Peter DeGregori

Andersen
Managing Director
(949) 777-3420
peter.degregori@andersen.com
Accountant
Home Group: Irvine Metro

Bio: Andersen is a global tax, financial, business & valuation consulting company.

Erica Ferrari

Selvaggio Insurances Services, LLC
(714) 969-6032
erica@selvaggioinsurance.com
Insurance
Home Group: John Wayne Airport

Aimee Foschetti

SMBC MANUBANK
VP, Senior Relationship Manager, Specialty Deposits Group
(213) 767-4848
afoschetti@manubank.com
Banking Finance
Home Group: Newport-Irvine

Bio: I am a VP, Senior Relationship Manager specializing in Trust & Estate and Fiduciary Banking. I have 15 plus years of high net worth, private banking, and commercial banking experience. I welcome your call.

Lauren Grochow

Grochow Law
Attorney
(949) 506-1494
lauren@grochowlaw.com
Attorney
Home Group: Irvine OC

Bio: I represent employees wronged by the employers. A sue the employer lawyer.

Chris Harrison

VC3
(310) 422-2707
chris.harrison@vc3.com
Information Technology
Home Group: Irvine South

Emily Kearney

The Kearney Firm, APC
Partner/Founder
(714) 624-4186
emily@thekearneyfirm.com
Attorney
Home Group: Orange County Virtual 1

Bio: Attorney specializing in HR consulting, intellectual property litigation, contracts, privacy law, and business law.

Justin Klinkenberg

Formuzis, Hunt & Lanning, Inc.
Managing Senior Economist
(714) 542-8853
justin@fhleconomics.com
Consultant Service
Home Group: Newport Gateway 2

Bio: I am a forensic economist offering consulting and expert witness testimony for personal injury, wrongful death, employment, and various other case types.

Dwight E Lagos

Lagos Lending Group at Arbor Financial
VP of Production
(714) 401-3339
dwight@dwightlagos.com
Financial Service
Home Group: Irvine South

Bio: 20 year loan solution master, with an arsenal of options for any borrower.

Nick Passavanti

Coastal Payroll
Senior Human Capital Management Consultant
(949) 370-7548
npassavanti@coastalpayroll.com
Human Resources
Home Group: Orange County Central

Tawny Pelloni

Lantern Debt Solutions
Business Development Manager
(949) 525-5166
tawny@lanterndebtsolutions.com
Financial Service
Home Group: Newport Gateway

Bio: Business Development Manager at Lantern Debt Solutions, lighting the path to financial freedom. Passionate about exploring personalized debt solutions and partnerships for financial wellness.

Melissa Pollard

Fifth Third Bank
(714) 925-3629
melissa.pollard@53.com
Banking Finance
Home Group: Irvine OC

Nairi Siddiqi

Nairkash Law LLP
Commercial Real Estate and Construction Attorney
(949) 229-5037
nsiddiqi@nairkashlaw.com
Attorney
Home Group: Irvine OC

Lourdes del Rio Valdes

Oracle Method Group, Inc.
(310) 529-2868
lourdes.delriovaldes@oraclemethodgroup.com
Marketing
Home Group: Irvine Concourse

Rick MacBarron

Sagemark Consulting
Certified Financial Planner
(949) 474-6847
rick.macbarron@lfg.com
Consultant & Service
Home Group: Mergers & Acquisitions 3

Bio: I provide my clients with a results based, comprehensive financial planning process. This service enables my clients to establish a plan and a path that will provide them with a high probability of achieving their important financial goals and objectives.

Lisa Anderson

LMA Consulting Group
President
(909) 630-3943
landerson@lma-consultinggroup.com
Consultant & Service
Home Group: Ontario 2

Bio: A business consultant known as “The Strongest Link in Your Supply Chain” who specializes in manufacturing strategy and end-to-end supply chain transformation that maximizes the customer experience and enables profitable, scalable, dramatic business.

Natalie Barron

UBS Financial Services Inc.
Financial Advisor, CFP, CEPA, CRPS
(562) 343-9242
natalie.barron@ubs.com
Investment Advisor
Home Group: Seal Beach

Bio: As a Certified Financial Planner and Portfolio Manager, I help ensure that my clients and their loved ones are financially secure for the future. Through creating a comprehensive financial plan, I tailor their portfolios to accomplish their goals.

Linda Duffy

Ethos Human Capital Solutions
President and Founder
(949) 939-1685
linda@ethoshcs.com
Human Resources
Home Group: Newport Center 2

Bio: We are trusted HR advisors for all sized businesses in the areas of human resources consulting, recruiting, and training & development. We are the Magic of Human Connection®.

John A Soricelli Jr

J&J Coastal Lending
Mortgage Banker & Broker | CoFounder
(949) 478-3863
jas@thinkjohnajr.com
Banking & Finance
Home Group: Newport Center

Bio: We are a independent mortgage broker and mortgage lender specializing in Residential Lending. Through a well-established network of over 60 private banking, institutional and portfolio lending relationships; we provide diverse and unique financing.

Kathleen McEntee

Kathleen McEntee and Associates Ltd
President
(760) 262-4080
kmcentee@kmcenteeassoc.com
Marketing
Home Group: Ontario

Bio: Kathleen McEntee is a marketing expert who has 30+ years of experience in reaching prospects, customers and colleagues. She zeros in on the right medium with the right strategy, message and image. When Smart Business Matters, Marketing is Your Voice.

Raylene Myerson

Insperity
Business Performance Advisor
(714) 486-8114
raylene.myerson@insperity.com
Human Resources
Home Group: International Business Affinity Group

Bio: Helping CEOs & Business Owners with Human Capital, HR, and Compliance.

Cindy A. Williams

CalWorkSafety & HR, LLC
President
(949) 413-6821
cwilliams@calworksafetyhr.com
Consultant & Service
Home Group: Newport Beach

Bio: Workplace Safety and Human Resources

Jacqui Genow

J. Genow Marketing
Brand & Business Strategist
(310) 853-3479
jacqui@jgenowmarketing.com
Marketing
Home Group: Newport Gateway 2

Bio: Conducting perception audits and brand analysis to develop Brand Strategies and Messaging Frameworks that clearly articulate who you are and what makes you unique.

Vikram Kalra

Benefit Consulting Group
Third Party Administrator
(949) 222-3490
vikram@pension-experts.com
Consultant & Service
Home Group: Cerritos

Bio: For 15 years, Vikram has been saving the world one pension plan at a time.

Eelco Niermeijer

B2B CFO
Partner B2B CFO
(949) 500-1017
eelconiermeijer@b2bcfo.com
Consultant & Service
Home Group: South Coast Metro

Bio: Eelco is a consulting CFO and works to improve the quality of the books and financial reporting, helps with cash flow management, budgeting, margin improvements, financial audits and obtain bank loans to reduce time and involvement of business owners.

David Richards

B2B CFO LLC
Partner B2B CFO
(949) 923-8550
davidrichards@b2bcfo.com
Consultant & Service
Home Group: Ontario

Bio: “Hands-on” senior finance manager with 18 years of experience at the Chief Financial Officer (CFO) and VP Finance level as the “CEO’s confidant” leading private and public companies maximizing profits and sourcing capital for success.

Oz Tannenbaum

Cohn & Swartzon LLP
Personal Injury Attorney
(949) 922-9736
oz@legalhelp123.com
Attorney
Home Group: Irvine North

Bio: I’m a personal injury attorney representing individuals and their families, who have been injured/killed through the fault of another. As a defense attorney for over a decade, I know what the other side is going to do and use that to help my clients.