Business Advisory Board

The Alzheimer's Treatment Centers of America (ATCA) proudly welcomes Matt Pollard to its Advisory Board. A recognized global expert in artificial intelligence governance, ethics, and safety, Matt brings over 25 years of executive leadership experience at the intersection of emerging technology, enterprise transformation, and regulated industry modernization.

As Vice President and Managing Director of Technology Services and Managed Solutions at SS&C Technologies (NASDAQ: SSNC), Matt leads one of the firm's fastest-growing global business lines. He is responsible for driving aggressive growth strategies, commercializing new service offerings, and delivering high-impact technology solutions across financial services, healthcare, and government sectors. Under his leadership, SS&C has scaled a multi-million-dollar global IT portfolio, delivering AI-augmented managed services, enterprise-grade cybersecurity, and cloud-native platforms for some of the world's most demanding clients.

The Alzheimer's Treatment Centers of America (ATCA) proudly welcomes Matt Pollard to its Advisory Board. A recognized global expert in artificial intelligence governance, ethics, and safety, Matt brings over 25 years of executive leadership experience at the intersection of emerging technology, enterprise transformation, and regulated industry modernization.

As Vice President and Managing Director of Technology Services and Managed Solutions at SS&C Technologies (NASDAQ: SSNC), Matt leads one of the firm's fastest-growing global business lines. He is responsible for driving aggressive growth strategies, commercializing new service offerings, and delivering high-impact technology solutions across financial services, healthcare, and government sectors. Under his leadership, SS&C has scaled a multi-million-dollar global IT portfolio, delivering AI-augmented managed services, enterprise-grade cybersecurity, and cloud-native platforms for some of the world's most demanding clients.

Matt is a foremost authority in AI governance, frequently called upon to advise geopolitical forums, academic institutions, and executive boards on the responsible development and deployment of intelligent systems. His guidance has supported governments, multinational corporations, and advocacy groups in aligning AI innovation with ethical standards, human rights frameworks, and regulatory mandates such as ISO 42001, SEC, and DORA. He has played a central role in developing enterprise AI programs that prioritize safety, explainability, and stakeholder trust—particularly in mission-critical environments involving health data, financial risk, and citizen engagement.

Prior to SS&C, Matt held executive roles at Slalom, where he built and led the firm's global AI governance and privacy practice; Forsythe Solutions, where he scaled a $300M professional services business focused on IT transformation; Booz Allen Hamilton, where he launched the firm's managed services and outsourcing advisory practice; and IBM Global Services, where he oversaw enterprise IT operations and global outsourcing programs for Fortune 50 clients. His leadership in these roles has consistently driven digital transformation, client acquisition, and operational scale across North America, Europe, and Asia.

Beyond technology strategy, Matt brings deep expertise in private equity, mergers and acquisitions, and capital strategy—having supported organizations through capital raises, growth-stage transitions, and portfolio company exits. He is also an active board advisor and speaker on AI risk, policy, and innovation, serving on the advisory boards for the University of Denver, Aortex, and Big Data London, and is a frequent contributor to international AI forums, regulatory working groups, and executive roundtables. His career is defined by a commitment to building future-ready platforms and ethical frameworks that ensure technology remains a force for human well-being.

Based in Boulder, Colorado, Matt continues to serve as a trusted advisor to executives, investors, and policymakers navigating the complex, rapidly evolving AI landscape. He is a published author and is featured as a strategic thought leader in several national publications. Matt holds a bachelor's degree in management information systems from the University of Georgia in Athens, Georgia, and a master certificate in project management from The George Washington University in Washington, D.C.

Stacy Walton, a seasoned healthcare executive with over three decades of experience, has dedicated herself to improving patient care, driving innovation in specialty pharmacy, and shaping strategic growth across the healthcare industry.

Stacy's career began as a registered nurse in critical care environments, gaining a profound understanding of patient needs, teamwork, and clinical precision. Her hands-on experience provided the foundation for her leadership, grounding her executive decision-making in patient realities.

As Manager of Clinical Practice at Olsten Health Services, Stacy oversaw infusion therapies for complex and chronic conditions, balancing clinical oversight with operational management and ensuring compliance while developing innovative approaches to patient care. This role defined her career trajectory.

Stacy's pivotal move to specialty pharmacy with OptumRx marked a decade-long leadership journey. She oversaw specialty clinical programs for oncology, immunodeficiencies, and neurologic illnesses, coordinating national accreditation efforts with URAC, ACHC, and VIPPS standards. This experience demonstrated her ability to balance regulatory rigor with patient-centered innovation, advancing specialty pharmacy and setting new quality benchmarks.

Stacy Walton, a seasoned healthcare executive with over three decades of experience, has dedicated herself to improving patient care, driving innovation in specialty pharmacy, and shaping strategic growth across the healthcare industry.

Stacy's career began as a registered nurse in critical care environments, gaining a profound understanding of patient needs, teamwork, and clinical precision. Her hands-on experience provided the foundation for her leadership, grounding her executive decision-making in patient realities.

As Manager of Clinical Practice at Olsten Health Services, Stacy oversaw infusion therapies for complex and chronic conditions, balancing clinical oversight with operational management and ensuring compliance while developing innovative approaches to patient care. This role defined her career trajectory.

Stacy's pivotal move to specialty pharmacy with OptumRx marked a decade-long leadership journey. She oversaw specialty clinical programs for oncology, immunodeficiencies, and neurologic illnesses, coordinating national accreditation efforts with URAC, ACHC, and VIPPS standards. This experience demonstrated her ability to balance regulatory rigor with patient-centered innovation, advancing specialty pharmacy and setting new quality benchmarks.

As senior executive roles advanced, Stacy embraced healthcare trade relations. At OptumRx and later Shields Health Solutions, she established partnerships with pharmaceutical manufacturers, ensuring affordability, accessibility, and sustainability in specialty care. Her transformative tenure as Senior Vice President of Trade Relations involved negotiating, guiding compliance, and implementing growth strategies that positioned the company at industry leadership.

Stacy's leadership balances vision with execution. She crafts strategies for business expansion and operational excellence, cultivating teams to execute effectively. Collaborating across functions and mentoring future healthcare leaders, she empowers others for progress. Consistently delivering results that advance organizational goals and patient outcomes, she leads mergers and acquisitions, drives regulatory compliance, and optimizes trade partnerships.

