Our Advisory Team

Larry Anders
Larry Anders

Financial industry executive with four decades of leadership experience.

Chairman & majority owner of Summit Alliance Companies, an independent financial services firm based in Dallas, Texas. Under his guidance Summit Alliance Companies has been recognized as TOLIC's #1 Leading Agency for 15 consecutive years.

Partner and CEO of Advisors Equity Group, an advisor owned distribution partnership.

Life and qualifying member of the Million Dollar Round Table (MDRT).

Mr. Anders holds various financial services industry licenses and registrations including CLU and is a member of the American Society of CLU, ChFC, AALU, NAIFA, Dallas Association of Life Un-derwriters and the Dallas Estate Planning Council.

12 years on Texas Tech University System Board of Regents in a Vice Chairman and Chairman capacity; was appointed for two consecutive terms by then, Governor, Rick Perry.

Wade Owens
Wade Owens

Chief Financial Officer of National Circuit Assembly and Chief Financial Officer of Churchill Terry & Associates with decades of experience in strategic resource management, risk management, community bank management, and financial transaction management.

Responsible for analyzing and approving hun-dreds of deals with business owners worth mil-lions of dollars within the banking industry.

Structured and initiated a fund to lend to asset-light strong cash flow middle-market companies.

Certified Wealth Strategist showcasing value within legacy planning.

Board of Directors at Cafe' Momentum.

BA in Philosophy & Political Science from University of Arizona, MBA from the University of Dallas, Masters' level certificate in bank manage-ment from Southwestern Graduate School of Banking of SMU.

Robert Carrera
Robert Carrera

Leader of one of the nation's premier ASC con-sulting firms, Pinnacle III - a trusted resource for managed centers as well as health systems and physician partner.

Over 30 years of health care experience with the last 25 years developing and managing ASCs, physical rehabilitation centers, occupational health centers, and diagnostic imaging facilities.

Former Vice President of a Fortune 500 health-care company overseeing a geographic region of 10 western and mid-western states.

Expert in business development, operational and financial controls, and long-term facility management planning.

Scott Palmer
Scott Palmer

40 years of healthcare information technology experience across a number of startup and large organizations serving a diverse number of providers.

Software developed by Scott and his team are currently in use by thousands of providers serving millions of patients annually

Scott recently launched Clariti Health, a company dedicated to price transparency and streamlining the estimation process.

Uni Rosales Yost
Uni Rosales Yost

Founder and CEO of GoAskJay, a leading insuretech, and fintech company.

Serial female founder entrepreneur that builds innovative technology and marketing startup companies and brings talented executive leaders to achieve strategic and scalable growth.

Proven ability to successfully lead while optimizing both information technology and business operation and processes.