Dental Seminar Speakers


  • dental seminar speaker
  • T. Wade Coleman, JD

    Wade joined McGill & Hill Group in October of 2012. He earned a bachelor's degree in accounting from The Citadel, and a Juris Doctorate degree from Charlotte School of Law. Wade serves clients across the United States in the development and implementation of customized transition plans for their dental practices. He is a member of the South Carolina Bar and American Bar Associations.


  • Courses Offered:
    Transitions: Secrets to Success Despite All the Change
    Foundations for Financial Success (co-presenter)

  • dental seminar speaker
  • Patrick D. Craig, JD

    Patrick is an associate attorney with the law firm of McGill and Hassan, P.A. He has been in private practice since 2011 and joined the firm in April of 2013. Patrick is an honors graduate of Erskine College, and earned his law degree, also with honors, from the University of North Carolina at Chapel Hill. He is a member of the Mecklenburg County Bar, the North Carolina Bar Association, and the American Bar Association.


  • Courses Offered:
    Transitions: Secrets to Success Despite All the Change (co-presenter)
    Foundations for Financial Success (co-presenter)

  • dental seminar speaker
  • Jeffrey A. Harrell, CFA

    Jeff is a Wealth Advisor and Director of Portfolio Management at McGill Advisors. He joined McGill Advisors in June of 2000 after graduating from California State University at Sacramento with a degree in Business Administration (Finance Concentration). He formerly worked at London Pacific Advisors as a research analyst. Jeff obtained his Chartered Financial Analyst designation in 2003, and is a member of the CFA Institute and the CFA North Carolina Society.


  • Courses Offered:
    The Missing 4%

  • dental seminar speaker
  • Blake W. Hassan, CPA, JD

    Blake is a shareholder in the law firm of McGill and Hassan, P.A. Blake has been in private practice as an attorney (licensed in North Carolina only) since 1993 and has been a Certified Public Accountant (North Carolina) since 1988. He is a member of the Mecklenburg County Bar, North Carolina Bar and American Bar Associations, the North Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. Blake is an honors graduate of Louisiana State University and received his law degree, with honors, from the University of North Carolina. Before law school, he spent 5 years in public accounting. Blake began his affiliation with The McGill & Hill Group, LLC in May 1998 when he joined John K. McGill, Attorney at Law as an associate attorney. Blake and John subsequently formed McGill and Hassan, P.A. as co-shareholders in May 1999.


  • Courses Offered:
    Estate Planning, Family Limited Partnerships & Asset Protection
    Tax Savings Strategies and Legal Issues in Practice Transitions

  • dental seminar speaker
  • Roger K. Hill, MSA, ASA

    Roger is an accredited senior appraiser (ASA) of the American Society of Appraisers, who has also earned the coveted MSA, specifically geared to the business of your practice. With over 30 years of experience serving dentists across the United States, Roger is an active speaker, frequently addressing national and state study clubs and other professional groups. He has published extensively, and recently published a book about practice transitions (published by the American Dental Association). In business since 1979, Roger joined The McGill & Hill Group in 1997.


  • Courses Offered:
    Transitions: Secrets to Success Despite All the Change

  • dental seminar speaker
  • Brad A. Kucharo, CPA, CFP®

  • Brad joined McGill & Hill Group in November 2007. He graduated from the University of Iowa and holds both a Bachelor of Business Administration degree and Master of Accountancy degree. Brad obtained his Certified Public Accountant certificate in 2007 and his Certified Financial Planner™ certificate in 2008. He formerly worked at PricewaterhouseCoopers, LLP in the Personal Financial Services Group performing tax and financial planning services for high net-worth individuals. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.


    Courses Offered:
    Achieving Financial Independence
    Doctors Approaching Retirement

  • dental seminar speaker
  • Jonathan R. Martin, CPA

    Jonathan joined McGill & Hill Group in September of 2005. He earned bachelor's degrees in both accounting and finance, and a Master of Accountancy degree from the University of North Carolina at Charlotte. Jonathan works with dentists and dental specialists across the United States assisting them with their transition needs, and speaks regularly at dental schools and study clubs. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.


