Suyi Chen

CTBC Bank
SVP, Team Lead
(626) 271-8272
suyi.chen@ctbcbankusa.com
Banking Finance
Home Group: Irvine Metro

Bio: Suyi works closely with professional fiduciaries, estate, trust and probate attorneys, and nonprofit orgs to help with trusts, blocked, IOLTA & attorney/client trust accounts. She also has commercial lending to business clients and franchisees expertise.

Anand Chokshi

Enterprise Bank & Trust
Senior Vice President
(657) 345-3820
achokshi@enterprisebank.com
Banking Finance
Home Group: Long Beach Airport

Bio: Raising awareness of the signs of family-owned businesses feeling frustrated with their current bank yet suffering in silence. Be a hero – Guide them to a more reliable, competent & collaborative commercial banker with a white-glove approach – Let’s Talk.

Alyson Decker

Alyson Claire Law, Prof. Corp.
Attorney
(213) 282-6947
alyson@alysonclairelaw.com
Attorney
Home Group: South Coast Metro

Bio: Fractional General Counsel | Litigator | Employment Law Guru | Space Attorney | Mediator.

Kurt Endo

Insperity
(949) 608-6845
kurt.endo@insperity.com
Human Resources
Home Group: South Orange County

Natalie Keam

BPM, LLP
Advisory Manager, Fiduciary & Nonprofit Accounting Services
(562) 725-7932
nkeam@bpmcpa.com
Accountant
Home Group: Long Beach

Lisa Mailhot

Whitestone Real Estate
Broker
(949) 994-0405
lisa@whitestonere.com
Real Estate
Home Group: Orange County Central

Aaron May

Ancile Insurance Agency
President
(949) 438-3737
aaron.marshall.may@gmail.com
Insurance
Home Group: Irvine South

Bio: We save our clients money on their health insurance premiums.

John Michels

Law Offices of John L. Michels
(951) 276-8900
john@jlmlawoffice.net
Attorney
Home Group: Riverside

Devin Murtaugh

Murtaugh Treglia Stern & Deily LLP
Partner
(949) 794-4000
dmurtaugh@murtaughlaw.com
Attorney
Home Group: John Wayne Airport

Bio: Trial and appellate attorney specializing in business litigation, real estate, and inheritance disputes.

Allison Musante

Swerdlow Florence Sanchez Swerdlow & Wimmer
Attorney
(310) 288-3980
amusante@swerdlowlaw.com
Attorney
Home Group: Newport Gateway

Bio: I am an experienced management-side labor and employment law attorney.

Michael Nicastro

Nicastro & Associates, P.C.
President & Equity Member
(949) 534-6990
mnicastro@nicastropc.com
Attorney
Home Group: Irvine Metro

Bio: A bankruptcy and financial workout attorney who brings 30+ years’ experience to deliver meaningful results to his clients.

Jocelyn Potter

Lance, Soll & Lunghard, LLP (LSL CPAs)
Partner, Assurance & Advisory
(626) 833-7937
jocelyn.potter@lslcpas.com
Accountant
Home Group: Irvine Metro

Bio: Focusing on privately-held businesses, from financial audits to retirement plan audits, I’m your trusted CPA partner: Guiding clients’ financial journey with expertise and trust.

Matthew Sipes

Enterprise Data Solutions LLC
CEO
(949) 424-6500
matthew.sipes@edataso.com
Information Technology
Home Group: South Orange County

Bio: We provide comprehensive IT support and security, enabling our clients to operate efficiently while protecting valuable data and assets from potential cyber threats.

Todd Zive

ZGL Group
Business Coach
(949) 285-8889
todd@toddzive.com
Consultant Service
Home Group: Irvine Central

Sven Buncher

The Buncher Law Corporation
Esq.
(949) 398-8720
sbuncher@buncherlaw.com
Attorney
Home Group: John Wayne Airport

Bio: Member’s specialties / practice areas: “Marvin Actions” and Family Law. In particular, I am a Certified Family Law Specialist that has also practiced in business litigation since 1996. It is with background I handle high asset complex divorces…

Marco Costales

Nossaman LLP
Attorney at Law
(213) 612-7800
mcostales@nossaman.com
Attorney
Home Group: Ontario 2

Bio: Business transactions and alcoholic beverage licensing/regulatory matters.

Cyndi LeBerthon

Wright Ford Young & Co.
Senior Audit Partner
(949) 910-0150
cleberthon@cpa-wfy.com
Accountant
Home Group: Newport Gateway

Bio: Works with closely held businesses needing financial statement audit and reviews, and strategic tax planning. Also audits 401(k) and ESOP plans under ERISA. We provide tax and estate & trust services for high net worth individuals & their companies…

David Luvisa

Keystone Capital Markets
Managing Director
(949) 556-4300
dluvisa@keystone-cap.com
Financial Service
Home Group: Newport

Bio: My clients are entrepreneurs who risked everything to build their businesses and a legacy. I work closely with business owners to find the right transition strategy and maximize the value of their company in a sale.

