Dan Borland

Key Renter Newport Beach
Owner
(949) 233-4780
dan@keyrenternewportbeach.com
Real Estate
Home Group: South Coast Metro

Bio: Provide full-service property management for residential (1-4 unit) homes and condos.

Halim Dhanidina

Signature Resolution
Mediator
(213) 433-5769
hdhanidina@yahoo.com
Consultant Service
Home Group: Irvine North

Jared Erdmann

Employer First
Broker
(385) 743-2584
jared@employer1stben.com
Insurance
Home Group: Orange County Central

Kimberly Filek

Now CFO
VP BDR
(909) 756-0524
kimberly.filek@nowcfo.com
Consultant Service
Home Group: Riverside

Michael Friedland

Friedland Cianfrani LLP
Partner
(949) 734-4491
michael.friedland@fciplaw.com
Attorney
Home Group: Newport Beach

Bio: I’m an intellectual property lawyer, focusing on patent, trademark, trade secret and copyright cases.

Dan Holestine

Whole Marketing Solutions
Founder / CEO
(312) 515-1152
dan.holestine@wholemarketingsolutions.com
Consultant Service
Home Group: Irvine Central

Richard Ingle

Ingle Law Office, APC
Litigation Attorney
(714) 213-1548
rfi@theingl elawoffice.com
Attorney
Home Group: Orange County Central

Bio: I’m a litigation attorney with over two decades of experience in courtrooms throughout California. Business owners call me when they are overwhelmed with complex partner, employee, contract, or other business disputes.

Cameron Jalbert

Chamberlain Group
(541) 771-9634
cjalbert@cgwealth.com
Investment Advisor
Home Group: Mergers $ Acquisitions 3

Violette Kazandjian

CalPrivate Bank
Sr. Relationship Manager
(949) 345-7682
vkazandjian@calprivate.bank
Banking Finance
Home Group: Irvine Concourse

Bio: Sr. Relationship Manager dedicated to working with Trust & Estate Attorneys, Family Law Attorneys, Professional Fiduciaries and Industry Professionals to facilitate their client’s bank account needs.

Claudine Mansour

Claudine Mansour Design
Art Director
(949) 413-8289
claudinemdesign@gmail.com
Marketing
Home Group: Orange County Virtual 1

Bio: I’m a graphic designer specializing in publishing, marketing, branding, website, and music design. I’ve been a publishing Art Director for the last 30 years designing books for many authors from Nobel Prize- winners to emerging authors.

Amina Rafiqzada

City National Bank
Vice President l Senior Branch Manager
(949) 278-3478
amina.rafiqzada@cnb.com
Banking Finance
Home Group: Newport

Bio: I am a Senior Bank Manager with over two decades of experience in Business and Private banking. I help small—to mid-size privately held companies in Southern California with lending and banking needs.

Steve Ralls

YABL, LLP
(909) 621-3023
stever@yablcpa.com
Accountant
Home Group: Ontario 2

Adam Sacks

SMBC MANUBANK
Vice President- Trust and Estate Administration – Specialty Deposit Group
(213) 815-5536
asacks@manubank.com
Banking Finance
Home Group: Long Beach Airport

Brandon Sandler

Live Oak Bank
Senior Loan Officer
(949) 751-8832
brandon.sandler@liveoak.bank
Banking Finance
Home Group: South Orange County

Bio: Live Oak is a specialized SBA lender focusing on nationwide business acquisitions up to $9,000,000 and owner occupied real estate purchases at 100% financing up to $5,000,000.

Richard Soto

SMBC MANUBANK
Vice President- Sr. Relationship Manager
(213) 309-6314
rsoto@manubank.com
Banking Finance
Home Group: Irvine Spectrum

Bio: Commercial Banker with expertise in niche Trust & Estate and Family Law Banking needs: such as straightforward or the more complex court ordered accounts, multiple signers, conservatorships, guardianships, w/ multi-million-dollar FDIC insurance coverage.

