Best Technology Consultants 2024: Top 101 Agents & Advisors Ranked (L-Z)
This is the second half of our list recognizing the best technology consultants and advisors in the agent model for 2024.
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Name: Mike Leonardi
Position: Partner
Company: Upstack
Previous Companies: RingCentral, PanTerra Networks, Peak 10, Bridgepointe, M2 Enterprise Group
What Makes Him a TA 101er:
"Leonardi represents a second or third generation of technology advisors who didn't start their carrier at a network carrier. Instead, he built up his resume at cloud communications and data center colocation providers and brought that next-gen tech expertise to M2 Enterprise Group. M2 sold to Upstack in 2021, and Leonardi continues to produce at a high level."
-James Anderson
Name: Daniel Majure
Position: President
Company: Last Mile Strategies
Previous Companies: Big Networks, Suddenlink, Altice USA
What Makes Him a TA 101er:
"Daniel is a rising star in our business. He represents everything that is good in the channel. He's a self-starter who's built a great business through great customer advocacy and strong relationships in the channel. He's just a really good guy who does good business and is challenging thought and the way business should be done."
-Ronnell Richards
Name: Paul Mancini
Position: Healthcare Transformational Consultant
Company: Medicus IT
Previous Companies: Frontier, Global Crossing, Partnertel, Clear Choice Telephones
What Makes Him a TA 101er:
"Paul provides IT guidance to health care organizations all over the Southeast. He is a true customer advocate and understands the health care space like few others."
-Michael Clayton
Name: Sean Marcil
Position: Managing Partner
Company: CirrusTel
Previous Companies: Presidio
What Makes Him a TA 101er:
"Sean is the consummate professional. He is extremely knowledgeable and talented in various areas, which provides him an edge on most TAs because his outside-of-the-box approach and skill set to execute allows him to create appealing educational events that customers can attend and learn from. He continues to help to build an enormous practice at CirrusTel."
-Idris Odutoye
Name: Seth Marsh
Position: Vice President, Sales
Company: TMG
Previous Companies: Vigilant
What Makes Him a TA 101er:
"Seth is a unicorn in this industry. He knows more accidentally about IT, infrastructure and security than 95% of the industry engineers. He is well like by his team, peers and suppliers. Over the last three years he has reached a minimum of 200% of his quota."
-Troy McCracken
Name: Patty Merino
Position: Director, Account Management
Company: ATA Trusted Advisors
Previous Companies: Applied Technology Specialists, Presidio
What Makes Her a TA 101er:
"Patty is the epitome of a trusted advisor. She cares more about the client than she does herself. She will go above and beyond to help customers save money and create efficiencies, even if it costs ATA commissions in the process. Which I love about her: customer always first!"
-Idris Odutoye
Name: Sue Messner
Position: Managing Partner
Company: ARG
Previous Companies: Global Network Services
What Makes Her a TA 101er:
"Messner led Global Network Services (GNS) for nearly 30 years before joining ARG and continuing her business' growth. After a long career helping customers identify network solutions, she has evolved to help them with next-gen technologies."
-James Anderson
Name: Mark Miller
Position: Vice President, Operations
Company: V1 Datacom
Previous Companies: New Edge Networks
What Makes Him a TA 101er:
"For more than two decades, Mark Miller has worked as an advocate for industry partners and program improvements. His business acumen, prior product manager experience and time investments to improve program metrics have positively impacted multiple service provider agent programs."
-John Griffin
Name: Mike Miller
Position: Global Account Director
Company: Upstack
Previous Companies: Sidepath, Internap, Nexus IS, Network Appliance, AT&T
What Makes Him a TA 101er:
"Miller's efforts at Sidepath helped the hybrid channel partner earn platinum recognition for driving more than $1 million per month in billings. He one of the leading influencers in the agent channel, rubbing shoulders with some of Orange County's most prominent business and technology leaders. "
-James Anderson
Name: Josh Mitchell
Position: Partner
Company: Arkitech Group, a Bridgepointe Technologies Company
Previous Companies: Xcel Services Group, Documentum, Learn IT
What Makes Him a TA 101er:
"Josh Mitchell has worked in technology advisory for two decades, building close relationships with clients. He's a fixture within the Bridgepointe Technologies community."
