Narek Agabalyan

Law Offices of Brian Watnick
narek@lawofficesbdw.com
Attorney
Home Group: Sherman Oaks 4

Naima Blasco

Boutique Concierge
naima@boutiqueconciergeservices.com
Consultant Service
Home Group: Beverly Hills 4

Grant Blindbury

FMB Wealth Management
Partner
(805) 446-4494
grant@fmbwealth.com
Investment Advisor
Home Group: Westlake 4

Bio: Comprehensive wealth management for early retirees, consisting not only of investment consulting, but also longevity planning in coordination with the advanced planning areas of wealth enhancement, wealth transfer, wealth protection, and charitable giving.

Tara Del Bosco

Sotheby’s International Realty
(626) 688-3625
tara.delbosco@sothebys.realty
Real Estate

Bio: For Tara, real estate isn’t just a transaction—it’s about building trust and tailoring strategies to meet each client’s unique needs. Her dedication and warmth have earned her a loyal client base with lifelong relationships and countless family referrals.

Alexander Braun

Merrill Lynch Wealth Management
(310) 858-4858
alexander.braun@ml.com
Financial Service
Home Group: Brentwood

Dana Coronado

Compass
Multifamily & Commercial Realtor
(310) 562-9630
dana@incomepropertiesla.com
Real Estate
Home Group: Beverly Hills 5

Bio: I help property owners build wealth, save money & time, increase cash flow, solve problems, and buy and sell real estate. I’m here to make your life easier – and make you money.

Jeff Curtis

CR Excellence Property Management
CEO
(310) 467-1978
jeff@jeffcurtisteam.com
Real Estate
Home Group: Pasadena 8

Paul Daniel

Gibraltar CFO Services, LLC
Owner
(805) 252-6834
paul@gibraltarcfo.com
Consultant Service
Home Group: Santa Barbara 2

Bio: Provide Outsource CFO Services to small businesses.

Jennifer Dawson

Pallas Care
Founder & CEO
(213) 290-4541
jennifer@pallas.care
Consultant Service
Home Group: Pasadena 7

Bio: Entrepreneur helping older adults age in place with dignity & independence.

Lauro Diazzesati

Withum
Business Development Executive
(818) 421-5771
ldiazzesati@withum.com
Accountant
Home Group: Culver City

Scott Dinovitz

D2 Development, Inc
(818) 398-3500
sdinovitz@d2homes.com
Consultant Service
Home Group: Calabasas

Bio: Scott Dinovitz has 30+ years in real estate, development, Construction, Permitting, Project Design, Project Managment, ADUs, As principal of D2 Development, he is known for innovation and operational excellence, he holds a BS in Urban Planning from USC.

Brandon Firby

NOW CFO
(936) 355-0763
brandon.firby@nowcfo.com
Financial Service
Home Group: Westwood Village

Bio: My team specializes in providing full-service CFOs, Controllers, and operational accountants to consult with our clients in any industry. We can help with audit/tax prep, design and implement accounting software, and M&A prep.

Marie Greene

Connected Accounting LLC
Founder & CEO
(626) 808-3277
marie@connectedaccounting.co
Accountant
Home Group: Silicon Beach 2

Bio: Top 50 Women in Accounting #0 business advisor focusing on EJs and relationships 🤝Custom solutions💡leveraging technology and apps📲💻

Alexander Hales

Puzzle Piece Technologies Inc.
Managing Partner
(310) 496-6592 x1010
alexander@puzzlepiece.tech
Information Technology
Home Group: Sherman Oaks 4

Bio: Alexander has nearly three decades of experience in the technology field, founding his first company Hales Technology in the 90’s and co-founding Puzzle Piece Technologies, delivering enterprise-level IT services to small and medium size businesses.

Kailin Ho

Petrullo, APC
Managing Attorney
(213) 627-0400
kailin@ petrullolaw.com
Attorney
Home Group: Pacific Business Corridor 1

Cindy Kang

CMK Law Group
(626) 869-8175 ext 101
cindy@cmklawgroup.com
Attorney
Home Group: Pasadena 8

Bio: Estate Planning and Special Needs Planning Attorney.

Layla Khamoushian

Khamoushian Law Group
Founding Attorney
(310) 926-6797
laylakamm@gmail.com
Attorney
Home Group: Santa Monica 2

Ensieh Kharghanian

Edward Jones
(310) 499-6312
ensieh.kharghanian@gmail.com
Financial Service
Home Group: Sherman Oaks 2

Michael Kozak

BMO
(213) 503-4174
michael.kozak@bmo.com
Banking Finance
Home Group: Studio City

Lani Kreshek

Berkshire Hathaway HomeServices California Properties
(818) 644-1948
lanikreshek@bhhscal.com
Real Estate
Home Group: Sherman Oaks 4

Bio: From the Valley to the Westside & Ventura Co, I am here to guide you or your clients through buying, selling or leasing a residential property. I specialize in first-time home buyers, those downsizing, and relocations.

Neilson Ku

Cal Private Bank
SVP Sr. Relationship Manager
(714) 260-4826
nku@calprivate.bank
Banking Finance
Home Group: Mid City

Bio: SVP Los Angeles Market Manager at CalPrivate Bank.

