Lori McCallian

Lori has held a variety of positions including Owner, COO, and Vice President of Operations, and has previously been in executive positions within the music, accounting, insurance, and consulting industries. She has been responsible for strategically streamlining and scaling operations, building high performing teams, creative problem solving, and delivering excellent client service. Lori is most proud of resurrecting the operations of a 50-year-old legacy brand in the music industry, in addition to successfully launching a new location of an accounting firm from scratch. Lori has 25 years of operations and finance experience and has earned an MBA from Washington University in St Louis.
In her spare time, Lori enjoys reading, baking, hiking, and Pilates. She also enjoys traveling to visit family and friends in the Midwest and spending time in her favorite International city, Paris.

David Lester-Massey

David has held a variety of positions including Chief Operating Officer, Sr. Financial Management Analyst, and public health advocate. He was previously with the Centers for Disease Control and Prevention (CDC) as a Sr. Financial Management Analyst and Program Manager, where he was responsible for managing complex budgets, leading strategic financial planning efforts, and ensuring fiscal accountability across high-impact federal programs. David has also served as Chief Operating Officer at Hiclass Management, where he oversees business operations, client engagement, and organizational strategy—supporting mental health professionals with customized management solutions. David is most proud of his leadership in expanding access to financial and operational resources for small and minority-owned firms, as well as his continued advocacy for people living with HIV. He holds a Master of Business Administration and brings over a decade of experience in financial management, operations, and public sector consulting.
In their spare time, David enjoys binge watching television and streaming services as well as providing Vocal Training and Musical Direction for choirs and singers nationwide.

Frank Caliva

Frank Caliva helps law firm owners take control of their business, their time, and their money. He draws on years of experience as a COO and CAO in the private sector (financial services), the not-for-profit sector (regional economic development/business leadership), and the government sector (a mid-size city).
Frank has a degree in economics and began his career as a consultant for high-growth community banks. In his most recent position as Chief Administrative Officer for the City of Syracuse, Frank led a portfolio that included Strategy, Technology, Finance, Budget, and Human Resources. During his tenure the city undertook updates and investments in administrative infrastructure for the first time in four decades. Frank is most proud of the results-oriented culture his team at City Hall established on behalf of taxpayers.
In his spare time, Frank is a volunteer mediator for small claims and family disputes. He enjoys photography, live and recorded music, antiquing, and spending time in the Adirondacks with his wife, children, and grandchildren.

Joseph Daigle

Joseph has held a variety of positions including CEO, Chief Investment Officer, and Financial Advisor; and was previously with Mallard Financial Partners as CEO where they were responsible for leading the strategic vision and managing every department to achieve their goals. Joseph is most proud of establishing a line of business services specifically helping non-profit clients. Joseph has a BS in Finance and Management Information Systems, and an MBA with a specialization in Entrepreneurial Strategies.

In their spare time, Joe enjoys playing recreational volleyball, dodgeball, and kickball. You can find Joe on Food Network’s Holiday Baking Championship: Gingerbread Showdown (Season 2 Ep. 5) and Christmas Cookie Challenge (Season 8 Ep. 6).

Steven Amjad

Steve has held a variety of positions including Owner/Operator, Founder, President, In-House Counsel, and Partner. He was previously with BCSFT, LLC as the Owner/Operator where he was responsible for pretty much everything related to running the business every day. Steve is most proud of developing his management teams into sales growth machines with annual growth of 20%+ at every step of his career after leaving a law firm where he managed a litigation practice as a partner for 15 years. His JD/MBA background led to a career that started in complex litigation in many areas of law and led to being the founder of an investment company which grew from nothing into a $40m+ revenue enterprise as of the year-end 2024.

In his spare time, Steve enjoys time with his wife of 25 years and four children (when they are around) outside somewhere, whether it be golfing, walking, fishing, or working around the house.

Janine Cremonesi

Janine Cremonesi is a highly experienced Executive Assistant and Project Coordinator with a strong background in the cruise and hospitality industries. She has supported C-suite leaders, managed high-level corporate events, and helped streamline complex operations for both land-based businesses and luxury cruise lines. Known for her calm under pressure, intuitive decision-making, and ability to stay ten steps ahead, Janine brings structure, warmth, and a deep sense of purpose to every role she takes on.

Born and raised in the New York/New Jersey area, Janine moved to Argentina where she spent her teenage years and early adulthood living in Buenos Aires and Mendoza, an experience that shaped her love for culture, adaptability, and exploration. She’s an avid ocean lover who finds peace and joy in snorkeling, free diving, and being near the water. Most importantly, she’s the proud mother of her amazing daughter, Zoe, who is in her early chapters of adulthood and who continues to be her greatest inspiration. Whether at work or in life, Janine leads with heart, common sense, integrity, and an adventurous spirit.