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Yearbook of Experts® member profiles
Greg Womack -- Oklahoma Financial Adviser
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About: For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He has authored numerous articles and has been quoted in nationwide publications, including: Barron's, The Wall Street Journal, Kiplinger's, USA Today, U.S. News & World Report, and TheStreet.com.
Christopher Carosa
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About: Chris Carosa's expertise spans three distinct areas. He is a Child IRA/retirement expert, a mentor for entrepreneurs, and a hamburger history expert. For fun, he also writes and talks about the history of the Greater Western New York Region. He has appeared frequently in national media as a source for stories on the Child IRA, fiduciary and 401(k) retirement plans, the history of the hamburger, small business success, and marketing & publicity for entrepreneurs. Carosa, a Certified Trust & Fiduciary Advisor, currently serves as a Western Region District Director of the New York Press Association and has held major leadership positions in the Financial Planning Association and the National Society of Newspaper Columnists. How can this keynote speaker, best-selling author, whimsical playwright, and nationally ranked mutual fund portfolio manager help you? Email him at ccarosa@ChrisCarosa.com or call (585) 733-4553. He answers his own phone.
George H. Hassanzadeh -- Expert in Islamic Matters
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About: George H. Hassanzadeh, born and raised in a Muslim Shi'afamily in Iran, is the author of Iran: Harsh Arm of Islam and is a recognized expert in Islam. He is in the process of releasing a series of books illustrating the distorted Shi'a, jihad, and Shari'a Laws practiced by the alleged infallible Arab Shiite clerics forcing medieval rule and a system of mind control in 21st century Arab and non-Arab nations. George H. Hassanzadeh is a U.S. Army Veteran and lives in California.
Gary W. Patterson -- Big 4 CPA, Stanford MBA
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About: WHAT I DO: For over 30 years, help Small and Middle Market executives and business leaders make & keep more money with less risk by providing access to best in business niche experts when you find that next pain point, challenge or opportunity. WHO I WORK WITH: Leaders whose organization sometimes feels like a best kept secret, coasting on past success, or just stuck, helping leaders. WHAT MAKES US DIFFERENT: Unlock cash-flow and increase profitability with access to 100 best-of-the-best experts, often better and cheaper than incumbents. Save yourself an expensive time-consuming period of trial and error by taking advantage of Gary's global work with over 200 companies, 30 years of business experience in every major C-Suite role, growing equity value and sustainable bottom line profitability. READY TO TALK: Imagine what I could do for you. Start making better, more profitable, business decisions, email gary@FiscalDoctor.com or call 678-319-4739
Dr Vian Sharif - AI and Environmental finance expert
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About: Dr. Vian Sharif is an AI and environmental finance expert advancing innovative solutions using AI to reduce human impact on nature. She leads efforts to develop platforms akin to the “Bloomberg of ...
Patrick Byrne, Author of 'Danger Close -- Domestic Extremist Number 1 Comes Clean'
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About: Patrick Byrne, an alumnus of Dartmouth College, Stanford University, and Cambridge University as a Marshall Scholar, is a seasoned entrepreneur and visionary. Mentored by Warren Buffett, Byrne's diverse ventures span real estate to blockchain, and he boasts 20 years as an E-Commerce pioneer at Overstock.com. Recognized as the 'National Entrepreneur of the Year' (2011) and with his firm honored as 'One of America's Most Trusted Firms' by Forbes, Byrne's journey also includes a legendary battle against Wall Street manipulators preceding the 2008 Financial Crisis. Beyond his business achievements, Byrne unveils a second life intertwined with the United States Government.
Fred DiUlus, PhD -- Global Academy Online
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About: It's been two plus decades since Founder, Dr. Fred DiUlus, established GLOBAL ACADEMY NETWORK. The NETWORK was launched as part of Dr. DiUlus' doctoral research project at the Union Institute & University in the 90's which saw its first creation, the Center for Ethics & Free Enterprise (CEFE) emerge from the project introducing the first national online program certifications in Applied Ethics and Entrepreneurship. The Landmark programs were followed by what is now known as the Flagship of the Global Academy Network inaugurated in 2000. It is known today as GLOBAL ACADEMY ONLINE, the public image of the Network. As a pioneer online international 'University Builder' of schools colleges and universities, the Flagship was followed by 11 other institutions, all located and managed under the Global Academy Network Umbrella.
Mark Lazar -- Author of 'Pathway to Prosperity -- Your Guide to Money and Economics'
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About: Mark Lazar was raised in a blue-collar family living below the poverty line, and experienced first-hand the struggles and pressures faced by many families in the United States. Rather than discouraging him, these hardships motivated and gave him ambition, fortitude, and a good work ethic. He began working at age twelve and became a millionaire before age 40. Today, Mark’s passion is helping others become financially independent and prosperous, sharing common-sense principles, values, and strategies that lead to financial success. He is a CERTIFIED FINANCIAL PLANNER™, wealth advisor, and Senior Vice President of Investment for Raymond James Advisors. Along with more than twenty-five years in the investment industry, he was an adjunct professor of finance at the University of Utah’s David Eccles School of Business from 2002-2017. Mark holds a BS in finance from the University of Utah, and an MBA from the University of Colorado.
National Association of Business Owners and Entrepreneurs
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About: NABOE provides educational opportunities with featured presentations of key importance to business owners. NABOE events target audiences of senior executives of privately held companies, a target business demographic that represents over 50% of our country's GNP and is a major force in innovation and job creation. We have a global outlook in our presentations and we tap the business, political and scientific research world-wide that can help your business run more efficiently and profitably. And, we do it with style!
Marilyn Anderson -- How to Live Like a MILLIONAIRE
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About: Marilyn Anderson is an author, speaker, and award-winning film and television writer. Her new book, How to Live Like a MILLIONAIRE When You're a MILLION Short, features all kinds of money-saving tips on living the luxury life for less. Although not a millionaire (yet), Marilyn has lived like one for over 20 years, and is now sharing her secrets and advice about discounts, deals, and steals on entertainment & travel, shopping & fashion, health & beauty & more.
Thomas H. Greco, Jr. -- Economist
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About: Thomas H. Greco, Jr. is a preeminent scholar, author, educator, and community economist, who, for more than 40 years, has been working at the leading edge of transformational restructuring. He is widely regarded as a leading authority on moneyless exchange systems, community currencies, financial innovation, and community economic development, and is a sought after speaker internationally. He has traveled widely in Europe, Asia, Australia, and the Americas, lecturing, teaching, and advising.
 

