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Our Guests

Adam Roberts is a seasoned multifamily real estate investor and coach with extensive experience in mortgage note investing. As co-founder of A&E Investments, he specializes in diversification strategies that offer consistent cash flow.

Adam Roberts

Aron Phillips, of Aron Phillips Law, has a broad legal practice representing individuals, businesses, and local governmental bodies, handling matters such as business formations, lease negotiations, mergers and acquisitions, and contract drafting. With a strong belief in the importance of tenacity and hard work, Aron dedicates himself to advocating for his clients both in and out of the courtroom, ensuring their interests are vigorously pursued and protected.

Aron Phillips

Chuck Mayfield is the president of Matchgrade LLC, a specialty advisory firm that works with business owners and CPAs, as well as legal, financial, and real estate professionals in the area of Cost Segregation. Chuck has seven years’ experience at a major national cost segregation provider, and over six years’ experience as an independent contractor. He was a Senior Member of the American Society of Cost Segregation Professionals (ASCSP) for several years. In addition to
his thirteen years in the specialty advisory business, Chuck also has seven years’ experience in commercial and residential construction.

Chuck Mayfield

Dave Foster is the founder and CEO of The 1031 Investor, a leading expert in 1031 exchanges and real estate investment strategies. With over two decades of experience, Dave has guided high-income W2 workers, business owners, and seasoned investors through the complexities of tax-deferred exchanges. His journey into real estate investment, driven by personal passion, led to the creation of The 1031 Investor. Dave’s hands-on approach, detailed knowledge of the 1031 tax code, and practical expertise have made him a trusted advisor, helping countless clients achieve their financial goals.

Dave Foster

David Flanagan

David Kafka, Founder and Director of Caribbean Capital Group LLC, oversees acquisitions and investments. Based in Belize for over a decade, he is also Broker/Owner of RE/MAX 1st Choice in Placencia and Hopkins, specializing in diverse property types. Active in community service, David serves on the board of the Placencia Humane Society and volunteers with the Placencia Volunteer Fire Department, contributing to local emergency services development.

David Kafka

Elizabeth A. Tresp, JD, LL.M., is an attorney, business owner, investor, and philanthropist. She founded Tresp Law, APC in 2013 and acquired Day & Associates, Inc. in 2019, expanding across California, Nevada, and soon in Montana, Wyoming, and Arizona. Leading practices in estate planning and business succession from offices in Solana Beach, San Diego, and Kemmerer, Elizabeth is also active in non-profits, angel investments, and diverse national ventures in real estate and business.

Elizabeth Tresp

Emily Cortright, co-founder of A&E Investments, is an expert in mortgage note investing and multifamily real estate. She teaches wealth-building classes at Keller Williams offices and provides invaluable insights into successful diversification.

Emily Cortright

Eric Rice is the Chief Growth Officer at King Operating Corporation, an independent oil and gas operator. He has over twenty-six years of experience in developing and producing oil fields across various states in the U.S., including Texas, Oklahoma, Kansas, Colorado, and Wyoming. He has also been involved in providing forecasts and insights on the Oil and Gas industry via 'The Rice Report'.

Eric Rice

Based in Greenville, NC, Gib Irons is an attorney, entrepreneur, and real estate investor. He leads Irons Equity, overseeing acquisitions and investor relations, while also managing diverse property holdings and passive investments in multifamily units across Texas and Arkansas. Gib is the owner of Irons & Irons, PA, a thriving law firm established in 2007. Outside of his professional pursuits, he enjoys family time with his wife Kate and three children, as well as surfing and offshore fishing.

Gib Irons

Gregory Treat is a strategic business consultant specializing in covenantal business structures and generational succession. He guides leaders who embrace the Biblical household model, integrating family and business to foster enduring Kingdom impact across generations. Greg empowers leaders to cultivate covenantal authority in home, church, and business, ensuring a legacy that transcends individual lifetimes through intentional preparation for successors.

Gregory Treat

Hal Lambert, CFA, founded Point Bridge Capital in 2013, providing customized investment management across all asset classes for high-net-worth individuals. Hal Lambert has a long track record of investment experience, having spent 15 years managing portfolios at Credit Suisse and J.P. Morgan, and is a frequent commentator on CNBC and Fox Business, discussing global markets, Federal Reserve policy, and economic trends. Hal has been active in Republican politics for over a decade, using his experience in investing and politics to create the MAGA ETF and the Politically Responsible Investing® strategy.

