Steve Healis graduated from Cal Poly Pomona with an engineering degree but quickly realized he did not want to be an engineer. Procter & Gamble only hired engineers for their entry-level supervisory positions because engineers would have a better understanding of the technology – BUT they had to find engineers who also had people skills. Steve started as a supervisor in the laundry detergent (Tide, Bold, etc.) packaging department and, after two years, was promoted to warehouse manager. During this time, he learned how to hire, fire, discipline, motivate, and manage professionally.

Later, he was recruited by Frito-Lay as the Sales Operations Manager, overseeing distribution facilities and the truck fleet in the Pacific Northwest. His last corporate job was as Sales and Customer Service Manager for Technicolor Videocassette in Newbury Park, CA. They duplicated videocassettes for all the major studios (Disney, Warner Brothers, MGM, etc.), and it was here that Steve learned about corporate sales and customer service. Six years of corporate jobs, combined with his engineering background, prepared him perfectly for business ownership.

In 1988, a friend from Procter & Gamble asked Steve to join him in growing his part-time janitorial business. Steve said yes, and in six years, they grew the company from one employee to 50. Seeking more, they split in 1994, and Steve started Avalon Building Maintenance, Inc. with 20 employees. Over the next five years, he grew it to 450 employees, making the Inc. 500 list. Engineers with Steve’s degree were known as “efficiency experts,” and he incorporated a limousine as a mobile office, equipped for work on the go.

In 2002, Steve was approached to sell his company but declined because key employees would be let go. Instead, in 2003, he sold the company to his top employees with a 50-year royalty agreement. This allowed Steve to create a unique way to sell businesses that gives the seller a lifetime of residual income while enabling employees to buy the business with no money down. He has since helped many other businesses sell their companies this way (PassTheBaton.com).

This reduced schedule over the last 21 years has allowed Steve the time and resources to launch various businesses, including an employment agency, a computer company, and a home cleaning company. He has started 25 total businesses with 28 partners, employing over 1,500 people, and recently launched a logistics company that helps people receive, inspect, store, deliver, and install high-end furniture in their new home or office.

Steve lost his only daughter to mental illness and got divorced in 2018. In 2021, Steve met Andressa in Brazil, and they got married in 2023.

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Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

Mark T. Hebner is the founder and CEO of Index Fund Advisors, Inc., (IFA), author of the highly regarded book Index Funds: The 12-Step Recovery Program for Active Investors, focused on investor education. Mark’s current book and previous editions received praise from financial industry experts and academic luminaries, including John Bogle, David Booth, Burton Malkiel, and Nobel Laureates Harry Markowitz and Paul Samuelson. The book has been nominated as one of the three all-time greatest investment books, along with the writings of John Bogle and Warren Buffett. This book details the possible perils associated with stock picking, mutual fund manager picking, market timing, and other wealth-depleting behaviors.

Hebner’s 12-Step Program teaches the differences between active and passive investing, explains the emotional triggers that impact investment decisions, and offers an enlightening education on evidence-based investing that may forever change the way an investor perceives the stock market.

Hebner is a respected speaker, frequent news contributor and authority on investing. His life’s mission is to “change the way the world invests by replacing speculation with education.” Hebner is especially knowledgeable about index funds, portfolio construction and the research indexes designed by Nobel Laureate Eugene Fama and Kenneth French. These indexes provide the building blocks for the prudent evidence-based investment strategies that Hebner implements for his IFA clients.

Mark is a Wealth Advisor (Series 65) and has an MBA from the University of California, Irvine and a Bachelor’s in Nuclear Pharmacy from the University of New Mexico. He was a member of the Young Presidents' Organization for over 20 years and is currently a member of the World Presidents’ Organization and the Chief Executives Organization.

Prior to founding Index Fund Advisors in 1999, Mark was President, CEO and co-Founder of Syncor International (previously a public company - SCOR) from 1975 to 1985. In Jan. 2003, Cardinal Health acquired Syncor for approximately $850 million. As a division of Cardinal Health, it is the world's leading provider of nuclear pharmacy services.

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Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

John Forsyte has led Pacific Symphony since 1998, during which time it has emerged as the largest orchestral institution founded in the U.S. in the past 50 years. Under his leadership, the Symphony has grown in national and international stature. Pacific Symphony made its debut at Carnegie Hall in 2018 as one of two orchestras invited to perform in Philip Glass’ 80th birthday celebration. That same year, the Symphony embarked on its first tour of China, performing in five major cities. The 2017-18 season culminated with the Symphony's first nationally televised appearance on PBS’s Great Performances.

