Jonna Billesbach

BGA Insurance
Brokerage Director
(310) 403-0247
jonnab@bgainsurance.com
Insurance
Home Group: Rancho Park

Bio: I’m passionate about planning for the unexpected. I’ve been helping people with life, long term care and disability plans for 30+ years.

Nick Blatin

Private Money Solutions
Direct Private Money Mortgage Lender
(818) 917-4145
nick@pmshardmoney.com
Real Estate
Home Group: Culver City

Bio: Private Money Solutions is a direct private money / hard money lender in Los Angeles that services mortgage professionals and real estate investors in Southern California since 2001.

Blair Castellanos

Grant Shenon
Associate Attorney
(818) 827-5168
bcastellanos@grantshenon.com
Attorney
Home Group: Pasadena 5

Bio: My practice areas include Corporate Transactional, Business Entity Structuring and Formation, Corporate Governance, M&A, Entertainment, Social Media and IP.

Kevin Chiang

Equity Legal Group, P.C.
Founding Principal
(818) 928-5677
kchiang@equitylegalgroup.com
Attorney
Home Group: Pasadena 1

Frank Coady

SeoTuners
(818) 850-5621
fcoady@seotuners.com
Marketing
Home Group: Camarillo 1

Bio: SEO Marketing expert for websites.

Danielle Cohen

(954) 324-5021
danielle@quaninsurance.com
Home Group: West Los Angeles 2

Warner Cutbill

Farber Hass Hurley LLP
Tax Manager
(805) 467-1171
wcutbill@fhhcpas.com
Accountant
Home Group: Camarillo 1

Jeff Dasse

First American Title Insurance Company
Vice President, National Commercial Svc. Div.
jdasse@firstam.com
Real Estate
Home Group: South Bay 3

Bio: Jeff Dasse serves as Vice President with the National Commercial Services Division of First American Title Insurance Company, where he focuses on business development.

Samantha Dee

Farber Hass Hurley LLP
Audit Partner
(805) 504-8410
samantha.dee@fhhcpas.com
Accountant
Home Group: Ventura 3

Bio: Audit Partner with the Oxnard office of Farber Hass Hurley LLP, directing and supervising financial statement audits and reviews for public and private companies.

Chris Dugger

SoCal IP Law Group
Attorney
(615) 504-8196
cjdugger@gmail.com
Attorney
Home Group: Venice

Bio: Chris practices Intellectual Property and Privacy Law with a focus on providing practical business advice and protecting your company’s intangible assets.

Christopher Dukes

Dukes Wealth Management
Investment advisor
(805) 449-8700
christopher@dukesfinancial.com
Financial Service
Home Group: Camarillo 1

Bio: I specialize in alternative investments and asset allocation. I have been helping clients with their financial future since 2003.

Ashley Duran

Bank of Southern California
VP | Relationship Manager
(818) 933-7963
aduran@banksocal.com
Banking Finance
Home Group: Woodland Hills 1

Bio: Business Banking and Deposit Operations is my game. I specialize in small to medium sized businesses to include personal and estate banking relationships.

Taylor Ehrlich

Resolution Economics LLC
Partner
(213) 361-8147
tehrlich@resecon.com
Consultant Service
Home Group: Culver City

Bio: I am a Certified Public Accountant and Certified Fraud Examiner who consults and testifies in litigation involving finance/accounting issues and economic damages. I specialize in commercial litigation, white- collar crime, and employment matters.

Quentin Garcia

Wells Fargo Advisors
(626) 773-1685
quentin.garcia@wellsfargoadvisors.com
Financial Service
Home Group: Downtown Los Angeles 5

Marcus Green

Weiss Accountancy LLP
Tax Manager
(310) 387-1201
marcus@weissac.com
Accountant
Home Group: Encino 4

Bio: I provide accounting, business management, tax planning and preparation services for individuals, corporations, partnerships, estates, and trusts. I specialize in high net worth individuals with multi state reporting and tax compliance issues.

Chris Hammelman

DLD Accountancy, LLP
CPA
(310) 403-9454
chammelman@dldcpas.com
Accountant
Home Group: Downtown Los Angeles 5

Bio: Chris Hammelman is CPA at DLD Accountancy specializing in business management, taxation, and investment advising.

