Lisa Tarufelli is a seasoned C-Suite strategist with a diverse background in economics, accounting, and law. She holds a BA from the University of Wyoming and an MBA from Golden Gate University, and she is a candidate for an LLM at Pepperdine Law. Lisa’s career spans various sectors including finance, real estate, and renewable energies, where she has excelled in strategic assessment, financial restructuring, and portfolio management. Her expertise in corporate governance and performance management has made her a valuable asset in guiding startups and rapidly growing companies toward sustainable development.

Lisa’s innovative approach is evident in her work at 3rd Avenue West, where she develops global strategies for emerging technology initiatives and wellness real estate communities. She has forged key partnerships with organizations like Deloitte and BP Amoco, leveraging artificial intelligence to enhance operational efficiencies and market reach. Her focus on integrating longevity practices into hospitality and real estate development demonstrates her commitment to fostering wellness and sustainability.

In her operational finance and infrastructure roles, Lisa has led budgeting and financial forecasting, secured venture funding, and managed mergers and acquisitions. She specializes in debt restructuring and optimizing financial operations, ensuring seamless integration with IT and business leaders. Her work in M&A restructuring involves assessing skill levels and reengineering processes for strategic growth. Lisa’s focus on early and growth-stage companies, coupled with her expertise in collaborative relationships and emerging technology, positions her as a leader in the industry.

With over 20 years of experience in technology leadership in AI, digital transformation, and strategic IT leadership, particularly healthcare technology and investment banking, Paul has held significant roles such as CISO at HealthPointe Solutions and strategic consultant for Rothschild. He has a proven track record of managing complex IT infrastructures and leading multifunctional teams to align technology with corporate goals, ensuring operational efficiency and enhanced decision-making.

At HealthPointe Solutions, Paul led the development and execution of technology strategies, focusing on operational efficiency and innovation. He has utilized cutting-edge technologies like cloud computing, AI, machine learning, and data analytics to optimize business processes, including successful Azure cloud migration projects. Additionally, Paul spearheaded a company-wide information protection program, achieved HITRUST certification, and advanced the use of AI in revenue cycle management and scheduling.

In his role at Rothschild’s Investment Bank, Paul managed global server and storage infrastructure, optimizing performance and reliability. He directed global support teams, handled debt restructuring, and negotiated contracts on a global scale. His expertise spans across AI, cloud computing, cybersecurity, healthcare IT, and financial technology. Paul is also skilled in strategic IT leadership, operational efficiencies, and regulatory compliance, with a focus on early and growth-stage companies, digital transformation, and mergers and acquisitions.

Mr. Frame has more than 35 years of professional leadership and executive management experience, primarily in the healthcare sector. Mr. Frame has led several healthcare organizations in the role of both CEO and CFO. In 2011 Frame left healthcare for 3 years to take over management as CEO of Northwest Signal Supply, Inc., a Portland, OR based company, manufacturing and distributing products for the traffic signal industry. Mr. Frame was able to resurrect the company from near bankruptcy, developing sound operating procedures while implementing an effective sales and marketing strategy which turned the company around. Northwest Signal was sold in 2014 for a 5X multiple of EBITDA.

Prior to MedPlan, Mr. Frame was the CEO of a surgical hospital in Kansas. Frame’s experience and first-hand knowledge of healthcare entities, specifically revenue cycle operations, led him to the idea of forming MedPlan. Frame experienced the difficulties hospitals and large physician practices have with effectively managing increasing patient deductibles and out-of-pocket costs and saw MedPlan as a solution for this growing problem.

Mr. Frame has a BBA in Accounting from The University of Oklahoma and earned his CPA designation in 1980.

Loren will advise on investment banking and mergers & acquisitions with 30 years of experience in healthcare innovation and a proven track record of successful entrepreneurial ventures, including four high-profile exits and a NASDAQ listing.

Robert and Pamela will advise on PEO acquisition and operation

Scott will advise on TPA acquisition and operation

Carl Kleimann is currently a co-owner of Moffitt Holdings, LLC d/b/a Moffitt Services (“Moffitt Services”). Moffitt Services is a fuel and lubricants distributor which is based in Houston Texas, with terminals in Houston, Midland, George West, and Fort Worth Texas. Carl and two business partners started Moffitt Services in 2014 and in 9 years, have grown the business to more than $200 million in annual revenue, 40 million gallons in annual fuel volume, and a team of more than 160 employees. Carl’s primary role in the business is managing the company’s back-office functions, tending to Human Resources, Finance, Accounting, Insurance & Risk Management, and Technology.

Prior to Moffitt Services, Carl spent more than 25 years as a principal of a Professional Employer Organization (PEO) providing small employers with integrated Human Resources outsourcing. PEOs bundle services such as payroll, tax reporting, employee benefits, risk management, and government compliance. Most recently, Carl was a member of the Senior Management Team of CoAdvantage, one of the nation’s largest Professional Employer Organizations, which is based in Tampa, Florida. His tenure in the PEO industry began in 1990 when he and other principals formed The Laxus Group, a Texas based PEO which, after a series of mergers and acquisitions became known as Odyssey OneSource, which was acquired by CoAdvantage in 2011. From 1986 to 1990, Carl served as District Manager at Automatic Data Processing (ADP), the world’s largest payroll service bureau. During his tenure, he received ADP’s highest sales achievement award, President’s Club, multiple times.

Carl served as President of NAPEO, the National Association of Professional Employer Organizations, the national trade association for PEOs, and also served multiple terms as President of the Texas Chapter of NAPEO, representing Texas PEOs in their legislative and regulatory affairs. His articles have been published in NAPEO’s monthly magazine PEO Insider. In December 1985, Carl earned a Bachelors degree in Business Administration from Sam Houston State University where he is noted on both the Dean’s List and President’s List for academic achievement.

For more information, please visit www.linkedin.com/in/carlkleimann.