Donna L Stern

Donna L Stern CPA
CPA
(949) 250-4427
donna@donnasterncpa.com
Accountant
Home Group: Irvine 2

Bio: As a CPA for over 35 years, I have knowledge in many areas of tax, in particular estate and trust, court accountings along with individual and businesses. I make myself a resource for other professionals.

Kara Welliver

Harcourts Prime Properties
Real Estate Agent
(949) 391-5585
kara.welliver@harcourtsprime.com
Real Estate
Home Group: Newport Gateway

Harley Bjelland

The ERISA Law Firm
Owner
(949) 630-0629
harley@theerisalawfirm.com
Attorney
Home Group: Newport Gateway

Bio: Advise employers on ERISA and employee benefits including retirement benefits, health and welfare benefits and executive compensation.

Bob Birgen

Merit Financial Advisors
Partner
(909) 860-9992
rbirgen@meritfa.com
Financial Service
Home Group: Ontario

Bio: Bob is a wealth manager and former Big 8 CPA specializing in Charitable Remainder Trusts (CRTs), a tool to legally eliminate capital gains taxes.

Matthew Fischer

Fischer Law Office, A Professional Corporation
Attorney
(562) 206-1611
fischer@smallpondlegal.com
Attorney
Home Group: Long Beach Airport

Bio: Matt Fischer is your outside general counsel. He represents closely held businesses in corporate and commercial transactions, real estate, and general legal matters.

Joseph Emanuele

Gursey|Schneider LLP
Litigation Services Director
(310) 651-9170
jemanuele@gursey.com
Accountant
Home Group: Newport Center 2

Bio: I am a CPA offering forensic accounting and expert testimony in family law matters.

Brenna Van Hoogenstyn

Harcourts Blue Water
Co-Owner
(949) 244-7157
brenna@harcourtsbluewater.com
Real Estate
Home Group: Irvine OC

Bio: Full service real estate firm assisting buyers & sellers along the Orange County Coast. We are recognized for being aggressive advocates for our clients utilizing our negotiating skills and extensive experience in all areas of real estate.

Peggy Knauft

Primary Pacific Properties
CEO & Founder
(714) 566-5848
peggy@primarypacificproperties.com
Real Estate
Home Group: Newport Beach

Bio: Helping clients buy, sell and invest in real estate. Professional certification as Probate Specialist, Senior Real Estate Specialist(SRES®) & Luxury Property Sales.

Michael Krengel

Paylocity Corporation
Senior Consultant
(714) 474-4590
mkrengel@paylocity.com
Consultant & Service
Home Group: Irvine North

Bio: Michael Krengel is a Human Capital Management Consultant with more than a decade of experience. Michael specializes in operational efficiency, employee engagement, and compliance.

Evelyn Moon

Evelyn Moon Law PC
Founder & Principal Attorney
(949) 383-4411
evelynm@evelynmoon.com
Attorney
Home Group: Irvine OC

Bio: Evelyn is an experienced and passionate immigration attorney representing all aspect of immigration matters for individuals, families, investors, businesses, and companies throughout the U.S. and worldwide.

Cisca Stellhorn

Cisca Stellhorn Attorney at Law
Attorney
(949) 752-4060
ciscalaw@hotmail.com
Attorney
Home Group: Newport Center 2

Bio: I am a seasoned family law attorney. I represent husbands, wives, mothers , fathers and others in family law issues. In mediation issues are resolved jointly and amicably. I provide a calm environment for clients in the middle of the Drama of Divorce.

Kevin Tetley

Tetley Wealth Group
Financial Advisor
(951) 782-0280
kevin.tetley@raymondjames.com
Investment Advisor
Home Group: Ontario 2

Bio: Wealth Management, Financial Planning, and Legacy Development for families and businesses. We are THE FINANCIAL DIRECTORS for your future – We strive to help make dream scenes become a reality! “What’s in Your Movie?”

Mike Wallace

Better Home Financial, Inc.
Broker/ Owner
(909) 374-7278
mike@bhfmortgage.com
Banking & Finance
Home Group: Ontario 2

Bio: Wholesale Mortgage Broker (NMLS #1506829) and REALTOR (DRE #01998572) professional, CPA (inactive #106924), and UCSB grad from San Dimas, CA.