At CEO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top Texas based CEO’ operating in the Financial Services space. If you think a CEO’ is missing from this list, feel free to contact our editor on [email protected]
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Dylan Macalinao
co-founder and CEO of Saber Labs
Dylan Macalinao is the Founder and CEO at Saber Labs.
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About Pipe, Saber Labs: Saber Labs is the cross-chain stablecoin and wrapped assets exchange on Solana.
Paul Lynch
CEO of Chargify
Paul is considered one of the leading SaaS CEO’s in the global market. Paul has enjoyed enormous success throughout his career in industries spanning Telecoms, Hosting and Software as a Service. In his most recent role, he led Assembla, a then flat Subversion code repository business, to 200% growth over a three year period, successfully exiting the business to HGGC-backed Idera in September 2018.
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About Chargify: Chargify is a subscription billing software service that offers a recurring billing and subscription management space.
Ari Rastegar
Founder & CEO of Rastegar Property Company
Ariah-Hossein Rastegar was a successful real estate investor and lawyer before founding Rastegar Capital, which provides transparency, access and service to its growing investor base across a range of commercial real estate investments. He is now CEO of the company and is dedicated to building wealth for clients through extraordinary investments. Rastegar Capital is based in the Dallas, Texas area.
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About Forbes Real Estate Council, Rastegar Property Company: Rastegar Property creates value through strategic real estate investments.
Mance Harmon
CEO & Co-founder of Hedera Hashgraph
Mance is an experienced technology executive and entrepreneur with more than 20 years of strategic leadership experience in multi-national corporations, government agencies, and high-tech startups, and is Co-Founder and CEO of Hedera Hashgraph. His prior experience includes serving as the Head of Architecture and Labs at Ping Identity, Founder / CEO of two tech startups, the senior executive for product security at a $1.7B revenue organization, Program Manager for a very-large scale software program for the Missile Defense Agency, the Course Director for Cybersecurity at US Air Force Academy, and research scientist in Machine Learning at Wright Laboratory. Mance received a MS in Computer Science from the University of Massachusetts, and a BS in Computer Science from Mississippi State University.
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About Hedera Hashgraph, Swirlds: Hedera Hashgraph is a public distributed ledger for building decentralized applications.

Charles Vose III
CEO of Harbour Portfolio Advisors
As founder, President and CEO of Harbor Portfolio Advisors (HPA), Charles Vose III has directed the acquisition and supervision of more than 5,000 non-performing loans and 5,000 REOs. He brings to the company he created in 2010, wide-ranging expertise in the purchase of largely-discounted assets; something he started doing back in the 1990s. Vose was able to successfully handle the post-2008 liquidation that took place in the real estate industry due to a number of factors: his work with distressed assets, his academic background (BBA in Finance and Real Estate), and his experience in purchasing distressed assets. In addition to working with underserved communities via HPA, together with Merry his wife, Charles Vose has made many philanthropic contributions to his community. The couple gives support to: Dallas Museum of Art, AWARE, the Nasher Sculpture Center and the Perot Museum.
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About Harbour Portfolio Advisors: Harbour Portfolio Advisors (HPA) provides financing to families in markets where conventional mortgage financing is not available.

Sheffield Clark
Founder & CEO of CoinSource
Founder of CoinSource.
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About CoinSource: Coinsource makes buying and selling Bitcoin with cash easier and faster than ever with its state-of-the-art, proprietary software.
J.R. Kraft
CEO, Founder of Base
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About Base: Base offers investment, acquisition and venture capital services for business development.
Josh Smith
Co-Founder & CEO of Solovis
Josh brings a wealth of experience in investment management having worked in various investment capacities and as a consultant for investment management organizations. Josh has spent time in multiple roles as an analyst, investment team member, operations associate and subsequently, to a head of technology creating a software platform that helped a large outsourced CIO manage operations, risk and daily investment activities. After consulting for family offices, endowments and fund of funds, his passion for improving operational efficiencies and helping investment professionals make more informed decisions led Josh to co-found Solovis – the first true multi-asset class portfolio management and reporting application focused exclusively on the limited partner community.
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About Solovis, VRGL: Solovis is a multi-asset class portfolio management, analytics and reporting technology platform, designed for institutional investors.
Joshua Sanchez
CEO & Co-Founder of FloatMe
Joshua Sanchez is the Co-Founder and CEO of FloatMe.
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About FloatMe: FloatMe is the fast-growing fintech app that’s helped Americans save $100M in fees since launch through “floats” and a host of PFM tools.
Erik Beguin
Founder & CEO of Austin Capital Bank
Erik Beguin is the Founder & CEO of Austin Capital Bank.
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About Austin Capital Bank, Federal Reserve Bank of Dallas, Federal Reserve Board: Austin Capital Bank is a Federal Deposit Insurance Corporation that offers investor real estate financing.
Erik Beguin
Founder & CEO of Austin Capital Bank
Erik Beguin is the Founder & CEO of Austin Capital Bank.
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About Austin Capital Bank, Federal Reserve Bank of Dallas, Federal Reserve Board: Austin Capital Bank is a Federal Deposit Insurance Corporation that offers investor real estate financing.
Justin Tisler
Co-Founder, CEO, and President of Car Capital Technologies
Justin Tisler is the Co-Founder, CEO, and President of Car Capital Technologies.
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About Car Capital Technologies: Car Capital Technologies provides car dealers with capital and technology to support regulatory and compliance requirements and servicing.
Joshua Baer
Founder and CEO of Capital Factory
Joshua Baer helps people quit their jobs and become entrepreneurs. He’s the founder of Capital Factory, a coworking community and mentorship-based accelerator designed to help startups find their first investors, customers and employees. Josh founded his first startup in 1996 in his college dormitory at Carnegie Mellon University and now teaches a class at the University of Texas for student entrepreneurs. He was recently recognized as a Henry Crown Fellow and Braddock Scholar at the Aspen Institute, a member of the National Committee on US-China Relations Young Leaders Forum, and an Eisenhower Fellow.
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About Austin startup, Capital Factory, OtherInbox, OutboundEngine, UnsubCentral: Capital Factory is a venture capital firm and an accelerator that seeks to invest in seed-stage, early-stage, and later-stage companies.

Michael Hansen
President and Chief Executive Officer of Alkami Technology
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About Alkami Technology: Alkami Technology provides cloud-based digital banking solutions for credit unions and banks.
Dhaval Jadav
CEO of alliantgroup
Dhaval Jadav is the co-founder and chief executive officer of alliantgroup, a Houston-based tax consulting firm that helps small and mid-sized businesses earn state and federal tax credits. Jadav founded the firm in 2002 with current chief operating officer Shane Frank. Prior to founding the firm, Jadav held positions in both the public and private sectors. He worked for several companies in Silicon Valley, as well as for Deloitte & Touche and the Internal Revenue Service’s Houston District Counsel. Philanthropy is an important part of Jadav’s work. He has helped establish alliantgroup’s Blue Heart Fund, a charitable fund created to aid the firm’s employees, clients and their CPAs, and the local community in rebuilding after Hurricane Harvey left many displaced. Additionally, Jadav helped create a STEM scholarship fund for Houston-area high school students wishing to pursue a career in a STEM-related field. Jadav has contributed to a number of publications, including Harvard Business Review, Industry Week and Reuters Breakingviews, where he discussed the need for tax reform in order to reinvest money back into the U.S. economy. Jadav is a member of alliantgroup’s strategic advisory board. He earned an LL.M. degree in taxation from the Georgetown University Law Center, and is licensed to practice law in Texas where he lives with his family.
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About alliantgroup: alliantgroup is the nation’s leading tax specialty services provider. alliantgroup helps businesses stay competitive and grow!

