Joey Behrstock

Partner
Paradigm Gilbert
joeyb@paradigmgilbert.com
(310) 720-0382
Home Group: Entertainment 1

Ilan Heimanson

Attorney at Law
Heimanson & Wolf LLP
iheimanson@hwllplaw.com
(310) 446-1522
Home Group: Century City 3

Jesse Israel

Financial Advisor / Wealth Management
Capstone Partners
jesseisrael@capstone.financial
(310) 800-5277
Home Group: Sherman Oaks 4

Whit Prouty

Residential Realtor
Compass
whit@whitprouty.com
(310) 962-6942
Home Group: Westwood Village

Jae Wu

Co-Owner
Heyler Realty
jae@heyler.com
(310) 997-4323
Home Group: Women’s Affinity Group

Sako Bederian

Heimanson & Wolf, LLP
(310) 446-1522
sbederian@hwllplaw.com
Attorney
Home Group: Pasadena 8

Billy Birdzell

Horatius Group
Managing Director
(323) 468-8053
billy@horatiusgroup.com
Financial Service
Home Group: Beverly Hills 2

Bio: I am passionate about helping founders and families monetize their life’s work by maximizing the value of their company. Via our 501(c)(3), we equip + train game scouts in Africa who guard endangered species from poachers.

Robert Brill

Brill Media
CEO
(818) 720-1632
robert@brillmedia.co
Marketing
Home Group: Sherman Oaks 3

Bio: Robert Brill is a dynamic leader in the advertising industry, serving as CEO of Brill Media. With a strong background in precision advertising and media buying, Robert has built a reputation for driving business growth through innovative strategies.

Margarita Cabanillas

Elite Tax Agency Inc
Certified Tax Coach, Enrolled Agent
(844) 366-9333 x 6
margarita@elitetaxagency.com
Accountant
Home Group: Westside

Bio: My specialty is tax strategy. What does that mean? It means that I’m able to pull apart all of the important aspects of your tax story so that I can prevent you from paying the government too much.

Bozena Chorazewicz

Nereveno
Motivation & Strategy Coach
(805) 990-6484
bozena@nereveno.com
Consultant Service
Home Group: Moorpark

Bio: I motivate female entrepreneurs through evidence based coaching and thought partnership, giving them power to reignite their spark and avert business failure.

Thomas Cleary

Dykema Gossett
Attorney
(310) 489-9199
tcleary@dykema.com
Attorney
Home Group: South Bay Classic

Pearce Cucchissi

Built To Evolve
Founder – CEO
(203) 253-8430
pearce@builttoevolve.com
Consultant Service
Home Group: South Bay 2

Bio: I help private equity and their portfolio companies flourish under pressure using actionable data, neuroscience, and psychology paired with a background in military special operations Also, investor and fund advisor.

Erica Dill

Operationally Up
(858) 229-9935
erica@operationallyup.com
Consultant Service
Home Group: Los Angeles Valley 1

Bio: Optimizing growing consumer goods operations for maximum profitability through developing and improving processes and systems. Having saved companies $25M annually and counting. Focusing on nationwide companies using co-manufactures, sub $50M.

Ana-Paula Ferreira

Brager Tax Law Group
(310) 208-6200
aferreira@bragertaxlaw.com
Home Group: Westlake 8

Matthew Follett

Fox Rothschild
Attorney
(424) 285-7068
mfollett@foxrothschild.com
Home Group: South Bay Classic

Leo Gestetner

Thankz Global Staffing
Founder & CEO
(310) 383-0594
leo@thankz.com
Human Resources
Home Group: Silicon Beach

Bio: Entrepreneur | CEO of Thankz (experts in recruiting and managing global teams).

Sydney Greenspan

The Greenspan Company/Adjusters International
Director Of Business Development / General Adjuster
(949) 476-3111
sydney@greenspan.com
Insurance
Home Group: Beverly Hills 1

Bio: Sydney Greenspan is a third-generation public adjuster at The Greenspan Company/Adjusters International. A valued resource to many insurance professionals and their clients when navigating the complex claims process.

Naveed Halavi

Halavi Law, Inc.
(818) 532-9915
naveed@halavi.law
Attorney
Home Group: Santa Clarita Valley

Derrick P. Haynes

JP Morgan Private Bank
Private Banker
(310) 201-2608
derrick.haynes@jpmorgan.com
Banking Finance
Home Group: Beverly Hills 3

Paul Jacques

New York Life
Financial Planner
(213) 479-8732
pjjacques@ft.newyorklife.com
Insurance
Home Group: Glendale 2

Bio: Financial Services Professional with New York Life.

