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Thank You to our EO Tampa Bay Chapter
Strategic Alliance Partners

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Platinum Sponsors

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We are investors working side by side with clients to solve today’s wealth and investment strategy challenges. As innovators, we at Alliance Bernstein are continuously pushing the boundaries of investing while minimizing costs and taxes.

We are advisors whose global reach and more than 50 years of service give us exceptional insights into the goals, questions, and aspirations of private clients.

We are in the business of money management, but what we do is
Make Money Meaningful®

Contact: Stephanie Gibson

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The 10X Teams Coaching System puts multiple CEOs and their teams in face-to-face or virtual cohorts. In our high-impact monthly or quarterly sessions, you will:
• Learn how to transform your hero-led company into a team-led business
• Develop faster with encouragement from other teams
• Improve accountability, coaching, and decision-making skills
• Achieve growth by implementing a comprehensive, step-by-step, strategic execution system
• Apply frameworks, tools, and best practices from proven thought leaders in one place
• Debrief and discuss learnings with other CEOs in a private setting

Contact: Donald Hache, President
Email: don.hache@selltrongroup.com

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We are a global reputation agency.
As much as 80% of an organization’s marketplace value comes from intangible assets such as brand equity, intellectual capital and goodwill. And those assets are both positively and negatively impacted by many variables. We maximize those intangibles by focusing on three critical areas: leadership, strategy and communications.

Contact: Brendan Weinhold
Phone: 410.420.2001

Contact: Rob Weinhold
Chief Executive
Phone: 443.690.0765

[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”5px||5px||true|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Exclusive Sponsors” _builder_version=”4.23.3″ _module_preset=”default” header_2_font=”||||on|||#EECB48|” header_2_text_align=”center” header_2_text_color=”#EECB48″ header_2_font_size=”50px” global_colors_info=”{}”]

Exclusive Sponsors

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.23.3″ custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb image=”https://eotampabay.com/wp-content/uploads/2023/07/Shumaker350x150-2.jpg” admin_label=”Shumaker” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”]

Founded in 1925, Shumaker, Loop & Kendrick, LLP is a full-service law firm with more than 265 lawyers in its seven offices located in Toledo and Columbus, Ohio; Tampa and Sarasota, Florida; Charleston, South Carolina; Charlotte, North Carolina, and Bloomfield Hills, Michigan. Whether it’s our commitment to our clients, or to our work in the community, involvement lies at the core of everything we do.

Contact: Jennifer R. Malin
Director of Marketing

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb image=”https://eotampabay.com/wp-content/uploads/2023/07/Cogent-Bank_350x150.jpg” admin_label=”Cogent” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”]

Cogent Bank is a state-chartered bank that has operated as a full-service business and personal bank since 2001. With over $1 billion in total assets Cogent offers multiple banking centers in North, Central and Southwest Florida. Cogent offers a broad range of lending, depository, treasury management and mobile banking services designed to meet the complex and diverse needs of its clients while staying focused on the local communities it serves. Cogent believes banking is personal and requires high-touch, innovative services designed to make managing financial transactions easier. Cogent pairs its financial expertise with a passion for learning more about its clients’ goals and objectives. To learn more, visit www.cogentbank.com

Contact: Ashley Waters, VP, Commercial Relationship Mgr
1715 N Westshore Blvd Ste 350
Tampa, FL 33607
Office: 813-492-8035
Cell: 615-476-2246
Email: awatters@cogentbank.net
www.cogentbank.com[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb image=”https://eotampabay.com/wp-content/uploads/2024/01/Partner-Saltmarsh-350a-1.jpg” admin_label=”Saltmarsh” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”]

Saltmarsh, Cleaveland and Gund is one of the largest full-service accounting and advisory firms in the Southeast, offering deep expertise and specialized consulting for many industries and high net worth individuals with investment management affiliate, Saltmarsh Financial Advisors, LLC.

Contact: Chuck Landers, CPA, CIT
Phone: 800.477.7458

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Originally born out of an inherent desire to help people achieve greatness like they never knew they could, Culture Index has become an integral business strategy for over 3,500 business leaders across virtually every industry.

