Nisha Bhakta

Bellator Law Group
Associate Attorney
(619) 232-8377
nbhakta@bellatorlawgroup.com
Attorney
Home Group: San Diego Downtown 5

Geoffrey Chackel

Chackel Law, PC
Founder
(619) 567-2454
geoff@chackellaw.com
Attorney
Home Group: Carmel Valley Torrey View

Bio: Geoffrey is an attorney that represents employees in all types of disputes with their employers including severance negotiations and lawsuits for unlawful harassment, discrimination, whistleblower retaliation and unpaid wages / labor code claims.

Daniel Diamond

Diamond Law Corp
Attorney
(858) 353-1643
dan@diamondlawcorp.com
Attorney
Home Group: Carmel Valley

Bio: Daniel Diamond, principal of Diamond Law Corp, has extensive experience acting as outside general counsel for companies from formation to exit across a wide range of industries, including companies in the life sciences, tech, and consumer products spaces.

Andrew Gottlieb

No Typical Moments
Founder and CEO
(412) 965-6214
andrew@notypicalmoments.co
Marketing
Home Group: La Jolla

Spencer Kerrigan

Voit Real Estate Services
Vice President | Partner
(619) 952-2599
skerrigan@voitco.com
Real Estate
Home Group: San Diego Downtown 4

Bio: Native San Diegan, focused on helping clients with their commercial real estate needs.

Aaron Li

Hone Maxwell LLP
Tax Attorney
(619) 980-4476
aaron@honemaxwell.com
Attorney
Home Group: Carmel Valley West Virtual

Bio: Aaron Li focuses on international tax planning and controversy for high-net worth individual and small to mid-sized corporate clients. Aaron creates plans for cross-border individuals, families, and businesses that preserve their wealth and minimize tax.

Caitlin Murphey

Procopio
Senior Associate
(858) 480-8214
caitlin.murphey@procopio.com
Attorney
Home Group: Del Mar Heights 2

Kamile Schroyer

Hone Maxwell LLP
(619) 980-4476
kamile@honemaxwell.com
Attorney
Home Group: San Diego Downtown 5

Bill VanDeWeghe

VanDeWeghe Dispute Resolution Services
Mediator
(619) 540-0627
bill@vdwmediation.com
Attorney
Home Group: San Diego Downtown 5

Bio: Former attorney, investment banker and CEO, now mediating complex business disputes.

Brandon White

Sothebys International Realty
Global Real Estate Advisor
(619) 905-3313
brandon.white@pacificsir.com
Real Estate
Home Group: San Diego Downtown 4

Mike Bourne

Atessa Benefits
Managing Partner
(858) 673-3690
mbourne@atessabenefits.com
Consultant & Service
Home Group: University Towne Center 3

Bio: Atessa Benefits has been providing third party administration (TPA) services to large and small pension plans for 35 years. We have actuaries on staff, as well as ERISA compliance experts.

Steven Hanson

Transworld Business Advisors
Certified Business Broker
(760) 607-0642
shanson@tworld.com
Financial Service
Home Group: Carmel Valley 2

Bio: As a certified business broker and certified business intermediary, I specialize in representing sellers of privately held businesses. I offer comprehensive support throughout the entire selling process and provide assistance for their strategic exit.

Nathan P. Weber

Weber | CFO
Chief Consulting CFO
(858) 731-7776
nathan@webercfo.com
Consultant & Service
Home Group: University Towne Center 2

Bio: Seasoned consultant, executive, and Deloitte CPA with over 3 decades of progressive experience. Currently own and operate my own Consulting CFO and Outsource Accounting firm, Weber | CFO.

Jacob Ayres

Gupta Evans & Ayres, PC
Attorney
(619) 866-3444 ext. 304
ja@socal.law
Accountant
Home Group: Carmel Valley 2

Bio: Experienced attorney using his litigation background to help cannabis, cannabis-adjacent, and hemp companies navigate the ever-changing legal landscape of the cannabis industry, in both compliance and litigation matters.

Michael Breedlove

Parasec
Regional Accounts Manager
(888) 272-5450
mbreedlove@parasec.com
Insurance
Home Group: Carmel Valley Torrey View

Bio: Parasec helps clients with public-record filing, search and retrieval needs most commonly involving entity formation through dissolution. We also act as registered agent (resident or statutory agent) in all 50 States.

Doug Drennan

ACCUVISORS / Tax Resolution Institute
Partner
(858) 345-5720
doug@accuvisors.com
Insurance
Home Group: San Diego Downtown 4

Bio: Doug and AccuVisors are the accounting, tax and business partners with their clients allowing them to be focused on running and growing their business.

David Greco

Chhokar Law Group
Partner – Inheritance Litigation, Pre-trial Through Appeal
(858) 384-5757
dg@socalclg.com
Attorney
Home Group: San Diego Downtown 3

Bio: I focus on litigated and appellate trust, probate, estate, and conservatorship matters. CLG represents individuals, including beneficiaries, trustees/executors/conservators, institutional trustees (trust companies), and professional fiduciaries.

Dave Hoiles

Jackson Lewis P.C.
Office Managing Principal
(619) 573-4919
david.hoiles@jacksonlewis.com
Consultant & Service
Home Group: Carmel Valley 4

Bio: I am an employment attorney who represents employers and individual defendants in all types of employment litigation, and have an active advice and counsel practice advising employers on all types of California employment laws.

C Brett Jackson

Spike Growth LLC
Business Growth Consultant – Sales Leadership focus
(858) 766-1115
bjackson@spikegrowthllc.com
Attorney
Home Group: San Diego Downtown 2

Bio: Brett is an experienced sales leader with 30 years’ experience offering fractionated services to put in place a solid sales organization. His company SPIKE Growth is focused on helping small/mid-sized companies that are struggling to grow their revenue.

Chris Mahlberg

S.W.A.N. Insurance (Sleep Well At Night)
Owner
(858) 771-3827
chrism@swan-ins.com
Attorney
Home Group: San Diego Downtown 3

Bio: Wheels Based Transportation Insurance Broker.

Valerie Medina

Trust Properties USA
Broker Associate/Realtor
(619) 450-2973
valerie@trustpropertiesusa.com
Insurance
Home Group: San Diego Downtown

Bio: Realtor/Broker Associate specializing in Probate and Trusts Estates serving San Diego County.

Sunny Rickard

Health Insurance Plan Experts
CEO / Broker
(619) 743-8571
sunny@sunnylifeins.com
Real Estate
Home Group: Carmel Valley Torrey View

Bio: Health Insurance Broker Saving my Employer Clients’ Bottom Line.

Natalie Sherod

Cavignac & Associates
Commercial Insurance Broker
(619) 885-5737
nsherod@cavignac.com
Attorney
Home Group: University Towne Center 4

Bio: As a commercial insurance risk advisor, I partner with my clients to review and understand their risk attributes. I work closely with each company to solve coverage issues, share market insights, and discuss emerging risk.

Chuck Wasker

Colliers International
Sr. Vice President
(858) 677-5332
chuck.wasker@colliers.com
Consultant & Service
Home Group: University Towne Center 4

Bio: For the past 35 years Chuck has worked with companies and individuals in the purchase and sale of investment properties throughout Southern California.