Kimberly Bernatz

Cibc Private Wealth
Managing Director, Team Executive
(949) 885-8720
kimberly.bernatz@cibc.com
Investment Advisor
Home Group: Irvine Concourse

Bio: We simplify the complexity of our clients financial lives. With our proven multi-asset class investment platform, cohesive wealth strategies and trustee services, we grow wealth, manage risks, improve tax efficiency and ensure peace of mind.

Roshi Brigham

DivergeIT
Vice President of Business Development
(818) 205-4750
roshi.roshangah@gmail.com
Information Technology
Home Group: South Coast

Dwight Brown

Home Helpers
Owner
(818) 968-0992
dwight@homehelpershomecare.com
Consultant Service
Home Group: Irvine South

Bio: For over a twenty years, Home Helpers has provided caregivers for seniors that need and deserve help to continue living safely at home or in a senior community.

Byron Culp

Wright Ford Young & Co
Director of Business Development
(562) 896-4934
bculp@cpa-wfy.com
Accountant
Home Group: Orange County Central

Bio: Byron provides financial guidance and solutions throughout the Orange County marketplace, with the personal mission of helping local companies grow. Targeted industries and businesses include wholesalers, distributors, manufacturers, importers/exporters.

Kyle Gurwell

Law Office of Kyle Gurwell
(562) 600-9989
kng@lawofficekg.com
Attorney
Home Group: Seal Beach

Bio: Consumer Protection Attorney for Inaccurate Credit Reporting (often resulting from ID Theft) Unfair Debt Colelction, and General Unfair Businesss Practices.

Justin Kincheloe

The Estate Lawyers
Attorney
(949) 889-3125
justin@theestatelawyers.com
Attorney
Home Group: Newport-Irvine

Bio: Justin is an experienced trusts and estates litigation attorney in Southern California.

Yzidro Lago

Fortitude Mortgage
VP Mortgage Loan Originator
(714) 392-3332
yzidro@fortitudemortgage.us
Real Estate
Home Group: Corona

Todd Larson

Stout
Director – Valuation Advisory
(310) 699-0562
tlarson@stout.com
Financial Service
Home Group: Mergers $ Acquisitions 3

Bio: Business Valuation Professional with nearly 30 years experience.

Margarita Mamnoon

Chase Bank
VP, Sr. Business Banking Relationship Manager
(425) 638-9558
margarita.mamnoon@jpmorgan.com
Banking Finance
Home Group: Orange County Metro

Bio: Banking consultant for business owners. Tenacious and honest partner. Financing loans from $1-
$15Million for businesses with revenues up to $30Million.

Chris Marocchi

Attivo ERP
Account Executive
(949) 922-5766
chris.marocchi@attivoerp.com
Consultant Service
Home Group: South Orange County

Bio: ERP System Selection consulting, ERP Reseller for SMB companies in Manufacturing, Distribution & eCommerce, Reseller of Acumatica, SAP Business One and Netsuite.

Dennis McCue

Dennis McCue Professional Management Consulting
(714) 979-1000
dennismccue_cmc@outlook.com
Consultant Service
Home Group: Orange County Virtual 1

Bio: I provide expert guidance in the midst of change. I listen to what is said and what is being held back. Clarity and Results that matter.

Tami Wiersma

JorgensenHR
President
(661) 843-6030
tami@jorgensenhr.com
Human Resources
Home Group: Newport Beach

Bio: Human Resources Strategist/Consultant.

Ana Zendejas

Prime Lending
Production Manager
(949) 573-1561
azendejas@primelending.com
Real Estate
Home Group: Newport-Irvine

Larry Webb

SullivanCurtisMonroe Insurance Services
Executive Vice President/Principal
(949) 852-4823
lwebb@sullicurt.com
Insurance
Home Group: South Coast Metro

Bio: Larry is a partner with SCM, and specializes in the Food Industry, Real Estate and Manufacturing. SCM provides superior insurance services that contain long-term insurance costs for companies with $20 to $500 million in revenue.

