Jason Adams is a multi-time entrepreneur with more than 25 years of experience building and advising companies, with an emphasis on structure, strategy, and capital raising. His career began with the founding of an early online sports gaming company. Today, he sits on multiple boards and maintains a diverse investment portfolio.

Jason is a co-founder of The Athlete Group, a sports advisory firm helping operationalize college athletics in the era of shared revenue. Building on that experience, he founded The Doctor Group (TDG) and brought the sports-agent model to healthcare. TDG recognizes Physician Intelligence (PI) as a distinct asset class: the intangible asset a physician builds over a career through knowledge, experience, credibility, brand, and goodwill. The firm identifies, values, represents, and licenses that asset on physicians' behalf. Today, TDG represents 39 practices across the country, including some of the largest orthopedic groups in the United States, and the PI of nearly 1,400 physicians.

Over the past year, Jason's work helped secure the first full indemnification and duty-to-defend agreement for team physicians at an NCAA Division I school, setting a precedent for protecting physicians in the new high-liability sports environment.

A.J. Bahou is a healthcare attorney and chair of Bradley's Artificial Intelligence Practice, where he advises healthcare companies, physician practices, boards, and executive teams on the legal, regulatory, and commercial risks of deploying AI across the enterprise. His practice spans AI governance and policy design, vendor and licensing agreements, IP strategy, M&A diligence, and litigation risk, helping clients move from AI experimentation to defensible, audit-ready deployment.

A rare combination of practicing attorney and trained engineer, A.J. is both a transactional lawyer and a trial lawyer, having represented plaintiffs and defendants in federal courts across the country, including the U.S. Court of Appeals for the Federal Circuit and the U.S. Supreme Court. His engineering background covers AI/ML, computer hardware and software, medical devices, and cybersecurity systems, letting him engage directly with CTOs, data science teams, and AI model developers on the technology behind the legal questions. He regularly counsels clients on data privacy, cybersecurity, and the evolving patchwork of federal, state, and international AI regulation, with particular depth in healthcare and life sciences, including software as a medical device.

A.J. chairs the Artificial Intelligence Task Force for the Tennessee Bar Association and leads the AI Cohort for the Nashville Healthcare Council's Leadership Healthcare Program. He holds a B.S. in Engineering from Tennessee Tech, a Master's in Electrical and Computer Engineering, summa cum laude, from Johns Hopkins, and a J.D., magna cum laude, from the University of New Hampshire.

Guy Crossley is CEO of Quokka Care, a healthcare technology company delivering turnkey remote patient monitoring (RPM) solutions that help provider organizations improve outcomes while driving practice sustainability. He brings more than 20 years of leadership experience at the intersection of healthcare, life sciences, and technology to build customer-focused solutions and scale organizations through rapid change.

Previously, Guy served as President of the Software Solutions Division at Clario, where he was responsible for P&L, product innovation, and global delivery across a broad clinical technology portfolio. He has also held senior leadership roles at R1 RCM, where he drove the development of technology-enabled services for health systems and physician groups, and at WPC Healthcare, an artificial intelligence company advancing analytics and clinical decision support for hospitals and healthcare stakeholders.

Over the course of his career, Guy has led dispersed teams of commercial, technology, and operational professionals through mergers, acquisitions, and evolving industry landscapes. His passion lies in building solutions that bridge clinical, operational, and patient needs while empowering providers to deliver connected care at scale.

At Quokka Care, Guy is focused on making remote care simple, accessible, and sustainable for providers and patients alike.

Mike Freiburg leads the capital raising initiatives at Montecito Medical, as well as strategic capital decisions for MontecitoPLUS. Mike also works as a family office advisor to the owners of Montecito.

Mike has spent almost 20 years in financial services where he worked for large institutions such as Truist and J.P. Morgan. In his previous roles, Mike advised high net worth families, family offices, foundations, and endowments on complex financial situations.

He remains active in the Nashville community where he serves on the board of trustees for the National Multiple Sclerosis Society and volunteers for other non-profits.

Scott Fowler, MD, JD, FACOG, is president and CEO of Holston Medical Group, a physician-led, multi-specialty medical group operating within Optum Health's physician enterprise. He leads strategic, clinical, and operational direction for one of the region's largest integrated physician organizations, advancing a model that aligns physicians, data, and technology to expand access and improve outcomes across the communities Holston serves.

