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Apr 2026

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People in The Grid

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Find the business experts you need

Explore rich profiles and real-world contributions from business advisors, employee ownership experts, and all the people who are supporting the future of small and medium-sized businesses.

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TM

Ted Margarit

—
Vice President
# Merchant Bank
Focus on EO :—
Organization :Chartwell
Services offered :—

TF

Timothy Freundlich

Boston, MA, USA
Founder & Executive Director, Strategic Development
# EO Advisor
Focus on EO :—
Organization :ImpactAssets
Services offered :—

TE

Tina Eshaghpour

—
Director of Learning and Innovation
# Philanthropy
Focus on EO :—
Organization :The California Wellness Foundation
Services offered :—

TS

Tom Springer

—
Managing Partner
Focus on EO :—
Organization :Springer Lawson & Associates
Services offered :—

TW

Tracy Williams

—
Director
# Impact Investing
Focus on EO :—
Organization :Larx Advisors
Services offered :—
Trevor Gilmore's profile picture

Trevor Gilmore

Newport Beach, CA, USA
CEO
Focus on EO :Not Yet
Organization :Menke & Associates
Services offered :—

TT

Troy Tucker

—
President
Focus on EO :—
Organization :Blue Sky Business Resources
Services offered :—

WD

William Dunn

—
API Heat Transfer
# EO Financing
Focus on EO :—
Organization :Wellspring Capital Management
Services offered :—

YL

Yee-Lin Lai

Bentonville, AR, USA
Senior Program Officer
# EO Advisor
Focus on EO :—
Organization :Walton Family Foundation
Services offered :—

ZK

Zak Klein

—
Program Director
# Philanthropy
Focus on EO :—
Organization :Quimby Family Foundation
Services offered :—
Zoe Schlag 's profile picture

Zoe Schlag

—
Co-Founder & Managing Partner
# EOT
Focus on EO :Exclusive
Organization :Common Trust
Services offered :—

AL

Alex Lawson

—
Senior Vice President for Strategic Initiatives
# Impact Investing
Focus on EO :—
Organization :Hope Credit Union
Services offered :—

AS

Alicia sanchez gill

—
Executive Director
# Impact Investing
Focus on EO :—
Organization :Emergent Fund
Services offered :—

AE

Alison Espinosa

—
—
# Impact Investing# DEI
Focus on EO :—
Organization :Black Farmer Fund - Rapid Response Fund
Services offered :—

AE

Amalia Egri Freedman

San Francisco, CA, USA
CEO at RDA Consulting
# EOT# B Corp# Broad-based Employee Ownership
Focus on EO :Partial
Organization :RDA Consulting
Services offered :—

AF

Amanda Fox

San Francisco, CA, USA
Advisor
Focus on EO :Not Yet
Organization :Wealthspire Advisors
Services offered :—

AP

Andy Posner

—
Founder & Chief Executive Officer
# Impact Investing
Focus on EO :—
Organization :Capital Good Fund
Services offered :—

AP

Anita Patel

—
Vice President, Grantmaking
# Impact Investing
Focus on EO :—
Organization :Bush Foundation - Partnerships Fund
Services offered :—

AC

Annette Case

Seattle, WA, USA
—
# Impact Investing
Focus on EO :—
Organization :Community Investment Trust
Services offered :—

AQ

Ann Quirk

—
Program Officer
# Philanthropy
Focus on EO :—
Organization :High Stakes Foundation
Services offered :—

AC

Anya Cherneff

—
Executive Director
# Impact Investing# DEI
Focus on EO :—
Organization :SPM Disability Justice Fund
Services offered :—

AS

Arian Simone

—
Chief Executive Officer and Founding Partner
# Impact Investing# DEI
Focus on EO :—
Organization :Fearless Fund
Services offered :—

AN

Ashley Navarre

—
Director of Grantmaking
# Philanthropy
Focus on EO :—
Organization :Foundation for Louisiana
Services offered :—

AG

Audrey Griffin

Carrollton, GA, USA
CPA, Owner
# Patronage Dividend# CPA# Worker Co-op
Focus on EO :Partial
Organization :—
Services offered :—

AS

Audrey Stienon

—
Program Manager, Industrial Policy
# EO Advisor
Focus on EO :—
Organization :Open Markets Institute
Services offered :—

BJ

Benjamin James Lozano

San Francisco, CA, USA
CEO, Co-Founder
# Equity
Focus on EO :—
Organization :SMBX
Services offered :—

BH

Beth Harris

—
Grants Manager
# Philanthropy
Focus on EO :—
Organization :Meyer Foundation
Services offered :—

BA

Bill Anderson

—
Director of Lending
# Impact Investing
Focus on EO :—
Organization :PeopleFund
Services offered :—

BW

Brad Webster

—
EVP & Chief Banking Officer
# EO Financing
Focus on EO :—
Organization :Citizens Bank
Services offered :—

BM

Brendan Martin

—
Co-Director
# Formerly Incarcerated/Returning Citizen/2nd Chance Hire# DEI# Worker Co-op
Focus on EO :—
Organization :Seed Commons
Services offered :—

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