Jennifer Perkins is a career retail / fashion Industry management executive with over 30 years experience. During her career, she has worked with leading national firms including: Ann Taylor, St. John Knits, The Limited, Limited Express and Saks Fifth Avenue. In the early stage of her career, Jeniffer held various positions as a substance abuse counselor (teens) and middle school teacher.

Her primary responsibilities include all phases of operations management of LifeStar's new National Service Center based in the New Orleans, LA area. Ms. Perkins is a graduate of Tuskegee Institute with a BA degree in Sociology.

Jon Montgomery currently directs the emerging markets segment of Emeritus business development operations. He also advised clients on foreign direct investments, including those utilizing development finance institutions (OPIC, IFC, etc.), export credit agencies (U.S. Export-Import Bank, etc.), and political risk insurers (OPIC, MIGA, etc.).

Jon has also held prior positions as Executive Vice President at Marketing Strategy & Planning Inc./Synovate in New York, and Vice President at Hase Schannen Research Associates Inc. in Princeton, New Jersey. Mr. Montgomery holds a M.B.A. from Northeastern University and a B.A. in English from the University of California, Berkeley. Since 2001 he has been Adjunct Faculty in Marketing, The University of Georgia.

William Potter is currently Chairman, Meredith Financial Group Inc., an investment banking and financial advisory company in New York. He has more than 35 years of experience in international investment banking, asset management, (Equitilink / Prudential / Aberdeen / Meredith), and insurance management (Prudential). Mr. Potter has also held executive positions with Toronto-Dominion Bank (Canada), Barclays Bank (UK), and Ridgewood International Group (US). He is one of the pioneers in closed-end listed country funds and has managed numerous closed-end funds in the US and Canada.

Potter also served on the boards of more than fifteen US public companies and a dozen closed-end funds as well as numerous Canadian and other foreign-based companies. His current directorships include the National Foreign Trade Council, Aberdeen Australia Equity Fund, Inc., Aberdeen Asia-Income Fund, Inc., and Aberdeen Global Income Fund, Inc., and Alexandria Bancorp, a bank subsidiary of Guardian Capital Group Ltd.

Mr. Potter received an MBA from Harvard University and a B.A. from Colgate University. He holds FINRA series 24, Series 7 and Series 63 certifications and has been designated as a financial expert for Sarbanes-Oxley in the US.

Michael Greco Jr. is a financial and insurance professional specializing in advanced life insurance planning and premium finance strategies for high-net-worth individuals, families, and business owners. As an advisor with Greco & O'Neal Wealth Strategies, he helps clients design sophisticated life insurance solutions that support wealth preservation, estate planning, business succession, and tax-efficient legacy planning.

Mike combines a detail-oriented approach with a strong commitment to understanding each client's long-term financial objectives. He works closely with clients and their professional advisors to develop customized strategies that integrate life insurance into comprehensive financial and estate planning.

Prior to entering the financial services industry, Mike developed a strong foundation in leadership and operations through his education at Florida Southern College, where he earned a degree in Recreational Turf Grass Management and served as captain of the men's lacrosse team. The discipline, teamwork, and leadership skills he developed continue to influence his client-first approach and professional work ethic.

Today, Mike is dedicated to helping individuals, families, and business owners protect their wealth, optimize financial outcomes, and create lasting legacies through thoughtful insurance and financial planning strategies.