Walter E. Johnson
CEO of Amegy Corporation
CEO of Amegy Corporation.
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About Amegy Corporation: Amegy Corporation Offers consumer and commercial banking services.

Aaron Graft
Founder, Vice Chairman and CEO of Triumph Bancorp, Inc.
Aaron Graft is the vice chairman, chief executive officer and public information officer of TBK Bank, SSB and the founder, vice chairman and chief executive officer of Triumph Bancorp, Inc. (Nasdaq: TBK). He serves as the chairman of Triumph Business Capital and Triumph Insurance Group, Inc. Aaron Graft also serves as a director and as vice chairman of The Bank of the West of Thomas, Oklahoma. Prior to establishing Triumph Bancorp, Inc., Aaron Graft served as the founder and president of Triumph Land and Capital Management, LLC, where he oversaw the management of several multi-family and commercial real estate projects in receivership and led the acquisition of multiple pools of distressed debt secured by multi-family projects. Prior to Triumph, Aaron Graft worked for Fulbright & Jaworski, LLP (now Norton Rose Fulbright LLP) where he focused on distressed loan workouts. Aaron Graft has a long and ongoing involvement with charitable organizations, including serving on the Dallas committee of International Justice Mission. He has also championed Triumph’s participation in five well building trips to El Salvador with Living Water International and made multiple trips to Africa and Haiti. Aaron Graft received a Bachelor of Arts, Cum Laude, and a Juris Doctorate, Cum Laude, from Baylor University. He is a member of Young Presidents’ Organization. He also serves on the Baylor University Hankamer School of Business Advisory Board. In 2017, Aaron Graft received the EY Entrepreneur Of The Year® Award in the Business & Financial Services category in the Southwest Region and the Baylor University 2017 Young Alumnus of the Year. In 2014, he was recognized by the Dallas Business Journal with the “40 Under 40” award. He and his wife Kimberly have three children and reside in Dallas, Texas.
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About TBK Bank, Triumph Bancorp, Inc.: Triumph Bancorp, Inc. is a financial holding company with a diversified line of community banking, commercial finance, and other ventures.
Colton Seal
CEO/Founder of Routefusion
Colton Seal is the Founder and CEO of Routefusion.
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About Routefusion: Routefusion is an API first, global product expansion platform built for product teams
Christopher Brown
Co-Founder and CEO of Zabo
Christopher Brown is the Co-Founder and CEO of Zabo & Modular & he attended Southern Methodist University in 2010.
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About Modular, Zabo: Zabo connects any crypto wallet to any application in a few lines of code.

David Cao
Founder & CEO of F50
David is a pioneer and passionate leader of the venture capital ecosystem in Silicon Valley. He has led the evaluation process of selecting 350 startups out of over 5000 startups during his first 2 ½ years at F50. He continued to lead the investment processes for over 30 of the selected startups. David is personally involved in A.I., Robotics, FinTech, and HealthTech. David founded Silicon Valley Entrepreneurs & Startups (the world’s largest entrepreneur community with over 27,000 members), He is also host for the Startup Tea Talk. David Cao was the Founder & CEO of GWC US (Sold to holding company), where he oversaw the CEO clubs and the production of GMIC SV (the leading global mobile conference), and also organized private meetings for top tier investors & founders from USA and China. He is also the founding president of the Silicon Valley Entrepreneur Toastmaster Club, a nonprofit organization for public speaking training.
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About Chushou, F50, F50 Elevate, Silicon Valley Entrepreneurs: POWERING INNOVATION FOR GLOBAL IMPACT
Joseph Kelly
Co-Founder & CEO of Unchained Capital
Joseph Kelly is the Co-Founder & CEO at Unchained Capital.
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About Perfect Timing, Unchained Capital: Unchained Capital is a blockchain financial services company that lends cash to long-term crypto holders.

Frank Holmes
CEO and Chief Investment Officer of U.S. Global Investors
Frank Holmes is the CEO and chief investment officer of U.S. Global Investors. Mr. Holmes purchased a controlling interest in U.S. Global Investors in 1989 and became the firm’s chief investment officer in 1999. In 2006, Mr. Holmes was selected mining fund manager of the year by the Mining Journal. He is also the co-author of The Goldwatcher: Demystifying Gold Investing. More than 30,000 subscribers follow his weekly commentary in the award-winning Investor Alert newsletter which is read in over 180 countries. Under his guidance, the company’s mutual funds have received recognition from Lipper and Morningstar, two trusted independent financial authorities. In 2015, Mr. Holmes led the company into the exchange traded fund (ETF) business with the launch of the U.S. Global Jets ETF, which invests in the global airline sector. Mr. Holmes was awarded the Huron Medal of Distinction from Huron University College in 2013, his alma mater for class of 1978. This award recognizes individuals whose life achievements set an example of excellence and reflect Huron’s arts and social sciences missions. Mr. Holmes is a native of Toronto and is a graduate of the University of Western Ontario with a bachelor’s degree in economics. He is a former president and chairman of the Toronto Society of the Investment Dealers Association. Mr. Holmes is a much-sought-after keynote speaker at national and international investment conferences. He has spoken at the Investing in African Mining Indaba conference, the Denver Gold Group’s European Gold Forum and numerous Money Show events, sat on panels with prominent industry leaders including the editor of Barron’s, and continues to be invited as a keynote speaker at conferences throughout the U.S., Canada and overseas. Mr. Holmes is a regular commentator on the financial television networks CNBC, Bloomberg, BNN and Fox Business, and has been profiled by Fortune as well as The Financial Times. His thoughts on gold are captured each week on a program called Gold Game Film in collaboration with Kitco News and TheStreet.com. Mr. Holmes was also the feature spread in Barron’s during the commodity rally at the start of 2004. He is a regular contributor to Forbes, Business Insider, Seeking Alpha and Wall Street Journal’s Experts Corner.
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About HIVE Blockchain, U.S. Global Investors: U.S. Global Investors, Inc. is a boutique investment management firm specializing in actively managed equity and bond strategies.

Luca Garulli
Founder and CEO of Arcade Trader
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About Arcade Trader: Arcade Trader provides an algorithmic trading platform to research, develop, test, and go live with a personal hedge fund.
Jose Bethancourt
CEO of Method Financial
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About GradJoy, Method Financial: Method Financial is a debt repayment API that facilitates payments for all types of debt.

Jun Xu
CEO of 360 Finance
Jun Xu has over 15 years of field experience in the financial industry. Before, he had worked in HSBC bank and achieved the role of the youngest partner in the Asian region at McKinsey at age of 30. There he was in charge of banking, securities, and trust business in the Chinese area. Jun launched a private bank in 2014 and secured billions of investment from IDG Capital and other investors. Jun co-founded 360 Finance in 2016 and currently serves as its CEO.
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About 360 Finance: 360 Finance is a digital consumer finance platform.

Dana Simmons
Executive Vice President, CEO Chief of Staff of USAA
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About USAA: USAA is a financial services company.