An executive with a proven track record, Stacy contributes to advisory boards in pharma and accreditation, shaping industry standards and guiding organizations on compliance and quality. A sought-after speaker, she amplifies her influence on specialty pharmacy, healthcare technology, and system-level innovation.

Committed to balance and perspective, Stacy's hobbies reflect her appreciation for exploration, renewal, and growth. She approaches leadership with curiosity and adaptability, continually evolving and embracing new opportunities. Board service fulfills her aspiration to shape healthcare's future from a governance perspective.

With 30+ years of experience, Stacy offers a unique blend of clinical grounding, executive leadership, and strategic foresight. Her unmatched insight into healthcare systems, regulatory landscapes, and patient-centered innovation, coupled with her proven ability to navigate complexity, lead organizations through transformation, and inspire confidence among stakeholders, makes her an ideal candidate for any board seeking an experienced, visionary, and values-driven leader.

Marc Nocera is a seasoned healthcare executive, strategic business advisor and commercial real estate investor with broad expertise in advising public and privately held companies. Mr. Nocera joined Allergan in 2014 (Teva Pharmaceuticals acquired Allergan's Actavis division in 2016). Prior to joining Allergan/Actavis and later Teva, Mr. Nocera served as commercial counsel to Johnson & Johnson's over-the-counter (OTC) drug business, widely recognized for the complete line of TYLENOL® acetaminophen products, skincare products Neutrogena® and Aveeno® and nutraceuticals.

Prior to Johnson & Johnson, Mr. Nocera served as General Counsel and Corporate Secretary of Jupiter-based Holtec International, a leading manufacturer in the energy industry. Mr. Nocera was an attorney with national boutique health law firm Frier Levitt where he represented dietary supplement maker Verified Nutrition. He also served as lead M&A counsel at Lupin Pharmaceuticals where he consummated significant acquisitions and divestitures with Sanofi, Sunovion and private equity firm Water Street Healthcare Partners. Mr. Nocera earned his law degree from Quinnipiac University School of Law, his undergraduate degree in International Relations from University of Delaware and attended Wharton's General Management Program (GMP).

Marc Nocera is a seasoned healthcare executive, strategic business advisor and commercial real estate investor with broad expertise in advising public and privately held companies. Mr. Nocera joined Allergan in 2014 (Teva Pharmaceuticals acquired Allergan's Actavis division in 2016). Prior to joining Allergan/Actavis and later Teva, Mr. Nocera served as commercial counsel to Johnson & Johnson's over-the-counter (OTC) drug business, widely recognized for the complete line of TYLENOL® acetaminophen products, skincare products Neutrogena® and Aveeno® and nutraceuticals.

Prior to Johnson & Johnson, Mr. Nocera served as General Counsel and Corporate Secretary of Jupiter-based Holtec International, a leading manufacturer in the energy industry. Mr. Nocera was an attorney with national boutique health law firm Frier Levitt where he represented dietary supplement maker Verified Nutrition. He also served as lead M&A counsel at Lupin Pharmaceuticals where he consummated significant acquisitions and divestitures with Sanofi, Sunovion and private equity firm Water Street Healthcare Partners. Mr. Nocera earned his law degree from Quinnipiac University School of Law, his undergraduate degree in International Relations from University of Delaware and attended Wharton's General Management Program (GMP).

Mr. Nocera is licensed to practice law in Florida, New York and New Jersey. He served in leadership roles as a Board Member of Enchantment Theatre Company and the Association of Corporate Counsel (ACC). Mr. Nocera currently serves on the Eminent Domain Committee of The Florida Bar. He lives in Jupiter and Naples, Florida and is an active tennis player.

My formal name is Anthony, though I go by Buddy. After spending my career as a CFO in financial services and healthcare, I feel it's time to give back in a more meaningful way. While I've contributed financially to multiple causes over the years, I never committed my personal efforts significantly to their missions. I believe ATCA represents the opportunity to contribute to making life better for individuals and families affected by Alzheimer's. This cause is deeply personal to me.

My formal name is Anthony, though I go by Buddy. After spending my career as a CFO in financial services and healthcare, I feel it's time to give back in a more meaningful way. While I've contributed financially to multiple causes over the years, I never committed my personal efforts significantly to their missions. I believe ATCA represents the opportunity to contribute to making life better for individuals and families affected by Alzheimer's. This cause is deeply personal to me.

My beloved mother fell victim to Alzheimer's in her eighties. She had always been vibrant beyond belief, so watching her sudden deterioration was devastating. Despite our whole family's efforts, we couldn't stop it. It remains one of the toughest experiences I've ever faced. My background isn't in neurology or healthcare delivery; it's in financial leadership. I've built high-growth companies from the ground up, which is as demanding as it gets. It requires leadership and strategic vision, and also demands rigorous attention to detail and disciplined risk management. I've done this work mostly successfully, though I've also learned valuable lessons from failures and how to prevent them going forward. I believe I can help advance the cause. What I bring to the table: high energy, a quick analytical mind, and deep experience across all aspects of finance. I'm excited about the prospect of partnering with the CEO, the management team, the investors, and the Advisory Board.

Buddy received a prestigious two-year fellowship at the Financial Accounting Standards Board and thereafter became an audit partner at Deloitte. His largest client, Prudential Financial, asked him to join the firm as the divisional CFO of their retirement and Institutional Asset Management business and he went onto become the CFO of their life, annuity and P&C division and was Corporate Controller taking Prudential through its demutualization and IPO. He went on to be the CFO of HealthNet, a public $11b managed care company that had recently missed earnings with a significant loss of management credibility and market value. He led the turn around and investor engagement and two years later HealthNet was the 15th best performing stock in the S&P 500.

He next become the CFO of FreddieMac and led the operational rebuild of the business processes and the financial organization. He successfully took Freddie through the largest preferred capital raise in history at the time and through the SEC registration process. Buddy and the head of the businesses led interactions with the Fed, the Treasury, the regulator, the Board and investors that unfortunately ended in conservatorship.

