Our Team

Misty Weltzien

CLU,ChFC,CFP®

Director of Coaching

As the Director of Coaching, Misty Weltzien brings over 14 years of experience in the financial industry, charged with managing our advisor groups and education. She is also committed to providing leadership, vision, and guidance. Misty is involved with Big Brothers Big Sisters OC, the ASPCA, Future Leaders of Our Community, and the National Association of Professional Women. She is also the President for the National Association of Insurance and Financial Advisors OC. Misty invests first in herself. This is most evident in her commitment to ongoing education. In addition to her degree in finance, Misty is also a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), and a Chartered Life Underwriter (CLU®).

Mario Fields

Retired Sgt. Major - Marine Corps

Known as The Most Motivated Marine in the Marine Corps, Sergeant Major (Retired) Mario P. Fields is a dynamic personality and highly sought-after resource in business and professional circles. His passion, enthusiasm, and focus on service make him ideal for those who are looking to expand the potential and opportunities within their organizations.

Mario served for 26 years in the United States Marine Corps where he earned a reputation that reflects unquestionable integrity, resilience, accountability, and commitment to others. He celebrates February 17 as a day to honor not losing his legs or life after stepping on and near multiple Improvised Explosive Devices that failed to detonate in Afghanistan. He began his military career as the Company Honor Graduate for 2nd Recruit Training Battalion, Company G. Mario served in a variety of roles to include assignments in Marine Aviation Training Support Group (MATSG) Naval Air Station, Pensacola, FL, Marine Corps Security Force Battalion, Norfolk, VA, Drill Instructor Duty at Marine Corps Recruit Depot, Parris Island, SC, Marine Corps National Capital Region Command and Education Command/Marine Corps University, 3rd Battalion, 8th Marine Regiment, 2d Marine Division, III Marine Expeditionary Force (MEF), Wounded Warrior Regiment, Wounded Warrior Battalion – West, and more. Mario has deployed to the Persian Gulf, Mediterranean Sea, Israel, United Arab Emirates, Africa, Australia, Cambodia, Philippines, South Korea, Mainland Japan, Okinawa, Thailand, Kuwait, Iraq, and Afghanistan. He has earned numerous awards to include the Legion of Merit, Bronze Star Medal, and three Meritorious Service Medals.

Mario is the Founder and President at Still Serving, Inc., a non-profit organization that works to provide leadership programs for today’s youth. The first initiative, the Adopt-A-School program, has reached over 800 students to date. As Co-Owner and CEO at Global Inspirational Speakers, LLC., Mario continues his legacy of inspiring others through public speaking, coaching, and publishing. Mario is currently working on his memoir which is scheduled to be published during November 2020. Through all his endeavors, Mario’s greatest accomplishment is his family. He has been married to Nicole Fields for over 25 years, and they have two adult children, Myranda and Mario II. Mario and Nicole currently reside in California and work together to continue serving and inspiring people in their community and around the world.

Jedidiah Collins, CFP®

Former NFL Player - Author: Your Money Vehicle

Former NFL fullback, author & financial coach Jedidiah Collins, CFP® is a Financial Coach and Founder of Rookie to Veteran™. After being signed as an undrafted free agent in 2008, he played seven seasons in the NFL while studying for the Certification in Financial Planning in the off seasons. Today, Jedidiah’s mission is to empower students, athletes, and professionals with the behaviors needed to eliminate the gap between the potential of their goals and the success they desire! As a former NFL player, Jedidiah translates the mindset he learned on the field to other areas of life, whether it’s personal or professional. He has empowered groups at Amazon, NFL, F5, CBRE, DocuSign, Sotheby's, and MLB among others. Jedidiah is a passionate advocate for greater financial awareness and has worked closely with countless individuals in the hope they begin to own their financial future. Jedidiah is an author, speaker, and—most importantly—a husband and father.

Susan Snipes - GPHR, SPHR, CPP, MS HRM

Susan Snipes is a business owner and fractional Chief People Officer. She provides compliance and Global HR solutions to small businesses and startups all over the world. She also provides US HR compliance strategies to companies in a wide variety of industries. Susan is a published writer who has written expert content for such organizations as SHRM (HR Magazine), PeopleHR and Bonusly. She holds her Masters of Science in HR Management and holds the following certifications:

Global Human Resources Professional (GPHR)
Senior Human Resources Professional (SPHR)
Certified Payroll Professional (CPP)

Marques Ogden - Empowerment Leader / Former NFL Player

Growing up in a single parent home with a father that inspired perseverance and fairness, Marques Ogden learned how to define his values and set goals. Ogden attended Howard University from 1998-2002 where he played Division I football. He then followed his dream and his brother Jonathan's footsteps, eventually getting drafted into the NFL in 2003. Overall, he played for 5 years as an offensive lineman with the Titans, Bills, Ravens and Jaguars. Marques loves to create value for the people he comes into contact with, to help them live their best lives both personally and professionally!