A rare combination of practicing physician, attorney, and operating executive, Dr. Fowler has spent two decades leading complex multi-specialty organizations through clinical integration, value-based care transformation, and technology-enabled care delivery. Under his leadership, Holston Medical Group has grown to more than 1,150 team members and 240 physicians and advanced practice providers across 72 clinical locations in Northeast Tennessee and Southwest Virginia, delivering more than 30 medical specialties.

Dr. Fowler also serves as president of Emergent Accountable Care Organization, a national ACO supporting more than 800 independent physicians and nearly 50,000 Medicare beneficiaries, and as president and CEO of OnePartner, LLC, a healthcare technology company operating a nationally interoperable health information exchange. He sits on the AMGA Value-Based Advisory Board and the Cigna Advisory Board. Dr. Fowler earned his MD from the Medical College of Georgia and his JD from the University of Georgia School of Law, and is board certified by the American College of Obstetrics and Gynecology.

Troy Freeman is Vice President of Real Estate for Banner Health, one of the nation’s largest nonprofit health systems and the largest private employer in Arizona. He leads enterprise-wide real estate strategy across a $10 billion portfolio—spanning hospitals, medical office buildings, life sciences facilities, and data center assets—that supports more than 56,000 employees and $17 billion in annual revenue. As a voting member of Banner’s Capital Allocation Review Team, he helps govern strategic investment decisions across mergers and acquisitions, technology transformation, clinical growth, and real estate.

During his tenure at Banner Health, Freeman has led more than $1 billion in healthcare facility development and designed portfolio optimization strategies that generated over $400 million in monetization proceeds. He previously served as Senior Vice President within Wells Fargo’s Corporate Properties Group, directing strategy for more than 40 million square feet across 24 states, and spent 13 years at JLL, ultimately as Senior Vice President and National Director within its Corporate Solutions business.

With more than 20 years of experience and over $4 billion in transactions, Freeman has advised executive leadership teams and boards on complex real estate and capital allocation decisions. He serves on the advisory boards of Montecito Medical, Placer.ai, and ReVista Medical, and holds a Master of Science in Real Estate and Construction Management from the University of Denver and an MBA from California Lutheran University.

Amy Goad is a managing director in consulting with deep expertise in healthcare transformation, stakeholder management, and client delivery. She is known for bridging business and technical teams to help healthcare organizations execute complex initiatives with clarity, efficiency, and measurable impact. Her leadership and strong client service capabilities have positioned her as a trusted advisor in guiding organizations through operational and strategic change.

In recent engagements, Amy has led initiatives to design healthcare analytics operating models, implement healthcare data governance, operationalize project management offices (PMOs), and optimize project delivery processes. She has also held leadership roles in PMO definition and development, systems implementation, change management, strategic sourcing, and operational readiness projects. With extensive experience in process improvement, data and analytics, technology optimization, and strategic sourcing, Amy brings a practical and results-driven approach to healthcare consulting. She was recognized by Consulting Magazine as a 2023 Rising Star for Excellence in Client Service in Healthcare & Well-Being and earned her Bachelor of Business Administration in Entrepreneurship and Marketing from the University of Oklahoma.

Ray Guzman is Executive Chairman of SwitchPoint Ventures, where he has led the company’s growth from startup to over $100 million in enterprise value, with multiple successful exits. A seasoned technology and innovation leader, Ray brings 25+ years of experience spanning early-stage startups to Fortune 100 companies, including Microsoft.

He also serves on the boards of Ascend Federal Credit Union, Belmont University, and Montecito Medical, with expertise in AI governance and strategic growth. A U.S. Army veteran, Ray’s leadership is rooted in operational excellence and a forward-thinking approach to technology’s impact on business.

Steve Hendrick joined the Montecito family of companies through the acquisition of Arrowlytics in September of 2024. Steve is a proven, results oriented executive with 35+ years’ healthcare experience in a variety of executive, operational and information systems roles within large healthcare / physician delivery systems, entrepreneurial and investor-backed healthcare services organizations and IT companies.