Buddy immediately became the CFO of First American Financial Corporation, a public company with an activist board demanding they spin out a high growth, high margin data analytics company, CoreLogic. Buddy led the spin out and was asked to be the CFO of the spun-out company and take it through the IPO. Next, Buddy became the CFO of a start-up specialty commercial insurance company backed by private equity investors, Goldman Sachs and TPG. Buddy and the management team quintupled the size of the company, took it public, then took it back private, owned by Towerbrook private equity. He was retained as the CFO until he retired in March 2023.

At HealthNet, First American and CoAction, Buddy had oversite responsibility for $2b+ investment portfolios and has experience with numerous public fixed income and alternative asset managers. In his roles as audit partner and the CFO of numerous public and private companies, Buddy has had extensive interactions with Boards in some extremely challenging situations. He has extensive experience in both public and private equity ownership. That experience led him to join the Board of a public rehabilitation care company growing quickly through M&A. He quickly became a close confidant of the CEO and became the Audit Committee Chair. After 5 years in his board role, he was asked to lead the Special Committee to sell the company which successfully delivered a tremendous return to investors. Buddy and his wife and daughter live in the Gig Harbor, WA area. Buddy has received his undergraduate degree in economics from Rutgers and his MBA.

• Over 37 years of accounting, tax, and business consulting experience.
• Helps both domestic multi-national clients with their inbound and outbound global growth, exit and tax strategies.
• Provides tax and consulting services to individuals who are moving throughout the world.
• Expertise in providing tax planning strategies and forward-thinking solutions to closely held companies, their shareholders and high net worth individuals, particularly in the professional services, manufacturing and real estate industries.
• Leader in the Canada-US Tax practice as well as a key member of the International Tax Team.
• Spent a decade at a Big Four firm serving numerous publicly and privately held multinational clients.
• Has provided clients globally with accounting, tax and consulting services since 1998, representing business and individual clients in complex tax examinations on federal and state levels and assists business owners and high net worth individuals with planning strategies to grow and protect their income and assets.

• Licensed Certified Public Accountant in the states of New York and Florida
• Master of Business Administration, State University of New York at Buffalo
• B.S., Finance, State University of New York at Buffalo

• Over 37 years of accounting, tax, and business consulting experience.
• Helps both domestic multi-national clients with their inbound and outbound global growth, exit and tax strategies.
• Provides tax and consulting services to individuals who are moving throughout the world.
• Expertise in providing tax planning strategies and forward-thinking solutions to closely held companies, their shareholders and high net worth individuals, particularly in the professional services, manufacturing and real estate industries.
• Leader in the Canada-US Tax practice as well as a key member of the International Tax Team.
• Spent a decade at a Big Four firm serving numerous publicly and privately held multinational clients.
• Has provided clients globally with accounting, tax and consulting services since 1998, representing business and individual clients in complex tax examinations on federal and state levels and assists business owners and high net worth individuals with planning strategies to grow and protect their income and assets.

• Licensed Certified Public Accountant in the states of New York and Florida
• Master of Business Administration, State University of New York at Buffalo
• B.S., Finance, State University of New York at Buffalo

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Florida Institute of Certified Public Accountants (FICPA)

• Professional Services
• Industrial Consumer Products
• Real Estate Service
• International Tax
• International Services

Ryan Smithburg is a seasoned executive with a remarkable career that spans over 20 years in both the healthcare and financial sectors. After graduating from the University of Colorado Health Sciences Center with a Bachelor of Science in Pharmacy, Ryan began his career as a pharmacist. Ryan has a strong background in healthcare, having owned and operated a pharmacy and large retail business since 2003. His deep understanding of pharmacy laws, pharmacology, and drug delivery has allowed him to maintain compliance and ensure patient safety while fostering a collaborative environment among his staff.

His hands-on experience in owning and managing the pharmacy has equipped him with a deep understanding of the complexities of medication safety, adherence, and regulatory compliance. Ryan prioritizes patient-centered care, ensuring that his pharmacy staff delivers high-quality service while effectively addressing the diverse health needs within his community. By implementing evidence-based practices and innovative solutions he has enhanced clinical services and patient care.

Ryan Smithburg is a seasoned executive with a remarkable career that spans over 20 years in both the healthcare and financial sectors. After graduating from the University of Colorado Health Sciences Center with a Bachelor of Science in Pharmacy, Ryan began his career as a pharmacist. Ryan has a strong background in healthcare, having owned and operated a pharmacy and large retail business since 2003. His deep understanding of pharmacy laws, pharmacology, and drug delivery has allowed him to maintain compliance and ensure patient safety while fostering a collaborative environment among his staff.

His hands-on experience in owning and managing the pharmacy has equipped him with a deep understanding of the complexities of medication safety, adherence, and regulatory compliance. Ryan prioritizes patient-centered care, ensuring that his pharmacy staff delivers high-quality service while effectively addressing the diverse health needs within his community. By implementing evidence-based practices and innovative solutions he has enhanced clinical services and patient care.

Ryan made the unusual leap from the healthcare field to the financial world when he joined the First National Bank of Hugo as a board member. As a bank board member, Ryan played a pivotal role in shaping the strategic direction and governance of First National Bank of Hugo. His extensive experience in the banking sector, coupled with his leadership, led to a role as Chairman of the Board. This enabled him to provide valuable insights that has driven organizational growth and financial stability. Ryan's responsibilities include overseeing the bank's strategic initiatives, ensuring compliance with regulatory standards, and evaluating risk management practices. His commitment to transparency and accountability is evident in his leadership of the Audit Committee, where he champions rigorous oversight of financial practices.

Through his vision and dedication, Ryan has not only facilitated the bank's expansion and capital growth but has also reinforced its commitment to community banking, ensuring that the institution remains responsive to the needs of its customers and stakeholders. His active engagement in board discussions and decision-making processes highlights his strategic acumen and unwavering commitment to fostering a robust banking environment that prioritizes both fiscal responsibility and community service.

Ryan also serves as Vice President of First Liberty Capital Corporation, where he plays a crucial role in overseeing financial operations and strategic planning, significantly contributing to the organization's stability and growth. In this capacity, he is responsible for developing and implementing financial strategies that align with the corporation's long-term objectives, ensuring fiscal responsibility while pursuing opportunities for expansion and innovation. Ryan's keen analytical skills allow him to assess market trends and financial performance, enabling informed decision-making that drives profitability. Ryan Smithburg's multifaceted career showcases his ability to lead with vision and integrity, making a lasting impact on both the banking and healthcare industries while remaining dedicated to his community.