  • Courses Offered:
    Transitions: Secrets to Success Despite All the Change
    Foundations for Financial Success (co-presenter)

  • dental seminar speaker
  • John K. McGill, CPA, MBA, JD

    John is a nationally prominent tax attorney and CPA who has specialized in dealing exclusively with the dental profession for more than 30 years. He is President of John K. McGill & Company, Inc., Editor of The McGill Advisory newsletter and shareholder in the law firm of McGill and Hassan, P.A. He graduated with honors from Erskine College and holds both a Master of Business Administration and law degree from the University of North Carolina at Chapel Hill. He formerly worked with the Office of Chief Counsel, the legal branch of the Internal Revenue Service, in Washington, DC. He is a member of the American Bar Association and the American Institute of Certified Public Accountants.


    Courses Offered:
    Doctors Approaching Retirement
    Achieving Financial Independence

  • dental seminar speaker
  • Brett S. Miller, CPA, CFP®

    Brett is a Partner and Wealth Advisor who joined McGill Advisors in June of 2007 after graduating from The Citadel with a degree in Business Administration (Accounting Concentration). Brett became a Certified Public Accountant in 2008 and a Certified Financial Planner™ practitioner in 2010. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.


  • Courses Offered:
    The Missing 4%
    Foundations for Financial Success (co-presenter)

  • dental seminar speaker
  • Shanna F. Morales, CPA

    Shanna is a CPA whose professional career has been centered on the tax issues and concerns that arise for dental practices. She is a Senior Tax Manager in the dental services group of Elliott Davis Decosimo. Shanna advises doctors on how to grow and prosper even in down economic times by helping them with their accounting and tax needs. She is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.


  • Courses Offered:
    Bonus Session: Protecting Your Practice from Embezzlement
    Foundations for Financial Success (co-presenter)

  • dental seminar speaker
  • K. Warren Poe, Jr., CFP®

    Warren is a Partner and Wealth Advisor at McGill Advisors who joined the team in April of 2010 after having worked for a regional investment management firm for 6 years. Warren attended Wake Forest University and graduated with a degree in Communications, a minor in International Studies, and completed an intensive program of business disciplines. He became a Certified Financial Planner™ practitioner in 2007 and is a member of the Financial Planning Association.


  • Courses Offered:
    The Missing 4%
    Foundations for Financial Success (co-presenter)

  • dental seminar speaker
  • W. Mark Rudolph, CPA

    Mark is a dental services practice leader of Elliott Davis Decosimo. He focuses on providing accounting, tax and consulting services to dental practices and professional service providers. With more than 25 years of group practice experience, Mark helps growing practices evaluate and develop strategic financial, tax and business opportunities. He helps cultivate a shared vision while assisting with fraud prevention, financing, cash flow, and business succession strategies. Mark is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.


  • Courses Offered:
    Bonus Session: Protecting Your Practice from Embezzlement

  • dental seminar speaker
  • Robert V. Sytz, Jr., CPA, CFP®

    Bob is Division Partner-In-Charge and Wealth Advisor of McGill Advisors. As the founder of McGill Advisors, Bob has more than 25 years of professional experience in financial and investment planning. He earned a bachelor's degree in accounting from the University of North Carolina at Charlotte. He became a Certified Public Accountant in 1984 and a Certified Financial Planner™ practitioner in 1986. He is a member of the Financial Planning Association and the North Carolina Association of Certified Public Accountants.


  • Courses Offered:
    The Missing 4%

  • Andrew D. Tucker, JD, CPA, CFP®

    Andrew joined McGill & Hill Group in June of 2014. Prior to this, he practiced law as a tax and wealth planning attorney, counseling high-net-worth individuals on sophisticated tax planning and wealth preservation strategies. Before practicing law, Andrew served as a financial planner for tech entrepreneurs in Raleigh, NC. He is a graduate of North Carolina State University with degrees in Political Science and Public Communications, and holds a Juris Doctor and a Masters in Trust and Wealth Management, with honors, from Campbell University. Andrew is a member of the North Carolina Bar Association.


  • Courses Offered:
    Achieving Financial Independence
    Doctors Approaching Retirement
    Foundations for Financial Success (co-presenter)