Michael Aceves

US Bank
Regional Vice President
(949) 553-6868
michael.aceves@usbank.com
Banking Finance
Home Group: Irvine Metro

Bio: Union Bank is strong financial institution offering various commerical loan products, treasury services, and cash management. My clients range in revenue size from $20,000,000 – $180,000,000 who require financing to support growth and make acquisitions.

Noel Badalkolan

Clifton Larson Allen LLP
CPA
(909) 694-0673
noel.badalkolan@claconnect.com
Accountant
Home Group: Ontario

Kelli Cox

CGC Accountants & Advisors
Accountant
(442) 227-5378
kelli@cgcbiz.com
Accountant
Home Group: Ontario 2

Bio: CPA with a small firm in the Coachella Valley specializing in full service work for small businesses and their owners.

Ryan Dunkle

Northwestern Mutual
Wealth Advisor
(717) 926-1615
ryan.dunkle@nm.com
Insurance
Home Group: Irvine South

Michelle Laciste

NOW CFO
Business Development / NOW CFO
(415) 930-1152
michelle.laciste@nowcfo.com
Accountant
Home Group: Long Beach

Kyle Malais

EM Business Soluions inc
(714) 462-9044
kmalais@embsi.com
Information Technology
Home Group: Newport

Alexander Maniscalco

FSG LAWYERS PC
Attorney
(949) 229-1233
amaniscalco@fsglawyers.com
Attorney
Home Group: Irvine South

Bio: Alexander is an attorney experienced in business and real property operation, transactions, and development, and has served as outside general counsel for entities at all stages: formation, operation, windups, disputes, and sales.

Ali Nicolette

Gokal Law Group, Inc.
(714) 423-6630
ali@gokallaw.com
Attorney
Home Group: Long Beach

Shannon Pearce

CBIZ MHM LLC
(714) 855-8015
spearce@cbiz.com
Accountant
Home Group: Newport Beach

Bio: Senior Tax Manager, assisting middle market business and individual clients achieve their tax strategy goals and compliance.

Erica Ruiz

State Farm Insurance
(714) 615-8476
erica.ruiz.mmlh@statefarm.com
Insurance
Home Group: Seal Beach

Marni Smith

Portero Services
Owner
(949) 874-2212
marni@porteroservices.com
Accountant
Home Group: Newport Center 2

Edward L. Fixen

Business Quest
Business Appraiser – M&A Broker
(909) 636-9827
ed@businessquestbrokers.com
Financial Service
Home Group: Corona

Bio: Ed is a certified business appraiser, highly experienced M&A business broker and the president of BusinessQuest, specializing in business valuations, appraisals, business brokerage and M&A advisor services to small and middle market companies since 2006.

Jehan Jayakumar

Carlson & Jayakumar
Partner
(949) 222-2008
jehan@cjattorneys.com
Attorney
Home Group: Irvine North

Bio: Jehan N. Jayakumar is a founding partner with the law firm of Carlson & Jayakumar, where he practices all aspects of employment law, and related litigation. He has more than 16 years of experience representing employers on matters involving race…

Evan Lamont Sr.

TLG Marketing
CEO
(562) 537-6936
evan@tlgmarketing.com
Marketing
Home Group: Seal Beach

Bio: TLG Marketing is a next-generation digital agency that helps businesses generate new leads and revenue online. Evan and his staff are experienced in constructing & managing ROI-driven online advertising & marketing campaigns and cutting-edge websites…

Shane Russell

Patriot Risk & Insurance Services
Senior Vice President
(949) 486-7946
srussell@patrisk.com
Insurance
Home Group: Newport

Bio: Commercial Insurance / Risk Advisor with a focus on Middle Market accounts. Patriot Risk & Insurance Services has a unique and aggressive Claims Management approach creating a long-term cost savings for our clients by reducing their total cost of risk.

DeDe Soto

Soto Law Group
Attorney
(949) 945-0059
dede@thesotolawgroup.com
Attorney
Home Group: Newport-Irvine

Bio: Estate Planning at the Soto Law Group is not a one-size-fits-all for everyone. Our firm believes in personalized service for each Trust, Will, Power of Attorney, or Healthcare directives we prepare for each and every client. Our approach is educational…

Allison (Ali) Green

Green Zahn & Associates
Owner
(562) 799-4440
ali@greenzahn.com
Accountant
Home Group: Seal Beach

Patrick Kelly

Snell & Wilmer LLP
Partner
(213) 929-2533
pkelly@swlaw.com
Attorney
Home Group: Riverside

Bio: My practice is concentrated in business and commercial litigation, with an emphasis in contract disputes and claims relating to corporate, franchise, and partnership disputes, commercial lease disputes, and uniform commercial code issues.

Ryan Nguyen

Smith Dickson
Partner, Forensics & Audit
(949) 553-1020
ryan.nguyen@smithdickson.com
Accountant
Home Group: Newport

Bio: I’m a CPA and Certified Fraud Examiner. I specialize in litigation support, forensic accounting, and assurance services w/extensive experience in financial analysis, fraud investigations, Rule 26, litigation consulting, and expert witness testifying.

Justin Owens

Stradling Yocca Carlson & Rauth
Litigation Partner
(949) 725-4076
jowens@sycr.com
Attorney
Home Group: Newport Center 2

Bio: I represent clients in complex business litigation matters including class action defense, partnership dispute, vendor dispute, breach of contracts and licensing agreements, fiduciary duties, and shareholder lawsuits.

Cristen Stier

RP&B CPAs
Shareholder
(951) 684-7781
cstier@rpbcpa.com
Accountant
Home Group: Corona

Bio: CPA with years of experience for manufacturing/distribution, retail and construction clients in performing financial statement audits and reviews. GAAP financial statements. Specialty in 401(k) and ESOP benefit plan audits.

Kimberly Wright

Revolve Law Group LLP
Founding Partner
(833) 775-4557
kimberly@revolvelawgroup.com
Attorney
Home Group: South Coast

Bio: Real estate / business law litigator with successful track record of getting highly contentious cases settled & client’s assets protected. Also serves as appellate attorney on business, family, and probate appeals.

Nick Yuschenkoff

Acrisure Employee Benefits Division
Senior Benefits Consultant
(949) 540-7512
nyuschenkoff@acrisure.com
Insurance
Home Group: Newport Center

Bio: I help small to large businesses recruit, retain, and reward employees through a comprehensive and cost-effective employee benefits package.