Patty Lavely is an accomplished healthcare executive with over 30 years of leadership experience in technology, operations, and board governance. She has served as CIO and CISO for multiple premier healthcare organizations, consistently driving innovation, cybersecurity, and digital transformation initiatives. As a Boardroom Qualified Technology Expert (QTE), Patty combines deep provider-side industry knowledge with proven governance expertise, having served on nonprofit and professional association boards.

She is the principal consultant/founder for CIO Consulting, LLC, where she has guided organizations through interim CIO leadership, large-scale IT implementations, and cybersecurity strategy development. Her career highlights include leading the digital platform development for Palm Beach County's COVID-19 mass vaccination program, overseeing IT and operational teams of up to 500 professionals with $250MM operating budgets, and establishing enterprise-wide cybersecurity governance. Recognized nationally as a CIO of the Year and named among Becker's “CIOs to Know,” Patty brings a track record of operational excellence and innovation.

Patty Lavely is an accomplished healthcare executive with over 30 years of leadership experience in technology, operations, and board governance. She has served as CIO and CISO for multiple premier healthcare organizations, consistently driving innovation, cybersecurity, and digital transformation initiatives. As a Boardroom Qualified Technology Expert (QTE), Patty combines deep provider-side industry knowledge with proven governance expertise, having served on nonprofit and professional association boards.

She is the principal consultant/founder for CIO Consulting, LLC, where she has guided organizations through interim CIO leadership, large-scale IT implementations, and cybersecurity strategy development. Her career highlights include leading the digital platform development for Palm Beach County's COVID-19 mass vaccination program, overseeing IT and operational teams of up to 500 professionals with $250MM operating budgets, and establishing enterprise-wide cybersecurity governance. Recognized nationally as a CIO of the Year and named among Becker's “CIOs to Know,” Patty brings a track record of operational excellence and innovation.

Patty's expertise in health system operations, digital transformation, and cybersecurity governance directly benefits the Alzheimer's Treatment Centers of America as it expands and scales its mission. Her experience in developing patient-centered technology, managing complex healthcare delivery networks, and ensuring regulatory compliance provides a strong foundation for advancing the organization's clinical, operational, and strategic goals. Patty's proven ability to align technology with mission-driven healthcare will help ATCA strengthen patient care, protect sensitive health data, and support sustainable growth.

James brings three decades of experience in healthcare provider technology and life and supplemental health insurance technology, most recently serving as Executive Vice President and Chief Information Officer for the nation's largest volume life insurance carrier. During his career James has led multiple large-scale transformations including the implementation of electronic health records for the physician practice community at one of the largest provider organizations in the US. He also brings extensive experience in healthcare revenue cycle management technologies and has spent a significant portion of his career in data and analytics focusing on data as a commodity for business value.

James has experience on both sides of the board room, both as an executive and as a director, and has served on a non-profit board with a healthcare focus. James holds an MBA from Baylor University, a BBA from the University of Texas at Austin and a Certificate in Corporate Governance from The University of Pennsylvania Wharton School for Executive Education. He is certified in Sustainability by the Global Association of Risk Professionals and was the recipient of the Dallas CIO Inspire Leadership Associations' CIO of the Year “Orbie” Award in 2018.

James brings three decades of experience in healthcare provider technology and life and supplemental health insurance technology, most recently serving as Executive Vice President and Chief Information Officer for the nation's largest volume life insurance carrier. During his career James has led multiple large-scale transformations including the implementation of electronic health records for the physician practice community at one of the largest provider organizations in the US. He also brings extensive experience in healthcare revenue cycle management technologies and has spent a significant portion of his career in data and analytics focusing on data as a commodity for business value.

James has experience on both sides of the board room, both as an executive and as a director, and has served on a non-profit board with a healthcare focus. James holds an MBA from Baylor University, a BBA from the University of Texas at Austin and a Certificate in Corporate Governance from The University of Pennsylvania Wharton School for Executive Education. He is certified in Sustainability by the Global Association of Risk Professionals and was the recipient of the Dallas CIO Inspire Leadership Associations' CIO of the Year “Orbie” Award in 2018.

James McPartland is President and Co-Founder of GreenVow Advisory LLC, a professional services organization focused on Strategy, Information Technology and Sustainability. He is an experienced board member and former Chief Information Officer with more than 30 years of experience developing and implementing technology strategies that enable growth. James has developed a unique breadth of knowledge through a series of diverse experiences that span enterprise disciplines ranging from analytics to business development to risk management while working in highly regulated industries. He has extensive experience leading Board level discussions related to technology strategy and delivery as well as risk management topics such as cybersecurity.

James served as Board Chairman for Globe Life's Family Heritage Division, a wholly owned subsidiary separately licensed as an insurance provider. As Chairman, James presided over quarterly board meetings that covered Management & Operations, Financial Condition, Regulatory Compliance and Audit, Risk & Cybersecurity. James is an active Board Member for the North Texas and Oklahoma chapter of the Juvenile Diabetes Research Foundation (JDRF). In 2022, he and his wife served as Co-Chairs for JDRF's Annual Gala, helping raise over $2M for diabetes research. James has also served on JDRF's Corporate Council, helping build relationships between businesses within the north Texas community and JDRF.

As Chief Information Officer of Globe Life, Inc, an S&P 500 company with more life insurance policies in force than any other carrier in the United States, James successfully led a series of transformations focused on modernizing business development and administrative technologies that enabled growth with an emphasis on data strategies and advanced analytics. He also led teams responsible for implementing programs addressing cybersecurity, privacy, business continuity and regulatory compliance. During his tenure, Globe's cybersecurity maturity ratings within the National Institute of Standards and Technology framework improved by 200% while maintaining a balance for business value. Working closely with other C-suite executives, James was a key contributor in developing an innovation strategy focused on emerging technologies in the Fintech and Insurtech space.

