Contributors

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Host

John Kailunas II, LUTCF, FSS


John is the Owner and Founding Member of Regal Holdings and its subsidiaries: Regal Investment Advisors (2B+ AUM), LionShare (SMA Distribution), and Regulus Financial Group (Broker-Dealer 1B+ AUA), Regal Financial Group (Retail) and now Catalyst4Growth (Professional Development). 

Kailunas takes great pride in building individual salespeople and distribution platforms with strategic thinking and pragmatic leadership. He has a relentless work ethic and helps organizations "move the needle." Kailunas and his co-host Kevin Berwald will share ideas and concepts that will improve your life and business,

Kailunas has been happily married to his wife, Deborah, for 25-plus years and is the proud father of two children, his oldest, Courtney Kailunas, DNP, and his son, John “Trey” A. Kailunas III.  John enjoys traveling and has visited all 50 states and 34 countries over six continents. John enjoys the outdoors, hunting, fishing, cigars, and bourbon.

Guests

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Guest

Kevin Berwald, CLU®, ChFC®, CFP®, CASL®

Kevin Berwald, CLU®, ChFC®, CFP®, CASL® 

Co-Founder, Catalyst4Growth  


“It is literally true that you can succeed best and quickest by helping others to succeed.” – Napoleon Hill 


Kevin developed his unique client acquisition and sales processes over a 35-year career in sales and leadership positions. These transferable skills and processes, that he shares with people today, were largely responsible for his successes as a top Sales Professional, National Sales Manager, and Sales Consultant for some of the greatest financial businesses in America. Kevin, his wife, and two sons live in Grosse lle, Michigan where they enjoy boating and fishing on Lake Erie, playing golf, hunting, and raising honey bees on their farm. They are also members of Church of the Way. Kevin attended Olivet College where he received four varsity wrestling awards and was Co-Captain his senior year. 

https://www.linkedin.com/in/kevin-berwald-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-casl%C2%AE-8b91b462/

Guest appearance on:

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Guest

William (Bill) Best, CPA, CA, GCB.D, CCB.D

Bill is a seasoned executive; over a 43-year plus career holding a variety of C-Suite roles as a CEO, COO, CFO, and Board roles in a variety of sectors including, banking/financial services, investment/wealth management, real estate, professional services, consulting, fintech software, retail, and mining. He has very diverse and extensive “hands-on” experience in M&A, debt and equity financings, operations, finance, accounting, cash and asset management, technology, systems and operational integrations, human resource management, marketing, and branding. Bill is currently the COO and Partner of Regal Holdings, Grand Rapids, MI. Bill has served as the CEO of one of Canada's premier wealth management firms.  Bill was responsible for mergers and acquisitions, integrations, and operations for Assante’s Canadian financial advisory and wealth management businesses growing from 170 to over 1,800, financial advisors.