What to expect from a TRUSTED ADVISORS (TA) Group…

Confidential peer advisory boards

  • Work on your most pressing issues with an exclusive group of 12-20 peers.

  • Accomplished business leader and expert CEO coach leads each session.

  • Half-day meetings held every month.

Unparalleled community and connections

  • 24/7 access to global community of 23,000 members across 20 countries

  • Join online and in-person networks organized by industry, function or geography.

  • Provide subject-matter expertise to CEOs, business owners, and key executives.

  • Pose tactical questions and get reliable answers from the community

Unlimited opportunities to gain and share expertise

  • Exchange insights with thought leaders at events.

  • Explore speaking opportunities.

  • Access proprietary research to grow your practice.

  • Activate new ideas for personal development

Optional: Private executive coaching

  • Complement your peer advisory group experience with one-to-one coaching from a seasoned executive coach.

  • Get personalized guidance to navigate challenges and opportunities.


Lori Blatt
Blattcom LLC
Member since 2006

Tom Garrity
Compass Point, Ltd
Member since 2006 

John Yurconic
John Yurconic Agency
member since 2009

Andriy Montero
Constellation Energy
member since 2010

Matthew Kulp
Legacy Planning Partners, LLC
member since 2011 

Damon Neagle
Design IP
member since 2012

Matthew Sommerfield
MTS Ventures, LLC
member since 2015

Mark Kesti
member since 2017

Mark Fiorino
Westgate Global Logistics
member since 2019

Buddy Lesavoy J.D.
Lesavoy Butz & Seitz LLC
Member since 2006

Denise Maiatico
Hyatt Place Bethlehem
member since 2009

Anthony Deutsch
Concannon, Miller & Co., P.C.
member since 2010

Ben Spalding
Computerized Inventory Systems Specialists, Ltd.
member since 2012

Joseph Correia
J.G. Petrucci Co., Inc.
member since 2014

Kim Plyler
Sahl Communications, Inc.
member since 2015

Jim Geier
Human Capital Consulting Partners
member since 2018