Prior to his experience at Globe Life Inc., James served as Vice President of IT Strategic Planning and Analytics at Tenet Healthcare, a publicly traded Fortune 200 healthcare provider network. At Tenet, James developed enterprise strategies that improved the quality and accessibility of care across markets Tenet served. He was instrumental in enabling the success of a spin off subsidiary providing revenue cycle services through an innovative technology strategy for integrating third party clients. While at Tenet, James served as co-chair for IT's HIPAA compliance steering committee. And when the Affordable Care Act was passed, James led transformation teams responsible for compliance and adoption of electronic health records at Tenet's physician practices. Throughout his tenure at Tenet, James led multiple analytics teams and was the IT leader for acquisitions and divestitures. Prior to Tenet, James began his career developing a foundation in information technology management at Price Waterhouse.

James is well respected among his peers, having been elected to receive the Dallas Inspire CIO organizations' CIO of the Year award in 2018. He has a history of active participation in professional industry and technology groups, having served on Evanta's Dallas CIO Governing Body, the Federation of American Hospitals Health Information Technology Task Force and the Texas Department of Insurance's Technical Advisory Committee. James is certified in Sustainability & Climate Risk by the Global Association of Risk Professionals.

While working with the largest non-profit addiction treatment provider, Amara saw the relief of families who finally found the best fit treatment approach after often wasting years of time and treasure. Vowing not to waste her experience which combined treatment and legal expertise with a trusted professional network, Amara was inspired to create customized teams of advisors who share her passion and commitment to creating the most efficient strategies. She also is a national speaker on topics including parent coaching, communication skills and mental health and dependency education.

Amara is former Chair of the Dallas Bar Association's Peer Assistance Committee and Highland Park ISD's Parent Education Committee. She founded Dallas One Love, a non-profit raising awareness about the warning signs of relationship abuse; and is a member of community committees which support mental health and substance abuse, including CARE and Highland Park ISD's HOPE committee.

Amara holds certificates in Case Management and Interventions in addition to Screening, Brief Interventions, and Referral to treatment (SBIRT). She received her law and masters in business degrees from the University of Richmond after graduating from the University of Virginia.

While working with the largest non-profit addiction treatment provider, Amara saw the relief of families who finally found the best fit treatment approach after often wasting years of time and treasure. Vowing not to waste her experience which combined treatment and legal expertise with a trusted professional network, Amara was inspired to create customized teams of advisors who share her passion and commitment to creating the most efficient strategies. She also is a national speaker on topics including parent coaching, communication skills and mental health and dependency education.

Amara is former Chair of the Dallas Bar Association's Peer Assistance Committee and Highland Park ISD's Parent Education Committee. She founded Dallas One Love, a non-profit raising awareness about the warning signs of relationship abuse; and is a member of community committees which support mental health and substance abuse, including CARE and Highland Park ISD's HOPE committee.

Amara holds certificates in Case Management and Interventions in addition to Screening, Brief Interventions, and Referral to treatment (SBIRT). She received her law and masters in business degrees from the University of Richmond after graduating from the University of Virginia.

Convening a range of trusted experts, Amara Durham Consulting improves the overall wellbeing of clients — mentally, physically, financially, and legally — through creative strategies and commensurate accountability. Her practice is known for managing complicated cases; facilitating communication within the family, business and/or advisor system and health care providers for accountability and protection of clients' assets, efforts and outcomes. The practice is independent, unaffiliated, and never accepts compensation for referrals from any outside source.

Alzheimer's Treatment Centers of America (ATCA) announces that Jaswinder Matharu, an expert in Artificial Intelligence and Healthcare, has joined the Advisory Board. As an enthusiastic 14 year-old, Jaswinder (Manji) Matharu once took apart a transistor radio in order to learn how to put it back together. “The amazement, curiosity and drive I experienced while putting back the individual components of the radio has been the key instinct which has guided me through my journey,” comments Matharu, Founder and CEO, Agilis International.

• Board Member: Nivagen Pharmaceuticals, Inc. — Sacramento, California
• Board Member: r4 Technologies — Washington, D.C. Metro Area
• Co-Founder / Board Member: Sequential Technologies
• Board Member: Cadila Pharmaceuticals Limited — Ahmedabad Area, India
• Supervisory Board: SMARTRAC N.V. (acquired by Avery Dennison)
• Board Member: Sevatec, Inc.
• Board Member: Infogix, Inc. (acquired by Thoma Bravo)

• The George Washington University, MS, Computer Science (1989–1991)

Alzheimer's Treatment Centers of America (ATCA) announces that Jaswinder Matharu, an expert in Artificial Intelligence and Healthcare, has joined the Advisory Board. As an enthusiastic 14 year-old, Jaswinder (Manji) Matharu once took apart a transistor radio in order to learn how to put it back together. “The amazement, curiosity and drive I experienced while putting back the individual components of the radio has been the key instinct which has guided me through my journey,” comments Matharu, Founder and CEO, Agilis International.

• Board Member: Nivagen Pharmaceuticals, Inc. — Sacramento, California
• Board Member: r4 Technologies — Washington, D.C. Metro Area
• Co-Founder / Board Member: Sequential Technologies
• Board Member: Cadila Pharmaceuticals Limited — Ahmedabad Area, India
• Supervisory Board: SMARTRAC N.V. (acquired by Avery Dennison)
• Board Member: Sevatec, Inc.
• Board Member: Infogix, Inc. (acquired by Thoma Bravo)

• The George Washington University, MS, Computer Science (1989–1991)

His quest for solving problems and bringing order has made him a serial entrepreneur with four companies to his credit. His venture, Agilis International, is an analytics firm that provides business solutions to customers across six continents. Agilis Propensity Scoring, a highly advanced form of predictive analytics, is gaining significant traction in the telecommunications vertical according to a recent report from Frost & Sullivan. Agilis (acquired by Infogix) monetizes their customers' big data, providing a rapid ROI on every project. Agilis's innovative analytics solutions deliver business results around customer lifetime value, margin management, and operational optimization. Their advanced technology, customer service excellence, accountability and results have yielded Agilis an annual customer satisfaction rating of over 96 percent.

