Standard of Care Consultants: 119

John B. Everlove, MS, NRP has over 230 years of experience providing Emergency Medical Services. Consulting Services - Mr. Everlove provides corporate site consultation services related to Emergency Management and Preparedness, Emergency Services, Safety and Employee Training. He has also participated in the research, development, and implementation of clinical care equipment, policy and procedure design and implementation, as well as clinical educational services for Paramedics and EMTs. Mr. Everlove holds a Master of Science degree in Emergency Services Administration and Emergency Management, graduation Summa Cum Laude.

Licenses and Certifications:

• National Paramedic Certification
• State of California Paramedic License
• Ventura County Paramedic Certificate of Accreditation
• Advanced Cardiac Life Support Provider
• Pediatric Advanced Life Support Provider
• Basic Life Support Healthcare Instructor
• Basic Life Support Healthcare Provider
• Drug Abuse Recognition Evaluator
• Federal Emergency Management Agency Emergency Response Team Member
• National Association of Emergency Medical Services Association of Education Instructor
• National Incident Management Systems Provider
• Emergency Vehicle Operations Course Instructor

Serving as a Rescue Flight Paramedic, Mr. Everlove has earned over 20 Awards and Commendations, including an award for Valor. Most recently, he served in Nepal providing Emergency Medical Care to earthquake victims as part of an International Disaster Response Medical Team.

View John Everlove's Expert Witness Profile.

Paul M. Adler, DO, FACEP, MBA, Medical Director for the Ventura County, California, Department of Corrections, has worked in Correctional / Jail / Prison Medicine & COVID-19 Preparation & Response. He has overseen the care of inmates in Jails in California and New York, as well as Prison inmates who have been transferred to county facilities to serve their terms for years in county jails in California. He has also overseen Correctional health car in locked units in Hospitals . Dr. Adler is the President-Elect of The American Correctional Health Services Association of California / Nevada, which represents all clinicians and administrators in Jails/Prisons in California and Nevada. He previously oversaw a County Hospital, County Nursing Home and ran a County Health Department and oversaw Correctional healthcare for the Westchester, New York Jail.

Litigation Support - Dr. Adler has defended Jails and Prisons in Southern California, Idaho, Texas, North Carolina, New York, Pennsylvania, etc. He has been involved in Plaintiff litigation in many states including against Rikers Island, NY and Cook County Jail. Dr. Adler still works as a full-time practicing physician and has helped attorneys and insurance companies in Emergency Medicine, Nursing Home Medicine, Public Health and Hospital Administration since 1985. Dr. Adler is available to review and consult on clinical Correctional/Jail/Prison cases for attorneys for both Plaintiff and Defense.

Services:

• COVID-19 Preparation & Response
• Screen Cases for Merit
• Review, Analyze and interpret Medical Records
• Provide Basic or Comprehensive Written Reports
• Interpret Standards of Care, Deviation and Adherences as they Relate to Correctional Health Care
• Develop Chronological Time Lines
• Policy and Procedure Development

Advanced Insurance Management LLC lower Workers Compensation Insurance costs for employers by finding and correcting underwriting and auditing errors in Workers Compensation premium calculations and audits. They consult with employers about Workers Compensation insurance premium audits, classifications, and experience modifiers, double-checking technical issues that directly affect the premium charges made by insurers.

Advanced Insurance Management LLC Consulting Services

Principal, Edward J. Priz, CPCU, APA, has worked full-time in the Insurance Industry since 1976. In 1982, he also began consulting on Workers Compensation insurance issues, and in 1987 established his own consulting firm to specialize in this field, as Advanced Insurance Management. 

Mr. Priz holds the professional designation Chartered Property Casualty Underwriter (CPCU) from the American Institute of Property and Liability Underwriters, as well as the designation Associate in Premium Auditing, from the Insurance Institute of America. As a consultant, 

Mr. Priz has worked with clients both large and small throughout the United States regarding proper Workers Compensation audits, premiums, classifications, experience modification factors, and related technical matters. His consulting clients have included Caterpillar, Bridgestone Tire, Walsh Construction, and the San Francisco 49'ers professional football team, as well as numerous companies in manufacturing, construction, health services, non-profits, and the staffing industry. 

Consulting Expertise:

Premium Audits Classification Codes Experience Modification Factors

Retrospective Rating Large Deductible Policies Insurance Agent / Broker Duties

View Edward Priz's Expert Witness Profile.

Dennis Fivecoat has over 25 years of Use of Force and Firearm experience in the military and private sector including significant training in the area of Civilian Law Enforcement.

