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The Grid Directory — People and Organizations

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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Apr 2026

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Discover Experts and Support for Your Business Transition

Browse detailed profiles, services, and insights from experts helping small and medium businesses plan successful transitions, including exiting through employee ownership.

Join The Grid

AW

Amanda (Winston) Monschein

Washington, DC, USA
Chief Operating Officer
# Succession Planning# M&A# Business Valuation
Focus on EO :Partial
Organization :Stratus Business Advisors
Services offered :Business Valuation & Appraisals, EO Communication, EO Fund

DW

Daniel Waid Marshall

Birmingham, AL, USA
Ownership and Education
# Aspen Institute Job Quality Fellowship# Worker Co-op# Employee Ownership Center
Focus on EO :Partial
Organization :Ginkgo Bioworks
Services offered :—

KM

Kevin McPhillips

Pittsburgh, PA, USA
CEO at Pennsylvania Center for Employee Ownership
# EOT# ESOP# Worker Co-op# Broad-based Employee Ownership
Focus on EO :Exclusive
Organization :Pennsylvania Center for Employee Ownership (PaCEO)
Services offered :—

ML

Matthew Licina

Boulder, CO, USA
Democratizing Wealth Through Employee Ownership
# EOT# ESOP# Worker Co-op
Focus on EO :Exclusive
Organization :National Center for Employee Ownership (NCEO)
Services offered :—

DJ

Darcy Johnson

Madison, WI, USA
CEO
# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Tormach
Services offered :—

GP

Gregg Peters

Holland, MI, USA
Employee Ownership and Finance Consultant
# ESOP# EO Administration# Board of Directors# EO Accounting
Focus on EO :Exclusive
Organization :Macatawa Strategies
Services offered :—

WD

W. David Shield

Lynchburg, VA, USA
CEO
# ESOP# Board of Directors
Focus on EO :Not Yet
Organization :Campbell Insurance
Services offered :—

JB

Jessica Brandenburg

Wales, WI, USA
CFO
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :MyPath
Services offered :—

VA

Victor Aspengren

Boone, IA, USA
ESOP Advisor
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :—
Services offered :—

BB

Brian Boland

Seattle, WA, USA
Cofounder of Delta Fund
# Impact Investing
Focus on EO :Exclusive
Organization :Reserv Equity Partners
Services offered :—

CH

Chris Hicks

Grapevine, TX, USA
CEO President
# Ownership Culture# ESOP# M&A# Board of Directors
Focus on EO :Not Yet
Organization :Gemini Industries
Services offered :—

WB

William (Bill) Roark

Brownsboro, AL, USA
CEO and Chairman of Board
# Ownership Culture# ESOP# S Corporation# Board of Directors+1 more
Focus on EO :Exclusive
Organization :Starfish Holdings
Services offered :—

SF

Sean Fightmaster

Houston, TX, USA
CFO & Secretary
# ESOP# Board of Directors# EO Accounting
Focus on EO :Exclusive
Organization :Panelmatic
Services offered :—

IS

Ira Starr

New York, NY, USA
Managing Director
# EO Advisor
Focus on EO :Not Yet
Organization :Long Point Capital
Services offered :—

JM

Jacqui Martin

Glasgow, Scotland
Consultant, Facilitator & Coach at 4 Purpose
# EO Advisor
Focus on EO :Exclusive
Organization :4 Purpose
Services offered :EO Communication, EOT

MA

Merri Ash

Mesa, AZ, USA
ESOP Advisor
# Trustee# ESOP# Post Transaction# Board of Directors
Focus on EO :Exclusive
Organization :Internal Trustee
Services offered :—

MG

Marcelo Gonzalez

Corona, CA, USA
President
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Exclusive
Organization :Esl Power Systems
Services offered :—

BS

Bruce S. Goslovich

Boise, ID, USA
CPA
# Ownership Culture# ESOP# Board of Directors# EO Accounting
Focus on EO :Not Yet
Organization :MTE Communications
Services offered :—

SW

Shane Waslaski

West Fargo, ND, USA
CEO
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Moore Holding Company
Services offered :—

KH

Kevin Hunt

Indianapolis, IN, USA
President
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Shiel Sexton Company
Services offered :—

RL

Robert Landry

Andover, MA, USA
Independent Board Member
# ESOP# Board of Directors# EO Accounting
Focus on EO :Not Yet
Organization :New England Benefits
Services offered :—
Julie Menter's profile picture

Julie Menter

San Francisco, CA, USA
Program Director, Transformative Financing Structures
# Impact Investing# Philanthropy
Focus on EO :Not Yet
Organization :Transform Finance
Services offered :—

SM

Scott Murphy

Helena, MT, USA
CEO and President
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Morrison-Maierle
Services offered :—

KA

Kristin Altice

Indianapolis, IN, USA
General Counsel at Shiel Sexton Co., Inc
# Ownership Culture# ESOP
Focus on EO :Exclusive
Organization :Shiel Sexton Company
Services offered :—

RA

Robert A. Pollini

Statham, NH, USA
Controller
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Not Yet
Organization :Palmer And Sicard
Services offered :—

JP

John Philip Jamar

Iron Mountain, MI, USA
CEO and President
# Ownership Culture# ESOP# Board of Directors
Focus on EO :Exclusive
Organization :Cci Systems
Services offered :—

MD

Mariann Dance Fuller

Brunswick, OH, USA
CFO
# ESOP# Board of Directors# EO Accounting
Focus on EO :Exclusive
Organization :Columbia Chemical Corporation
Services offered :—

BP

Brian Pinheiro

Philadelphia, PA, USA
Partner and Chair, Employee Benefits and Executive Compensation Group
# Synthetic Equity# 409a Deferred Compensation# Phantom Stock
Focus on EO :Not Yet
Organization :Ballard Spahr LLP
Services offered :—

MG

Michaela Gascon

Rochester, NY, USA
President / CEO
# Board of Directors# EO Accounting
Focus on EO :Not Yet
Organization :Kjt Group
Services offered :—

AL

Alison Lingane

Berkeley, CA, USA
Employee ownership expert, Ashoka Fellow, Heinz Award for the Economy
# EO Advocacy# EO Financing
Focus on EO :Exclusive
Organization :Ownership Capital Lab
Services offered :—

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