David Kay

Benefit Associates Inc.
Director of Sales at Benefit Associates Inc.
(714) 912-6210
dkay@benefitassoc.com
Financial Service
Home Group: Warner Center 1

Bio: I have nearly two decades of experience in the fields of retirement plan sales & design.

Gene Ko

BMO Private Bank
Managing Director
(626) 362-0882
gene.ko@bmo.com
Financial Service
Home Group: Pasadena 8

Bio: 30 years of financial services experience across private, premier and retail banking. Leads a team of Private Wealth Advisors and Directors to deliver banking, investments, credits, trusts, tax and estate planning to high net-worth individuals/families.

Brett Lippel

(818) 802-3240
blippel17@gmail.com
Consultant Service
Home Group: Studio City

Tracie Maffei

Sage One Consulting
(310) 770-2893
tracie@sageonestrategy .com
Consultant Service
Home Group: Silicon Beach

Bio: I’m a leadership coach with 20 years of corporate leadership experience at Google, Hulu, and Disney. People hire me to help them become the leaders they want to be.

Rick Morris

Morris Appraisal, Inc
Certified Real Estate Appraiser
(818) 730-7722
rickmorris494@gmail.com
Real Estate
Home Group: Universal City

Bio: SRA Designated Appraiser over 30 years in Los Angeles – Litigation, Expert Witness, Divorce, Date of Death, Estate Planning, Trusts, Step-Up Cost Basis, Retrospective, Probate, Pre- Listing, Pre-Purchase, Hard Money, etc.

Jay Perlmutter

Buxbaum HCS
Managing Director
(818) 292-5007
jperlmutter@buxbaumhcs.com
Accountant
Home Group: Mergers $ Acquisitions 2

Bio: As head of the Buxbaum HCS CFO services practice, Jay delivers strategic interim/fractional CFO guidance, helping companies navigate financial challenges and achieve goals by improving financial reporting and leading accounting/finance teams.

Sean Rath

8020 Consulting
Senior Director, Client Services
(818) 324-4493
srath@8020consulting.com
Consultant Service
Home Group: Beverly Hills 3

Daniel Reback

Attorney
dreback@kranesmith.com
Home Group: Encino 2

Micha Riss

(917) 945-2444
micha@flyingmachine.tv
Home Group: Silicon Beach

Antonio Rodriguez

Staker|Johnson Law Corporation
(805) 482-2282
amr@stakerjohnson.com
Attorney
Home Group: Westlake 1

Bio: Attorney with practice area in trusts and estates.

George Stavaris

Jones Lang LaSalle
Managing Director
(818) 429-9412
george.stavaris@jll.com
Real Estate
Home Group: Pasadena 8

Bio: George Stavaris is Managing Director at Jones Lang LaSalle, a full-service commercial real estate firm specializing in acquisitions, dispositions and investments of industrial properties in North Los Angeles.

Lee Stearns

MTCG
(763) 402-4473
lee.stearns@mtcg.org
Other
Home Group: Westside

Bio: Fractional or Interim Management: COO, Plant Management and Operations Excellence Leadership.

Peter Steigleder

NAI Capitall
CEO
(818) 422-8879
peter@naicapitalfinance.com
Banking Finance
Home Group: Studio City

Sheri L. Valley

Myers, Widders, Gibson, Jones & Feingold, LLP
Insurance Litigation Attorney
(805) 644-7188
svalley@mwgjlaw.com
Attorney
Home Group: Ventura 3

Bio: Sheri focuses her practice in bad faith insurance litigation. We represent policyholders in virtually every type of insurance dispute and also advise them how various policy coverage provisions would most likely be applied.

Aimee Vargas

American Business Bank
VP, Relationship Manager
(213) 430-5193
avargas@americanbb.bank
Banking Finance
Home Group: Westside 2

Bio: I work with privately held businesses, primarily focusing on middle-market clients with sales revenues ranging from $10,000,000 to $200,000,000.

Jae Wu

Heyler Realty
Co-Owner
(310) 997-4323
jae@heyler.com
Real Estate
Home Group: Santa Monica 5

Bio: Providing full residential real estate and strategic advisory service to homeowners and home buyers and have a certification in probate real estate and able to help attorneys who work with probate and trustee sales.