John Knox Jr
Chairman & Chief Executive Officer of SureTec Financial Corp.
John is the founder and Chairman of the Board of SureTec, which has become one of the top 20 surety companies in the United States. In the early 80’s, John created Universal Surety of America (USA). Under his direction, USA became the largest surety company in Texas. In late 1997, USA merged with a national surety organization to become one of the nation’s largest surety companies. Recognized as one of the most innovative executives in the surety industry, John is past Chairman of the National Association of Independent Sureties (NAIS) and is on the Board of Directors of the Surety and Fidelity Association of America (SFAA). In addition to various surety and trade groups, he is a former member of the Young Presidents’ Organization (YPO) and an active member of the World Presidents’ Organization (WPO). John is involved with various non-profit organizations, is an active member of Chapelwood United Methodist Church and continues to focus on his mission to grow from success to significance. He is the father of three boys and makes his home in Houston, Texas.
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About SureTec Financial Corp.: SureTec Financial Corp. specializes in underwriting small-to-midsize contract bonds and commercial.

Jordan Graft
CEO of TriumphPay
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About TriumphPay: TriumphPay is a payment processing platform dedicated to the supply chain industry.

Srii Srinivasan
Co-Founder & CEO of Chargeback Gurus
As a co-founder and CEO of Chargeback Gurus, Srii Srinivasan applies her deep technical knowledge and 15+ years of experience to helping online merchants recover lost revenue by minimizing and fighting credit card chargebacks. Srii’s expertise in online security, risk mitigation technology innovation and payment processing solutions helps businesses worldwide recover up to 85% of revenue lost to chargebacks. Prior, she was a successful entrepreneur who owned a nutraceutical company where she gained firsthand experience dealing with friendly fraud and fraudulent chargebacks. This resulted in her co-founding Chargeback Gurus to meet the industry need for transaction resolution and online fraud prevention. Srii has served as a Professor at Mt Sierra College teaching computer programming and security. She became a software project manager after obtaining her Bachelor of Engineering degree in Computer Science. Srii is passionate about promoting women in business, speaks four languages and is a sought-after industry expert for media commentary.
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About Chargeback Gurus: Chargeback Gurus is the #1 provider of dispute analytics and Smart Chargeback Recovery.
Tony Aguilar
Founder / CEO of Chipper
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About Chipper, Forbes Councils: Chipper is a student loan app that lower payments, qualify for forgiveness, and chip away debt faster.

David Wieland
CEO and Founder of Realized
David is a serial entrepreneur who, over his twenty-five career, playing the critical role in more than $3 billion of institutional real estate and capital markets transactions, many as a principal. David is the founder of Realized, an end-to-end Fintech/WealthTech platform allowing accredited investors to buy ownership interests in commercial properties and create custom portfolios that minimize capital gains taxes and deliver tax-sheltered, passive income. The Realized marketplace is the missing link between investors seeking long-term, passive income and top-quality real estate operators that want efficient access to 1031 exchange capital. Before Realized, David founded Centrist Capital, a boutique venture capital firm that thematically invests in founders and their early-stage companies. Before Centrist, David co-founded a fully-integrated real estate operating company, which between 2004 and 2009 (when he sold his interest in the firm), acquired 12,500 apartments units across the Sunbelt, representing a total investment more than $925 million. David also co-founded Forward Capital, a structured finance company, as well as Convenience Retail Group, the parent company of a real estate investment trust and a wholesale gasoline distributor. Early in his career, David held positions with Security Capital Group, Prologis, Archstone Communities, Equitable Real Estate (now Morgan Stanley Real Estate) and Arthur Andersen. David currently serves as a board member and advisor to seven promising technology companies. David is a past chair of the Board of Governors of LifeWorks. He is involved in his church and various other community activities across Austin, where he lives with his college sweetheart and wife of 25 years, Laura, and their three children. David attended Texas A&M University where he received his MS in Land Economics and Real Estate, BBA in Finance and Real Estate, and served in various leadership positions, including Vice President of the Student Body.
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About Centrist Capital, Realized: The Realized FinTech platform enables aging HNW families to tax-efficiently convert legacy real estate into passive income investments.

Pat Matthews
Founder & CEO of Active Capital
Pat Matthews currently works as the founder & CEO for Active Capital. He previously worked at Filestack as the CEO.
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About Active Capital, AdEspresso: Active Capital is a venture firm focused on leading seed rounds to B2B and SaaS companies.

Sanjiv Das
CEO of Caliber Home Loans
Sanjiv has a successful track record of leading large, financial services organizations both within the United States and internationally. Prior to joining Caliber, he served as Executive Vice President, Global Financial Solutions at First Data Corporation, where he led the international business and played an instrumental role in taking the company public. He has also held executive management positions at several other companies, including CitiMortgage, Inc.
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About Caliber Home Loans: A mortgage lender created by industry experts who understand the challenges of today’s home financing market
John Flynn
Co-Founder, President & CEO of Open Lending
He has been privileged to lead, launch or co-found numerous companies. Passionate about innovation, his work and personal ventures have remained committed to advancing the industry forward and provide solutions to real needs. Since co-founding both in 2000, John has served as President and Chief Executive Officer of Open Lending, LLC and Lenders Protection, LLC, a wholly owned subsidiary of Open Lending, LLC. In his role, John leads the Sales, Marketing, Business Development and Account Management divisions. He also manages the insurance carrier relationships that support the Lenders Protection program. Under his leadership, Open Lending has been named to the Austin Business Journal’s “FAST 50” list five times, recognizing the fastest growing private companies in Central Texas. The company has also been named to the “INC 5000” list of fastest growing private companies nationwide and been named a “Best Place to Work” in Central Texas three times. John’s extensive background allows him a unique perspective for the industry. He brings diverse experience across financial institution leadership and operations, sales and marketing, and business development. He served for 12 years as Chief Executive Officer at Washington Gas Light Federal Credit Union in Springfield, VA. John was previously Senior Vice President of Sales and Marketing for Good2cu.com. He formerly led Marketing at The Equitable where he spearheaded the design and execution of the firm’s national marketing program for the credit union industry. A sought after expert in financial institution operations and profitability, John co-founded Objective Advisors, Inc., a registered Investment Advisory firm dedicated to providing objective financial management services exclusively to credit unions and banks nationwide. John also currently serves as President of IAS (Insurance Administrative Services, LLC), a wholly owned subsidiary of Open Lending, LLC. In 2015, John co-founded The Finest Federal Credit Union, established to serve the police and law enforcement agencies of New York City. It became the first newly chartered credit union in years. John also co-founded and co-owned CU Mortgage, Inc. and Digital Settlement Services in the Washington, D.C. area. He served on the Board of Directors for the Metropolitan Area Credit Union Management Association, in Washington, D.C. for six years. During his tenure there, John was honored to serve as Board President and Vice President, each for one year. He served on the Virginia Leagues Dues and Budget Committee for two years. John received his BA in Accounting from Bloomsburg University, in Bloomsburg, PA. He holds Property and Casualty insurance licenses in all 50 states. In his free time, John enjoys mentoring entrepreneurs and working with youth. He and his wife Michelle reside in Austin, TX.
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About Open Lending: Open Lending is a provider of lending enablement and risk analytics solutions to financial institutions.

Brad Woy
Founder and CEO of CapRock Services
A graduate of SMU’s Cox School of Business in 1992, Brad brings over 20 years of executive management experience to CapRock Services. In 1995, Mr. Woy founded The Brower Group (now known as Santander Consumer), which became one of the largest sub-prime automotive lenders in the United States. From 2000 – 2005, Mr. Woy worked with Accenture’s Retail Strategy Practice consulting with Fortune 500 companies such as JC Penney, Home Depot, Office Max and Toys R’ Us. After exhaustive research and consulting with business, financial and legal counsel, he launched CapRock Services in October of 2007. Mr. Woy also leads Corporate Strategy & Development efforts for Blue Star Payment Solutions, a partnership with the Dallas Cowboys organization and WorldPay. Brad is married with two children, Jordan and Hayden.
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About CapRock Services: CapRock Services, a business development firm, provides working capital and business cash advance solutions to its clients.