Recent News Releases
 Date HeadlineParticipant Name
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12/22/2024
George H. Hassanzadeh -- Expert in Islamic Matters
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12/09/2024
George H. Hassanzadeh -- Expert in Islamic Matters
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12/09/2024
George H. Hassanzadeh -- Expert in Islamic Matters
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10/28/2024
Greg Womack -- Oklahoma Financial Adviser
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10/15/2024
Greg Womack -- Oklahoma Financial Adviser
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10/07/2024
Greg Womack -- Oklahoma Financial Adviser
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09/30/2024
Greg Womack -- Oklahoma Financial Adviser
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09/23/2024
Greg Womack -- Oklahoma Financial Adviser
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09/18/2024
Greg Womack -- Oklahoma Financial Adviser
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09/11/2024
Greg Womack -- Oklahoma Financial Adviser

Blog Posts
 Date HeadlineParticipant Name
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12/30/2024
The Power of a Promise: Why Keeping Your Word Matters Christopher Carosa
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12/26/2024
Listen to this from RFK, Jr. Thomas H. Greco, Jr. -- Economist
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12/20/2024
A Real Alternative to the Dollar; It’s not Bitcoin Thomas H. Greco, Jr. -- Economist
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12/17/2024
How Johnson v. Parker-Hannifin Impacts Professional Fiduciaries And 401k Plan Sponsors Christopher Carosa
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12/12/2024
Bitcoin not a Real Alternative to the Dollar, but Another Way Exists Thomas H. Greco, Jr. -- Economist
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12/10/2024
Exclusive Interview: Marcia Wagner Expands On Retirement Plan Financial Planning White Paper Christopher Carosa
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12/04/2024
Summary of 2024: Navigating the Evolved Fiduciary Landscape for Retirement Plan Fiduciaries Christopher Carosa
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12/03/2024
‘I’ve Been Contemplating The Death Of An Old Friend…’ Christopher Carosa
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12/01/2024
The End of Everything Approaches Thomas H. Greco, Jr. -- Economist
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11/26/2024
Giving Thanks To The 401k Christopher Carosa




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