Ben Heller

ZFZ Law
(213) 266-5172
ben.heller@zfzlaw.com
Attorney
Home Group: Downtown Los Angeles 1

Eugene Izumo

B. Riley Financial
Managing Director
(401) 225-1294
eizumo@brileyfin.com
Banking Finance
Home Group: Silicon Beach 2

Bio: I help business owners, CEOs and CFOs when they want to raise capital or sell their company (mergers and acquisitions, “M&A”). Focus in healthcare and technology.

Megan Jay

USI Insurance Services
megan.jay@usi.com
Home Group: South Bay 2

Katherine Lee

Apex West Legal Group
(310) 917-1029
katherine@apexwestlegal.com
Attorney
Home Group: Universal City

Brian Lee

BBSI
Business Development Manager
(310) 999-9871
brian.lee@bbsi.com
Insurance
Home Group: Woodland Hills 1

Bio: Helping clients minimize cost and maximize efficiency for stronger business performance.

Drew Li

Starkmont Financial Services
(818) 445-4789
drew.li@starkmontfinancial.com
Accountant
Home Group: Downtown Los Angeles 2

Bio: Comprehensive accounting & bookkeeping services – from cleanup and reconciliations to M&A support and compliance.

Michael Lovett

Acuity Advisors
Director
(562) 480-1426
mlovett@acuityadvisors.com
Financial Service
Home Group: Mid City

Bio: I am a business valuation expert and investment banker working primarily with middle market companies. I specialize in structuring and negotiating ESOP and M&A transactions.

Joshua Mandell

Akerman LLP
Litigation Partner
(213) 533-5918
joshua.mandell@akerman.com
Attorney
Home Group: Sherman Oaks 1

Bio: Trial experienced business litigator. I handle all kinds of disputes before and in litigation, including real estate, contract, fraud, receiverships. this time.

Alex Markarian

First Century Bank
(747) 688-0806
amarkarian@1cbank.com
Real Estate
Home Group: Downtown Los Angeles 5

Muhammed “Mo” Mboob

Comerica Bank
(818) 610-3802
mmboob@comerica.com
Banking Finance
Home Group: Woodland Hills 4

Bio: Over a decade in the banking industry. As a Commercial Banking Relationship Manager, I take pride in helping to improve the lives of business clients and the well-being of their businesses through financial solutions, education and guidance.

Christopher Martinez

Vinco Vinco Realty Group
(323) 303-3410
chris@vvrealtygroup.com
Real Estate
Home Group: Downtown Los Angeles 1

Anna McCarthy

Norton Home Office Management
Client Manager & Financial Literacy Coach
(626) 221-5721
anna@nortonhomeoffice.com
Consultant Service
Home Group: Pasadena 5

Miguel Mendez

(805) 690-5165
mmendez@nhhco.com
Home Group: Ventura

Yuki Miyajima

BPM
Tax Manager
(310) 593-8671
ymiyajima@bpm.com
Accountant
Home Group: Silicon Beach

Bio: Specializing in international tax and transfer pricing. Maximizing global tax efficiency through integrated strategies. Focus on US tax compliance, transfer pricing, and inbound entity consulting.

Richard Nguyen

SmartPath Insurance
Agency Owner
(310) 751-5979
richard@smartpath-insurance.com
Insurance
Home Group: South Bay 2

Bio: Independent Insurance Brokerage owner specializing in Small Business, Cyber Liability, Workers Compensation, Commercial Property, Homeowners and Auto Insurance. Partnered with over 40 Insurance Carriers, licensed in CA, AZ, NV and TX.

Krista Nowak

RE/MAX Gold Coast
kristanowak08@gmail.com
Real Estate
Home Group: Camarillo 1

Bio: I approach every transaction with my clients by embodying honesty, transparency, loyalty, care, fierceness, and drive. My passion for real estate shines through and my clients can feel my unwavering commitment throughout every step of the process.

Diana Quigley

DLQ Law
(949) 677-3214
diana.q@dlqlaw.com
Attorney
Home Group: Santa Monica 2

Bio: I create comprehensive, customized estate plans which include trusts, wills, powers of attorney, healthcare directives and supporting docs. My plans address family harmony, estate & income taxes, asset protection, control and ease of administration.

Eric Sackler

Coldwell Banker Commercial NRT
Director
(310) 979-4990
ericsackler@gmail.com
Real Estate
Home Group: Mid City

Bio: A Los Angeles native who grew up in the Southern California real estate industry, Eric Sackler has a proven 30-year track record as a leading real estate investment advisor and broker.

