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Corey Basehore, CFP®, CEPA™ , C(k)P®, CPFA®, AIF®, ChFC®, CLU®
Founder & Managing Partner of Polaris AdvisorsCorey was born and raised in Central Pennsylvania. According to Corey, "My mother worked two jobs while attending college and raising me on her own. I know and understand what it takes for a middle-class family to get ahead, which is why I decided to pursue a career in financial planning. My modest upbringing, certifications and almost 19 years of experience have fueled my passion to help others. Having earned the Certified Financial Planner® designation, I help my clients work to improve the lives of their families, businesses and the surrounding community."
Professional specialties include providing sound retirement solutions, retirement plan analysis (401k, 403b, SIMPLE IRA)
and non-qualified retirement plans designed for key employees. He is an Investment Advisor Representative and Registered Representative with LPL Financial.
Corey earned his B.S.B.A in Finance from Shippensburg University and is actively involved in his community of Camp Hill, Penn., where he is a board member for Big Brothers Big Sisters and a Head Coach for Hampden, Middlesex & Monroe Soccer U8 & U6 and Instructional Head Coach for Hampden Youth Baseball Association.
Tommy Battle, CFP, CEPA, MBA, Pinnacle Business Guide
President at Financial DesignsTommy's 35-year career has come full circle—beginning as a high school teacher and coach to now advising and coaching business owners and their leadership teams to achieve focus, alignment, improved execution and, ultimately, success.
Tommy spent 15 years in wealth management, first as an Investments Product Manager in Richmond, VA, with Central Fidelity Bank and then as Senior Investment Management Consultant and Second Vice President at Morgan Stanley Smith Barney located in Winston-Salem, NC. Following a successful 15 year career in banking and wealth management, in 2010, Tommy followed a calling to serve as Headmaster at Virginia Episcopal School, his alma mater.
Tommy shares: "This journey includes the 'intrepreneurship' build and launch of a new subsidiary business inside of a large corporation only to have the parent company acquired six months later. While developing survival skills, I persisted through 13 different bosses in 8 years, participated on due diligence and merger integration teams before jumping into an entrepreneurial wealth management practice in 2003. And then in 2010 came a surprise turn when I was recruited to lead a regional private boarding-day school out of the Great Recession after serving on its board of trustees for seven years. During this 10-year turn-around, my team and I led a brand transformation, market expansion, significant fundraising, oversaw $30+ million in construction projects, and a financial and cultural transformation. Ultimately, I managed my own successful exit, succession and transition. The opportunity to bring it all together to the benefit of business owners and their leadership teams inspires my work today."
Tommy now serves as President of Financial Designs in Forest, Virginia, where he focuses on coaching business owners to understand and grow the value of their business, enhance their leadership and team performance, and guide the planning for and execution of the business' continuity, succession and transition, as well as the business owner's ultimate exit to achieve their goals and dreams.
Tommy holds his M.B.A. from the Mason School of Business at The College of William & Mary; earned an Executive Leadership Certificate from the University of North Carolina at Chapel Hill; and earned his B.A. in Economics from the University of Virginia.
Kelly Finnell, JD, CLU, AIF®
CEO & President of Executive Financial Services, Inc.Kelly O. Finnell, J.D., CLU, AIF® is one of the nation’s premier ESOP and Ownership Succession Planning consultants and one of the most sought-after speakers on this subject. He has spoken at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. Kelly has published dozens of articles on the use of ESOPs in Ownership Succession Planning, and has spent more than 35 years helping business owners design and execute succession strategies and ESOPs.
Kelly is a member of the Business Enterprise Institute (BEl), the nation’s leading organization of Exit Planning professionals, the National Center for Employee Ownership (NCEO), and The ESOP Association.
Kelly graduated magna cum laude from the University of Memphis and from the Cecil C. Humphreys School of Law. Kelly has earned the Accredited Investment Fiduciary professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
Kelly has served in leadership roles in numerous professional and community activities, including President of the Memphis Chapter of the Society of Financial Services Professionals, Vestry Member and Treasurer of his church, President of Family Services of Memphis, as a member of the Board of Directors of Renasant Bank and the Economic Club of Memphis and on the Dean’s Advisory Council at the Christian Brothers University School of Business.
Jason Goldy
President at TPG Business PlanningJason is a 23-year veteran of the financial services industry with a strong passion for supporting the business community. With MassMutual Carolinas since 2005, Jason serves as a coach and consultant for financial advisors and recently launched the firm’s business planning division.
Through mentoring his team and supporting their clients, Jason found many people they were helping were business owners – an oversold yet underserved and vital segment of our economy. He also became the firm’s go-to resource for business succession planning, which he noticed is commonly left out by companies. As a result, Jason created the new business planning division to equip and empower owners to maximize the potential of their business and personal plans. The passion and purpose of the division are to help business owners confront one of the most significant and inevitable events they will face – the sale or transfer of business ownership. All owners exit eventually, and the earlier they plan for it, the more opportunity they create.
In addition to impacting the community, this division helps company leaders plan for a secure future and be prepared for retirement, death, disability, or other potential disruption in running their business. Jason and his team use a five-step process to create a business evaluation, continuity road map, financial plan, and an action summary. The purpose is to maximize the company’s value, make sure the company continues long after the business owner is gone, and have an exit strategy for down the road.
Born in Kentucky, Jason has been in the Charlotte region for over 30 years. He graduated from Appalachian State University with a Bachelor of Science in Business Administration. In his spare time, Jason enjoys golfing, traveling, staying active in his church, FINSECA, SFSP, and serving in the firm’s Hands & Feet outreach program. He resides in Waxhaw with his college sweetheart, three kids, and a rescue dog named Boone.
Lisa Hinz
Senior Marketing Consultant at LPL Strategic Wealth ServicesIn her role as Senior Marketing Consultant with LPL Strategic Wealth Services, Lisa Hinz collaborates with LPL advisors looking to take their marketing to a strategic level.
With her experience as an in-house marketing director and her talents as a writer, she focuses her business LMHinz Marketing, Inc. on helping financial service brands authentically connect with clients. Building trust, reinforcing credibility, nurturing relationships, and acquiring new clients are essential in helping financial advisors grow their firms with the clients they most want to serve.
Lisa received her BA degree from Bloomsburg University of Pennsylvania and is a certified Storybrand guide.
Liam O'Shea
Director of Training & Success at ValuCompassLiam O'Shea is a seasoned trainer and business development and practice management consultant. At ValuCompass, Liam trains advisors on the tools that empower them to guide private business owners from startup to the sale of the business, seamlessly combining business development and business intelligence with financial planning. Previously, Liam worked at Commonwealth Financial Network and Pinnacle Equity Solutions.
Liam graduated with double majors from the University of Massachusetts in Boston, with a BS in Finance and a BA in Economics.
Scott Snider
President at Exit Planning InstituteScott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.
Scott is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.
Outside of business, Scott is active in the Northeast Ohio community. He serves on various boards including America SCORES Cleveland and the Entrepreneurship & Innovation Program at St. Edward High School. Scott is a former professional indoor soccer player and team owner in the Major Arena Soccer League (MASL).
Diane Thomas, CFBS
Co-Founder of Legacy Advisors ArizonaDiane Thomas, CFBS, is an experienced principal owner and president of Premier Sales, Inc. and co-founder of Legacy Advisors Arizona. She has deep experience working in the business sales and acquisition industry. Diane also focuses on helping business owners with business valuation and value enhancement strategies, succession and exit strategies, business management and continuity plans, and business development. And you can turn to Diane whenever you need a refresher on interpreting and analyzing financial data.