During the COVID-19 pandemic, Forsyte spearheaded innovative community engagement efforts, including hundreds of video productions for schoolchildren and nonprofit partners. The Symphony also launched Symphony on the Go, a mobile stage concert series offering free performances in neighborhoods throughout the region. For its dedication to serving the community during this challenging time, Pacific Symphony was recognized as the Nonprofit of the Year for the Central/South Orange County region.

Forsyte's decades-long collaboration with Music Director Carl St.Clair has pioneered new concert formats and audience engagement methods, helping build an audience base that better reflects the demographics of Orange County. These initiatives include semi-staged opera productions, annual children’s offerings, the innovative Café Ludwig chamber music series with Orli Shaham and Pacific Symphony principal musicians.

A major milestone in Forsyte’s tenure was the creation of the American Composers Festival (ACF). The festival has featured thematic and contextual programs, world premieres, commissioned works, and performances of rarely heard pieces, highlighting the Symphony’s commitment to innovative and compelling programming. Over the years, the ACF has garnered critical acclaim and featured prominent composers such as John Adams, Philip Glass, and William Bolcom, and has attracted a wide range of audiences, further solidifying Pacific Symphony's reputation as a leader in promoting American music.

During Forsyte’s tenure, Pacific Symphony became the only orchestra in California to receive a James Irvine Foundation New California Arts Fund Grant. This supported the creation of the Building Communities Concert Series, featuring cultural celebrations such as Lunar New Year, Nowruz, and a free family festival around the Lantern Festival, further expanding the Symphony’s engagement with the region’s diverse communities.

Pacific Symphony has expanded its community engagement programs, creating transformative initiatives like arts-X-press (a middle school arts immersion camp), Heartstrings (a partnership with 47 nonprofit organizations), the free Lantern Festival, Strings for Generations in partnership with the South Coast Chinese Cultural Center, and Santa Ana Strings. Under Forsyte’s guidance, the Symphony's award-winning music education offering, the Freida Belinfante Class Act program, has grown from 7 to 30 schools.

A strategic priority during Forsyte’s tenure has been the expansion of the Pacific Symphony Youth Ensembles program. This initiative now includes four distinct groups: Pacific Symphony Youth Orchestra, Pacific Symphony Youth Wind Ensemble, Pacific Symphony Santiago Strings, and Pacific Symphony Youth Concert Band. Together, these ensembles serve over three hundred students annually, offering exceptional training and performance opportunities for young musicians across Southern California. The program’s transformative impact is demonstrated by the high rate of students accepted into leading music conservatories and universities.

Under Forsyte’s leadership, Pacific Symphony has maintained a balanced budget for more than two decades while significantly increasing its fundraising efforts. Contributed income has grown fivefold, and the organization has raised an additional $35 million for its endowment during this period.

Forsyte’s contributions to the arts have been widely recognized. He has been honored with the Helen M. Thompson Award from the American Symphony Orchestra League and the Helena Modjeska Cultural Legacy Award by Arts Orange County. He currently serves on the Chief Executive Roundtable at UC Irvine and the boards of Arts Orange County and Orange County Music and Dance.

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Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

LaVal Brewer is the President & CEO of South County Outreach in Irvine, CA, a nonprofit organization dedicated to preventing hunger and homelessness by helping people help themselves. With over 30 years of experience in nonprofit management and more than a decade in executive leadership, LaVal is a seasoned expert in board development, strategic planning facilitation, and fostering high-functioning teams.

LaVal's journey in the nonprofit sector began at age 16 when he took a part-time summer job with Culver City Parks, Recreation and Community Services Department, igniting his passion for community service. Growing up in South Los Angeles, his middle-class upbringing instilled in him an appreciation for stability and the importance of giving back.

For 21 years, LaVal held leadership roles in Southern California YMCAs, including nearly a decade as Executive Director of three large branch facilities. His innovative leadership and commitment to community development propelled his success in those roles. Later, as Executive Director of Playworks Southern California, LaVal championed the transformative power of play in schools. At OneOC, he drove organizational growth through corporate partnerships and employee engagement as Director of Business Development and Partnerships.