Jon Samnick

The Pivot Coach
(917) 750-5598
jon@pivotcoach.com
Consultant Service
Home Group: West Los Angeles 2

Bio: I am a master certified transformation coach specializing in helping individuals and organizations pivot and navigate change.

Erin Schaden

Erin Schaden Coaching & Mediation
(805) 758-8445
erineschaden@hotmail.com
Attorney
Home Group: Santa Barbara 2

Bio: Erin helps clients make their way through the difficult divorce process via coaching and mediation services.

Joseph Schmeltzer

Plexus8
Founder & CEO
(424) 256-9303
js@plexus8.com
Information Technology
Home Group: Santa Monica 5

Bio: Founder & CEO of Plexus8, a technology consulting, engineering and support firm specializing in servicing law firms and the small-to-medium sized business market. Our business cycle is consulting, direct procurement, engineering, and managed support.

Richard Shukri Ser-Manukyan

Integrity Accounting Solutions
5th Generation Accountant
(818) 397-9463
richard@ias.company
Accountant
Home Group: Glendale 1

Bio: 5th generation Accountant, over 222 years of family bookkeeping experience. Our professional accounting team dedicated to providing quaklity bookkeeping services. we are work and partner with many CPA firms and share clients.

Stephen Shrager

Shrager Consulting, LLC
(310) 291-0585
spshrager@outlook.com
Consultant Service
Home Group: Westside 3

Bio: Former business owner of industrial service company located in Southern California. Over 33 years of business experience. Focus on assisting business owners and their leadership teams with strategic planning, leadership training, and executive coaching.

Jared Smits

Lee & Associates LA North/ Ventura
Principal
(818) 232-1204
jsmits@lee-re.com
Real Estate
Home Group: Westlake 4

Bio: Jared Smits is a Principal of Lee & Associates-LA North/Ventura specializing in representing investors, landlords, tenants and business owners in the leasing and sale of office properties in the greater Los Angeles area.

Dana Silva

Freeman Freeman & Smiley
Litigation Attorney
(310) 255-6189
dana.silva@ffslaw.com
Attorney
Home Group: Downtown Los Angeles 2

Todd Stevenson

Stevenson Law Office
(818) 784-5404
todd@stevensonlawoffice.com
Attorney
Home Group: Woodland Hills 1

Paul Tennen

Linder and Associates
President
(310) 780-2924
paul@propmanage.com
Real Estate
Home Group: Santa Monica 4

Bio: President of Linder and Associates.

Ekong Udoekwere

TroyGould
Of Counsel
(310) 849-8872
eudoekwere@troygould.com
Home Group: Century City 1

Michael Walker

805Escrow Inc.
Escrow Officer & Escrow Manager
(805) 557-8950
michael@805escrow.com
Real Estate
Home Group: Woodland Hills 1

Bio: Seasoned Escrow Officer specializing in Residential and Commercial Sales/Refi’s, including Probate and Court Ordered Divorce transactions. I navigate complex Escrows with precision and perfection to ensure a seamless closing and providing peace of mind.

Michael Weiss

Akerman LLP
Office Managing Partner
(818) 599-5296
michael.weiss@akerman.com
Attorney
Home Group: Universal City

Jessica Weizenbluth

Weizenbluth Law
(310) 270-0889
jessica@weizenbluthlaw.com
Attorney
Home Group: Santa Monica 5

Bio: I am a transactional and regulatory healthcare attorney with over 9 years experience advising healthcare entities on M&A, business structuring, contracts & negotiation, & state and federal regulatory compliance.

Marcia Wasserman

Comprehensive Management Solutions, Inc.
President
(818) 885-9080
mwasserman@comprehensivemgmt.com
Consultant & Service
Home Group: Westside 2

Bio: Marcia Watson Wasserman, the law firm whisperer, provides law practice management and C.O.O. To Go solutions for small to mid-sized law firms.

Colin Dunn

iDISCOVER
Senior Discovery Consultant
(310) 556-7777
cdunn@idiscoverglobal.com
Consultant & Service
Home Group: Century City 4

Bio: I work with Law Firms and Corporate Legal Departments with their E- Discovery and Paper Discovery spend with our proprietary, web-based electronic review tool, Lumix.

Drew Grey

Bakertilly, LLP
Managing Partner
(818) 995-0090
drew.grey@bakertilly.com
Accountant
Home Group: Santa Monica 1

Bio: I am an entreprenuer and CPA that provides tax minimization and financial statement optimization strategies. Strong business consulting in operational, finance and accounting. Assisted companies raising debt and equity in excess of $250 million.