Matharu's success with Agilis was the culmination of a career in the telecommunications industry which began with him working for TTC. TTC made test measurement equipment such as Firebird and T-BERD. His collaboration with TTC further enhanced his learning of protocols and his experience grew in dealing with the information coming out of the wire. Matharu then realized that he was not really cut out for life in the standard corporate world and started working independently with a company called ECTel, which focused on network management. Still unsatisfied, he wanted to utilize his creativity to the fullest extent and founded S3Net in 1997, his first entrepreneurial venture. The company was acquired five years later by Safeguard Scientifics, Inc (NYSE: SFE), a venture capital firm.

Matharu then created Fiduciainet, a company that did lawful interceptions in communication networks. Lawful intercept is the process by which law enforcement agencies conduct electronic surveillance of circuit and packet-mode communications as authorized by judicial or administrative order. Fiduciainet was later acquired by Neustar (NYSE: NSR). Following that, he founded Omniglobe International, a global provider of outsourced professional services for telecommunications, contact center, finance and legal functions. Omniglobe was instrumental in the initial launch of the iPhone through backend provisioning. At the same time Matharu along with another team built the key technology to address the area of data and analytics. This venture would turn into his current company Agilis International.

Matharu attributes his company's success to focus, responsibility for the people within the organization, and a commitment to work-life balance. He envisions expanding Agilis into new verticals and solutions utilizing its predictive analytics platform, which provides customer and operational business solutions.

Scott is a seasoned human capital executive with more than 25 years of experience spanning healthcare, private equity, and venture-backed organizations. Throughout his career, Scott has led people strategy for complex, highly regulated healthcare enterprises, from pre-revenue startups to multi-state organizations with thousands of employees. Known as a trusted advisor to CEOs, executive teams, and investors, he brings deep expertise in organizational design, leadership development, culture, and workforce scalability.

Scott has built and modernized enterprise HCM platforms across senior care, value-based care, and specialty healthcare environments, ensuring alignment between clinical operations, compliance requirements, and growth objectives. His hands-on experience includes designing talent acquisition engines, compensation and career frameworks, performance management systems, and learning and development programs that improve employee engagement, retention, and operational efficiency while supporting EBITDA and long-term sustainability.

Scott is a seasoned human capital executive with more than 25 years of experience spanning healthcare, private equity, and venture-backed organizations. Throughout his career, Scott has led people strategy for complex, highly regulated healthcare enterprises, from pre-revenue startups to multi-state organizations with thousands of employees. Known as a trusted advisor to CEOs, executive teams, and investors, he brings deep expertise in organizational design, leadership development, culture, and workforce scalability.

Scott has built and modernized enterprise HCM platforms across senior care, value-based care, and specialty healthcare environments, ensuring alignment between clinical operations, compliance requirements, and growth objectives. His hands-on experience includes designing talent acquisition engines, compensation and career frameworks, performance management systems, and learning and development programs that improve employee engagement, retention, and operational efficiency while supporting EBITDA and long-term sustainability.

Having served as the founding Chief Human Resources Officer and Chief People Officer for multiple private equity–backed healthcare organizations, Scott has played a critical role in national expansions across dozens of states. His work has enabled organizations to scale rapidly while maintaining quality, culture, and regulatory discipline in patient-centered care models.

As an Advisory Board Member for Alzheimer's Treatment Centers of America, Scott provides strategic guidance on workforce strategy, leadership capability, and scalable operating models essential to delivering compassionate, high-quality Alzheimer's and dementia care. His career reflects a commitment to building strong organizations through people, ensuring that mission-driven healthcare providers are equipped to serve patients, families, and communities with excellence.

Terry Holecek is Founder & CEO of Elevare Healthcare Partners, providing board-level interim executive leadership and strategic advisory services to private equity-backed, nonprofit, private, and government healthcare systems. Boards and sponsors engage him during leadership transition, regulatory exposure, operational instability, and enterprise transformation.

With more than 35 years leading complex, multi-state healthcare enterprises across skilled nursing, state veterans homes, hospice, and home- and community-based services, Terry specializes in enterprise stabilization, performance recovery, and sustainable platform growth across the post-acute continuum. He partners directly with boards and executive teams to align governance and operations, restore organizational stability, and position platforms for long-term value creation.

Most recently, as Deputy Director of the Ohio Department of Veterans Services and Superintendent of the Ohio Veterans Homes, he led a statewide, multi-campus healthcare system serving more than 800 veterans. During a period of significant transition, he restored executive stability, achieved CMS Five-Star Overall Ratings, increased occupancy by 35 percent, and positioned the system for national recognition in Newsweek's America's Best Nursing Homes 2026.

Terry Holecek is Founder & CEO of Elevare Healthcare Partners, providing board-level interim executive leadership and strategic advisory services to private equity-backed, nonprofit, private, and government healthcare systems. Boards and sponsors engage him during leadership transition, regulatory exposure, operational instability, and enterprise transformation.

With more than 35 years leading complex, multi-state healthcare enterprises across skilled nursing, state veterans homes, hospice, and home- and community-based services, Terry specializes in enterprise stabilization, performance recovery, and sustainable platform growth across the post-acute continuum. He partners directly with boards and executive teams to align governance and operations, restore organizational stability, and position platforms for long-term value creation.

Most recently, as Deputy Director of the Ohio Department of Veterans Services and Superintendent of the Ohio Veterans Homes, he led a statewide, multi-campus healthcare system serving more than 800 veterans. During a period of significant transition, he restored executive stability, achieved CMS Five-Star Overall Ratings, increased occupancy by 35 percent, and positioned the system for national recognition in Newsweek's America's Best Nursing Homes 2026.

Earlier, he held senior executive roles with VITAS Healthcare, Kindred Healthcare, and Beverly Enterprises, overseeing multi-state skilled nursing, assisted living, and hospice portfolios and enterprise growth initiatives.

He serves on the Executive Board of the National Association of Long-Term Care Administrator Boards, shaping national licensure standards and professional practice expectations for long-term care administrators. Terry is a credentialed Health Services Executive and licensed Nursing Home Administrator in Ohio.

Brad has spent over thirty-five years defining, evaluating, and communicating financial and operational risks for his clients in the health and long-term care industries. He is an innovative professional who can plan and deliver effective strategies and bring key stakeholders together in a rapidly evolving environment.

