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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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Jun 2026

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The Grid Directory — People and Organizations

All People Organizations

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

LB

Larry Barr

CW

Chuck Weikel

Managing Director

CJ

Curt Jennewine

BS

Bill Snow

PP

Patricia Palmer

Littlebanc Advisors

Managing Director

IB

Ian Beadle

Littlebanc Advisors

NH

Nancy Hull

Littlebanc Advisors

Managing Director

KG

Kevin Gadawski

Littlebanc Advisors

Managing Director

AA

Allyson Ayers

Littlebanc Advisors

CM

Craig McKeon

Littlebanc Advisors

Senior Vice President

ML

Mark Loncaric

Littlebanc Advisors

Business Development

MM

Michael Margolies

Littlebanc Advisors

Chief Executive Officer

JP

Jeniece Pratt

Utah Business Consultants

TG

Tim Gaines

Business Capital

KS

Keith Secon

Business Capital

JM

Jen McCarthy

Business Capital

Marketing Director

DR

Dominic Randolph

Business Capital

Business Development & Credit Manager

CD

Chuck Doyle

Business Capital

Managing Director

RU

Reed Upson

Business Capital

Business Relationship & Credit Manager

MM

Matt Meeks

Chaffe & Associates

Financial Analyst

TG

Taylor Gilbert

Chaffe & Associates

Financial Analyst

FD

Frank DeVay

Chaffe & Associates

Senior Vice President

GL

Gay LeBreton

Chaffe & Associates

Managing Director

WS

Whit Slocum

Chaffe & Associates

Assistant Vice President

SY

Steve Yahnke

Concord Financial Advisors

Managing Director

TO

Tom O'Hare

Concord Financial Advisors

Managing Director

RH

Rob Hill

J.H. Chapman Group

MG

Marco Galante

J.H. Chapman Group

RG

Robert Glowniak

J.H. Chapman Group

JJ

Jeff Jenkins

Johnsen, Fretty,

Resident Entreprenuer

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