Former COO of Optum Specialty Practices, CEO of OrthoArizona, COO and CIO of OrthoCarolina (2005-2024); former senior executive with several healthcare services and information technology firms including MED3000, Health 1st Network, SeaView IPA, Heritage Health Systems, United Medical Care, Family HealthCare Associates and Medic Computer Systems (Misys) from (1989-2005). Steve’s extensive healthcare experience crosses all aspects of the provider side of healthcare. He has experience implementing and managing risk based / value-based contracts within primary care and specialty-based practices as well as large IPA networks. Steve eceived his degree in Computer Engineering from Forsyth College.

James is a second-generation wealth management advisor. He began his investment career in 2004 working for a private money management firm in Richmond, VA. While there, James worked in research and portfolio management. He joined Raymond James in 2007, coupling lessons learned in Virginia with his dad’s teachings to develop his practice. James teamed with Brock in 2013, joining Pinnacle Financial Partners. As a Financial Planner, James leads the team with managing all planning efforts. He is a professional in advising clients on all of their long-term planning and current lifestyle needs. This includes coordinating with clients , Agents, Business Managers, CPAs as well as their estate planning attorneys and other teams when needed. He has decades of experience advising high net worth individuals and families. James holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as well as Private Wealth Advisor(PWA) credentials.

Dr. Edmund Jackson is the CEO of UnityAI, an AI-native company defining autonomous healthcare operations. UnityAI focuses on the autonomous scheduling of patients and staff across a diverse range of outpatient clinics. With a career defined by scaling complex technologies in high-stakes environments, Dr. Jackson is a leading voice at the intersection of AI, healthcare, and operations.

Before launching UnityAI, Edmund served as Chief Data Officer for HCA Healthcare. During his tenure, he led the development of multiple AI products that delivered massive-scale value—most notably, clinical algorithms that saved thousands of lives and revolutionized patient safety practices.

Driven by the belief that AI-driven operational efficiency is the cornerstone of a sustainable American healthcare system, Dr. Jackson leverages his background in technology, finance, and biotech to build high-impact teams that bridge the gap between big ideas and better realities.

Dr. Mitesh Kothari attended the University of Maryland at College Park from 1987-1991 where he studied Finance. Following graduation, he attended the University of Maryland School of Medicine and graduated with his medical degree in 1995. Dr. Kothari then trained in Obstetrics and Gynecology at the University of Maryland Medical System. After completing his training, he started a solo medical practice in his hometown of Hagerstown, MD. He eventually grew his small practice, which started with only 2 employees, to become one of the largest practices in the country, employing 100 people and 26 medical providers in one location. He was instrumental in the startup of several other Maryland practices during his career. He enjoyed both the clinical and business side of his profession.

He retired from clinical medicine in 2024 and enjoys consulting with organizations on practice efficiencies, growth, and medical real estate. Dr. Kothari has enjoyed giving back to his community and has served on over 20 local non-profit boards, chairing many of them along the way.

Dr. Jay Levy, MD, FAAP, FACS, has been named Strategic Medical Advisor at Calm Waters, bringing three decades of specialized pediatric urology expertise, healthcare technology leadership, and medical operations insight to the role.

Prior to joining Calm Waters, Dr. Levy spent nearly 30 years as a foundational Partner at Pediatric Urology Associates (1996–2025). Highly trained within top-tier institutions, he completed his urology residency at the University of Pennsylvania / Children's Hospital of Philadelphia (CHOP) and his pediatric urology fellowship at the Mayo Clinic School of Medicine.

Beyond direct clinical practice, Dr. Levy is an established leader in corporate medical administration and healthcare informatics. He previously served as the Medical Director for Aeroflow Urology, a division of Aeroflow Health, where he injected critical provider perspectives into the durable medical equipment (DME) and continence care spaces. A pioneer in workflow optimization, Dr. Levy operated as a Revenue Cycle Management (RCM) consultant from 2000 to 2026, helping organizations maximize back-end billing integrity and administrative efficiency. Furthermore, he bridges the gap between clinical strategy and business development as a long-term investor and advisor for Imagine Software (2000–current), contributing heavily to the advancement of modern medical billing and practice management technology.

