Expert Directory
Unlock the right expertise, right when you need it.
ValuCompass Experts connects advisors to vetted specialists across tax, legal, finance, and transition planning so engagements stay moving.
Growth
Protection
Capital
M&A Transfer
Growth
Anthony Bird
Category: Business Consultant
Bill Wright
Category: Business Consultant
Brad Jetter
Category: Business Consultant
David Loy
Category: Business Consultant
Mike Vis
michael.visentine@eosworldwide.com
Category: Business Consultant
Growth
Ben Dubinski
Category: Financial Planner
Peter Hall
Category: Financial Planner
Philip D. Rogero FSCP, CRPS
Category: Financial Planner
Zach Czaplicki
Category: Financial Planner
Geoff LeShane
Category: Accounting / Tax
Randy McCall
Category: Accounting / Tax
Richard Melancon
Category: Accounting / Tax
Ron Lovelace
Category: Accounting / Tax
Stephanie Davila
Category: Insurance / Protection
Emmanuele Sembroni
Category: Insurance / Protection
Brian Czerwinski
Category: Wealth Management / AUM
Michele Ednock
Category: Wealth Management / AUM
Ben Cote
Category: Legal
Lauren Navare-Kaufmann
Category: Legal
William Gust
Category: Legal
Why This Directory Exists
Find specialized guidance fast
Cut search time with curated internal and external experts categorized by what they do best.
Clarify exactly who does what
Every profile outlines specialties, credentials, and location so introductions happen with confidence.
Enable smoother collaboration
Use the directory as a shared map for cross-team projects, deal prep, or client referrals.
Our Expert Categories
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Business Consultant
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Financial Advisor
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401k
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Legal
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Capital
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Wealth/AUM
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