Contact : Alex Cohen
Mobile: 321-427-5714

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[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.21.0″ custom_padding=”0px||||false|false” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb image=”https://eotampabay.com/wp-content/uploads/2023/07/Marketing-Direction_350x150.jpg” admin_label=”Marketing Direction” _builder_version=”4.23.3″ _module_preset=”default” global_colors_info=”{}”]

We all know the valuable role a marketing lead plays in any organization, especially during these challenging times. From strategy to planning to program development and execution, an expert marketer is key to the success of any business. Marketing Direction can provide your company with an experienced, qualified marketer dedicated to your business on a fractional basis. Customized to the needs of your company, our experts give you the flexibility to build a strong marketing presence without the cost of a full-time marketing department. We provide a dedicated support team of subject matter experts to ensure your marketing projects are completed efficiently and on schedule. From strategy to marketing plan to content writing to graphic design to social media to search engine optimization, we have the experts you need to take your company’s marketing program to the next level.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb image=”https://eotampabay.com/wp-content/uploads/2022/10/LCG-350-opt.jpg” admin_label=”LCG Advisors” _builder_version=”4.23.3″ _module_preset=”default” global_colors_info=”{}”]

At LCG Advisors, we put the best interests of our clients first, offering objective, unbiased advice delivered in the most professional manner. Our passion for finance and creativity drives us at LCG Advisors, and we welcome challenges that most would shy away from. We meet the most complex client needs with energy, commitment, and innovative thinking. LCG’s professionals have a wide variety of experience, including investment banking, commercial banking and lending, mergers and acquisitions, financial restructuring, public accounting, and business operations. This allows LCG to utilize this collective experience to serve a wide variety of client needs through the full business lifecycle. Exclusively focus on family and entrepreneur owned businesses operating in the middle market.

• A level of integrity and commitment to our clients not typically found within investment banking firms
• Unique and diverse backgrounds of our professional team, which brings industry-specific knowledge and experience to our engagements
• Unsurpassed access, credibility, and relationships within the capital markets, due in large part to the presence of LCG’s due diligence practice, which lists as clients many of the nation’s top financial institutions
• Professionals on the ground in over 10 cities, which yields a stronger and more personal relationship with capital providers and private equity groups.

Contact : Jami Gold
Managing Director
LCG Advisors – Investment Banking
201 E. Kennedy Blvd. Suite 1700
Tampa, Florida 33602
Office: (813) 226-2800
Mobile: (813) 220-8003

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Headquartered in Oklahoma City, Spirit Human Resources is the client-centric HR outsourcing partner built to meet the needs of your business. The ideal combination of high-tech, cloud-based HRIS paired with highly educated, dedicated professionals, Spirit HR helps you navigate the tricky terrain of being an employer. With a core focus on serving clients through personalized human resources, employee benefits, payroll and risk management services, Spirit HR has bridged the gap between technology and service—enabling you to experience the advantages of a personal, dedicated team of professionals and the ease and convenience of cloud- based HRIS technology.

Our goal is to increase your profitability, maximize employee productivity, reduce time spent on transactional HR activities, reduce employment related liability and ultimately lower labor cost.

Contact: Jeff Andrews
SE Regional Sales Director
813-431-4638 direct
813-327-5756 main

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.21.0″ _module_preset=”default” custom_padding=”5px||5px||true|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”In-Kind Sponsors” _builder_version=”4.23.3″ _module_preset=”default” header_2_font=”||||on|||#EECB48|” header_2_text_align=”center” header_2_text_color=”#EECB48″ header_2_font_size=”50px” global_colors_info=”{}”]

In-Kind Sponsors

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Freelance photography for marketing projects (print/web); commercial real estate, professional headshots for company employees, weddings & quinceaneras, travel and destination photography, dining & food, and corporate events photography. Based in the Tampa Bay area, however, I am available to travel to any location domestic and abroad. All imaging is captured on high resolution camera and lenses, all post processing is done in Photoshop, Lightroom, NIK, Topaz and other industry software.

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb image=”https://eotampabay.com/wp-content/uploads/2023/07/Embarc_350x125.jpg” admin_label=”Embarc Collective” _builder_version=”4.23.3″ _module_preset=”default” global_colors_info=”{}”]

Embarc Collective helps Tampa Bay’s startup talent build bold, scalable, thriving companies. Our staff of executive advisors and function-specific experts deliver individualized support to startups inside of Embarc Collective’s state of the art, 32,000 square foot collaboration facility designed for a modern workforce, with collaboration and innovation in mind.

The startup hub features a variety of workspaces, state-of-the-art facilities designed for building and learning, and events spaces capable of hosting 250+ guests. Embarc Collective is one of the most robust entrepreneurial hubs in the country.

Contact: Allie Felix
Director of Platform


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Our new 125,000-square-foot, two-story entertainment center is finally open at the Citrus Park Town Center Mall! Attractions include hundreds of modern and retro arcade games, 12 bowling lanes, a multi-level indoor go-kart track, blacklight mini-golf, a ropes course, laser tag, axe throwing and more. The venue will also have a full-service restaurant and multiple bars.

