Shea Johnson | Pivoting with Purpose, LLC
AI Is Everywhere. But Practical Guidance Is Rare.
You’ve heard about AI. You know it matters. But figuring out how to actually use it in your day-to-day work can feel overwhelming. That’s where we come in.
With 27 years of federal leadership experience across the U.S. Department of Housing and Urban Development and U.S. Environmental Protection Agency, I understand complex systems, high-stakes environments, and the importance of getting it right. Today, through Pivoting with Purpose, we help organizations cut through the noise and apply AI in ways that are practical, responsible, and immediately useful.
Bernard Smalls | HuMax Consulting Group
“Elevating customer service”
HuMax Consulting Group delivers its purpose through a 3-phase model:
Assess → Evaluate current customer experience and gaps
Design → Build a tailored service strategy
Activate → Train teams using their signature SUNDAYTM Experience framework
Signature Philosophy: “When you elevate the experience, you elevate the outcome.”
Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.
