Jeff Streeter is the Founder of Legacy CFO Advisors, where he serves as a strategic financial advisor to growth-minded business owners. With over 35 years of leadership experience spanning finance, operations, and entrepreneurship, Jeff specializes in bringing clarity and structure to financial decision-making. His work focuses on improving cash flow, increasing business value, and preparing for successful exits. Leveraging a unique engineering-based approach, Jeff helps owners align business strategy with personal goals, ensuring their companies are built to last and ready for transition—whenever the time is right. A Certified Exit Planning Advisor (CEPA), Jeff is known for his ability to connect vision with execution and for his deep network of professionals.
Spanning three decades, Todd’s entire professional career has been dedicated to the art and discipline of selling. The foundation of all sales is a simple numbers game. Understand and embrace that and your company has just taken the first step toward enabling a successful sales organization. While much of my career was spent in executive and leadership roles for telecommunication and software companies, there are universal sales fundamentals and best practices that apply regardless of industry. My tenure includes start-up organizations as well as companies that have been in business for over 50 years. This extensive experience provides unique insights as to what strategies, sales infrastructure, and accountability are required to act as a sales architect and builder and to support organizations that are struggling to realize sales and/or are suffering from flat or declining sales.
Eli has a love for Montana! With his parents moving he and his four siblings from Oklahoma to Montana in 1991, it was one of the greatest decisions of all time for the Johnsons. He loves the people here, the geography here, and the access to the outdoors! Over the past 15 years, Eli has made it his passion to help organizations across the state scale more efficiently (and effectively) by way of the fractional HR and HRIS space he has grown up in. When his team at Employer Flexible can support the team of a growing organization by leveraging the HRIS platform they provide for employee data consolidation, that’s as good as it gets for Eli. He enjoys seeing the blessing of Employer Flexible’s concept and systems come together for the leadership and key stakeholders of any organization, whether that’s 5 employees or 105 employees.
With a leadership and entrepreneurial bent, Eli thinks and lives like a Montana business owner, helping countless companies across MT. A husband to his wife, Lindsey, a dad to four super rad kids, Eli is a believer that there is strength found within every team. Products and service offerings vary from company to company, but the need to increase capacity of the team is nearly always the same. At the end of the day, it’s always about people….let’s help 'em get better…and sometimes that’s simply better systems.
Scott is an executive performance coach and Navy veteran dedicated to high-performance, empowerment, and teamwork. Scott spent two decades in the high-stakes world of naval aviation. His service culminated with command of Helicopter Sea Combat Weapons School Atlantic, where he standardized tactics for the largest air wing in naval aviation. The assignment solidified Scott’s uncompromising belief that effective communication, engaged leadership, and teamwork are the foundation of highly successful organizations.
In his post-Navy career, Scott designed and delivered programming for The COMMIT Foundation, the premier veteran transition organization in the nation. Over four years, he successfully scaled transition services focused on identity, purpose, and choice. He now owns an executive coaching practice focused on CEOs, business owners, and senior executives dedicated to becoming their best, most inspired selves through private (invitation only) peer advisory groups and individual programming. Cultivating environments where teams thrive requires leaders with the utmost self-awareness and grounded confidence. Alignment between an individual’s inner purpose and strengths with an organization’s goals and strategies creates a domino effect of courageous leadership and high-performance.
Scott has built his post-Navy life in Bozeman, Montana with his wife of 20 years and two teenage sons.
Steve, the visionary Founder of Equity Catapult, brings 31+ years of leadership, dedicated to propelling client success through brand building. Revered for his integrity and inspirational leadership, he engineers top-tier teams, consistently delivering exceptional results in both the private and public sectors. Steve exceeds ROI goals with strategic objectives that build shareholder equity and value.
His team achieved record-breaking EBITDA in Jarden Inc.’s $7B portfolio, leading unparalleled growth through an omnichannel business. Steve has participated in 7 mergers & acquisitions within partnerships, alongside legendary mentors. Today, post evaluation, Steve tailors tools and processes that foster team alignment to elevate sales, boost profits, and create enduring high-performance environments. When it comes to creating a magnetic culture of achievement and a mindset of abundance, the System & Soul framework leverages vision with accountability to operate more effectively.
Chris Loope is a brand strategist, category design expert, and founder of Boken Co., a firm that helps businesses dominate their markets by redefining what success looks like. With decades of experience leading startups, raising capital, and guiding national brands, Chris now focuses on demystifying marketing for growth-minded leaders. He equips executives to confidently lead their internal teams or vendors by removing the guesswork and replacing it with clarity, control, and strategy.
Bret Pacheco isn’t your typical accountant. With over 20 years of experience guiding entrepreneurs, Bret helps business owners look beyond the numbers and understand the deeper purpose behind their company’s structure, strategy, and financial decisions.
Through his boutique CPA firm, he works with growth-minded leaders to align their tax and business design with the life they want to live. At the core of his approach is a powerful question: “Why are you really in business?”
Known for his clarity, empathy, and ability to think beyond spreadsheets, Bret will challenge you to rethink your financial story—and leave with smarter, more intentional choices for how your business is built.
Michael Hixson is a Financial Coach and Team Lead of the Bridge To Wealth Team. He helps successful business owners and executives take control of their finances and make smart decisions with confidence. With over 20 years of experience, Michael focuses on improving cash flow, using capital wisely, and speeding up growth for clients earning between $250K and $1M a year.
Michael’s clear and practical approach replaces guesswork with real-time financial tools and simple game plans. His team has helped hundreds of business owners go from feeling unsure to leading with clarity and purpose.
Living in Montana since childhood, Michael brings a personal touch to his work. He’s a husband, dad of three, and loves hiking, biking, and skiing in the mountains with his family and three dogs.