Maureen Bernstein

Newfront Insurance
Principal
(818) 259-6443
maureen.bernstein@newfront.com
Insurance
Home Group: Beverly Hills 3

Bio: Commercial Insurance & Risk Management Services to Businesses, with a specialty in providing coverage for Non-Profit Organizations as well as professional firms, manufacturers, entertainment, nonprofit organizations, and technology companies…

Rocky Mills

Westlake Investment Advisors
Partner
(805) 277-7300
rocky@westlakeia.com
Investment Advisor
Home Group: Westlake 5

Bio: •Created KNOW LIKE TRUST REFER for ProVisors • Former GL of WH1 • Over 40 years advising HNW families • MBA • Married 44 years to Linda; they live in Westlake Village • Enjoys golf, bad puns and The Beatles.

Jonathan Forster

Weinstock Manion
Partner
(310) 553-8844
jforster@weinstocklaw.com
Attorney
Home Group: Santa Monica 6

Bio: Jonathan Forster designs and implements multi-generational estate planning strategies for high net worth families to achieve their personal, charitable and business objectives while minimizing estate taxes.

Jordan Friedman

Raymond James
Managing Director, Investments
(310) 255-4445
jordan@guardianfc.com
Investment Advisor
Home Group: Westside 3

Bio: Since 2000, I have focused on creating value for my clients through the design, implementation and monitoring of custom, sophisticated investment strategies that focus on reducing risk and volatility for clients that are most concerned with downside risk.

Emily Levin

Levin Corporate Law Group
Managing Attorney
(310) 409-1006
emily@lclglaw.com
Attorney
Home Group: Westside 2

Bio: Our boutique transactional practice caters to small-to-medium-sized businesses, from formation to disposition, counseling them as to entity formation, operational contracts, capital raising and capital events. We provide general corporate counsel to…

Dorothy Richardson

Law Offices of Dorothy B. Richardson
Attorney at Law
(818) 992-2926
drichardson@dbrlaw.net
Attorney
Home Group: Entertainment 2

Bio: Entertainment transactions for the film, television, music, literary, visual arts and related industries, copyright and trademark protection, company formation, due diligence, secured transactions, purchase and sale of intellectual property assets.

Mark Share

DeCastro West
Partner/Shareholder
(310) 478-2541
mshare@dwclaw.com
Attorney
Home Group: Century City 3

Bio: Mark Share is an AV-rated real estate attorney skilled in both litigation and transactions. He has dealt with virtually all aspects of real estate and business, and a major focus of his experience is representing shopping center owners, homeowners…

Jonathan Wernick

B. Riley Advisory Services
Managing Director
(310) 909-6121
jwernick@brileyfin.com
Consultant & Service
Home Group: West Los Angeles

Bio: Solving Insolvency TM – I advise companies facing insolvency with clarity, guidance, and leadership so they can weigh their options and determine a viable path forward. Focus in bankruptcy, restructuring, and crisis management.

Ben Archer

Archer Building Group, Inc.
President
(310) 602-1492
ben@archerbuilding.com
Real Estate
Home Group: South Bay 4

Bio: Archer Building Group is a luxury residential and commercial construction company.

Jason Cirlin

Cirlin Goldberg LLP
Partner
(310) 691-8686
jcirlin@cgllplaw.com
Attorney
Home Group: Westwood

Bio: Jason N. Cirlin is a partner at Cirlin Goldberg LLP. Mr. Cirlin represents clients in a variety of general civil litigation matters, focusing on business disputes, shareholder derivative actions, and business partnership breakups.

Stewart Darrell

Darrell Capital Management, LLC
Founder
(424) 488-3717
stewart@darrellcapital.com
Investment Advisor
Home Group: South Bay 3

Bio: As a portfolio manager, I provide unique insights into the challenges of managing and sustaining multi-generational wealth. Within this context, I engineer investment strategies involving sophisticated estate planning, family governance and tax matters.

Jason Edmond

Jason Edmond Insurance Agency
Owner
(818) 736-6330
jedmondagency@gmail.com
Insurance
Home Group: Woodland Hills 3

Bio: Insurance Specialist with a focus on Commercial & Personal Lines.

Eden Gillott

Gillott Communications
President
(212) 300-3963
eden@gillottcommunications.com
Consultant & Service
Home Group: Westside

Bio: I’m called the Dumpster Fire Fixer™. I partner with law firms, companies, and non-profits worldwide. Crisis PR & Crisis Management is who we are. If you think “There’s no such thing as bad press!” or “I just need a statement” we are NOT the firm for you.

Adnan Islam

Marcum LLP
Tax Partner
(212) 897-6416
adnan.islam@marcumllp.com
Accountant
Home Group: Downtown Los Angeles 5

Bio: Adnan is a licensed tax attorney and CPA (NY & CA) with a focus on international tax consulting and global business advisory services.

