

Jake Guttman With Rosevest Financial and Joel Coen with TruNorth Advisors
Rosevest Financial provides exquisite, fiduciary first financial advisory services with an emphasis on listening to your personal needs. We offer intentional solutions for individuals and families who value the professional management of their wealth and assets. 
Our approach provides an experience that will allow your shoulders to drop with peace, and the capacity to spend your time with the people and things you love most.
Jacob “Jake” Guttman is the president of Rosevest Financial and acts as a personal chief financial officer by providing comprehensive and intentional financial solutions. Rosevest Financial is a client-centric wealth management practice in Phoenix, Arizona, fueled by creating strategic, long-term financial planning and providing peace-of-mind along the way.
Jake earned his bachelor of science in Economics and Psychology from the University of Arizona and is an accredited Financial Services Certified Professional (FSCP®). He and his wife, Melanie, currently reside in Phoenix, Arizona. When he isn’t working, you’ll find Jake working with the Men’s Arts Council of the Phoenix Art Museum, at a car show, or with his two dogs Finn and Bubba. Jake is an avid traveler, dog lover, watch nerd, and sports car enthusiast.
Follow Rosevest Financial on LinkedIn, Facebook and Instagram.

Located in Arizona and New York, TruNorth Advisors supports customers on and between coasts. We believe in allowing data to drive decisions that lead our clients to higher ROI’s and ultimately, higher revenues.
Whether you’re a start-up trying to establish your messaging and brand, or an established brand trying to grow, we’ll help you thrive. We bring extensive experience and professionalism to every partnership and customize our support to your individual needs and concerns.
In his current role as Managing Partner of TruNorth Advisors, Joel Coen delivers what is most important to their clients through innovative reporting, sales automation and complete consumer lifecycle management. His areas of expertise include web development, e-commerce, all major digital marketing and social platforms, reputation management, search engine marketing and competitive analysis.
Over Joel’s career, he has been honored with several national awards for his unique approach to conversion based marketing strategies. TruNorth clients have realized substantial marketing returns on investment through proprietary marketing automation and digital strategies that propel their business.
In addition to all areas of marketing strategy and development, Joel is passionate about helping business owners and major communities flourish through the development of partnerships with local nonprofits and community-based programs that help promote the mission of ethical businesses.
Connect with Joel on LinkedIn and follow TruNorth Advisors on Facebook.


As a seasoned construction professional, Robert Johnson brings 40+ years of experience in the construction industry, primarily in the commercial and institutional sectors.




Debe Black is the founder of Action Ignite Sales in Phoenix, Arizona, focusing on sales excellence.
Since 2015, Amber Cordoba has worked to disrupt the system that overlooks and underserves minority and women-owned businesses through the development of specialized educational and tactical business trainings, programs that deliver 1:1 business assistance, and pushing the envelope on access to capital including her work leading the Prestamos Paycheck Protection Program (PPP) initiatives that resulted in supporting over 400,000 small businesses nationwide.
Rosaria Cain opened the doors at Knoodle over 20 years ago with the mission to provide a better value for your investment, be responsive to changing trends, increase ROI and offer personalized service.


Tom Donelan is an entrepreneur, published author, and award-winning game designer. He is a 25-year professional with leadership experience in a number of high-growth consumer products companies, including two 9-figure exits.




Laura Hemenway is Founder and Principal of Paradigm Solutions, a consultancy leading knowledge driven success through Technology and Business Transformation
Rob Buelow is the Program Director for the AZNext Workforce Training Accelerator Partnership Grant. Teaming ASU with Industry/Community Partners to develop the next generation workforce in Advance Manufacturing and Information Systems.
Amy O’Reilly is the Project Manager for AZNext at Arizona State University and works closely with industry and community partners to develop innovative work-based learning programs in high-growth sectors.

David Schweikert is serving his sixth term in the 
Scott Carlson leads a team of global architects to prepare and deliver strategies, products, innovative architectures, and global solutions supporting digital media.
Steve Zylstra serves as president and CEO of the Arizona Technology Council, a role he assumed in 2007. He is responsible for strategy, operations, finance and policy development. Zylstra is a vocal spokesman for the value technology can provide in raising social and economic standards in Arizona.
Karen Nowicki is a successful author, speaker and the creator of Deep Impact Leadership™ and SoulMarks Coaching™. She is a two-time recipient of the prestigious national Choice Award® for her book and personal development retreat. Karen was crowned the first-ever “Mompreneur of the Year” Award in 2010 for the southwestern states. She was recognized for her leadership, business acumen, and work-life balance.
Born in Phoenix, Arizona, Bianca Buliga is a trilingual first-generation American of Romanian ethnicity. A marketing professional with experience in both the nonprofit and for-profit sectors, Bianca currently works as Director, Marketing & Communications for the Arizona Technology Council.



Helena Donohoe moved to Arizona in 1968 from Toronto Canada – growing up she was raised in South Scottsdale – Her career began at the age of 23 in Finance and 10 years later in 1996 she opened Signed Sealed Delivered, a Mobile Notary Service where she worked with several lenders and title companies in the Valley of the Sun.
Theresa Sage combines high-performance business consulting with the spiritual side of flow and zone for greater fulfillment with her clients.
same repetitive thoughts as the day before.



Dan Beck’s love’s small businesses! Having started and been involved with over a dozen small businesses and startups, he quickly realized that in business, size doesn’t matter – people matter.