Mr. Fivecoat is a retired US Army physician assistant with a wide variety of functional background and experience. He has seen service in eight different countries encompassing desert, jungle, snow, and maritime missions. His past responsibilities range from combat in SW Asia to hospital duties as an ICU nurse in South Carolina. He has responded during national hurricane relief efforts and somewhat smaller Defense Support to Civil Authority (DSCA) missions.

Training Courses:

Texas License To Carry (LTC) Texas Armed Security Level 3 Texas Personal Protection Officer (PPO) Level 4 (Executive Protection)  Defensive Pistol, Rifle, Shotgun (LE, military, and private citizen) OC (Pepper Spray), Handcuffing, Baton Defensive Tactics (self-defense) Individual and Partner Tactics Low Light Firearm Tactics

Concealed Carry Essential Skills Tactical Combat Casualty Care (TCCC Stop the Bleeding (STB) & First Aid for Severe Trauma (FAST) Vehicle Self Defense and Evasive Driving Active Shooter Prevention and Response Vulnerability Assessments and Risk Decision Matrix Prevention and Response to Bomb Threats Prevention and Response to CBRN Threats Hazardous Waste Operations and Emergency Response (HAZWOPER)

As a paratrooper in the 82nd Airborne Division, Mr. Fivecoat participated in Operation Desert Shield / Desert Storm. Later, he also participated in the relief and stabilization efforts after Hurricane Andrew in August 1992. In March of 1994, Dennis participated in response to the Pope AFB plane crash incident. In 2003, Mr. Fivecoat became a “plank owner” in the newly created US Northern Command (NORTHCOM) where he represented FEMA regions VI & VII (encompassing 9 US states).

Mr. Fivecoat has participated in training with all branches of US military service, various special operations forces, the US Coast Guard, and numerous alphabet agencies. He is a frequently invited guest speaker and instructor for WMD/CBRNE, hazardous materials, and tactical/austere medicine. He is also a very active firearm and defensive tactics instructor with numerous nationally recognized instructor certifications.

Prior to retiring from the military, Mr. Fivecoat has been called to duty for such incidents as Hurricane Katrina, the Las Vegas ricin incident, the H1N1 pandemic, and the US Ebola exposure incident. He retired from the US Army in 2010 and began private consulting on terrorism, DSCA, and force protection issues.

View Dennis Fivecoat's Expert Witness Profile.

Andrew J. Manganaro, MD has been a board certified Cardiothoracic and Vascular Surgeon for more than 25 years. He has experience in all areas of adult cardiac, vascular, and thoracic surgery, and has cared for more than 10,000 patients in his practice.

Litigation Support - Dr. Manganaro has more than 15 years of experience in medical expert opinions for both plaintiffs and defendants. His services include medical record review, written reports, depositions, and trial testimony as needed. He is licensed to practice in Ohio, Michigan, Delaware, New Mexico, Illinois, New York, Indiana, Wisconsin, Iowa, and North Dakota.

Areas of Expertise:

Cardiac Surgery Pulmonary Surgery Esophageal Surgery

Trauma Surgery Vascular Surgery Endovascular Surgery

Avrum R. Goldstein, DMD, FRCD(c) is an experienced Periodontist with over 40 years of experience. He received his dental degree in Canada and his specialty certification at the University of Pennsylvania. He is Board Certified in the United States as a Diplomate of the American Board of Periodontology and in Canada as a Fellow of the Royal College of Dentists.

Having placed thousands of dental implants since 1988, Dr. Goldstein is highly knowledgeable in all aspects of dentistry, including 25 years of experience with implant dentistry. He has been very involved in dental education, having written many scientific articles and lectured both at home and abroad. Dr. Goldstein's academic appointments include 15 years as an Assistant Clinical Professor at Yale University School of Medicine. Dr. Goldstein is currently an Adjunct Faculty member at Nova Southeastern University

Services Include:

Dental Implants Scaling and Root Planing Pocket Elimination Surgery Guided Tissue Regeneration

Ridge Augmentation/Guided Bone Regeneration Gum Recession Soft Tissue Ridge Augmentation / Ovate Pontic Design Crown Lengthening

View Dr. Goldstein's Expert Witness Profile.

Barrington Capital Management, Inc. provides customized financial solutions for unique financial challenges and objectives. Their expertise is in the development, implementation and ongoing management of a customized and diversified investment strategy. Barrington's mission is to assist in building, enhancing, and protecting personal wealth and maintaining financial security. 