-James Anderson
Name: Paul Morgan
Position: Director, Technology
Company: Freedom Tech Partners
Previous Companies: Grande Communications, PointOne, Xspedius Communications
What Makes Him a TA 101er:
"Paul is one of the most thorough advisors I have worked with. He takes an active role in growing the channel for other agencies and is beloved by his clients large and small. Paul is a diverse agent, never pigeonholing himself to one product or limited suppliers — what I call a true fiduciary IT advisor."
-Jay Morris
Name: Doug Neiheisel
Position: Delta Team Lead
Company: ATC
Previous Companies: CBTS, DR Micro Computers
What Makes Him a TA 101er:
"Neiheisel has been instrumental in growing ATC’s consulting practice. He has been key to onboarding ATC’s largest VIP clients. While he manages his own portfolio of ATC’s prime clients, he has demonstrated technical leadership, managing and inspiring other Delta Team members by providing strategic direction and technical guidance for their client sets."
-Louie Hollmeyer
Name: Ali Niroo
Position: Managing Partner
Company: Bridgepointe Technologies
Previous Companies: CNSG, XO
What Makes Him a TA 101er:
"A top-producing partner at CNSG and now Bridgepointe, Niroo gets results. He's a fierce advocate for customers, advocating for the best experience they can get."
-James Anderson
Name: Rich Nowalk
Position: Chief Strategy Officer
Company: Opex Technologies
Previous Companies: Windstream Hosted Solutions
What Makes Him a TA 101er:
"Rich is a visionary in the TA space. He been instrumental to the growth of Opex Technologies and is candid with the providers and TSD he engages with daily to make a positive impact on their organization, ultimately to create a better experience for the end client. When Rich is not providing strategy, he consistently ranks as Opex's top managing partner in regards to annual sales, representing some of the largest clients in the channel."
-Courtney Humphrey
Name: Mike Oliver
Position: President
Company: SOLUS Technology Solutions
Previous Companies: Windward Communications, Cable & Wireless, T Line Services, ROLM, Xerox
What Makes Him a TA 101er:
"Mike is always creative in his approach to solving client problems. He has also advocated for the partner community with TSBs and suppliers. He is passionate about customer service."
-Allan Jaffe
Name: Lisa Peiffer Kwiatkowski
Position: Director, Strategic Accounts
Company: Bluewave Technology Group
Previous Companies: Helm Partners, Windstream
What Makes Her a TA 101er:
"Lisa Kwiatkowski brings 17 years of telecom industry expertise, excelling in supplier and advisor roles. Beyond her proven track record in account management, Lisa demonstrates exceptional leadership by fostering talent within her organization and among peers at providers and TSDs. Lisa mentors Bluewave's new account managers, emphasizing the importance of the unbiased agency model, rigorous processes, and achieving client outcomes. Lisa embodies the trusted advisor value proposition and has showcased outstanding leadership at Bluewave, maintaining optimism during the Helm acquisition and ensuring clients benefit significantly from the combined companies. A true role model, she epitomizes leading a client-centric team and expertly mentoring her colleagues while balancing the demands of a working mother. Lisa Kwiatkowski is a prime example of excellence in technology advisory."
-Lisa Guillaume
Name: Vic Pepe
Position: Managing Partner
Company: D&M Enterprise and Capteon (CEO)
Previous Companies: Cash America, Nationstar Mortgage, JPMorgan Chase
What Makes Him a TA 101er:
"Vic came to the channel from the being a customer of D&M for many years. He understood the value of the partner channel and how end users benefit by working with an agent. Agents bring the industry to the end user. He has helped shaped D&M into one of the most successful agencies in the industry."
-Steve Gerhardt
Name: Peter "Skip" Picciano
Position: Fractional Chief Technology Officer
Company: Effortless CX Consulting
Previous Companies: Rhythms NetConnections, AT&T, Nortel
What Makes Him a TA 101er:
"A consummate good guy in the customer experience (CX) space and the channel, Skip helps out his peers and customers. His time as a consultant for contact center and conversational AI suppliers has given him deep insider knowledge of CX, and he uses his that knowledge to help contact center leaders in underserved regions."
-James Anderson
Name: Ruben Pina Jr.
Position: CEO
Company: A1 BizCom
What Makes Him a TA 101er:
"Ruben is an innovator and one of the smartest agents in our industry. He has built a strong business and his reputation in the space is second to none."
