Cheyenne, Wyoming. With more than a decade of experience in healthcare administration, direct support, and community-based services, Richard specializes in providing high-quality residential and in-home care for Veterans and adults with intellectual and developmental disabilities. His work is grounded in dignity, independence, and person-centered support, ensuring every individual receives the same respect and compassion he once provided as a soldier caring for his team. Richard holds a Bachelor of Science in Healthcare Administration and a Master of Business Administration in Healthcare Management, which equip him with expertise in clinical operations, leadership, and regulatory compliance. His career includes service with the Department of Child Protective Services, support roles in the Microsoft Data Center, and extensive experience as a Shared Home Provider under the Wyoming DD Waiver. He also operates a VA-approved Medical Foster Home, delivering 24/7 care, medication administration, life-skills development, and community integration services from a family-style residential setting. Guided by a mission to elevate the standard of care for vulnerable populations, Richard blends business strategy with hands-on service. He actively collaborates with local organizations, veteran networks, and disability advocates to expand access to high-quality support programs in Wyoming. His leadership reflects integrity, accountability, and a deep commitment to strengthening the lives of others through meaningful connection, structured support, and community inclusion. Richard’s long-term vision is to scale Essential Living Support into a recognized model of compassionate care — where Veterans and individuals with disabilities are not just housed, but empowered to live with purpose, safety, and belonging.

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.

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.

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.

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.

Healthcare valuation expert with 15+ years of experience performing appraisals of healthcare businesses and services arrangements of all kinds. Scope Research maintains the most comprehensive databases of healthcare M&A information with valuation multiples reliably sourced from public documentation.

Global Delivery Specialist in a wide variety of business industry. Particularly interested in helping customers achieve maximum value from IT outsourcing and creating various Center of Excellence closely associated with Domain. Specialties: Branded ODC creation, Global delivery team setup, Domain team setup, Alliances and partnership for value creation

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

As CFO of Jacadi Paris North America, I bring over a decade of financial and operational leadership across international retail, with a proven track record in turnaround strategy, cross-border expansion, and high-stakes acquisition negotiations. Originally from France, I’ve overseen the strategic transformation of Jacadi’s U.S. operations, rebuilding financial infrastructure, scaling omnichannel operations, and leading the U.S. division through its most profitable years on record. I specialize in U.S. retail market entry, operational cost restructuring, and driving performance in underperforming store networks. My leadership has directly contributed to multimillion-dollar revenue recovery, margin expansion, and the positioning of Jacadi as a premium children's retail brand in the American market. I’m passionate about helping European brands succeed on U.S. soil through data-driven finance, culturally adapted strategy, and relentless operational precision.

Annette has diverse work experience spanning various roles and industries. Annette currently works as the Senior Director of Human Resources at Swisher, where they are responsible for overseeing HR operations and implementing solutions for HR transactions and service delivery processes. Annette has also managed recruitment, staffing, employee training, and development programs. As a champion for leadership development, financial fitness, and effective communication Annette's aim is to form and maintain cohesive relationships and lifelong learning opportunities. Specialties: Financial Coaching, Recruitment, Compensation, Employment Law, Unionized Workforces, Benefits

Specialties: Population Health, Care Management, Accountable Care Organizations, Sustainable Health Communities, Provider Engagement, Product Development, Business & Health Care Strategy, Product Sales Support, Business Process Management, Telemedicine, Healthcare Information Technology, Operations, Physician Engagement, Clinical Redesign, Patient Flow, Wellness, Strategy, Patient Centered Medical Home, Health Policy, Managed Care, Medicaid, Medicare, Regulatory, Boards, Governance, Public Sector, Public Health, Analytics. Leadership Development and Nursing