As one of the founding partners of Continuing Care Actuaries, he has been instrumental in growing the firm to provide half of all actuarial consulting services to the senior living industry, including two proprietary software products.

Brad developed his financial expertise in his time with a Big Five accounting firm and has continued to provide audit support for a wide variety of clients.

In addition to his work in senior living, his work includes large self-funded health insurance programs (both government and private), assisting a state in developing their health care exchange after passage of the Patient Protection and Affordable Care Act as well as calculating retiree health care liabilities in excess of $1 Trillion annually. Brad has consulted with several federal, state, and local government entities on health care issues, including the Department of Defense, the U.S. Government Accountability Office, the Centers for Medicare and Medicaid Services, and the State of West Virginia. Brad has been utilized as an expert witness several times.

Brad has spent over thirty-five years defining, evaluating, and communicating financial and operational risks for his clients in the health and long-term care industries. He is an innovative professional who can plan and deliver effective strategies and bring key stakeholders together in a rapidly evolving environment.

As one of the founding partners of Continuing Care Actuaries, he has been instrumental in growing the firm to provide half of all actuarial consulting services to the senior living industry, including two proprietary software products.

Brad developed his financial expertise in his time with a Big Five accounting firm and has continued to provide audit support for a wide variety of clients.

In addition to his work in senior living, his work includes large self-funded health insurance programs (both government and private), assisting a state in developing their health care exchange after passage of the Patient Protection and Affordable Care Act as well as calculating retiree health care liabilities in excess of $1 Trillion annually. Brad has consulted with several federal, state, and local government entities on health care issues, including the Department of Defense, the U.S. Government Accountability Office, the Centers for Medicare and Medicaid Services, and the State of West Virginia. Brad has been utilized as an expert witness several times.

Brad frequently volunteers with the Society of Actuaries (SOA) and American Academy of Actuaries (AAA), including serving on several AAA committees including Health Solvency, Long-Term Care Reform, and Public Programs – Medicare.

In addition to his professional volunteer activities, Brad helped develop Wesley SecureCare as the President of the Board. Wesley SecureCare is a nonprofit focused on empowering older adults to age in their chosen setting safely while receiving coordinated social, residential, preventive, and long-term care health benefits and services. Wesley SecureCare strives to lead in providing high-quality service options and personalized assistance with navigating services to help members maintain independence and meet their health and wellness goals.

Jennifer Mellet is an experienced board director and commercial leader with a track record of helping private equity-backed and growth-stage companies scale revenue and drive enterprise value. With more than two decades of experience across SaaS and technology-enabled services — including healthcare, fitness, construction, and travel — she partners closely with boards and executive teams to translate growth strategy into durable, repeatable performance.

Jennifer brings deep expertise in building and scaling go-to-market engines across new business, expansion, and retention. Her work is particularly impactful in environments where growth is present but not yet fully optimized or scalable — helping organizations align teams, data, and operations to unlock the next phase of value creation.

Jennifer Mellet is an experienced board director and commercial leader with a track record of helping private equity-backed and growth-stage companies scale revenue and drive enterprise value. With more than two decades of experience across SaaS and technology-enabled services — including healthcare, fitness, construction, and travel — she partners closely with boards and executive teams to translate growth strategy into durable, repeatable performance.

Jennifer brings deep expertise in building and scaling go-to-market engines across new business, expansion, and retention. Her work is particularly impactful in environments where growth is present but not yet fully optimized or scalable — helping organizations align teams, data, and operations to unlock the next phase of value creation.

She most recently served on the board of CAI Software, advising on commercial strategy during a period of growth and transformation. In her operating roles, Jennifer has consistently delivered measurable impact. As Chief Sales Officer at A Place for Mom, she contributed to more than 400% revenue growth and played a key role in the company's successful sale from Warburg Pincus to General Atlantic and Silver Lake. As Chief Revenue Officer at Instinct Science, she led post-acquisition integration across sales, marketing, and operations, driving over 25% growth. At Dodge Construction Network, she stabilized SMB new business at over $2M per month while reigniting enterprise growth. At ABC Fitness Solutions, she scaled the commercial organization, maintained 98.9% revenue retention, and supported five acquisitions through diligence and integration.

Jennifer holds an MBA from the University of Texas at Dallas and dual bachelor's degrees from San Diego State University. She is known for her ability to connect strategy to execution and help leadership teams build scalable, high-performing commercial organizations that drive long-term enterprise value.

Atabek Yucel is a technology executive specializing in healthcare IT, enterprise platforms, and artificial intelligence systems, with close to twenty years building and scaling large-scale technology in regulated healthcare. He has a track record of leading the design and delivery of production systems in environments where reliability and compliance are non-negotiable.

Atabek serves as Vice President of Customer Technology at XiFin, an enterprise healthcare SaaS platform, where he leads product and technology direction for the company's customer-facing systems. His work spans cloud-native architecture, systems integration, and applied AI, including large language model integration and agentic workflows, embedding new capability into core healthcare operations at enterprise scale. AI strategy is central to his current focus, where he sets the direction for how the platform adopts emerging models and agentic systems responsibly and at production grade.

Atabek Yucel is a technology executive specializing in healthcare IT, enterprise platforms, and artificial intelligence systems, with close to twenty years building and scaling large-scale technology in regulated healthcare. He has a track record of leading the design and delivery of production systems in environments where reliability and compliance are non-negotiable.

Atabek serves as Vice President of Customer Technology at XiFin, an enterprise healthcare SaaS platform, where he leads product and technology direction for the company's customer-facing systems. His work spans cloud-native architecture, systems integration, and applied AI, including large language model integration and agentic workflows, embedding new capability into core healthcare operations at enterprise scale. AI strategy is central to his current focus, where he sets the direction for how the platform adopts emerging models and agentic systems responsibly and at production grade.

Earlier in his career, he built and led the data science and product organization at Aetna/CVS Health, delivering a machine learning platform for personalized health engagement at scale. At BioReference Health and GeneDx, he led enterprise healthcare IT transformation, driving cloud modernization, systems integration, and interoperability across a large clinical diagnostics organization. His experience also includes regulated medical device software at Siemens Healthineers.