John Wingate
CEO of BankSocial
John Wingate is the CEO of Fivancial Inc., a holding company that includes two subsidiaries: BankSocial and Rivia.
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About BankSocial: BankSocial is a global FinTech company leading the evolution of financial services and technological infrastructure through blockchain technology.
At the heart of their mission is the belief that the individual is paramount and social capitalism will be the future of economies.
The company offers a range of products, including a self-custody crypto exchange, KYC solution, partnerships with credit unions, payments solutions, lending, and more.
BankSocial is committed to empowering businesses and individuals globally by offering an open financial system, providing a new way of finance to the world.
About Rivia: $rUSD (Our USD) is a 1 to 1 verifiably backed stablecoin called Rivia US Dollar (“$rUSD”) that is tradeable across private and public decentralized distributed ledgers for Credit Unions, Banks, Businesses, their members, and their customers to circumvent traditional financial rails including card networks and ACH/Wire networks.
Rivia is reducing the reliance on legacy finance, lowering costs of doing business, and providing worldwide access to the American financial system for the unbanked and underbanked

G. Brint Ryan
Chairman and CEO of Ryan
G. Brint Ryan serves as the Chairman and Chief Executive Officer of Ryan, LLC. G. Brint Ryan serves as the Chief Executive Officer of Robert Brakel & Associates Ltd. G. Brint Ryan serves as Chairman and Chief Executive Officer of G&G Distribution Inc. He founded Ryan, LLC and served as a Managing Principal. He has been a Director of Blue Cross and Blue Shield of Texas, Inc since June 14, 2011. He serves the Dallas/Fort Worth community on several boards and commissions including the Taxpayer Advisory Group, Texas Comptroller of Public Accounts; Dream Dallas; Junior League of Dallas Community Advisory Board; American Heart Association Board of Directors; UNT Accounting Advisory Board; and UNT System Board of Regents. G. Brint Ryan is a Certified Public Accountant and holds both Bachelor and Master of Science degrees in accounting from the University of North Texas.
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About Ryan: Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis.

Brian Kapiloff
President & Chief Executive Officer of Insgroup
Brian is the President & CEO of Insgroup. He advises and oversees the servicing of major Property and Casualty and Risk Management clients of the firm, and focuses his practice in the areas of Real Estate, Manufacturing, Wholesale/Retail Trade, Financial and Professional Services, and Non-Profit Organizations. Brian is the fourth generation of his family in the insurance agency business. Brian joined the firm in 1992. He began in the firm’s Personal Lines practice; and, in 1995 joined the firm’s Commercial Lines practice. He became a Shareholder in the firm in 2001, and assumed the role of President in 2009. He earned the designation of Certified Insurance Counselor (CIC) from The National Alliance for Insurance Education and Research. Brian graduated from the University of Texas at Austin with a bachelor of Arts in History.
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About Insgroup: Insgroup is a independent risk and insurance advisers.
Henry Yoshida
Co-founder & CEO of Rocket Dollar
Henry Yoshida is an early stage investor, advisor, and/or Board member to several companies. He is currently Founder and CEO of Rocket Dollar. In addition, Henry is a Certified Financial Planner™ practitioner, CTAN(Central Texas Angel Network) Partner, NextGen Venture Partner, and mentor at Capital Facotry. In the past, Henry was founder of venture capital backed robo-advisor fintech platform, Honest Dollar(acquired by Goldman Sachs), founder of MY Group LLC, a $2.5 billion assets under management investment firm, and a Merrill Lynch Vice President. Henry graduated from The University of Texas at Austin and has an MBA from both the Johnson School of Management at Cornell University and Queen’s University in Canada. He resides in Austin, Texas with his wife and two daughters, Lillianna and Gemma-Day. Henry graduated from The University of Texas at Austin and has an MBA from the Johnson School of Management at Cornell University and Queen’s University in Kingston, Ontario. He resides in Austin, Texas with his wife, Rachel, and daughter, Lillianna.
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About Rocket Dollar: Rocket Dollar lets people unlock IRA/401(k) money, keep the tax benefits, and invest in alternative/private assets.

Ruben Izmailyan
Co-Founder and CEO of Quiltt
Ruben Izmailyan is the co-founder and CEO of Quiltt.
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About Quiltt: The Quiltt platform empowers anyone to launch modern consumer fintech experiences, no backend required.

Matt Moss
Co-Founder/CEO of Vestor
Matthew began his urban planning and real estate career in 2012 upon entering a Master’s program at Cleveland State University. After working for the City of Cleveland for a year, he observed the difficulty developers faced in financing their projects. This work inspired him to explore ways local residents and accredited investors can develop their communities while providing a smoother financing process for developers.
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About Vestor: Online Syndicated Real Estate Investment & Financing

Will Mitchell
CEO of Rabbet
Will Mitchell is Co-Founder at BumperCrop.
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About Rabbet: Rabbet is an intelligent construction finance platform using data to bring trust, transparency, and matchmaking to home renovation.

David Kimball
Chairman & CEO of Prosper Marketplace
David Kimball is Chief Finance Officer of Prosper Marketplace. In this role, he is responsible for overseeing all financial activities, including accounting, financial planning and analysis, treasury, tax and fund accounting. David brings over 20 years of financial services experience to Prosper. Previously, David served as Senior Financial Officer of USAA’s Chief Operating Office, where he oversaw USAA’s real estate unit, bank, P&C and life insurance companies, investment management company, and the call centers/distribution functions. During time at USAA, he also served as USAA’s corporate treasurer and held several senior positions across several finance functions including capital markets, treasury, accounting, and FP&A. Prior to USAA, David spent ten years at Ford Motor Company and Ford Motor Credit Company in both the U.S. and U.K., working on their securitization programs, debt issuance, and a variety of FP&A positions. David has an M.B.A and B.A from Brigham Young University.
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About Prosper Marketplace: Prosper Marketplace is an online lending platform that connects people who want to borrow money with individuals and institutions.

Andy Robinowitz
Founder & CEO of Economy 3 Investments
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About Economy 3 Investments, Fuelly, RV LIFE, Social Knowledge: A boutique investment firm focusing on investmenting in diversified holdings, new media/internet investments, bridge financing.
Gust Kepler
CEO & Co-Founder of BlackBoxStocks
Gust Kepler serves as the Chief Executive Officer & Founder for Blackboxstocks, Inc. . Mr. Kepler is a firm believer in the adage “simplicity sells”. His mission as the founder and developer of the company’s technology is to offer the general public a comprehensive financial technology tool in a simple and user friendly format. In addition to overseeing all aspects of product development, Kepler is responsible for strategic planning, marketing and corporate financial decisions. Mr. Kepler previously served as the President of G2 International, Inc. G2 is a consulting firm with expertise in investment banking founded by Mr. Kepler in 2002. G2’s primary focus is taking private companies public and providing advice with regard to capitalization, strategic planning and investor relations. Prior to founding G2, Mr. Kepler founded Parallax Entertainment, Inc. in 1996. Parallax was an independent record label, online promotional vehicle and e-commerce solution for musicians. Prior to Parallax, Kepler was the founder and President of Glance Toys, a toy and junior sporting goods company. Over its 10 year span, Glance sold its brand of products in dozens of major retail chains including Wal-Mart, Target, The Sports Authority and 7-Eleven.
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About BlackBoxStocks, G2 International, Inc.: BlackBoxStocks is a financial technology hybrid platform offering real-time proprietary analytics for stock and options traders.

