Client Portals
Every client portal — URLs, PINs, and context in one place
Total
21
Dan Carey
Owner. West Point grad. Full business view — financial performance, operational health, sales pipeline, growth direction.
Chat-only Kit portal. Agent configured for business performance, growth strategy, executive operations, and Amazon Seller Central guidance.
Specialty chemical manufacturer — metalworking fluids, cleaners, rust preventatives. B2B industrial sales across printing, medical devices, electronics, and toll blending. ISO 9001:2015 certified. West Allis, WI.
Ernie Elitynski
President. West Point grad. Day-to-day operations, sales, and growth strategy. Primary ASG contact.
Chat-only Kit portal. Agent configured for sales strategy, market intelligence, prospect research, and growth operations.
Specialty chemical manufacturer — metalworking fluids, cleaners, rust preventatives. B2B industrial sales across printing, medical devices, electronics, and toll blending. ISO 9001:2015 certified. West Allis, WI.
Ken Kocolowski
Director of Business Development. Manages ~7 field reps across four primary verticals. ASU grad. Brokered ASG intro.
Chat-only Rex portal. Agent configured for sales intelligence, prospect research, pipeline management, and HubSpot/Apollo workflows.
Specialty chemical manufacturer — metalworking fluids, cleaners, rust preventatives. B2B industrial sales across printing, medical devices, electronics, and toll blending. ISO 9001:2015 certified. West Allis, WI.
Diana Anzaldua
Marketing & HR Director. Signed initial $1K SOW. Leads RBP brand, marketing, and talent initiatives.
Chat-only Kit portal. Agent configured for marketing strategy, content development, HR workflows, and brand operations.
Specialty chemical manufacturer — metalworking fluids, cleaners, rust preventatives. B2B industrial sales across printing, medical devices, electronics, and toll blending. ISO 9001:2015 certified. West Allis, WI.
Mark Collard
Managing Partner & Co-Founder. CPA background. Asset allocator focused on manager selection and tax efficiency.
Mission Control–style MC portal with Kit agent. Includes portfolio holdings view, market data, and AI chat. Full MC build.
Fee-only, fiduciary RIA based in Getzville, NY. AUM-based, no commissions. Tax-efficient planning, alternative investments, estate coordination.
Brian Laible
Co-Founder & Partner. Deep client relationships and practice growth. Evaluating AI tools for planning and advisory delivery.
Mission Control–style MC portal with Kit agent. Includes portfolio holdings view, market data, and AI chat. Full MC build.
Fee-only, fiduciary RIA based in Getzville, NY. AUM-based, no commissions. Tax-efficient planning, alternative investments, estate coordination.
Lindsay DeLellis
VP of Advisory Services. CDFA. Background: Ernst & Young, TPG Capital. Primary ASG contact for portal build. Quarterly reporting use case lead.
Chat-only Kit portal (scoping phase). Full Landmark MC portal build in progress — estimated delivery ~April 23, 2026.
Fee-only, fiduciary RIA based in Getzville, NY. AUM-based, no commissions. Tax-efficient planning, alternative investments, estate coordination.
Andy Parks
Director of Sales. Marine Corps veteran, Iraq. DoD sales: Army, Marine Corps, Navy. Southwest Airlines MRO play in pipeline.
Chat-only. Rex agent configured for DoD sales strategy, government capture, and commercial aviation MRO prospecting.
Defense supply — corrosion protection products (Envelop Covers) for military and commercial aviation MRO. NSN-assigned, existing DoD contract vehicles. FL-based.
Mark Bechtel
Field Services Rep, Aviation. Territory: commercial MROs, airline maintenance, military aviation depots. Key target: Southwest Airlines.
Chat-only. Rex agent configured for aviation MRO sales strategy and account targeting.
Defense supply — corrosion protection products for military and commercial aviation MRO.
Ryan H.
Field Services Rep, Navy & Coast Guard. Territory focused on naval and coast guard aviation and maintenance depots.
Chat-only. Rex agent configured for Navy and Coast Guard sales strategy and account targeting.
Defense supply — corrosion protection products for military and commercial aviation MRO.
Terry Kurtenbach
Investor & strategic advisor, 22% ownership. Former Global Managing Tax Partner at Deloitte (37 years, Milwaukee). Also Partner at CLP Capital. Former CFO of Kelyniam (through March 2026).