Hal Lambert

Jarrid Cavanaugh is an active investor, founder of Affinity Asset Group, and investment visionary. He has wide, practical experience with mobile home parks at multiple levels. His honest, insightful answers give us a wealth of information on how to successfully diversify into this very affordable housing solution.

Jarrid Cavanaugh

A veteran law enforcement professional with experience as a patrol officer, detective, SWAT operator, and sniper, Jay Johnson also excels as an entrepreneur, investor, and general contractor overseeing multiple design-build projects. His dedication to public service, coupled with a passion for business and love of country, led to the founding of the Code 3 American movement. This initiative aims to foster financial independence and enrich humanity while preserving American values.

Jay Johnson

Josh Alexander holds bachelor's degrees in Marketing and Management. He is a licensed Real Estate Broker - 250+ residential real estate transactions and recognition in D Magazine as a top producer. At ALX, Josh Alexander leads vision, strategy, business development, and equity management. In addition, Josh was a partner at Conrad Homes – residential renovation, new construction, and ground up development company that generated more than $65 million in revenue. Josh enjoys family time, studying business and finance, playing golf and pickleball, outdoor activities, and actively participating in his church community.

Josh Alexander

Josh McCallen is a prominent hospitality developer and operator, renowned conference speaker, and seasoned innovator and builder. Over the past 25 years, he has led over $170 million in luxury residential and hospitality construction, served as president of a large hotel development and management company, and successfully launched multiple businesses and brands, focusing on exceptional resort properties and high-performing operational teams.

Josh McCallen

Justin Freishtat, a hedge fund manager and investor, founded Heartland Foods, achieving $87 million in revenue before its 2022 acquisition. As Managing Partner at Kerns Capital, he oversees assets exceeding $15 million, focusing on algorithmic and swing trading strategies that deliver consistent monthly returns of 2-6%. Justin and partners also manage a multifamily real estate portfolio with 1674 units across 5 states.

Justin Freishtat

Kristin Burton, MPAS, PA-C, CAQ-HM, CPAAPA, practices pulmonary & critical care medicine and founded Strive Coaching to promote financial literacy among medical professionals. She overcame $161,000 in student debt to achieve millionaire status by age 31. With teaching roles at Franklin University and Butler University PA Programs, and board service at Indiana Academy for Physician Assistants, Kristin balances her career with family life, enjoying travel and pursuing her WSET Level 3 sommelier certification. Her financial insights, born of experience, are focused. lucid and very practical.

Kristin Burton

Kyle Gabhart's early passion for finance and business led to a 15-year career consulting Fortune 500 companies in Finance, Insurance, and Defense after studying economics at the University of Arlington. Transitioning to individual investor advising at Edward Jones in 2014, he later founded Bluegrass Legacy Group in 2020 to offer tailored support to business owners, entrepreneurs, families, and nonprofits, dedicated to shaping and preserving their legacies.

Kyle Gabhart

Matthew Davidson, an attorney at Davidson Law Group, PLLC, specializes in estate planning and elder law, serving clients in Tarrant County and beyond from offices in Allen, Fort Worth, and Tyler, Texas. His practice includes special needs planning, crisis planning, charitable planning, wealth protection, business planning, gun trusts, 1031 exchanges, and estate tax planning.

Matt Davidson

Matt Nelson is a passionate advocate for small businesses, with eighteen years of experience in helping small businesses grow, stay compliant and optimize their resources. He has a proven track record in providing a range of services, including budgeting, payroll, bookkeeping, tax preparation, financial services and insurance products to help clients make informed financial decisions. Matt is fluent in Spanish, adding a valuable dimension to his work.

Matt Nelson

Matt Risenmay is the founder and CEO of CTA Integrity, a Utah-based company dedicated to helping small businesses navigate the complexities of the Corporate Transparency Act (CTA). With expertise in legal compliance and Beneficial Ownership Information (BOI) reporting, Matt and his team of attorneys at CTA Integrity provide clear and efficient solutions for business owners, ensuring they stay compliant and avoid penalties. Known for his accessible and hands-on approach, Matt works with companies across various industries to simplify BOI filing, offering tailored support to accountants, law firms, and corporate service providers.