Christopher Winn
Chief Executive Officer of Ormonde
Founder & President of Kidbusy.
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About Ormonde: Ormonde provides institutional clients with customized investment solutions, including customised fiduciary management for pension funds.
Gene Grant
Chief Executive Officer of Levelfield
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About Levelfield: VRBex is a Houston, Texas based financial services company seeking to blend traditional banking, securities, and digital assets

Gabriel Krajicek
Chief Executive Officer of Kasasa
CEO, Kasasa
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About Kasasa: Kasasa is a wholesale financial services company that sells technology and marketing products to credit unions and small regional banks.
Michael J. O’Donnell
Chief Executive Officer of Intellective Capital
Michael J. O’Donnell is the Chief Executive Officer at Intellective Capital.
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About Intellective Capital, Pepperwood Partners: Private Equity Investment Banking Advisory

David Foss
President & CEO of Jack Henry & Associates
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About Jack Henry & Associates: Jack Henry & Associates, Inc. provides integrated computer systems for in-house and outsourced data processing to commercial banks.
Christopher Doyle
Founder, Board Member, President & Chief Executive Officer of Billd
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About Billd, Ocean Breeze Recovery: Billd is a construction finance company that offers material purchases at 120-day terms to the construction industry.
David Knoch
Chief Executive Officer of Docupace
David Knoch is the Chief Executive Officer at Docupace.
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About Docupace: Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.
Harvey E. Zinn
President and Chief Executive Officer of SNB Bancshares
Harvey E. Zinn is President and Chief Executive Officer at SNB Bancshares, Inc
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About : Southern National Bank was chartered in 1985 in southwest Houston.

Bill Clark
CEO and Founder of MicroVentures
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About MicroVentures: MicroVentures is an online equity crowdfunding platform enabling angel investors to connect with startups to raise capital.

Arturo Aguilar
Founder & CEO of Auto One Acceptance
Arturo is the Founder and CEO of Auto One, a subprime “Generation Zero” Hispanic automobile lending platform, with over three years in the Texas market and 4,000 loans. At Auto One, he has focused on relationship based dealer-clients that supply him with seasoned notes that he can cherry pick, based on proprietary analytical models, under the promise of Hispanic based collection practices that keep the relationship tight. This approach has given Auto One a unique access to an otherwise inaccessible market to non-Hispanic lenders. Mr. Aguilar holds a B.Sc. in Civil Engineering from Universidad Iberoamericana, Mexico, and two degrees from Harvard University (MBA and MPA, 1998).
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About Auto One Acceptance: Auto One Acceptance, LLC is a consumer finance company specializing in the purchasing and servicing of retail installment sales contracts.

Kurt Rathmann
CEO & Founder of ScaleFactor
Kurt is a born and raised entrepreneur. He brings a diverse background measuring and growing businesses and functions as the Chief Everything Officer. He has a keen focus for growing revenue, refining operations and developing people. He is a news junkie, technological optimist, and has inherited the travel bug with a passion for exploring the world with his awesome wife.
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About ScaleFactor: ScaleFactor provides accounting and finance software with automated bookkeeping, proactive alerts, and other features.
Gary Forni
CEO Advisory Staff of ScaleFactor
Gary’s focus is on acceleration finely tuned for success. He brings more than 25 years of experience in launching industry-disrupting technologies and business models. Previously, Gary served as the CEO of multiple companies and spent extensive time at Intel as the Worldwide Director of Marketing where he started four new businesses.
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About ScaleFactor: ScaleFactor provides accounting and finance software with automated bookkeeping, proactive alerts, and other features.

Hall T Martin
Founder CEO of TEN Capital Network
Hall T. Martin is the Founder and CEO of TEN Capital Network.
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About Angel Connect, Austin Entrepreneur Network, Baylor Angel Network, Investor Connect, TEN Capital Network, Texas Open Angel Network, The University of Texas at Austin: TEN Capital is a Funding as a Service platform that helps startups engage with investors for their capital raise.
Brian Casey
President and CEO of Westwood Holdings Group
Brian Casey joined Westwood in 1992 as a Vice President and was appointed President and Chief Executive Officer of Westwood Trust in 1996. In 2001, he was named President and Chief Operating Officer of Westwood Management Corp., and in 2002 he led the spin-off to form Westwood Holdings Group, Inc. In 2005, Brian Casey was named President and Chief Executive Officer of Westwood Holdings Group, Inc., a company that trades on the NYSE. During his tenure, Brian Casey led the acquisition of Woodway Financial Advisors in Houston. He also led the creation of Westwood International Advisors in Toronto and the Global Convertible team in our Boston office. Brian Casey earned an MBA from the University of Texas at Dallas, a BS in Finance from Trinity University and is a graduate of the Securities Industry Association’s Institute at the Wharton School, University of Pennsylvania. Brian Casey volunteered with the Big Brothers Big Sisters Program of Metropolitan Dallas for 16 years. He currently serves on the Tartan Board of Directors, a group devoted to fundraising for the Texas Scottish Rite Hospital for Children, and he is an active supporter of Habitat for Humanity as a volunteer and home sponsor. Brian Casey is a board member of the Baylor Health Care System Foundation and also serves on the Board of Trustees of the Cooper Institute, an organization that is dedicated to scientific research in the field of preventive medicine.
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About Westwood Holdings Group: Westwood is a global investment management firm serving institutional investors, private wealth clients and financial intermediaries.
Andy Roberts
Chief Executive Officer of Vpay
Andy’s focus at VPay is to drive an innovative company that allows their customers to gain a strategic competitive advantage through the use of the company’s patented solutions and their associated processes. He believes the best way for a company to be successful is to position their customers to be successful. Prior to joining VPay, Andy was the President and CEO of Fleet One Holdings LLC. Fleet One was sold to WEX Inc. in 2012. Prior to Fleet One, Andy was the CEO, President or senior member of the management team for Alliance Data Systems, Harmonic Systems Inc., and Diamond Shamrock (now Valero). Andy started his career as an information technologist with General Motors and wrote a significant amount of software in multiple languages and on multiple technology platforms. Andy received his education from the University of Texas, Austin and the University of Michigan, Flint.
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About Vpay: VPay is focused on delivering best-in-class claims payment solutions designed specifically to streamline the payment process.
Troy W. Eckard
CEO of Eckard Enterprises
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About Eckard Enterprises: Eckard Enterprises is an asset management company focused on providing families access to diverse, alternative investments.
Cathryn Peirce
Co-Founder & CEO of Carbon Zero
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About Carbon Zero: Carbon Zero provides a credit card that funds forestry and carbon capture projects with every swipe.

