Christine Allen

Law & Stein, LLP
Attorney
(949) 501-4800
callen@lawandsteinllp.com
Attorney
Home Group: Irvine OC

Bio: Christine M. Allen, Esq. is a trust and estate litigation attorney, who handles complex disputes with compassion and care. She tenaciously fights for her clients’ rights in all facets of inheritance-related disputes and trustee malfeasance claims.

Angel Camino

Desai Camino – Family Law Attorneys
(714) 637-1712
angel@desaicamino.com
Attorney
Home Group: Irvine South

Bio: Friendly neighborhood family law lawyer (with a history in high-asset and complex litigation).

Kara Duffy

Kara Duffy Coaching & Consulting / Powerful Ladies
Founder + CEO
(714) 887-6800
kara@karaduffy.com
Consultant Service
Home Group: Irvine OC

Bio: Giving people access to a ridiculous and extraordinary purpose-driven life. Business Coach, Consultant, Speaker, Podcast Host. Systems to Scale for more money, freedom, purpose & impact.

Karima Gulick

Innovent Law
(949) 429-0412
karima@innoventlaw.com
Attorney
Home Group: Newport Center 2

Bio: Patent & Trademark Attorney.

Lara Locke

Locke Your Loan
Broker Owner
(951) 405-2465
lara@lockeyourloan.com
Financial Service
Home Group: Riverside

Bio: We believe in the importance of integrity and always acting in the best interests of our clients.

Andy Nelson

Forward Counsel LLP
Partner
(949) 258-9359
anelson@forwardcounsel.com
Attorney
Home Group: Irvine Spectrum

Bio: I help businesses navigate intellectual property matters, providing practical solutions that protect innovations and avoid disputes.

Nancy Ridge

Ridge Innovative
Founder & President
(714) 454-1561
nridge@ridgeinnovative.com
Consultant Service
Home Group: South Coast Metro

Jacqueline Erickson Russell

Social Impact Advising Group
Founder & CEO
(949) 466-8601
jacqueline@socialiag.com
Consultant Service
Home Group: Irvine North

Bio: Philanthropic expert who increases impact for clients who want to create community change.

Daniel Taylor

Musick Peeler
Partner
(213) 629-7716
d.taylor@musickpeeler.com
Attorney
Home Group: Cerritos

Michael Cole

Holthouse Carlin & Van Trigt LLP
Audit Partner
(562) 216-1806
michael.cole@hcvt.com
Accountant
Home Group: Long Beach Airport

Bio: I am a Partner at HCVT and I provide Audit services and M&A Quality of Earnings in the manufacturing, retail and distribution industries, including food and beverage, aerospace, consumer products, hotels, transportation, metals and recycling.

Anne Laguzza

The Works Consulting
CEO
(562) 597-4932
alaguzza@theworksconsulting.com
Human Resources
Home Group: Seal Beach

Bio: Anne Laguzza is the CEO of The Works Consulting. As a seasoned business executive with over 20 years of human resources management, leadership development, and organizational development experience, Anne works with clients from a variety…

Kathleen Urquidez

Urquidez & Associates, CPAs
(562) 216-1561
kathleen@urquidezcpas.com
Accountant
Home Group: Long Beach Airport

Bio: Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE) servicing accounting, tax and forensic needs of small to medium size businesses. Each client relationship is a journey towards achieving their dreams and goals of financial success.

Daniel Venegas

Wealth Management Strategies
Qualified Plan Specialist
(949) 795-3530
daniel.venegas@equitable.com
Consultant & Service
Home Group: Newport Center 2

Bio: With over 35 years in the industry, Dan brings a wealth of experience and knowledge to the pension marketplace. Known by his peers as the “Pension Geek”, he brings simplicity and ease of operation to his clients.

Nina Afshar

Afshar CPA PC
President
(949) 275-2884
nina@afsharcpa.com
Accountant
Home Group: Newport Beach

Bio: Tax preparation for families, small business, trusts and estates.

David Berkley

Womble Bond Dickinson
Attorney
(657) 266-1024
david.berkley@wbd-us.com
Attorney
Home Group: Newport-Irvine

Bio: David is a relentless and tenacious trial attorney. He is called upon during all phases to assist on the most critical issues. From initial filings through closing argument, he masterfully navigates these unchartered waters for his banking clients.

Dave Lee

Do What Works
Founder
(949) 395-3676
dave@dowhat.works
Consultant & Service
Home Group: Newport

Bio: We partner with Manufacturing, Distribution, Wholesale and Retail companies to scale their eCommerce sales to 8-Figures in 3 to 5 years.

Jason Makevich

Greenlight Information Services, LLC.
Founder & President
(949) 359-0871
jason@greenlight-is.com
Information Technology
Home Group: John Wayne Airport

Bio: Our firm provides subscription-based managed cybersecurity solutions to help SMBs stay safe from cyber risks.

Lisa Nelson

Law Offices of A. Lavar Taylor, LLP
Associate Attorney
(714) 546-0445 x114
lnelson@taylorlaw.com
Attorney
Home Group: Irvine Metro

Bio: I have dedicated my practice to advocating for my clients in tax controversy matters. I work closely with my clients to develop an optimum strategy in resolving their tax disputes.

Wendy Sugg

Sugg Law Group, a Professional Corporation
Partner
(949) 260-9548
wendy@sugglaw.com
Attorney
Home Group: Mergers $ Acquisitions 3

Bio: Employment counsel advising businesses.

Paul Wirth

Blueprint for Entrepreneurial Growth
Value Builder & Exit Planning Advisor
(949) 933-7705
pwirth@b4eg.com
Consultant & Service
Home Group: Orange County Metro

Bio: Helping companies grow revenue, improve operations, and prepare for a successful exit whether 1 year or 20 years from now.

Kamil Wozowicz

Enterprise Bank & Trust
Senior Vice President, Commercial Banking
(949) 554-7267
kwozowicz@enterprisebank.com
Banking & Finance
Home Group: Seal Beach

Bio: Kamil is an experienced Senior Vice President, Commercial Lender with a demonstrated history of working in the banking industry for the past 20 years. Skilled in Analytical Skills, Sales, Portfolio Management, and Client Relationship Management.