Alla Kutz

BMO Wealth Management
Director, Trust Administration
(818) 457-7203
alla.kutz@bmo.com
Banking Finance
Home Group: Beverly Hills 1

Michelle Marquez

Raymond James
Managing Director
(626) 658-9615
michelle.marquez@raymondjames.com
Investment Advisor
Home Group: Pasadena 8

Kendall Mesa

Home Instead
Home Care Consultant
(323) 479-0358
kendall.mesa@homeinstead.com
Consultant Service
Home Group: Downtown Los Angeles 1

Andreas Panosyan

New York Life
New York Life Agent
(323) 229-4953
apanosyan@ft.newyorklife.com
Financial Service
Home Group: Pasadena 8

Cyndi Pegus

Amada Senior Care Torrance
Owner, Senior Care Advisor
(310) 953-0440
cyndi.p@amadaseniorcare.com
Consultant Service
Home Group: South Bay 4

Bronson Quon

bquon@keystoneadvsol.com
Banking Finance
Home Group: Mergers $ Acquisitions 2

Ray Rodriguez

Lucrum Group | Equity Union Commercial
Director, Multifamily & Commercial Real Estate Investment Sales
(818) 581-5829
ray@lucrumre.com
Real Estate
Home Group: Calabasas

Bio: I lead Lucrum Real Estate Group, a team of commercial real estate sales experts who specialize in multifamily apartment building investment sales & advisory services. We also assist with selling other commercial assets such as retail, office & industrial.

Mercy Rosales

Oasis Books and Taxes
CEO & Founder of Oasis Books & Taxes
(310) 882-3148
mercy@oasisbooksandtaxes.com
Accountant
Home Group: Studio City

Benny Smith

Sagient
(323) 965-6307
bsmith@sagientfs.com
Insurance
Home Group: Westside 2

Bio: We help our clients protect against the financial risks caused by living too long, dying too soon or becoming disabled along the way by creating solutions using life, disability and long term care insurance and other financial products and tools.

Monica Smith

Senior Care Authority
Certified Senior Advisor
(805) 393-6553
monica@seniorcareauthority.com
Consultant Service
Home Group: Woodland Hills 1

Jonathan Steier

JS Realty Co.
Principal
(310) 592-6674
jonathan@jsrealtyco.com
Real Estate
Home Group: Sherman Oaks 4

Bio: LA native, Principal of JS Realty Co. a commercial real estate brokerage firm specializing in retail real estate. Married with 2 kids and live in Encino.

Emily Stork

California Community Foundation
Senior Planned Giving Officer
(213) 452-6283
estork@calfund.org
Consultant Service
Home Group: Pasadena 7

Kelsey Szamet

Kingsley Szamet & Ly
Partner
(626) 808-2926
kelsey@kingsleylawyers.com
Attorney
Home Group: Pasadena 8

Anthony Vasquez

Torrey Pines Bank
(213) 362-5205
avasquez@torreypinesbank.com
Banking Finance
Home Group: Pasadena 4

Emma Welch

California Community Foundation
Planned Giving Manager
(770) 500-9758
ewelch@calfund.org
Consultant Service
Home Group: Downtown Los Angeles 3

Bio: Strengthening the Los Angeles community while optimizing the philanthropic goals and tax outcomes for donors.

Blake Wells

The Small Business Law Firm, P.C.
(805) 778-0206
bwells@smallbusinesslaw.org
Attorney
Home Group: Woodland Hills 1

Bio: Transactional attorney with ample litigation experience in business and employment disputes. Helping small businesses succeed from formation to exit.

Brad Whetten

Citizens Business Bank
(805) 288-5917
btwhetten@cbbank.com
Banking Finance
Home Group: Camarillo 1

Bio: Commercial Banker who works with medium sized businesses located in Ventura County.

Steve Kahan

ACC Mortgage
Home Mortgage Consultant
(310) 721-2930
steve@stevekahan.com
Banking & Finance
Home Group: Santa Monica 6

Bio: I specialize in 1-4 unit residential financing. My 40+ years of experience in real estate finance provides a solid base for me to structure the best financing solutions for clients.

Scott Freeman

Levy Sapin Ko Moss & Freeman
Partner
(323) 936-8256
freeman@lacpas.com
Accountant
Home Group: Santa Monica 3

Bio: 25+ years experience in accounting, tax, & financial planning for high net worth individuals, their businesses, & estates. Previous experience includes Arthur Andersen & Co. tax department, Warner Bros., Inc. financial reporting, budgeting, auditing.

Kevin Holmes

Withum
Partner
(818) 789-1179
kholmes@withum.com
Accountant
Home Group: Santa Clarita Valley

Bio: Martini Iosue & Akpovi, LLP specializes in creating value for middle market companies in all financial, tax, business and accounting aspects of their life cycle progression. Kevin D. Holmes specializes in financial audit, business advisory and internal…

Lenny Schloss

Jackson Lewis PC
Shareholder
(213) 630-8226
leonora.schloss@jacksonlewis.com
Attorney
Home Group: Century City 4

Bio: I help employers prevent and resolve disputes with their employees. Companies seek our advice on creating strong policies and making good decisions that will prevent lawsuits. If a lawsuit cannot be avoided, companies come to us.