- Jerry Goldman
Names: Ashley Powell
Position: Vice President, Business Development
Company: Creekview Group
Previous Companies: EarthLink, Deltacom, IKON Office Solutions
What Makes Her TA 101er:
"Ashley has worked with me at Creekview for over eight years. She is always willing to roll up her sleeves and get the job done to work with me, suppliers and clients. She is articulate and smart. Her gift is her loyalty."
-Ashley Powell
Name: Robert Powell
Position: Principal Technology Advisor
Company: One Source
Previous Companies: Bandwidth, Vertical Communications, EarthLink, Windstream
What Makes Him a TA 101er:
"Powell served on the advisory boards of multiple TSDs while working at Bandwidth. Armed with a deep knowledge of the telecom world and deep connections, he has mentored people inside and outside of his organization."
-James Anderson
Name: Jason Price
Position: Chief Operating Officer
Company: Select Communications
Previous Companies: Cascade Training Center
What Makes Him a TA 101er:
"Jason has been a leader in our space for many years. He was played a big part in helping build Select Communications from a small start-up to over $10 million in annual customer billings. Jason is on three advisory boards in the UCaaS and CCaaS space, with some of our largest suppliers. Jason has been a top-performing sales rep for Select Communications for the past five years. Jason also built our entire data analytics system that allows us to track all aspects in our business. This system is hands-down the best in our industry."
-Jerry Goldman
Name: Guhan Raghu
Position: Partner & Chief Operating Officer
Company: 3DG Partners
Previous Companies: HealthTrackRx, Tarrant County College, Chase
What Makes Him a TA 101er:
"Guhan has used his experience on the IT end-user side to help businesses make strong technology decisions. His ability to offer guidance has helped 3DG land one of the largest deals ever deployed through an agent model."
-James Anderson
Name: Tim Rees
Position: Managing Partner
Company: D&M Enterprise and Capteon (chief operating officer)
Previous Companies: Cash America, Nationstar Mortgage, JPMorgan Chase
What Makes Him a TA 101er:
"Tim came to the channel from the being a customer of D&M for many years. He is the best operations person in the channel. Tim developed many of our processes and he understood the value of the partner channel and how end users benefit by working with an agent. He has helped shaped D&M into one of the most successful agencies in the industry."
- Steve Gerhardt
Name: Joe Rice
Position: CEO
Company: CXponent
Previous Companies: Acliviti, Avant, CenturyLink, AT&T
What Makes Him a TA 101er:
"He's a CX genius who understands enterprise buyer dynamics very well. He knows the technological aspect of contact center solutions, but most impressive is his insistence on walking customers through the full implications of procuring and onboarding a new platform. His nuance and curiosity make him an ideal member of the 2024 Technology Advisor 101."
-James Anderson
Name: Ronnell Richards
Position: President
Company: Ronnell Richards LLC and Business & Bourbon (Founder)
Previous Companies: McLeodUSA, AT&T, RD Direct
What Makes Him a TA 101er:
"I'm primarily nominating Ronnell not just for the work he does for his customers but also for the work he does for this community of partners. He selflessly gives of his time and talent to anyone seeking to be better at their craft. The nuggets he shares through various formats makes all of us better."
-Ashley Rowland
Name: Richard Rodriguez
Position: CEO
Company: ClearSync Solutions
Previous Companies: Rubicon Oilfield International, FreshTake Consulting, Probe Holdings, National Oilwell Varco
What Makes Him a TA 10er:
"He has leveraged his background as a CIO and a director of manufacturing at oil companies to serve as a leading technology advisor for companies in energy, oil, gas and financial services. He takes an open mind to technology solutions and has helped his customers procure hardware, despite the reticence many advisors feel toward sourcing equipment."
-Richard Rodriguez
Name: Derek Roush
Position: President
Company: VocalPoint Consulting
Previous Companies: Windstream, Matrix, Avaya, Expanets
What Makes Him a TA 101er:
"In the words of Derek: 'A chord of many strands is not easily broken.' Derek exemplifies everything this award stands for. He is driven by the opportunity to make life better for everyone around him — for his customers, for his employees and for his peers. He is a top contributor to the Technology Advisor Alliance and co-hosts his Cloud Sherpa podcast on YouTube where he educates the industry and advocates for the Channel."
