Community & Guest List
David Treece has nearly 30 years of experience as a fee-based investment advisor and is an accredited investment fiduciary. He understands financial markets and is an expert in financial planning. Recognized for his financial acumen and client-advocacy work, David has been featured on PBS's Nightly Business Report, The Washington Post, The Miami Herald, and on NBC6 in Miami in an Emmy-award winning series about his work. He has testified before the U.S. Senate Select Committee on Aging regarding senior citizens and financial planning. David has an MBA from the University of Michigan, Ann Arbor and lives in Miami, Florida.
Marshall has been involved in online marketing for over 12 years. He has been living and traveling in his RV for over 6 years. In 2017 he and his business partner (another full-time RVer) created an RVing website called Camp Addict. Over the past 3 years, Camp Addict has grown to be the premier website dedicated to informing RV consumers.
Megan Yelaney is a business coach who specializes in helping online coaches get booked out with 1:1 clients and scale their businesses to six figures. She started in network marketing in 2011, building that business to six figures, and transitioned to her own health and fitness coaching in 2017, scaling that to six figures in 6 months. She has since gone full time into business coaching and has scaled that business to multiple six figures in 1.5 years. Megan specializes in client attraction utilizing social media marketing strategies as well as launch strategy to help her clients and students have a strategic plan to launch their programs profitably and in an organized and stress free way.
Jaime is a brand strategist, creative director and educator for wellness & socially conscious businesses. She's been in the wellness industry for 13 years and in design for 20. Jaime has lived, worked, and studied in the US, Italy, and Japan.
Samantha is a Doctor of Physical Therapy with a fitness and wellness studio in Santa Monica. While she realizes the value in mentioning her credentials, Samantha wants to make clear that she is also a wife, mother, sober woman, and spiritual seeker who is simply searching for joy, balance, and connection in her life. Through her own soul searching, Samantha has redefined physical therapy as a whole body experience, one that inextricably connects the head with the heart for optimal outcomes.
Bestselling author, keynote speaker, workplace expert, and resilience researcher Adam Markel inspires leaders to master the challenges of massive disruption in his new book, “Change Proof: Leveraging the Power of Uncertainty to Build Long-Term Resilience” (McGraw-Hill, Feb. 22, 2022).
Adam is the author of the #1 Wall Street Journal, USA Today, Los Angeles Times, and Publisher’s Weekly bestseller, “Pivot: The Art & Science of Reinventing Your Career and Life.”
Adam is also the CEO of More Love Media.
Andrea Siy has more than 25 years’ experience in the marketing communications field in both agency and corporate environments. She is the CEO and founder of the marketing agency S!Y Communications, Inc., which offers a full range of marketing services since its start in 2003. The agency combines strategic thinking and proven marketing techniques with an innovative and creative style. Andrea has shared her knowledge at several conferences including The Executive Forum (Florida), the Plastics News Marketing Summits (Chicago), Women Breaking the Mold (Chicago), The Women in Business Conference (New Hampshire), and NE/SAE Digital Conference (virtual) as well as local events. Along with sharing her wealth of marketing tips and tricks, Andrea is passionate about helping women manage the challenges of running a company and running a family and provides guidance for working moms.
Laura Gariepy is the owner of Every Day by the Lake, LLC, a freelance written content creation company that helps busy business owners stay top of mind with their target audience. She is also a business coach to new and aspiring freelancers and runs an online resource hub for them called Before You Go Freelance. In addition, she helps other writers get clear on their message, plan their content, and produce compelling written works.
Dan Pfister is a partner at The Business Source Corp., they’ve generated over 50k customers and have worked with brands like American Express and Tony Robbins. In 2016 Dan built a customer win-back process for The Business Source, and based on its success of it, he founded Strategic Winback Research & Advisory.
Dr. Shara Posner is a practicing chiropractor in the DMV area. She is the owner of a holistic healthcare center incorporating Acupuncture, Massage, and Chiropractic for functional whole body healing. Back To Health Center is located in Old Town Alexandria Virginia and has been serving the community for over 15 years. Dr. Shara has a Masters in Nutrition and a Doctorate of Chiropractic. Utilizing her love for fitness, certification in Pediatrics and Maternal chiropractic health, Dr Shara has a unique and comprehensive approach for all ages and demographics.
