Betty Arapostathis

Northern Trust
Wealth Strategist
(858) 824-1255
ba196@ntrs.com
Investment Advisor
Home Group: San Diego

Bio: 25 years of wealth management experience. A holistic approach, coordinating all aspects of financial well-being, working with outside advisors to ensure full coordination to achieve optimal, efficient results.

Chris Barnes

Barnes-Advisors
(858) 864-8766
chris@barnes-advisors.com
Consultant Service
Home Group: La Jolla

Carly Couture

Embark Consulting
Managing Director + San Diego Market Leader
(602) 531-7904
carly@embarkwithus.com
Accountant
Home Group: Center City San Diego

Bio: An experienced CPA leading a team of ex-Big4 CPAs to support accounting and finance departments of mid-market companies in California.

Benj Fried

Fried Wealth Fiduciary Services
Owner and Principal Fiduciary
(650) 387-7103
benj@friedfiduciary.com
Consultant Service
Home Group: Carmel Valley

Bio: Benj Fried is a private California licensed professional fiduciary (License #1429). He serves as Trustee of Trusts and Estates when the Trustor passes away or during incapacity. He also serves as Administrator of Probates and Power of Attorney.

Hon. Keri Katz

Signature Resolution
Honorable Keri Katz
(619) 972-7642
kkatz@signatureresolution.com
Attorney
Home Group: University Towne Center 3

Bio: After 38 years of experience as a judge and litigator, my practice focuses on mediation, arbitration and special master work in civil litigation arena, with an emphasis on complex construction, public entity matters, property disputes and torts.

Annette Monagas

Accuvisors
Tax Resolution Specialist
(858) 345-5720
annette@accuvisors.com
Attorney
Home Group: Midtown San Diego

Bio: I specialize in tax resolution and offer expert guidance on strategies for a client-focused approach and resolution at the Federal and State level. In addition, we offer tax preparation, tax planning and outsource accounting for individuals and businesses.

Rajiv Rebello

Colva Actuarial Services
Actuary CEO
(858) 263-1703
rajiv.rebello@colvaservices.com
Consultant Service
Home Group: Carmel Valley 4

Hillary Wheatley

PKF San Diego
Audit Partner
(619) 238-1040
hwheatley@pkfsandiego.com
Accountant
Home Group: Center City San Diego

Bio: A friendly financial statement auditor who specializes in coffee consumption.

Zack Whitman

Attorney Founder
(619) 535-9212
zack@theelysiumlaw.com
Attorney
Home Group: Midtown San Diego

Michael Caroff

Caroff Communications
President
(818) 784-0922
michael@caroff.com
Marketing
Home Group: San Diego Metro 1

Bio: Michael’s company is Caroff Communications: Websites and SEO that ROCK! They provide custom-designed, fully-responsive contemporary websites, as well as expert-level PPC (pay-per-click) and SEO (Search Engine Optimization) services.

Will Small

Small Law PC
Attorney
(619) 430-4796
will@smalllawcorp.com
Attorney
Home Group: San Diego Downtown

Bio: Employment and business litigation attorney, focusing on representing employees in disputes with their employers.

Paul Zimmer

CBIZ Brinig Taylor Zimmer, Inc.
Lead Managing Director
(619) 687-2600
paul.zimmer@cbiz.com
Accountant
Home Group: Carmel Valley 3

Bio: Managing Director at CBIZ Brinig Taylor Zimmer. Damages expert witness (forensic acccounting) in civil litigation and business appraiser.

Brian Conlon

Meridian Pacific Properties
Director of Business Development
(805) 276-8654
bconlon@meridianpac.com
Real Estate
Home Group: Carmel Valley Torrey View

Bio: We build, sell, and property manage high-yield, cash-flowing investment properties. We specialize in providing replacement properties for 1031 exchanges.

Mike Wakshull

Q9 Consulting, Inc
Forensic Document Examiner, Expert witness, Speaker
(951) 252-4929
mikew@quality9.com
Consultant & Service
Home Group: San Diego Metro 1

Bio: I apply science training to partner with clients to learn the truth about alleged forged and altered documents.. I speak approximately 15 times per year to attorney and forensic seminars and conferences.