Born and raised in the Dallas area, Sarah graduated summa cum laude from the University of North Texas with a bachelor's degree in public relations and minor in marketing.  She started her career in the mortgage industry at Fairway Independent Mortgage Corporation in 2014 with a focus in marketing automation. During her eight-year tenure, Sarah has implemented numerous email and direct mail campaigns, deployed system integrations, and driven user engagement to better support the branch network. As a product owner, she managed the roll out of a new marketing operations system, which now has more than 4,500 Fairway users nation-wide. She is also a coach for Fairway Ignite, an internal coaching and training company, serving corporate managers and team leads to help them reach their personal and professional goals. In her free time, Sarah and her husband love scuba diving and hanging out with their golden labradoodle.

With 20 years of experience in mortgage technology, Dan Catinella is a seasoned technology executive focused on driving digital transformation through all channels of lending. In an ever-changing digital landscape, Dan keeps a constant pulse on the next innovation that could change the way business is conducted. As Chief Lending Officer for Total Expert, Catinella identifies and develops high-impact innovation strategies that align with the company’s business goals and growth priorities. He works with Total Expert’s customers to dig into the problems they’re looking to solve and aligns Total Expert’s innovation strategy with their business goals.

Bobbi Jo Dallas is a customer-focused, collaborative leader with a love for helping people and seeing them succeed. Her “next level” enthusiasm, passion, and energy makes her the perfect person to lead the customer engagement team at Total Expert. In her role, she develops strategies and best practices for our administrators that drive value, create excitement and elevate end user adoption, all while ensuring the customer experience with Total Expert exceeds expectations.

John Chambers Dunn is a teacher at heart and a trainer by luck. He has worked at Total Expert since 2018, allowing him to gain deep experience with the product, the people, and the mission. Within the Professional Services team, John has worked with retail and consumer direct lenders, banks, and credit unions to optimize their use of TE, grow their business, and learn the best practices, tips, and tricks that make Total Expert the best platform for the industry. John sings in a professional choir in the Twin Cities and enjoys dogs, hiking, and crossword puzzles.

A 30-year mortgage industry veteran, Bryan has held leadership positions with both bank-owned and independent mortgage companies overseeing all aspects of mortgage banking including production, marketing, compliance, secondary marketing, recruiting, and training. His personal ground-level experience in every facet of mortgage lending has enabled him to manage and fully integrate all these departments within Dart Bank. In his role as Senior Vice President of Marketing and Mortgage Banking, Bryan is responsible for vision, development and implementation of cross-channel, strategic programs, including leading Dart Bank’s digital initiatives. His experience in the mortgage industry, combined with his education and technical background, uniquely position him as a thought leader and digital transformation expert in the banking and mortgage industries. He holds a BS in Finance from Michigan State University. 

Jelaire is the Brand Ambassador at Prosperity Home Mortgage and travels the country training and elevating mortgage lenders and leaders to change the game and maximize their future growth potential using various tools in the PHM technology stack. Traveling in market and the conference circuit allows Jelaire to promote the PHM brand in a public space and elevate the MC brand using PHM's tools. In market, Jelaire works to drive the adoption of those tools. Mortgage was not Jelaire’s first stop. She started at a lobbying firm on The Hill in DC and then moved into the non-profit space soon after she realized The Hill was not for her. Jelaire started in the mortgage industry in 2012 as a Loan Officer Assistant. She played in that space for about 6 years, but her true passion is in a creative space where she gets to build relationships. She eventually edged her way into a marketing position and the rest is history.

Jason is the CEO of Alloy Labs, a consortium of community and midsize banks working together to drive innovation, adopt technology and make strategic investments. He co-hosts Breaking Banks, the largest fintech podcast in the world. Jason is a frequent speaker on financial innovation, regulation and compliance as competitive advantage. He served on the fintech advisory boards for the City of Chicago, the AARP, the Financial Health Network Innovation Lab, and the SXSW Accelerator. Jason teaches at the Pacific Coast Banking School, University of Wisconsin Graduate School of Banking, the Digital Banking School at the University of Wisconsin and Graduate School of Banking at Louisiana State University.

David Kistler joined the Total Expert team in early 2023. David brings a decade of experience in developing and delivering go-to-market strategies for industry leaders across the healthcare, consumer goods, and financial services sectors. Before joining Total Expert, David spent four years leading the go-to-market motions for category leader nCino, helping drive business-changing digital transformation results for credit unions, community and regional banks, and global financial institutions.

Marissa Kosin is a Senior Software Training Consultant at Total Expert with more than 7 years of experience training in the technology space. With a research background in learning and memory, she has a passion for the variables that impact learner success. Her current focus is supporting administrators in developing long-term campaign strategies and precise internal communication plans for maximum engagement. Marissa believes in having the best time possible while learning and works to create memorable experiences for attendees of all levels.

David Lykken, a 47-year veteran of the mortgage industry, is Founder, President & Chief Transformational Officer of Transformational Mortgage Solutions (TMS). Lykken and his team of industry veterans are transforming the way the mortgage industry does business. This is accomplished thru CONSULTING, executive COACHING, and various COMMUNICATIONS strategies. Additionally, he has been a frequent guest on FOX Business News as well as occasional guest appearances on CNBC & CBS Evening News. He hosts the widely acclaimed weekly “Lykken On Lending” Podcast heard Mondays at 1 pm ET at www.LykkenOnLending.com . David also hosts the “Lykken On Leadership” podcast that can be heard at www.LykkenOnLeadership.com.

Kayla Powell is the Director of Marketing Operations at Movement Mortgage, where she leads project managers, tech support, marketing education and digital adoption. She graduated from UNC Charlotte with a degree in Marketing and has more than 7 years of event planning, project management, fintech, and leadership experience. She lives near Charlotte, N.C. with her two kids and their goldendoodle.

J.J. brings over 20 years of financial marketing experience serving in-house as a marketing leader for a Minnesota-based financial institution and also on the agency side as he helped develop marketing strategies for clients that included community banks, credit unions, and mortgage companies.

James White, general manager of banking, has over 25 years of experience helping modern depositories grow market share and drive profitability. James’ leadership experience spans strategic planning, product development and delivery, professional services, sales and marketing, and customer success. Having worked with some of the largest banks and credit unions in the world, James believes in the power of an empathetic bank or credit union to create customers for life.

Along with her signature passion for people, Sue Woodard brings over thirty years of financial services and fintech experience to her roles as an Independent Consultant to the STRATMOR Group, Senior Advisor to Total Expert and industry “Evangelist At Large!”  Sue started her career at the ground level in financial services, became a top producing mortgage loan originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and fintech executive.