Steven Klein

Insurance Advisor
Greystone Insurance Agency
(888) 705-5181
even@greystoneinsured.com
Home Group: Santa Monica 3

Jeff Kobulnick

Shareholder
Lewitt Hackman
(818) 907-3090
jkobulnick@lewitthackman.com
Home Group: Woodland Hills 4

Steven Adamian, JD

Children’s Hospital Los Angeles
Associate Senior Vice President, Planned Giving
(323) 361-1749
sadamian@chla.usc.edu
Consultant Service
Home Group: Pasadena 6

Bio: Planned giving for Children’s Hospital Los Angeles. Attorney background in trusts, estates & nonprofits. Helping donors save children’s lives through tax-smart giving and bequests. Exit strategies for real estate or business interests.

Bryan Aghakhani

Bordin Semmer LLP
Attorney
(818) 399-5343
baghakhani@bordinsemmer.com
Attorney
Home Group: Mid City

Bio: Trial counsel who handles personal injury, landlord/tenant, and employment cases for both the plaintiff and defendant. Navigating the client through the complexity of litigation and trying cases with the end goal in mind from a winning approach.

George Avants

FK Capital Fund INC
VP Mortgage Lending
(310) 210-2429
avants777@yahoo.com
Banking Finance
Home Group: Rancho Park

Bio: specializing in Jumbo and super Jumbo Mortgages in the Beverly Hills and surrounding areas including Santa Monica & Malibu.

John Begakis

AltView Law Group, LLP
(310) 230-5580
john@altviewlawgroup.com
Attorney
Home Group: Century City 2

Bio: Entertainment & New Media Attorney focused on both transactions and litigation.

Jasmin Boodaie

Bergman and Allderdice
(310) 601-0312
jboodaie@b-alaw.com
Attorney
Home Group: Entertainment 2

Bio: Nonprofit and Affordable Housing Attorney.

Sean Canel

JP Morgan Chase Bank
Vice President – Senior Client Associate
(818) 388-8077
seanpcanel@gmail.com
Real Estate
Home Group: Calabasas

Bio: Commercial real estate professional with 15+ years of experience specializing in multifamily lending (apartment financing) and financial analysis. Originated and involved in the financing of over $2 Billion in multifamily properties.

Debra Cappos

PDC Asset Management, Inc.
President, Wealth Manager
debra.cappos@momentumin.com
Home Group: Westlake 7

Vincent Chan

New York Life/Eagle Strategies LLC
Financial Advisor
(310) 874-5660
vchan03@ft.newyorklife.com
Financial Service
Home Group: Entertainment 2

Bio: Hands-on solution provider for individuals, families, and business owners on their financial plans, with particular attention to protection planning with life, disability, and long-term care insurance.

Carly Chohon

The LSC Group LLP
Partner
(805) 719-4820
carly@lscgroupcpa.com
Accountant
Home Group: Woodland Hills 3

Trevor Darling

Brotman Law
Esq
(515) 490-0393
tdarling@sambrotman.com
Attorney
Home Group: Woodland Hills 3

Brittany Dobson

LifeBridge Solutions
Private Fiduciary
(805) 319-7342
brittany@lifebridgesolutions.com
Home Group: Santa Barbara 3

Dustin Dodgin

Klein DeNatale Goldner
ddodgin@kleinlaw.com
Attorney
Home Group: Santa Barbara 2

Melissa Emerson

Ercolani Law Group
(805) 338-6880
melissa@ercolanilawgroup.com
Attorney
Home Group: Ventura 3

Bio: I am everyone’s lawyer. I help hurt people obtain the best medical care and compensation for their injuries, and grieving families who’ve lost loved ones due to others’ negligence. I build honest relationships grounded in sincere empathy for my clients.