Dr. James Lyons, M.D., is an internationally trained physician that was born in Germany. He is the son of a teacher and army veteran and was raised in Texas, but traveled extensively during his medical training. From medical rotations in French Hospital Systems, to his training in Miami at Ryder Trauma medical center and psychiatric training at TGK Prison, his depth of knowledge for those in acute crises is vast. In addition to his doctorate in medicine, Dr. Lyons also holds a Masters of Medical Sciences and coordinated research trials for schizophrenia pharmaceutical treatments in Dallas, TX. He completed his residency in Rural Michigan as a Family Medicine Physician, where he made home visits, and was rigorously trained in all aspects of medical care from delivering and caring for newborns, to end of life care. In his final year of training, he was named chief resident of this program. After 3 additional years practicing in rural east texas as a hospitalist in the acute setting, he, his wife, and their 4 children now reside back in Texas where he was raised, where his parents are retired, and where his sister works as a registered nurse in hospital leadership. Dr. Lyons continues to practice medicine in the acute setting as a hospitalist and emergency room physician in the greater Austin area. Aside from direct patient care, Dr. Lyons provides medical expertise and consulting while also being actively involved in performance improvement, infection control, and medical executive committees in the hospitals where he practices.

Larry has over 35 years of industry experience in high tech, home care and Indirect Spend reduction consulting. Having worked at various high tech companies including Data General Corporation (now Dell Technologies) and Lucent Technologies (now Nokia) in his early career, owning and managing a Home Care company in his middle career and now owning and operating a Cost Reduction franchise, Larry has gathered experience and deep skills working with individuals, small and medium businesses and Fortune 100 business executives. His nation-wide clients span multiple industries including automotive, restaurants, schools, hotels & hospitality, healthcare, manufacturers, REITs and even bicycle shops. Larry provides his clients with strategies for long-term sales growth and analyzes and implements cost reduction programs that provide for mid-line expense reduction and bottom line growth and profitability.

Evan Vitale is a Certified Public Accountant and CFO at Sahara Investment Group and CORE Advisory Partners.

Professional Summary CA Harshit Goyal is a multi-disciplinary professional who bridges finance, law, and ethics through his specialized work in taxation and advisory services. With deep expertise in GST litigation and indirect taxation, he has established himself as a trusted voice in India's tax landscape—known for bringing clarity, compliance, and credibility to complex regulatory challenges. Academic Credentials Chartered Accountant Institute of Chartered Accountants of India (ICAI) Bachelor of Laws (LL.B.) Dr. B.R. Ambedkar Law University, Jaipur DISA (Diploma in Information Systems Audit) Institute of Chartered Accountants of India Social Auditor Institute of Social Auditors of India (ISAI) Core Expertise GST & Indirect Taxation GST Litigation & Dispute Resolution Compliance Management & Advisory Tax Notice Handling & Representation Financial & Forensic Services Forensic Accounting & Fraud Detection Financial Reporting & Analysis Audit Assignments & Assurance Services Professional Certifications Harshit believes in continuous learning as the foundation of professional excellence. His specialized training includes certificate courses from ICAI and other recognized institutions in: Anti-Money Laundering Laws Concurrent Audit of Banks Forensic Accounting and Fraud Detection Indian Accounting Standards (Ind AS) MSME Advisory NPO Accounting & Compliance Public Finance & Government Accounting Real Estate – Laws and Regulations Startup Ecosystem and Finance Thought Leadership & Public Education Speaking Engagements 50+ Sessions Delivered across ICAI branches, Tax Bar Associations, and academic institutions, focusing on: Published Author 30+ Articles published on CAclubindia and other professional platforms, covering: GST updates and analysis Compliance strategies Regulatory changes and their business impact Digital Influence Founder of @tax_update_by_harshit — a trusted digital platform followed by 10,000+ professionals, providing:\ Real-time GST notifications Simplified compliance tips Practical insights for tax professionals and business owners Connect 📧 Email: [Your Email] 📱 Phone: [Your Contact Number] 🔗 LinkedIn: [Your LinkedIn Profile] 📸 Instagram: @tax_update_by_harshit 🌐 Website: [Your Website] "Every aspect of my professional journey reflects a commitment to integrity, precision, and accountability—the true cornerstones of responsible financial practice." — CA Harshit Goyal