President and Chief Executive Officer, Bob Lawson, has over 35 years of financial services experience as an Investment Advisory and Insurance Agency Executive, Securities Principal, and Options Principal. Bob proudly serves as an industry arbitrator for the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA), a Certified Fraud Examiner (CFE), ERISA (3)-21 Fiduciary, Master Registered Financial Consultant, and an Accredited Investment Fiduciary. In addition to teaching advanced investment strategies and Retirement Planning classes throughout the year. 

Bob Lawson has special expertise in stock options and has presented the following Options Industry Council (OIC) seminars to retail and industry professionals throughout the United States:

Options Basics Options Intermediate Advanced Options

Covered Calls Options Spreads Option Volatility

View Bob Lawson's Expert Witness Profile.

  

Bedford and Main Financial Consulting provides services primarily catering to the Broker-Dealer and Registered Investment Advisor communities. Founded in 2012, our fundamental areas of expertise are: Operations, Compliance, and Management. Our core services focus on traditional consulting projects, anti-money laundering (AML) testing and compliance, and expert witness litigation and testimony.

Bedford and Main is listed in the FINRA Compliance Vendor Directory

We enjoy supporting broker-dealers of all shapes and sizes. Our client list includes introducing brokers, correspondent clearing brokers, clearing firms. prop trading firms, Fintech brokers and new broker-dealer start-ups. Our testimonial page speaks for itself: www.BedfordandMain.com/testimonials.

Operations and Compliance Expertise: Our experience is both deeply rooted, yet freshly relevant. With 40 years of hands-on senior experience, our management has been actively building, growing and restructuring broker-dealers. While based in the metropolitan Philadelphia area, Bedford and Main's client base is global. Our “bread and butter” Operations expertise focuses on conversions and project management. While on the Compliance side, we specialize in areas related to Supervision, Anti-Money Laundering, and Acceptance, Waiver and Consent (AWC) settlements.

Bedford and Main is a supporter of SIFMA and the Financial Services Institute.

Consulting Specialties Include:

• Conversion Specialist – systems, staffing, back-office, firm mergers
• Strategic Project Management
• Clearing Firms and Securities Processing Platforms
• FINRA Compliance Issues, specializing in:
  • Supervision Issues
  • Anti-Money Laundering (AML)
  • Acceptance, Waiver and Consent (AWC)
• Anti-Money Laundering Independent Annual Tests (FINRA 3310)
• Contract Negotiations
• Broker-dealer Start-ups – FINRA New Membership Application Process (NMA)
• Selling “Shell” Firms and other Mergers & Acquisitions Activity

Our clients appreciate how valuable it is to work with a consultant who has held Series 3, 7, 24, 27 and 63 licenses, and is a FINRA Dispute Resolution Arbitrator and a Certified Anti-Money Laundering Specialist (CAMS). Moreover, the insights we provide resulting from our securities expert witness engagements often prove invaluable.

View John Foster's Expert Witness Profile.

Janet L.Taylor,  BSN, CEN, CFRN, NREMT-B, is a Nurse with over 20 years of experience, the majority of which has been spent in Emergency Medical Service / Emergency Room and Critical Care Transport. Ms. Taylor has experience in all levels of EMS and Critical Care transport, from types of scenes to inter-facility transports. She has worked in various areas including ER, Medical / Surgical, Labor and Delivery, Intensive Care Unit, and Outpatient.

A Certified Flight Nurse, Ms. Taylor works with Life Flight Eagle, a non-profit organization that provides life-saving helicopter transport for critically ill and injured patients in Kansas and Missouri communities surrounding Kansas City.  

Consulting Services - Ms. Taylor also works as a consultant, researching current evidence-based practices to update current policies for patient care. She writes modules for online education and her employer's education department. She consults independently with a small rural hospital in creating customized education modules to improve their staff education offerings.

Ms Taylor has been chosen to speak at various EMS conferences all over the nation, offering up to date content for continuing education and improving patient care. She is also employed by University of Maryland Baltimore County as an adjunct instructor.

Litigation Support - Ms. Taylor is an EMS / ER, Critical Care Transport Subject Matter Expert providing chart review, standard of care, and deposition services. She is available to attorneys representing plaintiff and defendant.