Toni Floyd

Hayes Commercial Group
Client Service Specialist
(805) 680-3396
toni@hayescommercial.com
Real Estate
Home Group: Santa Barbara 3

David Hackett

(310) 923-3005
dhackett@gmsr.com
Home Group: South Bay Classic

Elizabeth Harrier

LightGabler
Attorney
(805) 248-7062
eharrier@lightgablerlaw.com
Home Group: Ventura 3

Julie Hayes

Truist Wealth
Managing Director and Senior Wealth Advisor
(805) 428-4048
julie.hayes@truist.com
Banking Finance
Home Group: Westlake 7

Tim Henderson

Grodsky, Olecki & Puritsky LLP
Business Litigator
(510) 295-5683
tim@thegolawfirm.com
Attorney
Home Group: Venice

Bio: Litigator who resolves a wide range of business disputes, including in entertainment, real estate, and employment matters. Always working to find efficient solutions, whether through settlement negotiations or litigation.

Ken Hilton

First Republic Bank
(310) 621-1295
khilton@firstrepublic.com
Banking Finance
Home Group: Entertainment 2

Donna Hummer

ConceptuaLine
Owner
(626) 339-2532
donna@conceptualine.com
Marketing
Home Group: San Gabriel Valley

Bio: I am a branding expert who specializes in graphic and website design. An ideal client is one who is starting a new business, or one who can use a sprucing up of their company image, or one who needs help in maintaining an already-successful image.

Bruce Ishimatsu

Ishimatsu Law Group, P.C.
Partner
(310) 200-4060
bruce@ishimatsulaw.com
Attorney
Home Group: South Bay 4

Bio: Veteran business trial attorney and advisor with employment and workplace investigation experience.

Mollie Kaiser

Strategic View Advisors / Northwestern Mutual
Private Wealth Advisor
(213) 243-7040
mollie.kaiser@nm.com
Financial Service
Home Group: South Bay Classic

Bio: The backbone of my services is comprehensive Financial Planning, helping clients to define, refine and prioritize their goals and identify available resources, and then make strategic recommendations to achieve those goals.

Jacqueline Kibler

JW Kibler Group LLC
Professional EOS Implementer
(954) 598-4615
jackie.kibler@jwkiblergroup.com
Consultant Service
Home Group: Pasadena 3

Bio: Over 25 years in leadership of large and local companies. JW Kibler Group launched to assist in the growth/profitability of small to mid-sized entrepreneurial companies as a Professional EOS Implementer.

Sarkis Kouzouian

Kouzouian’s Encore Inc.
Owner
(818) 970-9766
sarkishkouzouian@gmail.com
Real Estate
Home Group: Santa Clarita Valley

Jennifer Kramer

Coldwell Banker Realty
Residential
(310) 721-9431
jennifer.kramer@cbrealty.com
Real Estate
Home Group: Santa Monica 1

Anastasia Kurteeva

Kurteeva & Associates CPA
CPA
(310) 299-6076
ak@kurteevacpa.com
Accountant
Home Group: Beverly Hills 5

Bio: My company provides a range of tax filing services, tax planning, assistance with IRS/State tax notices/requests/audits and IRS/State tax penalty abatement, specializing in medical/law practices, real estate and foreign assets.

Matt Marraccini

Gateway Business Properties
Senior Associate
(310) 734-2337
mmarraccini@gatewaybp.com
Real Estate
Home Group: Pacific Business Corridor 1

Bio: Commercial Real Estate – Sales, Investments, Landlord Representation, Lessee Representation.

Ben Marvazi

Promoshin
CEO | Video Marketer
(818) 425-1682
ben@marvazi.com
Marketing
Home Group: West Hollywood

Bio: Ben is a video marketer who helps businesses grow and stand out through the power of video.

James McAvey

(203) 858-2054
james@cressidacollaborative.com
Home Group: Entertainment 1

Alejandro Mendoza

Morgan Stanley
Senior Vice President
(619) 544-6509
alejandro.mendoza@morganstanley.com
Banking Finance
Home Group: Downtown Los Angeles 5

Bio: Alejandro specializes in US and international wealth management. He helps clients with cash management, investments, lending, alternative investments, financial plans, risk management, outsourced chief investment office, and family office needs.