Kate Pletcher

Treehouse Partners
Founder/CEO
(877) 894-8621
kate@thetreehousepartners.com
Human Resources
Home Group: Century City 2

Bio: I am the Founder and CEO of Treehouse Partners, an LA-based recruiting firm with clients across industries from CPG, to consulting, to tech, to aerospace/defense and more. We help our clients find top talent across strategy, marketing, finance, and more.

David Secrest

Law Offices of David S. Secrest, P.C.
Attorney
(805) 770-2660
dave.secrest@me.com
Attorney
Home Group: Santa Barbara 3

Bio: Employee-side litigation and counseling, termination, retaliation, compensation and discrimination matters. 33 years experience, litigation, mediation, jury trials, negotiation.

Nick Buzas

J.S. Held
Economic Damages Expert
(626) 695-5894
nbuzas@jsheld.com
Consultant & Service
Home Group: South Bay 2

Bio: Nick Buzas is an economic damages consultant and expert witness. Nick specializes in financial analysis for civil and commercial litigation, including claims of personal injury, lost profits, medical malpractice, fraud, and adverse employment actions.

Grace St. Clair

St. Clair Law
(310) 374-5479
grace@qualityestateplanning.com
Attorney
Home Group: South Bay 3

Bio: I provide robust Estate Planning and advice on creating a legacy for families and businesses through the creation of specialized Trusts and Wills. Succession Planning is also a must for many business owners who need to protect digital assets and income…

Joshua Cohen

Mann Gelon Glodney Gumerove Yee LLP
Principal
(310) 277-3633 Ext 114
joshua@mggcpa.com
Accountant
Home Group: Century City 1

Bio: Josh provides a mix of tax compliance, planning and business consulting services for entertainment industry executives, family businesses and their entrepreneurial owners, as well as affluent individuals and families.

Jennifer Felten, Esq.

RELAW, APC
(805) 265-1031
jennifer@relawapc.com
Attorney
Home Group: Westlake 8

Bio: Jennifer Felten, Esq. owns RELAW, APC, a boutique real estate law firm that represents and advocates for escrow companies, title agencies, real estate brokerages and property owners.

Kelila Heller

Assisted Living Connections
Owner, Senior Living Advisor
(805) 551-1740
kelila@alc4seniors.com
Consultant & Service
Home Group: Westlake 8

Bio: We offer a free service to help seniors and families find the right senior or assisted living community. We know all the locations and accompany our clients on tours, walking them through the entire process with caring and compassion.

Peter Hogan

Buchalter
Shareholder
(213) 891-0700
phogan@buchalter.com
Attorney
Home Group: Pasadena 6

Bio: Peter Hogan represents middle market and emerging growth companies in initial public offerings, second offerings, mergers and acquisitions, angel and venture capital financing, 1934 Act reporting obligations and general corporate work.

Steven Klein

Greystone Insurance Agency
Managing Partner
(888) 705-5181
steven@greystoneinsured.com
Insurance
Home Group: Santa Monica 3

Bio: Insurance is very personal. My goal is to educate & empower my clients to make confident, fully-informed decisions about their coverage. Specializing in personal lines, commercial lines (industry agnostic) and professional lines (E&O).

Cindy McCarthy

Chrysalis Marketing Group
(773) 556-3027
cindy@chrysalismarketinggroup.com
Marketing
Home Group: Pasadena 3

Bio: Cindy McCarthy is a creative thinker with a passion for helping companies drive incremental revenue while better connecting with their customers. Her expertise lies in crafting compelling brand stories and implementing proven marketing strategies.

Jason Morris, CPA

Armanino LLP
International Tax Advisor
(310) 745-5732
jason.morris@armaninollp.com
Accountant
Home Group: Sherman Oaks 2

Bio: I collaboratively work with individuals and businesses to provide international tax consulting and compliance services. I have over 20 years of public accounting experience and specialize in cross border transactions.

Bill Stoner

Stoner Carlson LLP
Founding Partner
(213) 687-2646
wstoner@stonercarlson.com
Attorney
Home Group: Downtown Los Angeles 1

Bio: Business litigator that helps clients resolve their legal challenges in a successful, efficient and cost-effective manner. We will win your “bet the company case.”

Loren Sweigart

Number Navigators
Director
(213) 364-2029
loren@thenumbernavigators.com
Accountant
Home Group: Downtown Los Angeles 4

Bio: We provide enterprise-level accounting/bookkeeping and finance/CFO services to transform the way businesses and nonprofits operate and position them for optimized growth.