Executive-tier Kit portal. Tax partner and CFO-level analysis, legal & regulatory intelligence (FDA, CPT, OTC obligations), CFO-level financial modeling, and Kelyniam sales strategy. Higher capability tier than the sales team portals being planned.
Custom PEEK cranial/craniofacial implants. Only US manufacturer at 24-hour OR-to-delivery turnaround. ~350 implants/yr, $3.5M ARR, 13 states. OTC-traded.
John T. Touhey
Attorney. Legal advisor to ASG and GoH. Evaluating agent-as-a-service engagement ($750–$3,500/month tiers). MSA needed before formal engagement.
Mission Control with Lex agent. Full legal MC build — contract review, legal Q&A, ASG/GoH context. Delivered.
Solo/small firm attorney. Has context on both ASG and GoH. Potential agent-as-a-service client.
Prospect Demo
Demo portal for Bonadio Group prospects. Not yet formally delivered to a named contact.
Full Mission Control build. Aria + Lex agents. Tax provision, transfer pricing, and practice management use cases. Demo-ready.
Top 50 US CPA firm based in Rochester, NY. Tax, audit, advisory, and consulting services.
Not delivered
Portal was built but never formally delivered to a named contact at Reynolds American.
Corp MC build. Never delivered. Javier Suarez (VP Tax) was the target but outreach is paused (Keystone relationship).
Tobacco and nicotine products. Fortune 500. Corporate finance and tax use case.
BJ Westfahl
Founding attorney. Evaluating ASG tools for legal workflow and probate process automation.
Full Mission Control build with Lex agent and probate tools. WI probate form filler integrated. ASG green rebrand. PIN gate live — delivered 03/24/2026.
Milwaukee-area law firm. Probate, estate planning, elder law.
Kevin Gosa
Principal. Business design and innovation consultant. Evaluated ASG tools for market research and product vetting. Trial concluded — not continuing.
BundleChat team portal with Rex agent. Team workspace — Kevin and Bryan Horvath both had access. Octant8 engagement closed March 2026.
Business design and innovation consultancy. Tagline: "Break the cycle of BUSINESS AS USUAL." Houston-based.
Bryan Horvath
Partner at Octant8. Shared team workspace with Kevin Gosa. Octant8 engagement closed March 2026.
BundleChat team portal with Rex agent. Shared Octant8 team workspace. Octant8 engagement closed March 2026.
Business design and innovation consultancy. Houston-based.
Blake Warren
Vice President, brokerage and principal. South Texas College of Law. $25M+ in acquisitions, 2.5M+ sq ft transacted.
Chat-only. Agent configured for CRE land acquisition research, off-market parcel sourcing, ownership lookup (LLC piercing), and deal analysis. Rex-powered.
Fully-integrated commercial real estate firm (Houston, TX). Office, industrial, retail, multifamily, land — brokerage and principal ownership/value-add.
Andrew Armour
Partner at Winthrop Realty Group. Houston metro CRE — brokerage and principal transactions across office, industrial, retail, multifamily, and land.
Chat-only. Agent configured for CRE transaction intelligence, deal analysis, market research, and off-market sourcing. Rex-powered.
Fully-integrated commercial real estate firm (Houston, TX). Office, industrial, retail, multifamily, land — brokerage and principal ownership/value-add.
Mike Gugino
CRO / Sales Lead. Army veteran, investment banking (Evercore, JPMorgan), tech (Axon). Focused on product-market fit and revenue growth across TX, FL, AZ.
Chat-only. Agent configured for business development, market research, and go-to-market strategy across DXD product verticals. Marketplace and revenue focused.
Physical security technology — drone-as-a-service, manned guarding, remote monitoring, executive protection. Early-stage, seed-funded, targeting 2027 funding round.
Dean Pratt
Principal Architect. Former Senior Architect of Intelligent Edge practice globally at Accenture. Also Kyndryl, Google, Dell. Deep expertise in AI security, responsible AI, FedRAMP compliance.
Chat-only. Agent configured for technical strategy, AI architecture, data governance, and compliance roadmap (FedRAMP, CJIS). Peer-level AI security advisor.
Physical security technology — drone-as-a-service, manned guarding, remote monitoring, executive protection. Early-stage, seed-funded, targeting 2027 funding round.