Michael Pusateri
CEO of Siepe
Michael founded Siepe in 2012 after spending 14+ years transforming IT organizations and implementing best practices in the hedge fund industry. He has amassed a solid understanding of portfolio management, operations, accounting and technology and has leveraged those skillsets to architect innovative and cost-effective solutions for complex projects such as security master, data warehouse, order management, execution management and partnership accounting systems. At Siepe, Michael has designed a leading, comprehensive front to back investment management platform and outsourced solutions offering utilized by top-tier financial institutions for their complex decision making and workflow support. Prior to starting Siepe, Michael served as CTO for Carlson Capital, CTO and co-COO for Highland Capital Management, and database and web development lead for HBK Investments in Dallas, TX. He has represented funds in over 200 investor presentations and operational due diligence meetings given his strong understanding of the business and technical background. Michael holds an engineering degree from the University of Tulsa.
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About Siepe: Siepe is an Innovative provider of financial data management and IT solutions

Paul Rowsey
President & Chief Executive Officer of Compatriot Capital
Paul Rowsey is the President and Chief Executive Officer of Compatriot. Prior to joining Compatriot, he was a founder and the managing partner of E2M Partners, LLC, a sponsor and manager of private real estate equity funds, where he continues to serve as Chairman of the Investment Committee. Before that he was the President of Rosewood Property Company, a real estate operating and development company. He served as a member of the Board of Trust Managers of Crescent Real Estate Equities Company, and he currently serves as the Chairman of the Board of Directors of Ensco plc, (NYSE: ESV), and as a member of the Board of Directors of Powdr Corporation. He is the past Chairman of The Real Estate Council and a member of the Urban Land Institute and the World Presidents Organization. Mr. Rowsey is a magna cum laude graduate of Duke University, and a cum laude graduate of Southern Methodist University School of Law.
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About Compatriot Capital: Compatriot Capital’s strategy is to acquire meaningful ownership positions with shared governance in companies.
Ed Downs
CEO and Founder of Nirvana Systems
Ed has more than 29 years experience in trading and software development. Ed received a Bachelor of Science degree in mechanical engineering from the University of Texas at El Paso, and a Master of Science Degree in Electrical Engineering from the University of Texas at Austin. Prior to founding Nirvana, Ed worked on design automation software for Tektronix. In addition to inventing the original concepts for OmniTrader and VisualTrader, Ed has published several books and trading seminars, including, The 7 Chart Patterns that Consistently Make Money. Ed currently serves as President and CEO of Nirvana Systems, Inc.
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About Nirvana Systems: Nirvana Systems develops trading software and platforms.
David Zalman
Chairman & Chief Executive Officer of Prosperity Bancshares
David Zalman is Chairman & Chief Executive Officer at Prosperity Bancshares.
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About Prosperity Bancshares: Prosperity offers a variety of traditional loan and deposit products to its customers.

Youngro Lee
Cofounder, CEO of NextSeed
Youngro Lee is a Co-Founder and Chief Executive Officer at NextSeed.
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About NextSeed: NextSeed is an online fundraising platform where any businesses can raise financing from any investors including non-accredited investors.
Ashish Gadnis
CEO & Founder of BanQu
Ashish Gadnis is the Co-Founder / CEO of the award winning blockchain application BanQu.
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About BanQu, Unreasonable: BanQu seeks to provide financial inclusion for the un/underbanked of the world using blockchain technology
John Mitchell
CEO of Episode Six
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About : Episode Six offers a highly configurable ledger and payments system. The financial technology is readily accessible via over 550 API.
Daniel Chu
Founder & CEO of Tricolor Holdings
Daniel Chu is the Founder and CEO at Tricolor Holdings.
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About Tricolor Holdings: Tricolor Holdings is a mission-driven company that utilizes advanced data analytics and technology to advance financial inclusion.
Stephen L. Way
CEO and Founder of Houston International Insurance Group
Stephen L. Way is the CEO and founder of Houston International Insurance Group.
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About Houston International Insurance Group: Houston International Insurance Group is an insurance holding company that provides insurance solutions to various industries.
Seth Fagelman
President, CEO of Turning Point Venture Partners
Seth Fagelman is the CEO of Turning Point Venture Partners.
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About Turning Point Venture Partners: Turning Point Venture Partners is a Texas-based investor and operator of small to mid-sized companies.
Jeffrey L. Weaver
President & CEO of SP Bancorp
Mr. Weaver was appointed President/CEO in July, 2005 after spending 9 years as an Executive Vice President of a multi-billion dollar bank in Dallas. Jeff has over 30 years of diverse banking and management experience with both national and regional banking institutions including assignments in marketing, sales, lending, operations and technology, investment services, cash management, and acquisitions and divestitures. He earned his B.A. at Southwestern University in Georgetown, Texas, and his M.B.A. from Baylor University in Waco, Texas. He is on the board of directors of Dallas Afterschool, a non-profit that improves the quality of afterschool and summer programs in our communities.
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About SP Bancorp: SP Bancorp is a community bank headquarted in Plano, Texas.