His path into technology traces back to neural engineering. As a researcher in NJIT's Neural Prosthetics Laboratory, Atabek contributed to NIH-funded brain-computer interface work at the boundary of computation and the brain. That foundation continues to shape how he approaches technology for cognitive and digital health.

Atabek holds a Bachelor of Science in Electrical Engineering, a Master of Science in Biomedical Engineering, and an Executive MBA, and is completing an executive program at Harvard Business School DCE.

His expertise in healthcare platform architecture, systems integration, and applied AI supports ATCA as it scales. His combined background in neural engineering and enterprise healthcare technology positions him to help the organization apply emerging technology to screening, monitoring, and care delivery in ways that are technically sound and built to last.

Mr. Cox has 35 years of sales, marketing, and general management experience in the medical and healthcare industry. Over the last 20 years, Andrew was a senior executive and founding member of Medi-Weightloss, the leading and largest physician-supervised weight loss franchise in the country.

As Executive Vice President, Partner, and Board Member of Medi-Weightloss Franchising USA, LLC, Andrew was a major contributor to scaling the business from the ground up, growing it to $100M+ in system-wide revenue across 150+ franchise locations in 38 states, while navigating the full complexity of a multi-state, PE-influenced healthcare environment. He led the nationwide expansion of the franchise system while increasing enterprise value, executing strategic initiatives that improved unit economics and shareholder returns.

He oversaw multiple facilities with a focus on regulatory compliance, business and financial operations, and clinical performance. His deep understanding of market dynamics and demographics was instrumental in building out the 150-clinic system. This work culminated in a successful exit to private equity, where he led the due diligence and integration process firsthand. Having operated on both the founder/operator side and the acquirer/PE side of M&A, Andrew brings a rare, dual-sided perspective to advisory work.

Mr. Cox has 35 years of sales, marketing, and general management experience in the medical and healthcare industry. Over the last 20 years, Andrew was a senior executive and founding member of Medi-Weightloss, the leading and largest physician-supervised weight loss franchise in the country.

As Executive Vice President, Partner, and Board Member of Medi-Weightloss Franchising USA, LLC, Andrew was a major contributor to scaling the business from the ground up, growing it to $100M+ in system-wide revenue across 150+ franchise locations in 38 states, while navigating the full complexity of a multi-state, PE-influenced healthcare environment. He led the nationwide expansion of the franchise system while increasing enterprise value, executing strategic initiatives that improved unit economics and shareholder returns.

He oversaw multiple facilities with a focus on regulatory compliance, business and financial operations, and clinical performance. His deep understanding of market dynamics and demographics was instrumental in building out the 150-clinic system. This work culminated in a successful exit to private equity, where he led the due diligence and integration process firsthand. Having operated on both the founder/operator side and the acquirer/PE side of M&A, Andrew brings a rare, dual-sided perspective to advisory work.

Prior to founding the company, Andrew held executive positions in sales, marketing, training, and general management for several medical diagnostic companies — both privately held start-ups and large public companies in the healthcare sector — giving him broad industry knowledge across company stages and structures. He graduated from Susquehanna University in Selinsgrove, PA, with a degree in Public Relations/Marketing and a minor in Business Administration.

On a personal level, Andrew is deeply passionate about Alzheimer's advocacy. His mother battled the disease for nearly two decades, and that experience gave him firsthand understanding of its degrading effects and the demands of caregiving. It drives his continued commitment to improving clinical outcomes and quality of life for patients and families facing the disease.

As a healthcare executive with more than 20 years across home health, hospice, and post-acute operations, Amy Kent has built her career by stepping into complex, high-pressure organizations and stabilizing them through direct leadership, visibility in the field, and a relentless focus on people. She is known for being the leader who stays accessible to staff at every level, making decisions from frontline reality rather than executive distance, and staying engaged until problems are fully resolved.

Her leadership style is rooted in transformation through clarity of purpose. She has led large-scale operational expansion while balancing sales ownership, clinical oversight, and workforce stability, consistently pushing organizations to understand the “why” behind change so teams adopt it with ownership rather than resistance. Across multi-state healthcare systems, she has been responsible for scaling patient volumes, integrating acquisitions, and aligning clinical and operational teams under one execution structure.

As a healthcare executive with more than 20 years across home health, hospice, and post-acute operations, Amy Kent has built her career by stepping into complex, high-pressure organizations and stabilizing them through direct leadership, visibility in the field, and a relentless focus on people. She is known for being the leader who stays accessible to staff at every level, making decisions from frontline reality rather than executive distance, and staying engaged until problems are fully resolved.

Her leadership style is rooted in transformation through clarity of purpose. She has led large-scale operational expansion while balancing sales ownership, clinical oversight, and workforce stability, consistently pushing organizations to understand the “why” behind change so teams adopt it with ownership rather than resistance. Across multi-state healthcare systems, she has been responsible for scaling patient volumes, integrating acquisitions, and aligning clinical and operational teams under one execution structure.

Amy’s career reflects a consistent pattern of building trust in environments where communication gaps, growth pressure, and operational strain exist simultaneously. She has led payer expansion strategies, hospital partnerships, and service line growth while also driving technology adoption in telehealth and AI-supported workflows. Her strength lies in connecting strategy directly to field execution without losing cultural stability.

• Scaled Home Health and Hospice census from 700 to 3,500 patients within five years across multi-state operations
• Secured and expanded $30.9M+ in payer contracts, including major national and regional health system agreements
• Delivered 1,339.5% operating income growth through expansion, restructuring, and enterprise growth initiatives
• Led integration and expansion of acquired home health operations across the Philadelphia and Eastern Pennsylvania markets
• Drove enterprise-wide adoption of telehealth, scheduling systems, and AI-enabled healthcare workflow platforms

Beyond her operational achievements, Amy is widely recognized for her leadership presence and ability to build deep trust across frontline clinicians and executive stakeholders alike. Her style is grounded in accessibility, integrity, and a consistent belief that people perform best when they feel heard, valued, and connected to purpose.

Outside of her professional role, Amy is deeply rooted in family life, having been with her husband for more than 30 years and raising four children, while now being a grandmother of three. She brings the same discipline and consistency from her personal life into her leadership approach, often reinforcing the belief that staying “comfortable in the uncomfortable” is where real growth happens, both in life and in building strong, resilient healthcare teams.