Landon Loveall is a certified financial planner and dedicated advocate for tech professionals to increase their wealth through financial, investment, and stock option planning. He is a partner of KB Financial Advisors which has been specializing in maximizing stock options for tech employees since 2014.

Landon regularly shares his thought leadership on the KB Financial Advisors blog about the unique scenarios presented by employee stock options. When he's not assisting clients, Landon enjoys kayaking down the Duck River with his wife Melissa and their three children in Columbia, Tennessee.

• Financial Planning Basics
• 401K planning
• Maxing out your retirement
• Supplemental Wages
• Taxes
• Investments
• Roth IRA
• Budgets
• Consistence
• YNAB - YNAB

• X
• LinkedIn
• Website

Lois’ eighteen years as CEO and co-founder of a workforce analytics and talent management software company, gave her front-row seats to people watching within the corporate habitat. Working with clients around the world developed her deep curiosity around people’s choices and the stories surrounding them.

She continues to collaborate with her software co-founder and husband, Ross. She weaves the stories around his technology vision in their debut novel, titled Moral Code. A science-fiction for readers from book clubs to AI technologists. Bringing strong women in STEM into the possibilities of powerful ethical artificial intelligence has been creative passion project.

Upon selling their company, Lois founded the nonprofit My Future Story and published two children’s books to engage kids in their exploration of career opportunities. “STEM Club Goes Exploring” and “Kids Go To Work Day”.

Lois is now engaged in writing and advocacy for voting rights and civic education. She volunteers with several organizations improving education and many other issues that matter to her communities.

She writes because there are stories to tell and wonders to interpret and translate for others. She believes in science and rejects the concept that embracing technology leads to a dystopian future.

Raised in Iowa and then Missouri, Lois moved to warmer Texas, as soon as she had the power to choose. Her favorite quote is “Live like others won’t, until you can live like others can’t.” Residing on a tree-filled acreage, she seldom writes creatively in a conventional desk chair.

• Lois's background
• AI
• Co-founding Software Company
• Reseach for fiction writers
• Moral Code
• STEM
• Leading through the community
• Using Interns properly

• Website
• LinkedIn
• Book

Jeff Wetzler is co-CEO of Transcend, a nationally recognized innovation organization, and an expert in learning and human potential.

Wetzler combines unique leadership experiences spanning more than 25 years in business and education, as a management consultant to the world’s top corporations, a learning facilitator for leaders around the world, and as Chief Learning Officer at Teach For America.

Jeff earned a Doctorate in Adult Learning and Leadership from Columbia University and a bachelor’s in psychology from Brown University.

Based in New York, he is a member of the Aspen Global Leadership Network and is an Edmund Hillary Fellow.

• Jeff's background
• Ask?
• Learning
• Fear
• Curiosity
• We feel certain
• respect by trying first
• Start with Why
• Make it Safe
• The ASK approach
• 5 Practices
  • Choose Curiosity - what can I learn from this person?
  • Make it Safe
  • Pose Quality Questions - Underutilized questions (reactions)
  • How we Listen to the answers - door knob moment
  • Reflect and Reconnect - sift it and turn it

• LinkedIn
• Website
• Book