All participants in our roundtable discussions are welcome to be included on this list. To find what you are looking for you can use the category selections to find the type of company or services you need. Or you can look for a specific company name by using the search bar.
To get instructions on how to add your company to this esteemed list email PJ at admin@inthistogetherroundtable.com.
Looking for the Podcast Directory? Click here. Looking for a guest for your podcast? Click here.
Conor Tyson (Progress Solutions)
Most people want to resolve their financial struggles, but they don't necessarily know how. And let’s be honest, we weren’t actually taught this knowledge in school, so how would you know? Whether it is overwhelming debt, poor spending habits, not having the proper savings, or anything in between, it can feel like you are clawing your way out of a dark tunnel, yet somehow, still not making any progress. Deep down, you feel like you “should” be able to figure this out on your own. But all you feel is like you are playing a constant game of catch-up.
Taking the first step can be nerve-racking as it exposes your financial insecurities, but you know deep down you have to take action forward. You know your goals and dreams are worth pursuing.
I can help.
Financial Wellness Coach
A Lifelong resident of Westchester NY
BS -Finance, from Quinnipiac University, 1999
Financial Advisor for over 22 yrs Series 65, Registered Investment Advisor
ChFC designation—Chartered Financial Consultant
Master Trained Financial Coach-Ramsey Solutions
Married and Father of 2 Beautiful Children
Avid outdoors man, and golfer.
Some examples of the impact I've had for my clients include:
• Saved an eCommerce client 84% in cost reduction in their supply chain, manufacturing, and logistics expenses.
• Lowered consumer cost of product in supply chain lifecycle by 40%.
• Reduced credit card processing fees by 10% a month.
• Reduced patients' waiting-room time 50%—from three hours to one and a half hours.
• Streamlined a healthcare client-intake process and drove conversion rates up by 50%.
• Built new department intake call center and increased new client onboarding processing time by 40%.
• Reduced human error by over 85% with automation and 3rd-party integration in the legal sector for intake process.
• Decreased returns process for an eCommerce consumer goods business from 7 to 30 days down to 10 seconds.
• Consolidated the IT bandwidth utilized for the client intake process and added the ability to attach client's document.
I'm organized, smart, thorough, and thoughtful. I believe there is a solution for everything if you consider the facts. I assemble all the pieces together to solve clients' problems to help them flourish. I am ready to help you solve yours.
Please feel free to contact me at Info@CPCChangeAgent.com
We serve clients across the country through our offices in Nashville, TN, and Sarasota, FL. In addition to portfolio management, our team of Certified Financial Planner™ professionals provide counsel on estate, tax and longevity planning.
Dissertation Writer AI is a trusted online service known for advanced AI writing tools. Our smart AI writing system can quickly produce a complete dissertation or thesis in only minutes no matter the size, using just a few simple clicks. The cost stays very low, which makes it perfect for a student. We also provide trained writing experts to carefully check the final dissertation and fix any open problems before it gets sent to the paying customer directly.
Buy With Us
Purchasing a home or investment property in Central Florida comes with real stakes, and Dreamland Home and Resort walks buyers through every stage of that decision. From defining goals and securing pre-approval to touring properties in sought-after areas like Orlando, Celebration, and Lake Nona, their team negotiates offers and manages closing logistics. The relationship doesn't end at the sale — Dreamland also offers ongoing management or future resale support for buyers who want a long-term partner.
Sell With Us
Selling a residential or rental property, especially one that's tenant-occupied, requires careful coordination, and Dreamland Home and Resort handles that process end to end. Their team conducts a Local Market Analysis to set competitive pricing, manages professional marketing and showings, and negotiates offers on the owner's behalf. Clients already using Dreamland's property management services receive discounted listing rates, making the transition from rental to resale more cost-effective.
Invest With Us
Building a profitable real estate portfolio takes more than capital, and Dreamland Home and Resort supports investors at every stage of that process. Whether working with first-time buyers, out-of-state owners, or seasoned portfolio holders, their team provides market insights, ROI-focused property selection, and acquisition support. Once a property is acquired, Dreamland's full-service management — including tenant placement, rent collection, and 1031 exchange guidance — keeps the investment performing until it's time to exit.
Property Management
Owning a rental property in Florida comes with daily responsibilities that Dreamland Home and Resort takes off the owner's plate. Their full-service approach covers marketing and tenant screening, rent collection and accounting, maintenance coordination, and legal compliance, all backed by transparent pricing (8–10% monthly management fee, one month's rent for tenant placement, $200 flat lease renewal fee). An online owner portal and dedicated account manager keep owners informed without requiring day-to-day involvement.
Jeri Quinn is the founder and president of Driving Improved Results, a professional training and development firm. She’s a serial entrepreneur having built, run and sold several businesses. Jeri is also an author of two business books about Customer Loyalty and Business Partnering. The purpose of her life is to empower others and she’s done that as a teacher, a therapist, a serial entrepreneur, a parent and as an executive/business coach.
She leads a team of executive coaches and master practitioners of project management, lean six sigma and the art of giving presentations. The company helps organizations achieve goals, increase revenues, reduce turnover, save money, exceed customer expectations, and attract talent. Individuals get promotions, reduce stress, improve self-esteem and create better work/life balance. She and her team coach, consult, facilitate and instruct in leadership, communication, culture development, project management, lean six sigma, presentation skills, customer service, job benchmarking and candidate selection. She’s especially proud of the team’s accomplishments in building high performing teams, training managers to be empowering managers, and coaching executives to make tough decisions in uncertain times.
What makes Driving Improved Results stand out is the 30+ years of experience each practitioner has in his/her own field and the level of mastery and ROI each has achieved in numerous worldwide projects.
Driving Improved Results strives to be relevant to what’s happening in the world and in businesses. We’ve developed interactive workshops in ‘Returning to the Workplace’, ‘Remote Team Building’, ‘Managing a Remote Team’, and ‘Business Adaptation to the Current Environment’. Plus, most of what we were doing in person has been converted to a virtual delivery method.