Corey Jackson - Empowerment Leader / Former NFL Player

In 2003, Corey joined the Cleveland Browns as a defensive end and played two and a half seasons with the Browns. In 2004, Corey earned defensive player of the year in NFL Europe while playing for the Frankfurt Galaxy. In the Fall of 2005, Corey signed a two-year deal with the Denver Broncos. Corey is an entrepreneur at heart. While playing in the NFL, Corey, along with a partner, started areal estate company that they exited after several years. As well, Corey began speaking professionally while playing in the NFL. In 2016, he published his first book, Think Different. BeDifferent. Live Different., and he started a recruiting company called Qwerkz. His company connects former professional athletes with new career opportunities. Qwerkz partners with Fortune 500 Companies, Universities and large organizations to provide them with top talent from world class athletes.

Dowell Stackpole - Financial Executive

Dowell Stackpole is Former Managing Director of Trading Technology and Quantitative Analytics for Barbnet Investments, an investment firm owned by the Bass family of Fort Worth. Dowell studied engineering at the University of Texas at Arlington and theology at Liberty University. He and his wife, Beth, live in Fort Worth and have three grown children.

Michael W. Massiatte - Attorney at DLA Piper

Michael W. Massiatte focuses his practice on labor and employment matters, including employee relations, employee benefits and obligations arising in connection with mergers and acquisitions. He also counsels clients on litigation, commercial transactions, corporate compliance and ethics, and risk management matters and he frequently conducts high-level internal investigations.

Jaime Chapman - Military & Veteran Advocate

Jaime Chapman is a passionate military community advocate, published author and the Founder and CEO. She first provided employment assistance to special needs adults at a non-profit and has personally helped over 1,500 veterans and military spouses find employment. She currently serves as the Career & Employment Advocate for the Military Spouse Advocacy Network (MSAN) where she provides career advice to over 9,000 military spouses and actively influences policy to reduce the 24% military spouse unemployment rate. Most recently, she was recruited to appear as a career advisor for a TV show that will broadcast live to over 400-Million viewers.

Mayur Vyas - CPA / CFO

Mayur Vyas, CPA is a chief financial officer, tax advisor, and business consultant to startups and small businesses. His firm, Finconoso, specializes in advisory services including business planning, financial projections, investor relations, due diligence, and entity structuring. He worked at PricewaterhouseCoopers for over 10 years in a variety of management consulting, financial services, auditing, risk management, technology, and training roles. Prior to PwC, he worked as a cost and project accountant across engineering, construction, and technology-focused organizations.

Jonathan Silk - Veteran Advocate

Jonathan Silk serves as Veteran Liaison Officer to help the organization understand how to leverage the talents of their Veteran workforce population. He is the founder of Bridge 3, LLC and is an experienced leader and organizational leadership coach with a proven record of leading and developing others to perform at higher levels and improve their overall effectiveness. He has a passion for learning and developing others to improve as leaders, and has expertise in team dynamics, leadership coaching, design thinking, organizational leadership and development, learning technology, and corporate training.

Jonathan brings lessons from experiences serving as the Executive Director of Leader Development at the University of North Texas Health Science Center (UNTHSC) where he oversaw the leadership development and design thinking programs for faculty, staff, and students to prepare members of the UNTHSC team to lead effectively in higher education and collaborative healthcare team environments. He has experience leading in U.S. Army Infantry, Cavalry, and Armor units in a wide range of assignments, to include leading soldiers in Iraq, Afghanistan, and Korea. As a U.S. Army officer, he established a record of high performance in complex, volatile, and dynamic environments. He is a decorated veteran, awarded the Bronze Star with "V" for Valor and Purple Heart, and a recipient of the General Douglas MacArthur Leadership Award. Jonathan served as a faculty member in the Center for the Advancement of Leader Development and Organizational Learning at the United States Military Academy at West Point, NY before transitioning from the Army in 2015.

Eric Mitchell - Media

Eric L. Mitchell is a proud veteran of the U.S. Marine Corps. Eric is also the founder of Eric Mitchell Media and is one of America's leading advocates for veteran entrepreneurs. After serving in the United States Marine Corps, Eric began his career in Silicon Valley as a Communications Director in the tech industry. He has worked with brands like the NFL, NBA, MLB, Facebook and Twitter. Since launching Eric Mitchell Media, Eric Mitchell was selected as a HillVets 100 Class of 2017 honoree and is a member Public Relations Society Of America, The National Press Club and The Forbes Agency Council. Today Eric continues his mission to advocate for the brave men and women that have served and continue to serve the United States military.