Kyle Merkel

Gallagher Global
Commercial Insurance Broker
(661) 753-7557
kyle_merkel@ajg.com
Insurance
Home Group: Warner Center 1

Bio: Gallagher is a global leader in insurance & risk management. I work with $20M+ sales revenue organizations. Clients range from public companies, international companies, and a focus in the manufacturing & wholesale field.

Steven Moritz

Sotheby’s International Realty Inc.
Broker Associate / Realtor
(310) 871-3636
steven@stevenmoritz.com
Real Estate
Home Group: Entertainment 2

Bio: Residential Real Estate Broker doing what he loves to do. Representing Trusts, families and individuals for over 30 years.

Rudy Ordaz

Exigent Technologies
(213) 797-0571
rudy.ordaz@exigent.net
Information Technology
Home Group: Downtown Los Angeles 2

Kymberley Peck

Ventura Coast Law LLP
Partner
(805) 947-4790
peck@venturacoastlaw.com
Attorney
Home Group: Westlake 3

Bio: Trusts, Estate and Probate Litigator representing individuals, entities, professional fiduciaries and conservators throughout California.

Jeffrey Quan

David E. Quan Agency, Insurance Brokers
(510) 653.8880
jquan@quaninsurance.com
Insurance
Home Group: South Bay 3

Bio: Insurance professional with offices in Bay Area and LA.

Adam Shipley

Perch Wealth
(310) 701-1030
ashipley@perchwealth.com
Investment Advisor
Home Group: South Bay Classic

Bio: I’ve been working with real estate investors for over a decade and primarily help clients 1031 exchange into passive securitized real estate.

Corinne Spencer

Pearlman Brown & Wax
(818) 639-1799
cds@4pbw.com
Attorney
Home Group: Santa Clarita Valley

Bio: Corinne is an employment defense lawyer – counseling and representing employers in litigated cases. She also spearheads the firm’s Environmental Law practice, handling CEQA and NEPA matters.

Erica Sturdefant

HigherUp HCM
ericas@gohigherup.com
Home Group: Silicon Beach 2

Richard Tasoff

Tasoff & Tasoff, PC
(818) 788-8900
rich@tasoff.com
Attorney
Home Group: Encino 1

Kelly Wang

BMO Harris Bank
VP, Commercial Banking
(310) 807-0569
kellyl.wang@bmo.com
Banking Finance
Home Group: Downtown Los Angeles 3

Bio: Kelly Wang is a commercial banker at BMO, the 8th largest bank in N.A. I specialize in lending to mid-market companies ($20 million – $2 billion). My lending practice is focused on line of credit, commercial real estate, business acquisition.

Kurt Watkins

Watkins Legal
(646) 397-1868
kurt@watkins.legal
Attorney
Home Group: Century City 6

Deric Wild

Chase Bank
deric.j.wild@chase.com
Banking Finance
Home Group: Westlake 7

Zachary Winner

Prosperity CRE
Commercial Real Estate & Digital Asset Investment Advisor
(818) 510-3339
zw@prosperitycre.com
Real Estate
Home Group: Encino 4

Bio: I provide real estate and digital asset investment opportunities that deliver ongoing cash flow and build long-term wealth.

Scott Klopert

Klopert & Ravden LLP
Esq.
(818) 380-1300
scott@krfamilylaw.com
Attorney
Home Group: Woodland Hills 2

Bio: Scott Klopert is a certified family law specialist who specializes in complex family law matters including divorce, property division, division of businesses, child custody and support, and premarital agreements.

Frank Melton

Jackson Lewis PC
Principal
(213) 689-0404
frank.melton@jacksonlewis.com
Attorney
Home Group: Beverly Hills 1

Bio: Defend discrimination, wage & hour, other employment-related claims. Day-to-day advice to employers. Union negotiations, arbitrations. Represent employers in negotiating employment/separation agreements & in unfair competition disputes.