Paula Aragone

Aragone & Assoc. /First Team Real Estate
CEO Aragone & Associates
(714) 366-6117
paula@paulaaragone.com
Real Estate
Home Group: Irvine Metro

Bio: When talking about real estate, Paula Aragone is consistently part of the conversation. Her name is well known throughout the community as a leading sales professional and she more than earns her title. Paula attended Law school in her native Argentina.

Marco Arcadia

Flagstar Bank, N.A.
Senior Vice President, Group Director
(951) 751-1498
marco.arcadia@flagstar.com
Banking & Finance
Home Group: Corona

Bio: With 30 years of banking expertise in Southern California’s commercial and industrial sector, I am a seasoned middle market banker fluent in Spanish. I specialize in implementing credit facilities & depository accounts to privately owned companies.

Juan Antonio Estevez

BRHE Group, Certified Public Accountants
CEO and Founder
(714) 871-2422
jaestevez@brhecpa.com
Accountant
Home Group: Long Beach Airport

Bio: Full service accounting firm. Audit, review & tax.

Roger Friedman

Rutan & Tucker, LLP
Partner
(714) 641-5100
rfriedman@rutan.com
Attorney
Home Group: Newport-Irvine

Bio: I practice in the areas of business litigation, creditors’ rights, bankruptcy, insolvency, and reorganization. I am a problem solver who helps people and businesses collect and keep the money they are owed.

Richard Huffman

Wright Ford & Young CPAs
CPA, MST
(949) 910-2727
rhuffman@cpa-wfy.com
Accountant
Home Group: Irvine 2

Bio: Richard designs income tax saving solutions for a wide array of businesses and high net worth individuals with tax compliance solutions that minimizes their tax burden. Richard provides entity setup structuring analysis from infancy through maturity.

Cedric Campbell

Equity123 Lending, LLC
Principal; Equity123 Lending
(949) 306-6602
cedric@equity123lending.com
Financial Service
Home Group: Irvine South

Bio: I’m your trusted Mortgage Loan Broker experienced and dedicated to understanding customer life expectancies and delivering supportive solutions. Whether first time or experienced homebuyer. I back up my success with 23 years of underwriting experience.

Rhett Gagon

Cost Segregation Authority
Partner
(714) 225-2927
rhett@costsegauthority.com
Consultant & Service
Home Group: Newport

Bio: Utilize the tax code to the benefit of the Real Estate owner – that’s what I do.

Michael A. Oliver

Pacific Advisors, LLC
Business Investment Advisor
(714) 264-3450
michael_oliver@pacificadvisors.com
Investment Advisor
Home Group: Costa Mesa

Bio: Michael specializes in insurance and business planning for the self-employed in various industries. His mission is to develop enduring relationships with clients by providing professional guidance for a lifetime of financial security.

Ike Song

Sky Law Professional Corporation
Tax Attorney
(949) 345-1704
is@skylawfirm.net
Attorney
Home Group: Costa Mesa

Bio: Finding special tax credits and mitigating legal exposure, your attorney, Ike Song.

Jennifer Stroffe

FSG LAWYERS
Shareholder
(949) 265-1125
jvstroffe@fsglawyers.com
Attorney
Home Group: South Coast Metro

Bio: I represent small/middle market companies on all day to day business matters and major corporate and real estate transactions such as purchase/sale of business, capital raisings, investor buy-outs, purchase/sale/ lease of real estate & secured financings.

Daniel Taylor

The Aventus Group @ Compass
Real Estate Broker / Attorney
(714) 371-8000
danieltaylor@compass.com
Real Estate
Home Group: South Coast

Bio: Founder of The Aventus Group, a real estate team @ Compass, specializing in the sale of properties involved in trust, probate, bankruptcy and conservatorships offering ancillary legal services complimentary to the sale of the property.

Travis Weaver

Weaver Consulting Group
Chartered Retirement Planning Counselor / Financial Advisor
(714) 536-4065
travis@weaverconsultinggroup.com
Investment Advisor
Home Group: Seal Beach

Bio: Travis is a principal and and owner of Weaver Consulting Group; a wealth management firm specializing in retirement planning and retirement plans. Weaver Consulting Group is family-run business led by Chartered Retirement Planning Counselors.