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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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May 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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Lisa Bosse

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Family Business Advisor
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Lisa Calongne

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Financial Advisor
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Lisa Casper

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Financial Advisor
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Lisa Ford

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CPA / Accountant
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Lisa Haynor

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CPA / Accountant
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Lisa Lavecchia

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Wealth Manager
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Lisa Lee

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Wealth Manager
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Lisa M Pope

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Financial Advisor
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Lisa Shaw

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Wealth Manager
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Lisa Walsh

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Wealth Manager
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Lisa Wandrey

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Financial Advisor
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Li Westenfelt

Transworld Business Advisors of Oregon Central
Business Advisor
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Lizardo Vargas-Revilla

Valinvest
CEO
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Liz Macrae

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Business Consultant
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Lloyd Easters

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Financial Advisor
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Lloyd Le Page

Heartland Global
President & CEO
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Lloyd Lippman

Career Management
President
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PCE Investment Bankers
Associate
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Logan Baumann

LB Transitions
Senior Analyst / CPA
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Logan Bohlender

SDR Ventures
Vice President
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Logan Brown

Davenforth
Managing Partner
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Logan Ide

Foundry Capital
Managing Partner
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Logan Jones

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Financial Advisor
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Logan Palmer

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Financial Advisor
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Logan Reed

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Financial Advisor
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Logan Walters

Forge Equity Partners
Partner
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Lonnie Decker

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Financial Advisor
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Lon Searle

Property Management
CFO
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Lorelei Tolson

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CPA / Accountant
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Lore Monnig

Bentley Associates
Managing Director
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