-Ashley Rowland
Name: Mike Russell
Position: President
Company: ETS Solutions
What Makes Him a TA 101er:
"Russell left the world of medical management to start a telecom consultancy in 2002. He evolved the business to deepen its post-sale customer support and consult on cloud. Furthermore, ETS has built a reputation for its charitable activity, donating 20% of its annual revenue to nonprofits."
-James Anderson
Name: Monica Sanchez
Position: Partner
Company: Upstack
Previous Companies: OnFiber, Bridgepointe, Lunada Partners (sold to Upstack)
What Makes Her a TA 101er:
"Monica is proud to serve diverse clients, ranging from small nonprofit organizations to large gaming and AI companies. She values every client equally and believes in providing steadfast support through the growth and changing needs of her clients' technology environments. She has developed trusted relationships with her clients and works hard to enable their success through facilitating seamless, end-to-end communication and collaboration for their businesses, no matter their focus or size."
-Khali Henderson (for Upstack)
Name: Eric Savitsky
Position: Managing Partner
Company: CrosStar Network Solutions
Previous Companies: InfoHighway Communications
What Makes Him a TA 101er:
"Eric is an enterprise consultant with a niche in the private-equity space. He has built an engagement model that wins, and clients love how he operates leading the project. Eric is a longtime success story in the space too. Although he grew up consulting network, he has moved upmarket and is known for consulting and managing complex projects with clients. Eric is a proven winner in the space."
-Randy Jeter
Name: Dustin Schiff
Position: CEO
Company: 3XC Telecom
Previous Companies: Spectrum Business, Comcast Business, Bright House Networks, AT&T
What Makes Him a TA 101er:
"Dustin is a perpetual source of feedback and firsthand experience for his peers. He's the friend who's always listening and first to jump in when there's an opportunity to help others with the knowledge he's gained through his experience or help others navigate the hurdles on their own journey. He's the kind of person who just puts it out there, speaks his mind without ego and gets the crowd comfortable to chime in and start sharing their own perspectives, struggles and victories. As advisors, the more we share, the more we win together."
-Aram Bolduc
Name: Diane Smith
Position: CEO
Company: ChoiceTel
Previous Companies: Sprint, US Signal
What Makes Her a TA 101er:
"Diane has been working with clients as an advisor for over 30 years. She started managing her clients' environments in a managed services capacity long before it became popular. She has helped many clients optimize their environments for years. I've had the pleasure of engaging with Diane at multiple industry events and have noticed that she remains calm and steady in her approach to problem-solving, which makes it a pleasure to work with her on challenging issues. She's always willing to jump in and assist in any way she can, looking to secure a win/win for all parties involved."
-Darcee Nelan
Name: Jordan Solender
Position: Owner
Company: ITSelect
Previous Companies: Premier Technology Advisors, Procure IT, Dell, Edaptive Systems, Apple
What Makes Him a TA 101er:
"Solender led the successful agency Premier Technology Advisors before it sold to Procure IT. He has founded a new consultancy to help medium-size and lower enterprise companies procure a variety of IT and telecom services."
-James Anderson
Name: Mark Stackpoole
Position: CEO
Company: GTS
Previous Companies: ATRACS
What Makes Him a TA 101er:
"GTS was founded over 22 years ago, on the principles of doing right by our partners and their business. Mark is committed to driving business through a unique ecosystem comprised of skilled and well-versed channel managers, a top-notch project management team, and a one-of-a-kind marketing team. Mark is fueled by a passion designed to educate partners on all of the leading technology trends, and needs. He continues to invest resources and time for not only his personal growth and development, but also the growth for his team. He values community and the ability it has to make a significant impact the success of his business. Through and through, Mark leads with empathy and always with a desire to do better and be better."
-Mari Jackson
Name: Paul Storella
Position: President
Company: TechChoice
Previous Companies: Conversent Communications, One Communications, EarthLink, Comtel Group
What Makes Him a TA 101er:
"I worked with Paul for over 10 years, and he is relentless in his pursuit of bringing successful, vetted solutions to his customers. Many of his end customers are in the SLED space, so the effort and due diligence he must put in before presenting to the end stakeholders is very large. He must technically vet the solutions out with the carriers. He has gained such a quality reputation with the carriers that their product teams are now coming to TechChoice as they are trying to improve products and determine what the market needs in this space."
