Spuds Powell, CPWA, is Managing Director of Kayne Anderson Rudnick Wealth Advisors and serves on the firm’s Wealth Advisory Investment Committee. Spuds advises lawyers through both ends of the partnership transition: the buy-in and the exit. He has received numerous accolades, including being ranked No. 4 on Barron’s Top 100 Independent Advisors list in 2025 and maintaining a Top 10 position for 13 consecutive years (2013-2025). He was inducted into the Barron’s Hall of Fame in 2022.

Jeremy Worley is a personal injury attorney and owner of  The Injury and Disability Law Center LLC, a boutique law firm specializing in car accidents and Social Security disability claims, in Roswell, New Mexico.

Daniel P. O’Toole is a managing partner at Block O’Toole & Murphy, a personal injury law firm in New York City that focuses on representing victims of serious accidents. In his more than three decades of trial work, he has obtained over $1 billion for clients through verdicts and settlements. Follow Daniel on LinkedIn, and learn more about the practice here.

Ivy B. Grey is a Legal Solutions Advisor at iManage, where she serves as a legal subject matter expert and contributes to product strategy and thought leadership. She is the author of “Digital Due Diligence: A Practical Guide to AI and Ethics in the Legal Profession” and has been recognized as an Influential Woman in Legal Tech by ILTA, a Fastcase 50 Honoree, and a Women of Legal Tech by the ABA Legal Technology Resource Center. Follow Ivy @IvyBGrey and connect with her on LinkedIn.

Dave Slovin is a Partner at Big Wheel Performance, leading the professional services practice. Dave helps law firm and tech company founders and leaders build the systems behind sustainable growth by aligning marketing, sales, client experience, operations and technology. Connect with him on LinkedIn.

Annette Fadness is the president of JurisBookkeeping, Inc., a boutique bookkeeping firm providing accounting support to small and solo law firms nationwide. A former law firm administrator and legal assistant, Annette spent 11 years with the Century City firm Greenberg, Glusker, Fields and Mactinger before earning her MBA at UCLA’s Anderson School. Annette is a certified QuickBooks ProAdvisor and a Clio Certified Consultant. Connect with her on LinkedIn and @jurisbooks.

Dina Eisenberg is a Certified Organizational Ombuds, attorney and mediator with nearly 30 years of experience helping organizations surface and resolve workplace friction. An award-winning entrepreneur, Dina is the founder of Talkola, an AI-powered Decision Architecture platform, and, most recently, Your Quiet Rebuild, which offers decision-support guides for women over 50 rebuilding after divorce, relocation, or major life change. Connect with Dina on LinkedIn.

Sam Davidoff has over 20 years of experience in law and legal technology. A former trial lawyer, he is the founder and CEO of Align, a digital binder solution designed to provide attorneys with paperless workflows, and Align Research. He can be reached at sam@mfbtech.com.

Steve Kherkher and Jesus Garcia are partners and co-founders of Kherkher Garcia LLP in Houston, Texas. Both have built their practices around complex plaintiff-side litigation and work with attorneys nationwide on referrals and co-counsel matters. Follow Kherkher Garcia on Facebook and Instagram.

Expert contributor.

Jared D. Correia is CEO of Red Cave Law Firm Consulting, which offers subscription-based law firm business management consulting services, and works with legal vendors to develop programming and content. An attorney and legal tech expert, Jared is the host of Legal Late Night podcast and speaks frequently at industry events. In addition to writing on Managing, he is the host of the Above the Law  Non-Eventcast, the featured podcast of the Above the Law Non-Event for Tech-Perplexed Lawyers.

For more than 30 years, Marsha Hunter was the CEO and a founder of Johnson and Hunter, Inc., with legal clients in the United States, Canada, Australia and Europe. Her clients were top 10 and top 20 law firms, legal departments at the world’s largest corporations, the U.S. Department of Justice, and organizations and bar associations from Belfast to Tasmania. Marsha is co-author of “The Articulate Advocate” and “The Articulate Attorney,” her specialty is human factors — the science of human performance in high-stakes environments. Born in Montana and raised in the American West, she lives in New Mexico.

Jacob Mathai is the chief information officer for Veritext Legal Solutions, a leading technology-enabled court reporting services and litigation support company. Follow Jacob on LinkedIn.

Shawn Healy is a clinical psychologist and Director of Administrative Operations at Lawyers Concerned for Lawyers Massachusetts (LCLMA). In his clinical role at LCLMA, he provides individual clinical consultations and groups to law students, lawyers, judges, and legal professionals. Shawn regularly presents and publishes on mental health topics, is a certified trainer in Mental Health First Aid, and serves as a co-chair of the Massachusetts Bar Association’s Lawyer Well-Being Committee. Follow Shawn on LinkedIn.

Connor Gallic is the founder and CEO of KaiCalls, a voice-first AI phone service with 24/7 lead intake and appointment scheduling focused on verticals like personal injury and family law. Follow Connor on LinkedIn.