Joe Milam
Founder/CEO of AngelSpan
Money Manager for over 20 years for HNW individuals, originally at 3000 Sand Hill Rd. Band of Angels founded while Hans Severiens was a sub-tenant. Clients included named principals at Wilson Sonsini, partners at Sequoia Capital, VP’s at Silicon Valley Bank. Founded AngelLegacy, LLC., in 2000, an early platform that provided an affinity-based funding portal, a record keeping platform and an investor relations tool. Patent on an algorithm matching investors with entrepreneurs using the Bell-Mason Diagnostic framework that included QSB criteria, due diligence requirements and affinity preferences.
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About AngelSpan, The Legacy Funds: We are addressing one of the last inefficiencies in the entrepreneur/angel ecosystem – investor relations for start-ups.
Greg Thibodeau
Chief Executive Officer of myAutoLoan
Greg Thibodeau is a business leader with 20 years of successful experience in the financial services industry. He is skilled in applying his broad set of customer, team-building and technical skills to developing businesses against the backdrop of today’s dynamic business conditions. Essentially, his professional career has been centered on developing and implementing strategies aimed at creating relationships between lenders and consumers. Prior to co-founding myAutoloan.com, Greg was vice president of marketing for AmeriCredit Financial Services, Inc. in Fort Worth, TX. Previously, Greg has served in both ecommerce and traditional marketing positions with Capital One Auto Finance, serving in the company’s PeopleFirst.com unit. Prior to joining Capital One Greg held officer or executive positions of increasing authority and responsibility with Sovereign Credit Corporation in Dallas, TX, The Finance Company in Dallas and San Diego, CA, Security National Automotive Acceptance Corporation in Cincinnati, OH, and Chrysler Financial Services Corporation in Pleasanton, CA. Greg earned a Bachelor of Science in economics from the College of Business at Utah State University in Logan, UT.
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About Horizon Digital Finance, myAutoLoan: myAutoLoan is an online direct lending automotive finance marketplace.
Greg Thibodeau
Chief Executive Officer of myAutoLoan
Greg Thibodeau is a business leader with 20 years of successful experience in the financial services industry. He is skilled in applying his broad set of customer, team-building and technical skills to developing businesses against the backdrop of today’s dynamic business conditions. Essentially, his professional career has been centered on developing and implementing strategies aimed at creating relationships between lenders and consumers. Prior to co-founding myAutoloan.com, Greg was vice president of marketing for AmeriCredit Financial Services, Inc. in Fort Worth, TX. Previously, Greg has served in both ecommerce and traditional marketing positions with Capital One Auto Finance, serving in the company’s PeopleFirst.com unit. Prior to joining Capital One Greg held officer or executive positions of increasing authority and responsibility with Sovereign Credit Corporation in Dallas, TX, The Finance Company in Dallas and San Diego, CA, Security National Automotive Acceptance Corporation in Cincinnati, OH, and Chrysler Financial Services Corporation in Pleasanton, CA. Greg earned a Bachelor of Science in economics from the College of Business at Utah State University in Logan, UT.
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About Horizon Digital Finance, myAutoLoan: myAutoLoan is an online direct lending automotive finance marketplace.
Thomas Depping
Chief Executive Officer of Ascentium Capital
Ascentium Capital’s Chief Executive Officer, Tom Depping, has over 30 years of experience in commercial finance and bank lending. Looking to fill a market need to bring efficiency, service excellence and competitive financing products to small businesses, it was Tom’s vision that resulted in the creation of Ascentium Capital. In August 2011 Main Street Bank’s lending platform was acquired by Ascentium Capital to create an independent finance company built on service excellence. Tom, along with a group of investors, acquired Main Street Bank in 2004 and became its Chairman and Chief Executive Officer. Under Tom’s leadership Main Street Bank created a small business lending platform and quickly grew from a local community bank to a national small business lender with $500 million in assets. Prior to his tenure at Main Street Bank, in 1994 Tom founded and served as Chairman, President and Chief Executive Officer of First Sierra Financial, Inc., a publicly-held, small-business finance company. First Sierra, under Tom’s direction grew from a start-up to a company with $3 billion in assets and a best-in-class servicing platform which provided unparalleled automation and process efficiency. First Sierra was sold to American Express in 2001. Tom was with SunAmerica Financial Resources and its predecessor, First City Leasing Corporation, from 1981 to 1994 and served as President from 1991 to 1994. SunAmerica Financial Resources was an equipment leasing, merchant bank operation that bought and sold equipment lease portfolios. As President, in a two-year span Tom took the company from $1.1 million in pretax earnings to $13.73 million. Tom was named Houston’s financial-services company Entrepreneur of the Year in 1998. Tom is a Certified Public Accountant and began his professional career with KPMG. Tom graduated cum laude from Eastern Michigan University.
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About Ascentium Capital: Ascentium Capital provides equipment and technology financing solutions.
Dheeraj Singal
Founder and CEO of FINBOA
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About FINBOA: FINBOA provides a SaaS automation platform that helps banks track disputes and improve customer experience.
Mark Floyd
Chairman & CEO of Horizon Digital Finance
Mark Floyd has been in the financial services industry for nearly forty years. His first fourteen were spent in the banking industry splitting his time in acquiring various consumer and commercial loan portfolios. In the past nineteen years, Mr. Floyd has spent his time in the non-prime auto finance industry. His banking career included various leadership positions in the Dallas area including CEO, President, COO, Director and principle shareholder. From May 2010 until November 2014, Mr. Floyd served as CEO of Exeter Finance Corp, a specialty finance company focused on the non-prime auto finance sector. In November of 2014 Mr. Floyd retired from Exeter but remained as a member of the board of directors until September 2016. Prior to his tenure at Exeter Finance, Mr. Floyd served as Co-COO of AmeriCredit Financial Services, the largest independent non-prime auto finance company in the U.S. In addition to his Co-COO role, during his 11 years at the company he held other senior management positions including President of Dealer Services and EVP-Strategic Alliances.
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About Horizon Digital Finance, Renew Financial: HDF operates direct-to-consumer, internet-based finance marketplace.

Scott Tynes
CEO of Consero Global Solution
Scott co-founded Consero Global in 2006 with a vision of providing small- and mid size companies with a more reliable, scalable and economic way to address their internal finance and administration needs. Since, then, Consero has become the go-to solution for private equity firms and growing companies. Scott has more than 15 years of direct finance and consulting experience with companies ranging in size from emerging technology businesses to Fortune 500 companies, including IBM. Prior to founding Consero, Scott was a senior finance executive at Trilogy Software where he made significant improvements to the company’s financial forecasting process while leading the buildup and management of its finance and accounting operations. Scott earned an MBA from the University of Texas and a Bachelor of Arts degree in Managerial Studies from Rice University.
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About Consero Global Solution: Consero is a provider of cloud-based outsourced finance and accounting services.
Luis Macias
CEO & Founder of GrainChain
Luis is a serial inventor and entrepreneur. Throughout his career, he has led and designed many successful enterprise systems within the government, insurance, and agricultural sectors. His relentless commitment to enhance business processes and mission critical deployments has resulted in numerous prosperous endeavors. His focus over the last four years on viable agricultural smart contracts will ensure GrainChain becomes the leader in its market space. Grainchain introduces blockchain technology to an untapped multi-trillion-dollar global industry, agriculture. This innovation provides instant payment to suppliers and farmers, and immediate access of commodities to buyers. It attacks fraud and corruption through certification and accountability. It streamlines procedures for all farmers, buyers, and participants in the commodities market. Grainchain is a comprehensive exchange platform that modernizes the agricultural ecosystem and tracks farm goods from initial storage to the financial markets. Grainchain’s digital token is backed by fiat currency which provides individuals and organizations in the agricultural industry with a secure and verified method of exchanging commodities. The fixed minimum reserve ratio between all outstanding tokens in circulation and associated real world assets sustains accountability and stabilizes the internal exchange. Grainchain uses the Ethereum blockchain and other audit methods to verify that issued tokens are financially backed by the reserves. The full power of blockchain innovation allows all participants in the industry to use smart contracts and exchange tokens on the internal exchange. The benefits include safe, verifiable, and immediate payments, matching farmer production to buyer order, real time audit trails, agreement creation and enforcement.
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About GrainChain: GrainChain creates an exchange platform with blockchain-based solutions for prompt payment and accountability.

Travis Schwab
CEO of Eventus Systems
20 year career in the capital markets with specific focus in the financial technology space across all constituents including exchange, bank, brokerage/clearing, proprietary and vendor.
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About Eventus Systems: Eventus Systems is a leading global provider of multi-asset class trade surveillance and market risk solutions.