Mitzi Like

LBW Insurance & Financial Services Inc
CEO
(661) 702-6000
mitzil@lbwinsurance.com
Insurance
Home Group: Santa Clarita Valley

Bio: LBW is an Independent Agency and Broker with expertise in Business and Commercial Insurance, Personal Insurance, Employee Benefits, Qualified Retirement Plans, and a full range of Financial Products & Services. LBW is the largest independent agency…

Brenda Allison

Coast General Insurance Brokers
Broker
(805) 644-4740
brenda@allisonbroker.com
Insurance
Home Group: Ventura

Bio: Coast General Insurance Brokers is a leader in enterprise risk management. We offer insurance appropriately balanced with other strategies to help mitigate loss.

Jennifer Bennett

The Key Home Care
Care Consultant
(951) 897-9611
jennifer.bennett@thekey.com
Consultant & Service
Home Group: Riverside

Bio: Caring for an aging relative or client is complicated, I can help. The Key provides professionally managed home care services for both long term care issues and immediate crisis’, including comprehensive assessments, planning, in-home caregivers, access…

Natasha Bonelli

Merrill Lynch
Senior Vice President, Senior Financial Advisor
(818) 227-6319
natasha.bonelli@ml.com
Home Group: Moorpark

Robert Brugge

Knapp Petersen & Clarke
Attorney
(818) 547-5000
rdb@kpclegal.com
Attorney
Home Group: Glendale 1

Bio: I advise and represent clients in and out of court on insurance issues. I help professionals and businesses find insurance coverage if they are sued or have a first-party loss.

Brent Caldwell

Law Offices Of Brent W Caldwell
Attorney
(714) 625-8914
bcaldwell@bclawoffices.com
Attorney
Home Group: Cerritos

Bio: The Law Offices of Brent W. Caldwell, is a personal injury law firm located in Huntington Beach. We represent individuals and their families in serious injury and wrongful death matters. We are licensed and handle cases throughout California and Nevada.

Frank M. Campbell, CLU

Stratus Financial Partners
The Policy Analyzers®
(951) 823-8100
frankc@stratusfp.com
Insurance
Home Group: Riverside

Bio: Is your insurance policy among the 88% that won’t deliver? It’s life-altering to policyholders when they discover the coverage they were expecting is just not there. Our Stratus Policy Assessment℠ provides clarity and assurance you will be protected.

Jeff Newman

HUB International Insurance Services
Executive Vice President
(818) 257-7404
jeff.newman@hubinternational.com
Insurance
Home Group: Santa Monica 4

Bio: We separate from our competition by utilizing a risk assessment process which works to control our clients total cost of risk making them look more attractive to the insurance marketplace. Controlling Risk reduces a business’s overall costs by reducing…

Josh Oder

Oder Investment Management, LLC
Founder and Principal
(818) 676-0036
joder@oderllc.com
Investment Advisor
Home Group: Woodland Hills 4

Bio: Oder Investment Management, LLC is a fee only, independent, registered investment advisory firm dedicated to providing transparency and personalized service to investors. We specialize in investment management and retirement planning for high net worth.

Blake Pierson

Gallant Risk & Insurance Services, Inc.
Partner
(951) 368-0700
bpierson@gallantriskinc.com
Insurance
Home Group: Corona

Bio: Blake is a Partner with Gallant Risk & Insurance. Blake provides a unique risk and exposure analysis for privately held companies helping them “uncover what is not covered” in their insurance program…

Carrie Rognlien

Rognlien Law Firm
Lawyer
(310) 546-9700
carrie@rognlienlawfirm.com
Attorney
Home Group: South Bay 3

Bio: A plaintiff’s personal injury and employment firm that gets justice for victims by obtaining them money damages.

Barry Ross

ROSS Mediation Services
Mediator-Attorney
(626) 531-1131
barryross@rossmediation.com
Attorney
Home Group: Glendale 1

Bio: Having mediated more than 2,700 litigated and non-litigated cases with an exceptionally high resolution rate, Barry Ross is best known for his speedy resolution of real estate and business disputes in addition to trust & estate matters.