Areas of Expertise:  

Emergency Medical Services Critical Care Transportation Standards Ambulance / Emergency Transport Clinical standards Inter-facility Transport Standards

Flight Nurse Standards Paramedic Standards Emergency Room Nurse Standards

Steven A. Bernstein, DPM, FACFAS, FASPS, is a Doctor of Podiatric Medicine who specializes in Foot and Ankle Surgery. Dr. Bernstein is Chief of Foot and Ankle Services and Podiatric Surgery at Hudson Regional Hospital, Secaucus NJ.  Dr. Bernstein's main office is in Fort Lee, NJ however sees patients in NY as well,  at Citimed, Complete Medical Care Injury Doctors serving Brooklyn, the Bronx, Queens, and New York, New York. He reviews cases from all over the country. Dr. Bernstein is well versed in all types of Forensic Medical Legal cases. He also served as an Expert Medical Advisor (EMA) in the Division of Workman Compensation for the State of Florida for a period of seven years.

Litigation Support - Dr. Bernstein has over 30 years of experience performing Independent Medical Examinations (IMEs) and 2nd Opinions for cases involving Trauma and Reconstructive Foot and Ankle Surgery. He has provided over 1,000 IMEs and been deposed and/or testified approximately 500 times for attorneys representing plaintiff and defendant. Dr. Bernstein offers litigation support services in New Jersey, New York, and Florida and the rest of the country.

Areas of Expertise:

Podiatric Surgery Foot Trauma Surgery Foot and Ankle Reconstructive Surgery Complex Revision Surgery of the foot and ankle Complex Regional Pain Syndrome (CRPS) Failed Foot and Ankle Surgery

Charcot / Residual Clubfoot Deformities Limb Salvage and Preservation External and Internal Fixation Techniques Ankle and Small Joint Arthroscopy Ankle, Heel, Foot Pain Management Sports Injuries

Fort Lee Office 1608 Lemoine Ave, Suite 205 Fort Lee, NJ 07024 Telephone: 201-482-8236

Hudson Regional Hospital Office 55 Meadowlands Parkway Secaucus, NJ 07094 Telephone: 201-482-8236

Gerald W. Smetana, MD, Board Certified in Internal Medicine, is a General Internist with over 34 years of experience in an academic primary care practice at Beth Israel Deaconess Medical Center in Boston. He is also a Professor of Medicine at Harvard Medical School where he teaches internal medicine to medical house staff and also extensively to practicing clinicians in continuing medical education settings. 

Practicing in an outpatient setting, Dr. Smetana cares for a panel of patients that is weighted towards those with multiple chronic illnesses and high disease complexity. In addition to all aspects of office based general internal medicine, his areas of interest include Preoperative Medical Evaluation, Hypertension, and Headache. 

Dr. Smetana has been repeatedly selected as a Best Doctor in a national survey and has received a national award for scholarship in medical education. He publishes in the peer reviewed medical literature and medical texts, has edited textbooks, and has helped to develop national guidelines on topics in internal medicine. He has been invited to deliver seminars and presentations on various topics within his area of expertise nationally and internationally. 

Litigation Support - Dr. Smetana reviews cases for both plaintiffs and defendants, and has testified at deposition and trial as an expert more than 45 times. He has reviewed several hundred medical malpractice cases over the past 10 years both for plaintiffs and doctors. Dr. Smetana also consults for risk management insurers. His primary care, record review, and medicolegal consultation services are available throughout the United States.

BHK Associates, Inc. (BHK), is a Banking / Finance firm comprised of former bank presidents, chief executive officers, chief creditor officers, and chief lending officers. BHK clients include banks, credit unions, title companies, financial institutions, and insurance companies.

Advisory Services - BHK Associates, Inc., provides a broad range of advisory services to the financial industry and its clients, involving a number of disciplines: Banking Industry Standards & Best Practices, Strategic Planning and Performance Reviews, Banking Operations, Construction Lending, Due Diligence Reviews, Merger & Acquisition Reviews, Troubled Debt Restructuring, Real Estate Appraisal Issues, and more.

Special Credits & Loan Workouts - Their experts have years of experience advising in the areas of special credits, loan workouts, and collection. Specific areas of expertise include: Problem Loan Review & Classification, Problem Loan Workout Strategies, Negotiating Loan Workouts & Forbearance Agreement, Asset Disposition and Loan Sales, Intra-bank disputes, Problem Asset Valuation, Loan Quality Assessment and Analysis, etc.

Brian H. Kelley, Founder and Principal, is a seasoned Banking Executive, Lender, and Attorney with over 30 years of experience in lending, top management, and legal positions for both regional and larger commercial banks in California, Arizona, Washington, and Oregon. He has served as the CEO of three successful community banks and the head of a Multi-Billion Dollar lending group with a large international bank.