Since joining South County Outreach, LaVal has spearheaded transformative initiatives, such as reimagining the Food Pantry into a welcoming, grocery store-like environment. His vision includes creating partnerships with cities, funders, and corporations to provide rent and utility assistance while empowering families to break free from the cycle of hunger and homelessness.

In addition to his professional achievements, LaVal is a trusted facilitator of The Five Dysfunctions of a Team, helping boards and leadership teams strengthen trust, communication, and effectiveness. His skills in strategic planning and executive coaching are sought after by organizations looking to align their vision with impactful outcomes.

LaVal holds a bachelor's degree in Human Services from Springfield College and is deeply involved in his community. He has served as an Elder at the Presbyterian Church of the Master in Mission Viejo and contributes his leadership as a member of the Board of the Orange County Continuum of Care (CoC) and the Public Law Center. He also serves as a Commissioner for the City of Mission Viejo Planning Commission.

LaVal resides in Mission Viejo with his wife and three daughters, whose love and inspiration fuel his passion for building stronger communities.

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Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

Gregg Hemphill is the CEO of Nexbelt, LLC, a leader in premium belts and accessories. After graduating from the College of William and Mary, where he played on the golf team, Gregg worked in a variety of roles until 2001, when he met John Ashworth as he was starting a new golf brand with Quiksilver. Gregg joined the brand and worked there until 2006, later moving to tMax Gear as VP of Product. At tMax, Gregg oversaw global accessories for TaylorMade/Adidas Golf, including golf bags, gloves, and headwear.

In 2011, he joined Oakley as Director of Men’s Apparel, overseeing surf, snow, training, golf, and lifestyle categories. Gregg was later recruited back to Callaway Golf by his former CEO to oversee global accessories and licensing and eventually became the GM of Ogio, a brand Callaway had acquired.

In 2021, Gregg was recruited to Nexbelt, where he has led the company’s growth, including the acquisition of Lejon Leatherwood’s, a maker of leather belts and accessories with production in Corona, CA.

Gregg enjoys spending his free time running, surfing, and playing golf. He grew up in Newport Beach and has been married to his wife, a teacher at JSerra High School, for 28 years. Together, they have two sons: one pursuing a PhD in Organic Chemistry at UNC and the other studying finance as a senior at USC.

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Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

Meg Treat, APR is a public relations agency leader, running industry professional, entrepreneur, and educator. She is the owner and CEO of Treat Public Relations, the endurance event industry's premier public relations and strategic communications partner. Her award-winning firm represents some of the largest endurance sports events in the United States.

Meg founded Treat PR in 2016, looking to unite her passion for her profession with her passion for endurance sports. Meg is an avid endurance athlete whose running resume includes seven 26.2-mile marathons and a 31-mile ultra marathon.

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Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

Since founding Powerhouse+Co. in 2015, Kristin has advanced its standing as one of Orange County’s premier agencies by highlighting innovation, thought leadership and entrepreneurism. She has continued to reimagine the firm’s approach to PR, influencer and social media programs to tell powerful client stories. Last year, Kristin redefined what it means for Powerhouse+Co. to be sought for its industry expertise, recognizing the agency could accelerate client growth by leveraging generalist PR knowhow and wide-ranging communications proficiencies to engage with new clients in unique sectors, including technology. This shift yielded the most diverse client roster in company history, plus impressive revenue growth.

Beyond growing the agency, Kristin has fostered a transformative culture defined by creativity, development and achievement. In many ways, she has molded Powerhouse in her own likeness. It’s an upbeat, innovative, high-energy workplace where team meetings yield productivity and laughs, unique personalities are always welcome, and collaboration is ubiquitous. With Kristin at the helm, Powerhouse+Co. is a dynamic organization that’s greater and more impactful than the sum of its individual parts.

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Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

Alison Lehmann Edwards is the CEO of the nonprofit organization Groundswell, she has been involved with the organization since 1998, serving as the director for the BRIDGES Safe and Respectful Schools Program, then Deputy Director of the organization before becoming CEO in 2018. Ali has degrees in Ethnic Studies, American Studies and Cultural Studies.

Groundswell is the organization that tracked and reported hate activity for the County of Orange and produced their annual hate activity report for 30+ years. The non-profit now focuses its work on bringing diverse people together to co-create belonging in OC classrooms, courtrooms, board rooms living rooms and beyond.

In her downtime, Ali enjoys playing soccer, going camping and getting into good trouble with her partner Chris and children Ellie and Sam.

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Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.