Robert Hulsey
President, CEO of American National Bank of Texas
Robert Hulsey joined American National Bank of Texas in June of 1976. He worked in various operations and lending positions at the bank before being named president and chief executive officer in 1989.
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About American National Bank of Texas: American National Bank of Texas is one of the oldest independent banks in North Texas.
Charles W. Janke
CEO of Rampart Capital LLP
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About Rampart Capital LLP: Rampart Capital LLP is an independent investment office based in London.
Mark Mersman
Chief Executive Officer, Co-Founder of Legacy Income Properties
Mark Mersman is co-founder and CEO of Legacy Income Properties and its institutional-focused sister company, Unity Resources. He is responsible for overseeing prospect generation and is heavily involved with all due diligence on prospective royalty purchases. Under his leadership, the companies have made over 100 acquisitions with a gross exposure to over 100,000 net mineral acres across shale basins throughout the United States. He has been involved with over $20 million worth of acquisitions and divestitures and is responsible for maximizing overall fund performance, which may include targeted divestitures as opportunities arise. As a member of the National Association of Royalty Owners (NARO) and the Louisiana Oil & Gas Association (LOGA), Mr. Mersman stays on top of the issues that the energy industry faces. He has also been a part of several oil and gas energy panels. In addition to his ownership position with Legacy, Mr. Mersman is president of a private wealth advisory firm, providing portfolio management for high net worth individuals and has been responsible for the acquisition and management of over $300 million during his career. His experience with portfolio management provides a unique ability to evaluate and manage the appropriate mix of royalties/minerals in a portfolio. Mr. Mersman is a graduate of the University of Arkansas, with a B.S.B.A. in Marketing. Mr. Mersman held FINRA licenses 7, 63, and 65, and held the designation of Chartered Retirement Planning Counselor.
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About AuthentiKola, Kola Venture Group, Legacy Income Properties, Offset Energy Partners: Through Legacy Income Properties, high net worth individuals enjoy access to energy-based, royalty-specific investment opportunities.
Matt Beecher
Chief Executive Officer of Neocova
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About Neocova: Neocova is a financial services company that specializes in providing artificial intelligence, analytics, and other cloud-based systems.
Paul B. Murphy
CEO of Cadence Bancorp
Mr. Paul B. Murphy, Jr., serves as the Chief Executive Officer at Cadence Bancorp, LLC. Mr. Murphy served as the Chief Executive Officer of Amegy Bank of Texas, from 2000 to December 2009. He served as Chief Executive Officer & President at Amegy Corporation since January 2000 and 1996 to August 2003 respectively. He served as President of Cadence Bancorp, LLC since December 2009. He served as Executive Vice President of Zions Bancorp., since December 2005. He co-founded Amegy Bank National Association in 1990 and served as its Chief Executive Officer from 1996 to December 4, 2009. He served as the President of Amegy Bank National Association. He began his banking career in 1981 at Allied Bank of Texas. He serves as the Chairman of Superior Bank FSB (Series 1998-4), Cadence Financial Corp. and Cadence Bank NA. He serves as Director of Cadence Bancorp, LLC, and Greater Houston Partnership. He serves as Director of Houston branch at Federal Reserve Bank of Dallas. He serves as Director of the Mississippi State University Foundation. He has been a Director of Hines Real Estate Investment Trust Inc. since April 2008 and Oceaneering International, Inc., since August 24, 2012. He served as a Member of Advisory Board at Sternhill Partners. He served as a Director at Amegy Corporation and Amegy Bank National Asscociation since 1994. He served as Chairman at Superior Bank since April 2011. He received his bachelor degree in finance from Mississippi State University and his M.B.A. from the University of Texas at Austin.
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About Cadence Bancorp: Cadence Bancorp provides banking services.
Steven A. Rathgaber
CEO & Director of Cardtronics
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About Cardtronics: Cardtronics is an operator of ATM management machine and cash access for consumers around the world.

Rick Taylor
President and CEO of BridgePay Network Solutions
Rick brings over 20 years of experience in the transaction industry to BridgePay. Rick cofounded TransGlobal Systems in 1994 and sold that company to Chase Paymentech in 1997. In 2001, Rick founded SaleSynergy. SaleSynergy’s success was based on the formation of extensive strategic relationships, including referral arrangements with multiple POS companies as well as processing partnerships with JP Morgan Chase, US Bank and ABN Amro Bank. SaleSynergy was sold in 2007 to FrontStream Payments.
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About BridgePay Network Solutions: BridgePay Network Solutions is a transaction gateway company specializing in providing turnkey payment application solutions.
Brad Anderson
Chief Executive Officer of SolArc
Brad Anderson is the CEO at SolArc.
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About SolArc: SolArc is a global provider of commodity trading and risk management solutions for leading companies in commodity-intensive markets.
George Reich
President and CEO of Paperless Transaction Management
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About Paperless Transaction Management: Paperless Transaction Management, Inc., through its subsidiaries, offers electronic signature services.
Karl Schade
Chief Executive Officer & Managing Director of The Presidio Group
Karl Schade is the Managing Partner & Founder at Presidio Investors.
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About Presidio Investors, The Presidio Group: The Presidio Group provides personal and corporate financial services.

William Hileman
President & CEO of Farm Bureau Bank
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About Farm Bureau Bank, HE Butt Grocery: Farm Bureau Bank, a subsidiary of FB BanCorp, serves the financial needs of Farm Bureau members.

Cameron Desautels
Founder / CEO of CollBox
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About CollBox: Debt collection for cloud accounting
Curtis Griffith
Chief Executive Officer & Founder of South Plains Financial
Curtis Griffith has been with the Company since its inception and has worked with the Bank and its predecessor institutions for over 47 years. Curtis Griffith became our Chairman and President in 1993, with his title shifting to Chairman and Chief Executive Officer earlier this year in connection with a general update of our executive team’s titles. Curtis Griffith has also served as Chairman of the Bank since 1984. In 1972, he was elected to the board of directors of First State Bank of Morton, Texas, a predecessor institution to the Bank, and continues to serve on the board of directors of the Bank. Curtis Griffith also served as Vice President of the Bank beginning in 1979. Curtis Griffith owns and operates several agriculture-related businesses. In addition, he is a member of the State Bar of Texas, National Cotton Council, Plains Cotton Growers, Texas Cotton Ginners Association and the Texas Independent Ginners Association. He has served on the board of directors of IBAT and continues to serve on the Legislative and PAC committees for IBAT. He has served on the boards of several civic and charitable organizations, including Lubbock Economic Development Alliance, Texas Tech University Foundation, Lubbock Symphony Orchestra, Texas Tech Cotton Economics Advisory Committee, and the Bayer Museum of Agriculture. He currently serves on the Board of Managers of University Medical Center in Lubbock. Curtis Griffith earned degrees in agricultural economics and law from Texas Tech University in 1973 and 1977, respectively. Curtis Griffith’s extensive banking experience, reputable position in the community and invaluable leadership qualify him to serve on our board of directors.
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About South Plains Financial: South Plains Financial offers banking services to individuals and business customers.

Troy Anderson
CEO of 3530 Technologies
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About 3530 Technologies: Leading edge, cloud based loan origination solutions for consumer, online, business and indirect lending.

Dave Tomlinson
CEO & President of BorrowersFirst
Dave Tomlinson is the CEO & President at BorrowersFirst, Inc.
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About BorrowersFirst: We are a tech-enabled consumer lending platform organized around providing superior value and experience for our borrowers.
Tom C. Nichols
CEO of State National Bancshares
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About State National Bancshares: State National Bancshares is a bank holding company offering a broad range of financial products and services
Morris Monroe
President and CEO of Woodlands Securities Corporation
Morris Monroe currently works as the President and CEO of Woodlands Securities Corporation.
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About Woodlands Financial Services, Woodlands Securities Corporation: Woodlands Securities Corporation is a broker/dealer with experienced financial consultants that handles client’s transaction based accounts.
Kiley Summers
Founder and CEO of SpenDebt
Kiley Summers is the founder and CEO of SpenDebt, a financial technology company that helps consumers to pay off debt through micropayments. Previously, Kiley has served Naulijable Homecare as CEO. Kiley Summers holds a bachelor’s degree in electrical engineering from the University of Missouri-Rolla.
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About SpenDebt: SpenDebt is a financial technology company helping save one million families from financial fatalities with every purchased made.
Tedd Smith
Co-Founder and Chief Executive Officer of FirstClose
Tedd Smith began his database career helping mortgage refinance lenders through Flood Zones, Inc., which automated flood zone determination to financial institutions using geocoded FEMA flood maps. He served as vice president of marketing, helping propel the company to $10M before it was acquired in 1996 by TransUnion. From there, Tedd served as chief executive officer of Home Equity Loan Corporation until 2000, when he co-founded FirstClose with his brother Tim. FirstClose was established with the idea to automate, improve efficiencies and accelerate processes through utilizing innovative technology. Tedd graduated from The University of Texas at Austin with a Bachelor of Arts in Business and Marketing.
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About FirstClose: FirstClose is a provider of best-in-class property & borrower data intelligence and settlement services nationwide.