Matt Risenmay

Mel Latu is a visionary entrepreneur and the CEO of B.O.S.S., a renowned bookkeeping, financial planning, and MCFO firm dedicated to serving small businesses across sectors like e-commerce and construction, empowering small business owners with real-time financial clarity and proactive decision-making. Her unwavering dedication, entrepreneurial spirit, and commitment to helping others create a life of significance make her a true leader in her field.

Mel Latu

Mike, an investor, speaker, and founder of Investing for Freedom, dedicates himself to empowering professionals and business owners to achieve personal liberation. By age 24, he founded his first construction company, managing over $1 billion in diverse projects including hospitals, courthouses, and casinos. He’s also co-founder of Four Peaks Capital Partners, LLC. His scope includes operations, management teams, development, and chief people officer. He also co-directs the overall investment strategy along with Andrew Lanoie. Mike has over 22 years of experience in finding freedom by building teams and streamlining operations.

Mike Ayala

Omar, a CFA charter holder and Rotman School of Business graduate, has advised on $3.7 billion in capital financing and M&A transactions. With over a decade of investing experience in real estate and commodities, he leads Boardwalk Wealth, focusing on cultivating relationships with private and institutional investors, brokers, and strategic partners. Omar has successfully closed over $450 million in asset transactions spanning TX, GA, FL, and SD.

Omar Khan

Paul Cook, Account Manager Lead, has been with Guidant Financial since 2006, and has been an entrepreneur since his youth. With extensive experience in sales and training, he has helped over 2,500 clients become business owners, specializing in ROBS funding solutions.

Paul Cook

RJ Burr, 48, is a third-generation American oil producer deeply immersed in the industry from a young age. Since funding his first partnership shortly after high school, he has thrived as Sr. VP Corporate Operations at Panex. RJ's focus on the Gulf Coast has led to partnerships with major players like Shell, BP, and Marathon, resulting in over $300 million deployed in upstream development and the development of several million barrels in reserves.

RJ Burr

Randy Crabtree CPA, co-founder of Tri-Merit Specialty Tax Professionals, is a respected figure in accounting. Hosting "The Unique CPA" podcast since 2019, he ranks in the top 5% globally. Randy's articles appear in Accounting Today, AICPA Tax Adviser, and CPA Trendlines. With over 35 years' experience, he previously led a Chicago CPA firm, specializing in tax consulting across industries, and is a frequent presenter at national conferences, including serving on the Intuit Tax Council. His expertise is obvious, and presented in an entertaining, yet highly insightful manner.

Randy Crabtree

Ross Paterson is a seasoned leader, entrepreneur, and keynote speaker, boasting over 30 years of experience across military, business, and non-profit sectors. His journey started as an Infantry Officer and company commander in the 101st Airborne Division of the US Army, followed by six years at General Electric, where he honed his skills in the corporate arena. Passionate about maximizing individual and organizational potential, Ross dedicates himself to guiding others towards success. His business insights are simple, yet profound in their depth and accuracy.

Ross Paterson

Scott Florida, founder of Common Grace Capital, blends 20+ years as a pastor and real estate investor to guide others in faith, family, and financial success. Based near Grand Rapids, Michigan, Scott manages single-family home rentals across five states while mentoring through The Real Estate Guys' Syndication Mentoring Club to foster lasting financial independence.

Scott Florida

As the founder of Vodyssey, a prominent platform in short-term rental property investing and education, Shawn Moore brings over two decades of real estate expertise to play. In his 22 years in the industry, Shawn has flipped homes, built a portfolio of long-term rentals, done land development deals, sold high-end luxury resort properties, and now leads the #1 short term rental education company and mastermind group in the world. Shawn's proven approach in Lifestyle Asset investing empowers investors to attain both their desired lifestyle and financial independence, marking a significant impact in the industry.

Shawn Moore

Stephanie Riley started in the real estate industry over 20 years ago and purchased her first investment property at the age of 19 years old. As her portfolio grew, she experienced the value of financing as a wealth-building tool. In the wake of the 2008 Great Financial Crisis, she learned valuable lessons in the importance of a diversified portfolio and became a broader real asset investor. Stephanie currently heads up the Equity Strategies Team at USA Mortgage, where her team helps aspiring and active real estate investors unlock the power of their balance sheets to gain financial stability and grow their wealth through strategic collaborations, maximizing returns, minimizing tax, hedging inflation, preserving equity, unlocking capital, and enhancing passive income opportunities.

Stephanie Riley

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