Mr. Kelley earned his BA and JD from Brigham Young University. He has been admitted to the CA, UT, and HI Bar Associations. He also has extensive professional course experience in loan underwriting, credit analysis, corporate finance, and lending practices. Mr. Kelley has been a featured speaker and panelist for various industry groups, including the Mortgage Bankers Association and the National Hotel Finance & Investment Conference.

View Brian Kelley's Expert Witness Profile.

Elbridge F. Bills, MD, FACOG, is a board certified OB/GYN with over 20 years of clinical experience in Obstetrics & Gynecology. Dr. Bills is a graduate of Emory Medical School and received a Master's degree in Metabolic & Nutritional Medicine from the University of South Florida.

With a full-time practice caring for and managing low and high risk pregnancies and deliveries, Dr. Bills also has an active gynecological practice including hysteroscopic, laparoscopic, and robotic procedures. He is licensed in both Georgia and Florida.

Dr. Bills is Board Certified by the American Board of Obstetrics and Gynecology, a member of the American Association of Gynecological Laparoscopists, the American Institute of Ultrasound in Medicine, and the International Society of Ultrasound in Obstetrics and Gynecology.

Litigation Support - Dr. Bills offers expert witness services to attorneys representing plaintiff and defense. He is available for cases involving medical malpractice and other OB-GYN related injuries. His services include medical record review, thorough reporting, depositions, and trial testimony as needed.

Areas of Expertise:

Normal & High Risk Pregnancies Hysteroscopic Gynecology Laparoscopic Gynecology Reconstructive and Robotic Surgery

Gynecological Ultrasound Integrative Medicine Hormone Therapy Testosterone Therapy

Hi, I’m Jess Birken.

I am the owner of Birken Law Office. I'm a lawyer and I help nonprofits solve problems so they can quit worrying and get back to what matters most – their mission. I’m not like most attorneys, I actually have an outgoing personality, and – like you – I like to think outside the box. Most of my clients are passionate and have an entrepreneurial spirit. I’m like that too. My goal is to help you crush it. Getting bogged down in the minutia sucks the joy out of the important work. My clients want to do The Work – not the paperwork.

My Credentials

• BA, Sociology, University of Minnesota, Twin Cities (2001)
• JD, Mitchell Hamline School of Law, Magna Cum Laude (2007)
• MA, Nonprofit Management, Hamline University (2010)
• Certified Transformative Mediator
• Want more? Check out my LinkedIn profile.

My Biography

I am the former CEO & Managing Partner at Urban Birken PLLC, a boutique firm that focused on serving the nonprofit community. I have worked with nonprofit organizations for most of my career.

Before becoming a private practice attorney, I spent four years inside a national nonprofit organization, Pheasants Forever. In that role I managed about $50M in state and federal government grants and worked on hundreds of conservation real estate deals. I also gained a deep knowledge of just what it's like to work inside a nonprofit - not just tell people what to do. My strength in that role was working with staff, volunteers and government stakeholders to keep complex projects moving and maintain a zero defect environment for audit time.

Birken Law Video Introduction

Since that time, I have run my own firms. I’m now the owner of Birken Law Office a firm designed to help nonprofits. Ideal Client Engagements are nonprofits looking for a strategic partner who will give pragmatic advice and keep business operations on track so the mission work stays a priority. I love working with organizations that understand that 'nonprofit' is a tax status - not a business model.
My work experience entails largely business and compliance needs of nonprofit issues around:

Formation Executive Compensation HR Real Estate Property Tax Board / Staff Conflicts

Voting Member Issues Internal/External Stakeholder Conflict Government Grant Compliance Transactions Crisis Management

My Contact Information

You can contact me via e-mail or follow me on Twitter or Facebook.

Click here to schedule a free call now.

Marguerita M. Cheng, CFP®, CRPC®, RICP®, CDFA™, Chief Executive Officer at Blue Ocean Global Wealth, is a Certified Financial Planning Expert with 18 years of experience. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Ms. Cheng is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Ms. Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA). 

Marguerita Cheng CNBC Interview on Social Security

Awards and Honors - Ms. Cheng is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).

Litigation Support - Ms. Cheng serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. She also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. Services to attorneys representing plaintiff and defendant include financial due diligence, thorough reporting, depositions, and trial testimony as needed.

Areas of Litigation Expertise:

Financial Planning Issues Social Security Elder Financial Abuse

Financial Planner Standard of Care Financial Planner Code of Ethics Investor Rights