Lewis Stanton

Stanton Associates LLC
Managing Partner
(818) 752-6500
lstanton@stantonassoc.com
Consultant & Service
Home Group: Downtown Los Angeles 1

Bio: Stanton Associates is a team of several-time CEOs who have actually run companies, not just consultants. We deliver a dramatic increase in a company’s valuation, especially in anticipation of a liquidity event. We don’t let PE firms steal the company!

David Boren

Ritholz Levy Fields LLP
Partner
(310) 443-4176
dboren@rlfllp.com
Attorney
Home Group: Brentwood

Bio: Ritholz Levy is an entertainment, music, media and fashion apparel law firm. I am a litigator representing both plaintiffs and defendants in business, IP and entertainment litigation in an efficient and cost-effective manner.

Kelly Cunningham

Ervin Cohen & Jessup LLP
Partner
(310) 281-6339
kcunningham@ecjlaw.com
Attorney
Home Group: Century City 3

Bio: I handle trademark, copyright and patent disputes and appeals in federal courts throughout the country; advise other litigators when their litigation includes IP issues; and counsel clients on developing and protecting their IP worldwide.

Wayne Baxter

One Capital Management, LLC
Wealth Manager
(805) 719-4211
wbaxter@onecapital.com
Investment Advisor
Home Group: Warner Center 1

Bio: Canada, Canadian, Cross-Border, Financial Planning, International, Investing, Investments, Wealth Management.

Neville Johnson

Johnson & Johnson LLP
Founding Partner
(310) 975-1080
njohnson@jjllplaw.com
Attorney
Home Group: Santa Monica 1

Bio: Neville L. Johnson is a partner at the Beverly Hills firm of Johnson & Johnson LLP, which specializes in business, media and entertainment litigation, class actions involving consumers, the right of privacy, defamation, and royalties in the entertainment.

Stephen Raucher

Reuben Raucher & Blum
Partner
(310) 777-1990
sraucher@rrbattorneys.com
Attorney
Home Group: Westwood

Bio: Stephen Raucher’s practice emphasizes the representation of policyholders in insurance coverage disputes, as well as general business litigation and appellate work.

Daan Renssen

PrideStaff: Award Winning Staffing and Recruiting
Owner, Strategic Partner
(805) 813-8431
drenssen@pridestaff.com
Human Resources
Home Group: Westlake 6

Bio: PrideStaff is an award winning, full service Staffing and Recruiting company in Thousand Oaks, servicing North West Los Angeles and Ventura County. We specialize in office jobs (Administrative, Customer Service, Legal, Financial) and Manufacturing jobs.

Ann Marie DeSimone

Klopert & Ravden, LLP
Attorney at Law
(818) 380-1300
annmarie@krfamilylaw.com
Attorney
Home Group: Encino 4

Bio: Ms. DeSimone is a Certified Family Law Specialist who specializes in complex family law matters including divorce, property division, division of businesses, child custody and visitation, child support and spousal support, paternity issues, pre-marital…

Bryan Flores

SMBC MANUBANK
Director Specialty Deposits
(818) 468-5076
bflores@manubank.com
Banking & Finance
Home Group: Beverly Hills 3

Bio: Member of Bank’s Fiduciary Banking Group assisting Trust & Estate Attorneys, Elder Law Attorneys, Family Law Attorneys and California Licensed Professional Fiduciaries with setup of client bank accounts.

Jeffrey Love

Gibbs Giden Locher Turner Senet & Wittbrodt LLP
Partner
(310) 734-3352
jlove@gibbsgiden.com
Attorney
Home Group: South Bay Classic

Bio: Real Estate, Corporate and M&A transactional attorney representing clients in a broad range of transactions from company formation to exit, as well as acquisitions, dispositions, leasing and financing of commercial property.

Craig Pollack

FPA Technology Services, Inc.
Founder & CEO
(818) 501-3390
gtrdad31@gmail.com
Information Technology
Home Group: Westlake 1

Bio: FPA Technology Services, Inc. is the preeminent outsourced IT Service and Cybersecurity Provider in the greater Los Angeles area focusing on CPA’s, RIA’s, Attorneys, Insurance, Manufacturers and Distributors, DOD Contractors, and Non-Profits.

Randi Sorenson

Strategic Business Advisory & Tax
Business Problem Solver
(805) 491-4419 X201
randi@strategicbusiness.com
Consultant & Service
Home Group: Westlake 6

Bio: Using my expertise as a CPA, I am committed to strategizing with business owners to save time, increase efficiency, and gain skills and knowledge they need, allowing their businesses to grow and become more profitable.

Anup Thakkar

Ledger Financials Inc
(805) 300-8343
anup@ledgerfinancials.com
Accountant
Home Group: Conejo

Bio: Ledger Financials Inc is a Virtual Bookkeeping Firm supporting CPA, EAs and individual companies. Our offices HQ located in Greater Los Angeles, CA and operations office in Mumbai, India.