Jennifer Parks, MBA, FACHE, is COO of TMH Physician Partners, where she leads a nearly 600-provider enterprise across 60 locations in North Florida and South Georgia. She brings nearly three decades of healthcare leadership spanning hospital administration, health-system operations, academic and community medicine, and large multispecialty physician enterprises, with prior leadership roles at Baylor Scott & White Health, LCMC Health, and Tulane.

Her experience covers hospital and ambulatory operations, physician enterprise strategy, service-line development, market expansion, acquisitions and affiliations, physician alignment, and large-scale transformation. Jennifer is particularly passionate about strong physician-administrative partnerships, developing great leaders and teams, and moving organizations from strategy on paper to meaningful execution.

A Fellow of the American College of Healthcare Executives, Jennifer is pursuing her Doctor of Health Administration at the University of North Florida. Her leadership style is practical, collaborative, and candid, grounded in the belief that healthcare gets better when leaders ask hard questions, challenge old assumptions, and have a little fun along the way.

Joey Peay has been Chief Executive Officer of Murfreesboro Medical Clinic for the past 22 years. Prior to serving as CEO, he spent 5 years as MMC’s Chief Financial Officer.

Joey graduated from Middle Tennessee State University with a bachelor’s degree in Accounting and passed the Uniform CPA Exam in 1988. He spent the first ten years of his career with KPMG, an international public accounting firm.

Joey is a member of the Jones College of Business Executive Advisory Council, the MTSU Accounting Advisory Board, the Endowment Committee of Special Kids, and the Blue Raider Athletic Association. He is an Elder and Clerk of Session at Cripple Creek Presbyterian Church. Joey is also a graduate of Leadership Rutherford, a member of the Tennessee Society of Certified Public Accountants, a member of the Independent Medical Group Association and the Medical Group Management Association, and a Certified Medical Practice Executive by the American College of Medical Practice Executives. Previously, Joey has served in leadership roles for several community and non-profit organizations.

Kenneth Persaud, MD, is Chief Executive Officer of Health Precision. Dr. Persaud brings over two decades of physician executive leadership at the intersection of clinical practice and enterprise growth in healthcare companies. He most recently served as President and, before that, Chief Executive Officer of White Wilson Medical Associates, a regional multi-specialty practice serving Florida’s Panhandle, where he led a turnaround to profitability and established the region’s first accountable care model.

Earlier, as Senior Vice President and General Manager of Value-Based Care and Provider Enablement at Sharecare, he led the national go-to-market strategy that converted the company’s revenue base to value-based contracts across 48 states. He founded and led Visualize Health as CEO through its acquisition by Sharecare. Before that, as founding CEO of Precision Healthcare Systems, he grew the company from $22 million to more than $250 million in revenue, culminating in its acquisition by DaVita Medical Group.

Dr. Persaud began his career as a primary care physician. That clinical foundation, combined with two decades of experience building and scaling value-based healthcare businesses, gives him direct insight into the financial and operational pressures healthcare systems face today, the same pressures Medical Brain is built to solve.

He holds a medical degree from the National University of Mexico (UNAM) School of Medicine and a Bachelor of Science in pre-med biology from the Rochester Institute of Technology. He serves on the boards of YMCA Middle Tennessee, RISE Health, Johnson’s Chapel, and Meals on Wheels.

Elmer Polite is President of Atrium Health Navicent, where he leads hospitals and care sites across Central Georgia, including Atrium Health Navicent The Medical Center in Macon, Atrium Health Navicent Baldwin and Atrium Health Navicent Peach.

Before joining Atrium Health in 2026, Elmer served as Division I President of Lifepoint Health and the Duke-Lifepoint Joint Venture, leading operations for 25 acute care hospitals across multiple states. Previously, he served as Chief Financial Officer for the division, overseeing financial operations for 26 hospital campuses.

Elmer brings a unique blend of operational and financial expertise. His experience spans strategic planning, revenue cycle optimization, budgeting, physician practice expansion, capital management, and mergers and acquisitions. He is known for driving operational improvements that enhance care delivery and long-term sustainability.

