Company: INVUP
Filing Date: 2025-03-28
Form Type: 10-K
Source: 0001641172-25-001193
Chunk: 1284

Company: Investview, Inc.
Filing Date: 2025-03-28
Form: 10-K
Item: Item 1A
Chunk 1284
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reditations and previously held securities licenses, including FINRA Series 7, FINRA Series 55, and FINRA
Series 63. Mr. Bell was appointed to the Board at the request of DBR Capital, LLC, pursuant to the terms of a Voting Agreement
between DBR Capital and certain key holders of our common stock dated April 27, 2020, and amended November 9, 2020. We believe Mr.
Bell is qualified to serve as a director due to his extensive experience in financial management and operations.

35

Ralph
R. Valvano has over 26 years of global finance and transformation experience in the financial services industry. Mr. Valvano has
served as our Chief Financial Officer since June 2021. Mr. Valvano’s prior experience included the positions of CFO/COO of J.C.
Flowers Asset Management, part of a $15 billion-dollar private equity firm, Financial Operations and Principal (FinOp) of J.C. Flowers
Securities, a FINRA registered broker-dealer, and CFO of Flowers National Bank NA. Prior to that Mr. Valvano held various roles at JPMorgan
Chase & Co. and ended his tenure as the Global Investment Bank Management Controller. Mr. Valvano began his career as a financial
services auditor for PricewaterhouseCoopers. He earned a BS in Accounting from William Paterson University, a MS in Tax from Fairleigh
Dickinson University and obtained his CPA license in 1994.

Jayme
L. McWidener has served as our Chief Accounting Officer since June 2021 and prior to that, as our Chief Financial Officer, from September
2019. Ms. McWidener earned her bachelor’s degree and Masters of Business Administration from Drake University and became an auditor
for Cahaba GBA in 2001 before joining HJ & Associates, LLC (“HJ”) in January 2004 as an audit staff member. She obtained
her CPA license in 2007 and worked at HJ focusing on auditing SEC reporting companies, eventually being promoted to an audit senior and
audit manager before she became a partner at HJ in January 2014. Ms. McWidener spent just over 2 years as a partner with HJ and with
its successor, Haynie & Company. In April of 2016 she established Mac Accounting Group & CPAs, LLP, specializing in PCAOB audits
for SEC reporting companies and