Who this room is for
Built for operators, founders and executive leaders working with professional service firms. Visit once and see whether it's your room.
Who runs this room
Kristen Thomas Chapter President Risk Management 
Ashley Bartlett Vice President Sales Consulting 
Elizabeth Jenswold Membership Chair HR Consulting 
Timothy Pelikan Education Chair Cybersecurity 
Barry Saulters Chapter Mentor Commercial Banking 2026 so far
Logged week by week by 13 members of this chapter.
One seat. One industry.
Every chapter holds a single seat per professional category. When a seat is filled it closes to competitors, so the person in it owns that lane, and the room refers to them on purpose.
This is a fintech & wealth chapter, the room is built around that world, and the referrals move inside it.
Actively recruiting
Kristen Thomas is looking to fill these categories now.
- CPA
- Commercial Real Estate
- Fractional CEO
Already in the room
14 categories represented today. If yours isn't listed, it may well be open.
- AI & Automation
- Commercial Banking
- Cybersecurity
- Fractional CFO
- Fractional COO
- HR Consulting
- Intellectual Property
- Learning & Development
- Managed IT Services (MSP)
- Management Consulting
- Marketing Agency
- Risk Management
- Sales Consulting
- Wealth Management
Come see the room.
Your first visit is always free, it's one hour on Zoom, and nobody pitches you. Show up, watch how the room works, and decide for yourself.
What the hour looks like
- Quick intros around the room. You hear exactly what everyone does.
- A member teaches something useful. Real tactics, not a sales pitch.
- Referrals and wins get passed in the open, so you see whether the room produces.
- You get a moment to say who you are and what you're looking for.
No cost and no obligation. If it's not your room, no hard feelings, there are 27 other rooms in the network.
Ready to join?
Applying for membership is a separate step from visiting, so it has its own page: chapter approval, the one-year commitment, and what it costs, all explained before the form.
Apply for Membership →