Earlier in his career, Elmer held senior leadership roles at Prisma Health, HCA, and Community Health Systems, where he managed multi-hospital markets and led large-scale financial and operational initiatives. He is a member of the Healthcare Financial Management Association and the American College of Healthcare Executives.
Elmer brings a unique blend of operational and financial expertise. His experience spans strategic planning, revenue cycle optimization, budgeting, physician practice expansion, capital management, and mergers and acquisitions. He is known for driving operational improvements that enhance care delivery and long-term sustainability.

Before joining Lifepoint, Elmer held senior leadership roles at Prisma Health, HCA, and Community Health Systems. In these roles, he managed multi-hospital markets and led large-scale financial and operational initiatives. He is a member of the Healthcare Financial Management Association and the American College of Healthcare Executives.

Jeanne is a Managing Director and the President of Healthcare Services at Cross Keys Capital. She has 25 years of experience in M&A, corporate development, and operations, and has successfully closed over 75 physician practice transactions. Prior to joining Cross Keys, Jeanne served as Chief Growth Officer for Femwell Group Health, an MSO for over 250 practices, where she was responsible for acquisitions as well as denovo practice growth. Jeanne has also worked as Vice President of Business Development at MEDNAX Health Solutions, where she was responsible for acquiring over 20 physician practices. Jeanne began her career at PricewaterhouseCoopers, serving the Retail and Service sector, and in AutoNation's Corporate Development department, managing various M&A transactions.

Jeanne received a B.S. in Accounting and Business Administration from the University of Kansas. She is also a Certified Public Accountant.

Nick Rew is a healthcare transactions attorney at Holland & Knight. Nick represents physician owners and founders, private equity clients, portfolio companies and public companies in all manner of healthcare transactions involving hospital systems, physician practices, home health and hospice services, healthcare staffing, outpatient services, ambulatory surgery centers, behavioral health, med-spa and other retail health business, as well as many other healthcare services. He guides deals ranging in size from single physician practice acquisitions to large health system acquisitions and everything in between. Nick has earned a reputation in the healthcare industry as an attorney who can navigate complicated healthcare regulatory and business issues, and companies rely on his experience and creative problem solving to effectively close deals.

Matt Schappell is a Principal at Frist Cressey Ventures focusing on investment origination, execution, and post-close value creation across the Firm’s healthcare partnerships.

He serves on boards of portfolio companies including Monogram Health, CodaMetrix, Blackbird Health, Thrive Mobile, and Psych Hub, reflecting his role in guiding strategic growth and operational impact. In 2025, he was recognized as a Rising Star by the NVCA for his contributions to the venture capital community.

Prior to Frist Cressey Ventures, Mr. Schappell worked in investment banking in the Healthcare Technology Group at Ziegler in Chicago, advising on healthcare transactions. Earlier, he held a business development role at a subsidiary behavioral health hospital of Universal Health Services (UHS). Matt Schappell received a B.A. in Business and Economics, with a concentration in Applied Health Sciences, from Wheaton College (IL).

Rachel Uzlik is a transformational healthcare executive and founder of Aetos Health, a fractional executive consulting firm that accelerates growth and operational excellence for physician groups and health systems. She specializes in ASC optimization, practice transformation, and post-merger integration, helping organizations scale efficiently while preserving physician independence.

Previously, Rachel served as COO of Revo Health and VP of Clinic Services at Twin Cities Orthopedics, where she led large-scale operational transformations across multi-site healthcare systems. Her leadership has delivered over $10M in savings and unified $500M+ in healthcare operations, establishing her as a catalyst for sustainable growth and physician empowerment.

Ben Wagonfield is a partner in RSM’s tax practice having more than 20 years of public tax experience. He is the Nashville Office Managing Partner and heads up the tax practice. He specializes in providing services to multinational, Fortune 100 and middle market clients. He focuses on privately held, private equity owned and public companies specific to the real estate and hospitality industries.

Ben has extensive experience serving Sub K, Sub C and REIT clients across multiple industries, including real estate and private equity. He is highly skilled in connection with acquisition and disposition structuring, deferral of income planning, mergers and acquisition due diligence and U.S. tax compliance. He has a detailed knowledge of partnership debt allocations, built-in gain allocations, income allocation methods, step-up calculations, and income and dividend projections. He has worked with various real estate clients, including apartment, industrial, residential, retail, and hotel companies and has extensive experience with REITs, UPREITs and private equity transactions.