-Scott Sawyer
Name: Billy Stowe
Position: Chief Revenue Officer
Company: LAVA Technology Services
Previous Companies: CDW, ePlus
What Makes Him a TA 101er:
"Billy is the co-founder of one of the fastest growing TAs in the industry. He brings decades of experience to the table and is one of the best people in the industry."
-Jake Jansen
Name: Ayaz Surka
Position: President
Company: XtraNet
Previous Companies: NuVox, Jarden Plastic Solutions, Software City
What Makes Him a TA 101er:
"XtraNet under Surka's leadership has carved out a strong referral motion with VAR and MSP partners. The agency sources voice, data and cloud services, in addition to auditing telecom expenses for cost savings."
-James Anderson
Name: Matt Tankersley
Position: CEO
Company: Tech On Purpose
Previous Companies: LiquidSpoke, Tank Technologies, Trillion, ClearSource, ChoiceCom, US Long Distance
What Makes Him a TA 101er:
"Matt is always there to lend a helping hand in any circumstance. He practices a customer-first philosophy and is a strong advocate for the channel. He has been instrumental in helping me navigate the channel world as well."
-Richard Rodriguez
Name: Stacey Teplitzky
Position: Chief Operations Officer and Executive Vice President
Company: Data Management Services
Previous Companies: The Beacon Group
What Makes Her a TA 101er:
"Stacey has consistently gone above and beyond in ensuring the satisfaction of her clients. Stacey's commitment to understanding the unique needs of each customer and tailoring solutions accordingly is truly commendable. Whether it's going the extra mile to address specific requirements or proactively anticipating potential challenges, Stacey consistently demonstrates a dedication to doing the right things for her customers."
-Janet Loustan
Name: James Thornburg
Position: Partner
Company: Bridgepointe Technologies
Previous Companies: Single Path, Paetec, West, SmoothStone, Gobeam, Covad
What Makes Him a TA 101er:
"He's a cold-calling legend in the TA community. Instead of relying on referrals as many agents do, Thornburg has reached out to thousands of potential net-new logos. He is demonstrably one of the single largest advocates for the technology advisor model, reaching out to IT leaders to pitch the channel on an hourly basis. His grit has helped him soar to the top of the MRR leaderboard for Bridgepointe's IT strategists."
-James Anderson
Name: Angie Tocco
Position: Partner & Managing Director
Company: Upstack
Previous Companies: LanYap Networks (sold to Upstack), MFS, WilTel, Inter-Tel, Mitel
What Makes Her a TA 101er:
"Tocco co-founded LanYap Networks, which reached platinum status with Intelisys. She has influenced the advisory channel deeply over the last three decades, co-founding Tech4Change and collaborating with the Alliance of Channel Women."
-Angie Tocco
Name: Tim VanderMel
Position: Global Technology Consultant
Company: C3 Technology Advisors
Previous Companies: Aetna, Spectrum Health
What Makes Him a TA 101er:
"Tim's business alone at C3 bills over $1 million per month. He's respected throughout the industry and has been instrumental in the growth of C3."
-Matthew Toth
Name: Joe Vincent
Position: Managing Director
Company: Vinco
Previous Companies: Bridgepointe Technologies, Xcel Services Group, Colovore, VOX Network Solutions
What Makes Him a TA 101er:
"Joe Vincent is an icon in the Bridgepointe ecosystem and a top seller. He ranked as Bridgepointe's top IT strategist eight times. Now he leads a team of technology advisors at Vinco (still partnering with Bridgepointe) that have built strong relationships with their clients."
-James Anderson
Name: Taylor Vossler
Position: Director, Operations
Company: C3 Technology Advisors
Previous Companies: Challenge Manufacturing Company
What Makes Her a TA 101er:
"Taylor started at C3 in 2018 as the sole marketer. She built an entire team and then hired that team's leader. She then graduated to a director of operations role where she leads all of ops and owns our EOS implementation."
-Matthew Toth
Name: Gary Ward
Position: Managing Partner and Consultant
Company: ARG
Previous Companies: AMG Payment Solutions
What makes Him a TA 101er:
"Gary is the ultimate hustler and he will go above and beyond for his customers. His energy and exuberance is infectious and causes his customers to gravitate to him. Gary has built a very successful business under the ARG platform/brand."