Ronnie Roy

DME Law LLP
Partner
(424) 442-9287
ronnie@dmelaw.com
Attorney
Home Group: Westwood

Bio: Ronnie Roy is a partner at DME Law LLP. Mr. Roy advises early stage and middle market companies in every phase of their life cycle from startup to sale. His practice encompasses corporate formation, capital raising, mergers and acquisitions, securities…

Maria Shtabskaya

Morgan Stanley
Senior Vice President, International Advisor, Portfolio Management Director
(310) 285-4876
maria.shtabskaya@morganstanley.com
Investment Advisor
Home Group: Beverly Hills 5

Bio: Financial Planning, Wealth Management and Investments

Stephen Smith

Meridian Professional Real Estate Appraising Inc.
President
(213) 236-3669
meridianappraising@yahoo.com
Real Estate
Home Group: Pasadena 3

Bio: Meridian Appraising provides professional real estate appraising & consulting services for a variety of needs from estates and trusts to litigation matters. The company also provides expert witness testimony & partial ownership valuations.

Jon Steiner

Levitt, Leichenger & Aberle
Attorney
(323) 655-1101
jon@llalawyers.com
Attorney
Home Group: Westwood

Bio: We provide quality legal services to plaintiffs throughout California in the areas of personal injury, medical malpractice, wrongful death and business litigation.

Brian Young

Greater Pacific Solutions
Financial Planner
(949) 299-1560
byoung@greaterpacificsolutions.com
Financial Service
Home Group: Newport Center 2

Bio: I help my clients reach their financial goals and communicate financial concepts in an easy to understand manner.

Kyle Duffy

Optimus
Software Consultant
(661) 977-6004
kyle.duffy@optimus.dev
Information Technology
Home Group: Downtown Los Angeles 4

Bio: Custom software development, application development, app development, mobile apps, mobile applications, web apps, automation, business process improvement, machine learning, artificial intelligence, AI, ERP.

Justin Chiang

Lee & Associates Commercial Real Estate Services
Industrial Real Estate Agent
(626) 701-2401
jchiang@lee-associates.com
Real Estate
Home Group: Pasadena 2

Bio: I specialize in the leasing and sales of industrial properties in the East LA/San Gabriel Valley to the Western Inland Empire. My clients range from e-commerce companies looking for storage and distribution space to food or product manufacturing companies…

Justin Gaynor

Gaynor Law Group, P.C.
Managing Partner
(310) 907-8400
jgaynor@gaynorlawgroup.com
Attorney
Home Group: Santa Monica 1

Bio: Justin is a corporate/M&A attorney who founded a law firm based on building relationships, giving practical advice and getting deals done. Firm’s practice areas include M&A, Corporate, Restructurings/Reorganizations, Real Estate, IP and International.

Malika Junaid

M Designs Architects
Principal Architect
(408) 431-9289
malikajunaid@mdesignsarchitects.com
Consultant & Service
Home Group: Mountain View 1

Bio: Malika Junaid, is a founder and principal of Silicon Valley award winning architectural firm, M●Designs Architects. She has won several architectural awards for her work that include awards from the prestigious META Remodeling Awards from NARI…

Alex Kim

The Matloff Company
Health Insurance Broker
(310) 210-4243
alex@matloffcompany.com
Insurance
Home Group: Santa Monica 2

Bio: Health insurance for employers (2-100 lives), individuals, and Medicare. Concierge level service with no broker fees. Contracted with all the major carriers including Kaiser. Familiar with Cafeteria Plans (IRS 125 / POP), FSA, and ICHRA…

Nur Nadir

American Business Bank – ABB
Vice President – SBA Division
(323) 627 – 1177
nnadir@americanbb.bank
Banking & Finance
Home Group: Westside

Bio: Nur is a Business Banker with ABB that provides customized loan solutions for middle sized and small business owners. His focus is structuring SBA & Conventional debt for business acquisition, real estate and working capital/expansion requirements.

Andre Sarkissian

Manufacturers Bank
Senior Relationship Manager, Vice President
asarkissian@manubank.com
Banking & Finance
Home Group: Pasadena 1

Bio: Fiduciary Banker serving clients of Trust & Estate Attorney’s and Family Law Attorney’s with specialty services often sought but seldom found at other banking institutions. (Two or more signatures accts, court order accts, multi-million $ FDIC insurance).

Stephen Stafford

Brown & Streza LLP
Partner
(949) 453-2900 x 149
stephen.stafford@brownandstreza.com
Attorney
Home Group: Mergers $ Acquisitions 3

Bio: I specialize in business and tax planning for closely held businesses. I provide choice of entity, tax, contract, succession planning and M&A services, and collaborate on the client’s personal planning with my estate planning team and other advisors.