David Holtz

Holtz Slavett & Drabkin
Former IRS Attorney
(310) 550-6200
dholtz@hsdtaxlaw.com
Attorney
Home Group: Beverly Hills 2

Bio: David is a principal of a tax litigation firm consisting exclusively of Former IRS Attorneys. Our practice is limited to all aspects of tax litigation including tax assessment defense, collection defense and criminal defense.

Robert Levinson

Levinson Arshonsky & Kurtz, LLP
Esq.
(818) 382-3434
rlevinson@laklawyers.com
Attorney
Home Group: Sherman Oaks 2

Bio: My practice is divided between employment law for management and business/real estate litigation. I provide advice to California employers and executives entering or leaving corporations and I try major employment, business/real estate/legal mal cases.

Emil Abedian

Abedian & Totlian, An Accountancy Corpor
CPA
(818) 243-3455
abedian@aandtcpas.com
Accountant
Home Group: Glendale 2

Bio: Emil Abedian is the founder and CEO of Abedian + Totlian, An Accountancy Corporation. Emil’s firm specializes in Accounting, Tax and Law Firm Management for small Law Firms. Typical clients are Law Firms with 1 to 5 partners/shareholders.

Jeffrey Bollinger

Moder Bollinger Melamed LLP
Partner
(323) 673-0648
jeffrey@mbmlawgroup.com
Attorney
Home Group: Downtown Los Angeles 2

Bio: I am a family law attorney who empowers clients to retain control over the outcome of sensitive personal matters by striving to resolve conflict out of court.

Jeffrey Ehrenpreis

Ehrenpreis Immigration Law Corporation
Partner
(310) 553-6600
jeff@ralphehrenpreis.com
Attorney
Home Group: Century City 6

Bio: Ehrenpreis Immigration Law Corporation is one of the oldest law firms in the U.S. practicing exclusively in the area of Immigration and Nationality law. Jeffrey Ehrenpreis provides sophisticated and efficient immigration representation to companies.

Preston Howard

Rose City Realty Inc.
Principal
(626) 240-4610
howardpr@rosecityrealtyinc.com
Banking & Finance
Home Group: Pasadena 3

Bio: I specialize in hard money and multi-family apartment financing from $250,000 – $20,000,000. If the equity is there and the title is clean, in three weeks or less we can get you the cash that you need.

Carol Johnston

Katten Muchin Rosenman LLP
Partner
(310) 788-4505
carol.johnston@kattenlaw.com
Attorney
Home Group: Century City 7

Bio: Carol A. Johnston concentrates her practice in estate and tax planning for individual clients, the representation of fiduciaries, and the administration of estates and trusts. Carol’s work involves sophisticated planning techniques for preservation.

Carola Nicholson

Nicholson Schwartz CPA’s
Partner
(805) 969-9662
carola@nicholsonschwartz.com
Accountant
Home Group: Santa Barbara 2

Bio: Carola’s focuses on individuals and small business planning and tax preparation. Nicholson & Schwartz is a boutique accounting firm with offices in Santa Barbara and Buellton. Our services include tax preparation, tax planning, bookkeeping and payroll.

Michael Noll

Michael Noll & Associates, Inc.
Professional Fiduciary
(626) 657-2287
mike@michaelnollassoc.com
Financial Service
Home Group: Pasadena 5

Bio: Michael B. Noll is a California Licensed Professional Fiduciary with decades of real-world experience as a CPA, wealth manager, and small business owner.

Thomas Pierik, SIOR

Lee & Associates Commercial Real Estate
Senior Vice President
(951) 276-3610
tpierik@lee-associates.com
Real Estate
Home Group: Riverside

Bio: Commercial real estate consulting and brokerage serving Southern California’s Inland Empire. Over 33 years experience helping clients save time and money maximizing the value of their leases and real estate.

John Thrasher

John Thrasher Consulting Group
Managing Director
(626) 824-5219
jthrasher@sprintmail.com
Consultant & Service
Home Group: Pasadena 3

Bio: YOUR CORPORATE SHERPA SM JTCG is a boutique consultancy composed of experienced CEO’s that is focused on corporate profitability,growth, survivabilibity.We specialize in staging companies for sale. We also provide interim CEO & COO.

