Samantha Baldwin

Fox Law APC
Trial Attorney
(858) 361-1355
sbaldwin@foxlawapc.com
Attorney
Home Group: San Diego Downtown 5

Bio: Samantha is a trial attorney with Fox Law APC. She practices civil litigation with an emphasis on representing plaintiffs in personal injury, premises liability, product liability, wrongful death, serious injuries and mass torts.

Tom Blankenship

Matterhorn
Managing Director
(310) 917-1039
tom@mattersa.com
Financial Service
Home Group: San Diego Downtown 3

Bio: Tom has completed over $50 billion in transactions ranging from health tech, hospitals and health systems, physician groups, ambulatory surgery centers, health tech, home health and hospice, behavioral health, and various industrial businesses.

Aaron Davis

Knobbe Martens
Partner
(858) 707-4238
aaron.davis@knobbe.com
Attorney
Home Group: Carmel Valley 3

Bio: Attorney with extensive experience patenting high technology inventions.

Will Hage

WestPac Wealth Partners
Registered Investment Advisor, CExP
(619) 684-6263
will.hage@westpacwealth.com
Financial Service
Home Group: Center City San Diego

Bio: My expertise lies in working with business owners to optimize tax efficiency, understanding and maximizing business value, and guiding clients through comprehensive estate planning to secure their legacy.

Kimberly Hatfield

Hutchinson and Bloodgood LLP
Partner
(619) 849‑6500
kimberly.hatfield@hb.cpa
Accountant
Home Group: Carmel Valley West Virtual

Daniel Miller

Apex Risk & Insurance Services
Business Insurance Broker
(760) 376-9090
daniel@apex-risk.com
Insurance
Home Group: Midtown San Diego

Bio: I help businesses implement work comp, liability insurances, and risk management strategies by designing yearly service timelines specifically for each client.

Malissa Ortegon

ForeFront investigations
Owner
(619) 317-7903
info@forefrontinvestigations.com
Consultant Service
Home Group: Center City San Diego

Bio: Licensed Private Investigator located in San Diego who specializes in assisting attorneys and the general public with complex investigations.

Daniel Sakow

619 IT
Founder CEO
(619) 282-1500
daniel@619it.com
Information Technology
Home Group: Carmel Valley 2

Bio: CEO and Founder of 619 IT, with over 25 years in IT. Expertise includes cybersecurity, managed IT solutions, and IT consulting. Specializes in helping companies go public and establishing US operations for international firms.

Adam Stone

So. Cal. Realty Law
Real Estate Transactional Attorney
(619) 232-7325
adams@socalrealtylaw.com
Attorney
Home Group: Carmel Valley West Virtual

Bio: Experienced real estate attorney with a focus on investor and developer representation. Skilled in navigating complex transactions and property law to help clients maximize their real estate investments.

Dustin Sutton

Meissner Commercial Real Estate Services
Technology and Commercial Real Estate Professional
(858) 349-9797
dustincsutton@gmail.com
Real Estate
Home Group: Del Mar Heights

Bio: Dustin specializes in technology & commercial real estate. Dustin represents owners of commercial properties including multi family, retail, office, and industrial assets.

Michael Taff

PayrollHub
President
(760) 263-6005
mtaff@payrollhub.co
Human Resources
Home Group: La Jolla

Bio: PayrollHub was founded because it was time for a new direction. The large companies that provide the majority of applicant tracking, onboarding, payroll, time and attendance, HR and benefit services have lost human connection and empathy for small to mid.

Rachel Vanni

Local Content
Founder
(619) 289-9040
rachel@getlocalcontent.com
Marketing
Home Group: Carmel Valley 4

Bio: Helping startups and small businesses increase their digital visibility and drive growth through comprehensive, lead-generating marketing solutions.

Dan Laframboise

Axion Wealth Advisors
CEO
(858) 875-5838
danl@axionwa.com
Investment Advisor
Home Group: Carmel Valley 3

Bio: Dan helps clients develop financial strategies, invest their assets according to those strategies with a focus on tax efficiency and volatility minimization. He also helps administer the coordination of their other professional advisors.

James Wittmack

Attorney Advisor Advantage
Business Advisor to Attorneys
(858) 229-7550
jwittmack@attorneyadvisoradvantage.com
Consultant & Service
Home Group: University Towne Center

Bio: Coaching Managing Partners and attorneys to be more effective leaders so their firms run more efficiently, effectively and profitably and providing practical and expert advice on the business aspects of their operations.

Robert Conca

Shustak Reynolds & Partners, P.C.
Partner
(619) 696-9500
rconca@shufirm.com
Attorney
Home Group: Carmel Valley 4

Bio: Securities/ regulatory attorney focused on the financial securities industry; including SEC and state registered investment advisers; private funds; Form U5 issues; regulatory compliance; SEC and FINRA investigations; M&A; general counsel services.

Ashish Jariwala

Persient LLC – Mergers & Acquisitions
Founder / M&A Investment Banker
(646) 701-2359
ashish@persient.com
Banking & Finance
Home Group: University Towne Center 3

Bio: M&A Investment Banker helping CEOs/owners Prepare, Position, Promote, and Sell their business. As former industrial business owner/operator, with years of Wall Street deal experience, we are driven by our motto: “Exit On Your Terms”

Sandy Keehn

GEO Advisors Consulting, Inc.
Management Consultant
(760) 576-8084
skeehn@thegeoadvisors.com
Consultant & Service
Home Group: Carmel Valley 3

Bio: I help my clients build and maintain company cultures that look good and feel good to both their employees and their customers.

Kris Mukherji

Law Office of Kris Mukherji, APC
Principal Attorney
(858) 442-5747
kris@kmsdlawoffice.com
Attorney
Home Group: Carmel Valley 4

Bio: Kris Mukherji is an Estate Planning and Business Law attorney with over 8 years experience.

Jessica Schulte Walker

Schulte Insurance Agency
Principal
(760) 492-7186
jessica@schulteinsurance.com
Insurance
Home Group: University Towne Center 3

Bio: Seasoned Group Health Insurance Agent – Benefits Broker serving employers and HR professionals throughout California.

Tracy Ward

Forward Talent Strategies
President & Chief Strategy Officer
(858) 401-6797
tward@forwardtalentstrategies.com
Human Resources
Home Group: San Diego Downtown 4

Bio: We partner with business leaders to build an HR structure that minimizes risk to the organization, and develop their people strategies to leverage their talent.

Michael Zeiter

OSAIC Wealth Inc / Zeiter Financial & Insurance Services’
Life Agent, Financial Advisor, Special Needs Planner
(209) 613-7210
mzeiter@osaicwealth.com
Investment Advisor
Home Group: University Towne Center 2

Bio: My focus as a fiduciary is to assist business owners, partnerships, executives and retirees in securing their financial futures through wealth management and protection planning. As a former franchise owner, I know firsthand the needs of business owners.