Thomas Shockley

APC Executive Search
Senior Managing Director
(714) 887-6504
tshockley@socal.rr.com
Banking & Finance
Home Group: Orange County Metro

Bio: Senior Recruiter specialziing in the Commercial Banking industry placing banking and finance professionals in highly compensated positions. Focus on recruiting top talent with proven track records of excellence. Previously Tom was a banker that worked…

Philip Wilson

Marcum LLP
CPA
(949) 236-5650
philip.wilson@marcumllp.com
Accountant
Home Group: John Wayne Airport

Bio: I serve as the Office Managing Partner of Marcum LLP’s Costa Mesa office and as a former IRS Agent, I am a member of the firm’s National Tax Controversy Group.

Bob Bond

Bond Consulting Services
President
(949) 409-9973
bbond@bondconsultingservices.com
Consultant & Service
Home Group: Long Beach Airport

Bio: Business software specialists (ERP – accounting, inventory, HR/payroll, manufacturing, etc & CRM – sales, marketing & service) focused on Microsoft Dynamics GP and Dynamics 365 for manufacturers, distributors and professional service companies.

Patti Cotton

Cotton Group, LLC
(909) 229-4420
patti@patticotton.com
Consultant & Service
Home Group: Riverside

Bio: Thought partner, advisor and strategist to CEOs and family business owners managing change, growth, and succession. Executive and team coaching to develop leadership skills for greater performance and execution.

Suzanne Leslie

Allen Flatt Ballidis & Leslie
Attorney
(949) 752-7474
sleslie@allenflatt.com
Attorney
Home Group: Newport-Irvine

Bio: Suzanne is the owner of Allen Flatt Ballidis & Leslie a personal injury law firm in Newport Beach. They handle all forms of injury claims arising from auto, motorcycle, bicycle, accidents as well as slip and falls and dog bites…

Rola Ziadie

Ziadie Insurance Services
Broker
(949) 429-5286
rola@ziadieinsurance.com
Insurance
Home Group: Newport Gateway 2

Bio: For over a decade Ziadie Insurance has provided employee benefit solutions and exceptional client support. As a result of the current healthcare reform, it has never been more important to have an experienced agency provide you support in maintaining…

Nassim Bayat

Transworld Business Advisors
President
(949) 257-7151
nbayat@tworld.com
Financial Service
Home Group: Irvine South

Bio: Nassim Bayat has extensive experience as a business broker, helping business owners in a variety of fields. He has an engineering degree and has owned and sold multiple businesses over the past 35 years.

Alex Bikov

Osher B, Inc
Commercial Investment & Financing Broker – CEO
(562) 728-3138
alex@osherb.com
Real Estate
Home Group: Newport Center 2

Bio: Experienced commercial real estate loan broker for: MFR, Industrial, Commercial and others. I help clients strategically Sell / Buy investment real estate, Finance, 1031 exchange and more. Osher B is built on relationships, experience, trust and results.

Denis Gibbs

Fifth Third Bank
SVP – Relationship Manager
(949) 683-2572
denis.gibbs@53.com
Banking & Finance
Home Group: South Coast Metro

Bio: Commercial Banker with 20 years experience assisting business from $10MM to $500MM in revenue with Commercial Loans, Commercial Real Estate (Owner Occupied), Lines of Credit and Treasury Management Solutions.

Usman Hasan

Lucas Horsfall
CAS Director
(626) 263-8813
uhasan@lhmp.com
Accountant
Home Group: Long Beach

Bio: I provide outsourced accounting solutions. I help clients who struggle with accounting processes and timely financial reporting. My goal for my client is to take away the pain of financial reporting and have the client focus on the growth of the business.

Cameran Lindee

CBRE
First Vice President
(949) 725-8653
cameran.lindee@cbre.com
Real Estate
Home Group: Newport Gateway

Bio: Commercial Real Estate Specialist (and seasoned Duffy Captain) – Call me when your clients who have office/industrial space want renew their lease, expand or look for a new location to lease or purchase.

CJ Pearl

Pearl Legal, APC
Founder and Principal at Pearl Legal, APC
(949) 510-4960
cj@pearl-legal.com
Attorney
Home Group: Irvine Spectrum

Bio: Labor and Employment attorney assisting all size businesses in navigating and defending complex labor and employment issues (California and Nationally).