Robert Triplett

Family Security Law Group
Attorney
(805) 496-4681
rtriplett@fslgapc.com
Attorney
Home Group: Westlake 5

Bio: As an estate planning/probate/trust attorney, I bring Peace of Mind to my clients who want to sleep better at night knowing that if they become incapacitated or die, their loved ones will be legally protected.

Matthew Urbach

Urbach Law Offices, PC
Owner
(310) 479-1200
murbach@urbachlawoffices.com
Attorney
Home Group: Westside 3

Bio: After over 20 years of practicing law at national law firms, I now offer that “big firm” experience at small firm rates and advantages. My practice focuses on a wide range of complex commercial litigation, with an emphasis on real estate and business.

Dennis Althouse

Schimley / Althouse, LLP
Partner
(626) 262-4400
dennis@schimleyalthouse.com
Attorney
Home Group: Pasadena 5

Bio: Dennis represents individuals, businesses, and corporate interests in real estate, construction, and business legal disputes. He helps clients ensure “the juice is worth the squeeze.”

Kailey Craig

Edward Jones
(805) 306-9488

www.edwardjones.com

Financial Service
Home Group: Simi Valley 2

Bio: As your Financial Team, we are committed to listening intently to understand your dreams, goals and values. This allows us to give you a second opinion on your current financial plan or help you to reimagine your existing plan.

Wendy Elgin-Silva

Modern HR
Business Consultant
(310) 990-4340
welgin@modernhr.com
Human Resources
Home Group: Century City 3

Bio: MHR can lift the burden of your HR administrative tasks in six key areas: Human Resources Services, Employee Health & 401k Benefits, Payroll Administration, Workers Compensation & Risk Management, and also Contingent workforce.

Barbara Fortson

Law Office of Barbara Fortson
Nonprofit Attorney
(310) 804-3004
barbara@fortsonlegal.com
Attorney
Home Group: Century City 2

Bio: Barbara Fortson represents nonprofits as outside general counsel. She advises boards on governance issues and corporate strategy. Her clients include local, national and internationally-active nonprofits as well as donors.

Geoffrey Gan

GTG Consulting
Cost Segregation Provider
(626) 410-0645
geoff@gtgconsultingllc.com
Consultant & Service
Home Group: Pasadena 5

Bio: Geoffrey Gan is a certified Cost Segregation Engineer, specializing in cost segregation, a tax strategy that lowers taxes through real estate investments.

Sarita Jackson

Global Research Institute of International Trade
President & CEO
(310) 912-7950
sarita@griit.org
Consultant & Service
Home Group: Downtown Los Angeles 5

Bio: I help companies to diversify their consumer base and increase sales in the international market through customized market research, global strategy design, and connection with our network on the ground.

Nitasha Khanna

Harris Ginsberg, LLP
Family Law Attorney
(310) 444-6333
nkhanna@harris-ginsberg.com
Attorney
Home Group: Beverly Hills 2

Bio: I am a Certified Family Law Specialist. My practice focuses on premarital agreements, and all phases of Dissolution of Marriage, Paternity, Legal Separation, and Domestic Violence cases.

Kevin Kozal

Harding Larmore Kutcher & Kozal, LLP
(310) 393-1007
kozal@hlkklaw.com
Attorney
Home Group: Santa Monica 1

Bio: Kevin specializes in real estate transactions and land use law. He is the managing partner at Harding Larmore Kutcher & Kozal, LLP, a law firm representing developers, property owners and institutional lenders in land use and real estate matters.

Jeffrey Soderborg

Barnes & Barnes
Attorney
(805) 687-6660
jsoderborg@barneslawsb.com
Attorney
Home Group: Santa Barbara 3

Bio: I am an estate planning attorney and have worked for the same Santa Barbara based boutique law firm since 2012. My areas of practice include, estate planning (drafting), trust and probate administrations, guardianships and elder law.