-Idris Odutoye
Name: Tricia Ward
Position: CEO
Company: Onward Communications
Previous Companies: Outsourcive (ongoing), Rolm PBX, US West, Qwest
What Makes Her a TA 101er:
"Tricia has advocated for partners and been engaged with the supplier community throughout her career. She has also advocated for women in the business. She's a great role model: well-respected and well-liked."
-Allan Jaffe
Name: Paul Weiss
Position: Managing Partner
Company: Bluewave Technology Group
Previous Companies: Helm Partners (acquired by Bluewave), Expert Technology Associates, Expanets
What Makes Him a TA 101er:
"Paul Weiss stands out for his client-focused approach. With a laser focus on client outcomes, Paul excels at quickly identifying organizational needs, advocating for best-fit solutions, and ensuring optimal value delivery. Paul has been instrumental in helping large enterprise clients modernize their approach to CX and migrate solutions to the cloud. Paul’s mentorship extends to new providers, particularly in the CX/AI space, guiding them through the channel and fostering connections for success. Actively participating in advisory boards, Paul contributes to product positioning, road maps and industry feedback, showcasing his commitment to lifelong technology learning and knowledge sharing."
-Lisa Guillaume
Name: Man Wong
Position: Managing Partner
Company: Arkitech Group
Previous Companies: Xcel Services Group, Fremont Bank, ZellePay, IAS
What Makes Him a TA 101er:
"Man Wong's customers call him a client advocate. They praise him for his technological knowledge and his understanding of processes. They also say he's eager to roll up his sleeves and help them work through challenges."
-James Anderson
Name: Ed Wu
Position: Co-Founder
Company: RISE Technology Advisors
Previous Companies: CDW, AT&T, PolyDyne Software
What Makes Him a TA 101er:
"Ed is a longtime leader in the channel working in large distribution and now co-founder of RISE Technology Advisors spanning 20-plus years. He is one of the good guys in the channel, mentoring younger and newer colleagues as well as supporting partners and other TAs on their journey. Ed is a member of the Avant engineering council and is the 'business' leader of RISE. He wears multiple hats building out the back office, handling operations and keeping the lights on. Ed is a fierce advocate for the channel, RISE clients and customer support."
-Eric Ludwig
Name: Jack Zoblin
Position: Managing Partner
Company: Jacy Technology Advisors
Previous Companies: Cory Communications, Bluewave, Qwest, US Wats
What Makes Him a TA 101er:
"Jack is an East Coast partner OG. He led Cory Communications for two decades before selling to Bluewave. He has now started out on his own again at Jacy. His peers regularly look to him for advice about entrepreneurship and channel nuance, and he shares it generously."
-James Anderson
Name: Jack Zoblin
Position: Managing Partner
Company: Jacy Technology Advisors
Previous Companies: Cory Communications, Bluewave, Qwest, US Wats
What Makes Him a TA 101er:
"Jack is an East Coast partner OG. He led Cory Communications for two decades before selling to Bluewave. He has now started out on his own again at Jacy. His peers regularly look to him for advice about entrepreneurship and channel nuance, and he shares it generously."
-James Anderson
Channel Futures is proud to present the 2024 Technology Advisor 101, the very best technology consultants in the agent channel.
The TA 101 spotlights the top performers in the tech advisory space, which continues to grow its influence among customers via sales of business communications services, connectivity, customer experience and cybersecurity. These individuals in the slideshow above, alphabetically L-Z, represent the most outstanding technology consulting companies.
You can find the A-K list here and read a more in-depth explanation of the Technology Advisor 101 programhere.
All honorees on the Technology Advisor 101 work at a company that operates at least part of its business in an agent model. This is where the supplier manages the technology solution that the partner sources, then bills the end customer and gives the partner a monthly commission. You won't find distributors or vendors on our list of best technology consultants and advisors, just customer-facing partners.
The honorees stand out for their client-centricity, peer leadership, industry advocacy and business performance.
We look forward to honoring the winners in person at the Channel Partners Conference & Expo, March 11-14, in Las Vegas.
Once you've reviewed our slideshow above highlighting these top technology advisor firms, download our free digital edition, "2024 Channel Futures Technology Advisor 101."
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