David T Goldfarb
Matt Johnson

[/et_pb_blurb][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_5,1_5,1_5,1_5,1_5″ disabled_on=”on|on|on” _builder_version=”4.16″ disabled=”on” global_colors_info=”{}”][et_pb_column type=”1_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text disabled_on=”on|on|on” admin_label=”Townsend Wardlaw” _builder_version=”4.17.1″ _module_preset=”default” disabled=”on” global_colors_info=”{}”]

I’m NOT your coach if you are looking for…
– a sounding board
– an accountability partner
– someone to motivate you
– a few tweaks here and there

We should speak if you are committed to creating a life filled with…
– Lasting Peace
– Complete and total Freedom
– Deep Connection with your partner, children, and friends

Contact: Townsend Wardlaw
PFC Coaching
Text: 303-887-3485
www.townsendwardlaw.com[/et_pb_text][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb image=”https://eotampabay.com/wp-content/uploads/2020/08/Small-Business-CFO.jpg” admin_label=”CFO” _builder_version=”4.16″ global_colors_info=”{}”]

If your accounting records are in need of help, you’ve come to the right place. I am Mike Schwartz, CFO/Controller for your small business. With my MBA and years of experience as a CFO, I have dealt with All types of Small Business. I provide peace of mind to your Business knowing the financial records are accurate and reliable. I can save you time and money by working with you weekly, monthly, or quarterly, whichever fits your needs.

A free consultation will be worth your time.

Contact: Michael Schwartz
Small-Business-CFO, LLC


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Our dynamic team of serial entrepreneurs, venture capitalists, and experienced angel investors conduct a rigorous vetting process to uncover future superstars of the tech world. With a proven track record of successful exits and a shared passion for growing the next generation of Florida tech companies, we have the connections, resources and experience to generate serious returns for serious investors.

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Jonathan Bowman is a lifelong entrepreneur and founded his first company, Harmony Home Health, at 22 right after graduating college. Harmony landed on the 2012 and 2013 Tampa Bay Business Journal Fast 50 lists and helped Jonathan win the overall Up and Comers Under 30 Award in 2011.

Despite nine straight years of strong growth, however, Harmony hit the ceiling in 2013. Jonathan implemented the Entrepreneurial Operating System (EOS) to trigger the company’s turnaround, doubling Harmony’s revenue over the next three years, and ultimately sold it to a private equity company as their platform acquisition in the industry.

Since then, Jonathan has devoted his time to being a Certified EOS Implementer, facilitating 200+ sessions for more than 40 entrepreneurial companies throughout Florida. He is passionate about bringing this system to other entrepreneurs and helping them get what they want from their businesses.

Personally, Jonathan is a graduate of the University of North Carolina at Chapel Hill and the Entrepreneurial Masters Program at MIT. He is a former President of the Entrepreneurs Organization in Tampa Bay and lives in St. Petersburg with his wife and two daughters, where he enjoys cooking, traveling and exercising.

Contact: Jonathan Bowman
Certified EOS Implementer
805 Executive Center Dr. W., Suite 112
St. Petersburg, FL 33702
m: 727-643-3196
www.getvth.com | LinkedIn

[/et_pb_text][/et_pb_column][et_pb_column type=”1_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text disabled_on=”on|on|on” admin_label=”Molano” _builder_version=”4.16″ _module_preset=”default” module_alignment=”center” disabled=”on” global_colors_info=”{}”]

Path to Purpose, LLC serves founders of growth-focused organizations with between $2-10MM in top-line revenue to create and implement simple and practical systems for hiring and onboarding that attracts, engages, and retains the talent needed to fuel organizational growth. Hiring is often a double-edged sword because it means you’re growing but it’s also often a pain in the **, a huge distraction, and half the time you’re not sure you’re very good at it. We help remove the pain and insert the purpose so that you and your teams can focus on growth, momentum, and revenue.

Path to Purpose also serves passionate and driven purple unicorns. These women want to make a big impact in the world but are too often stuck in the trap of needing to look and act like other ambitious women thus limiting their impact. I partner with them in a 1:1 capacity and together we unleash their magic so they can have the impact and income they most desire.

I am a certified professional coach, author, spiritual guide, and speaker aflame with the spirit of exploration. I am also the former Director of Human Resources for an $18B corporation and a lifelong over-thinker. I ran as fast as I could on the hamster wheel of success and eventually realized no amount of running would get me the inner success I wanted.

So in 2017 I took the leap and started my own practice and now guide teams to find purple squirrels and help purple unicorns step into their power.

Contact: Luisa Molano