Brian Cording

First Citizens Bank
Vice President
(619) 920-5300
brian.cording@firstcitizens.com
Banking Finance
Home Group: San Diego Downtown 5

Bio: Financing and Cash Management are integral components to any business, let me assist with your lending/banking so you can focus on what you do best, running and growing your business.

Jeff Cummings

SDX Advisors
Consulting CFO
(760) 672-6014
jeff@sdxadvisors.net
Consultant Service
Home Group: La Jolla

Bio: I am a fractional CFO that helps business owners sell their company and retire.

Leslie Evans

Withers Bergman LLP
Senior Associate
(949) 677-5126
leslie.evans@withersworldwide.com
Attorney
Home Group: University Towne Center 3

Tim Fischer

Cal Private Bank
Relationship Manager
(760) 525-1679
tfischer@calprivate.bank
Banking Finance
Home Group: Del Mar Heights 2

Tomas Moreno Fernandez

Petrinovich Pugh & Co LLP
Senior Tax Manager
(619) 250-5087
tmoreno@ppandco.com
Accountant
Home Group: University Towne Center 5

Bio: CPA with over twelve years of experience in federal and multi-state income tax returns for ultra-high net worth individuals and families, trusts and estates, partnerships and corporations.

Jillian Hayes

Hayes Law
Personal Injury Attorney & Owner
(858) 737-3311
jillian@hayeslawsd.com
Attorney
Home Group: San Diego Downtown 2

Bio: Hayes Law Firm is a top trial firm, specializing in serious personal injury, product liability, and sexual assault cases.

Francia Melendez

GNP Insurance
Insurance Agent
(664) 389-6325
franciadenise@gmail.com
Insurance
Home Group: San Diego Downtown 5

Alexander Miller

Glaser Weil
Associate
(619) 762-5952
amiller@glaserweil.com
Attorney
Home Group: San Diego Downtown 5

Rebecca Morello

Merrill Lynch Wealth Management
Financial Advisor
(858) 381-8308
rebecca.morello@ml.com
Investment Advisor
Home Group: San Diego Downtown 5

Kristi Norton

America’s Local Lender
Mortgage Loan Advisor
(858) 395-6550
kristi.norton@americaslocallender.com
Home Group: San Diego Downtown 3

Jim Ristuccia

Vistage
Vistage Chair
(760) 642-1001
jim.ristuccia@vistagechair.com
Consultant Service
Home Group: Carmel Valley 2

Bio: Vistage Chair providing peer group facilitation and coaching to CEOs, business owners, founders, presidents and managing directors. My members become better leaders by getting their answers questioned.

Elizabeth Sperling

Glaser Weil Fink Howard Jordan & Shapiro LLP
Partner
(310) 556-7860
esperling@glaserweil.com
Attorney
Home Group: San Diego Metro 1

Bio: Financial services litigation, business litigation, class action defense, consumer litigation defense.

Jerel Tolentino

(858) 442-4115
jerel@thehrslugger.com
Human Resources
Home Group: Carmel Valley Torrey View

Jeff Ackley

EisnerAmper
CPA
(858) 558-9200
jeffrey.ackley@eisneramper.com
Accountant
Home Group: University Towne Center 3

Bio: As a tax partner, I provide tax planning, consulting, and compliance services to a broad range of clients, including individuals, entities, trusts, and estates. I am responsible for overseeing our Closely Held Businesses practice group.

Drew Koning

Koning Zollar LLP
Attorney
(858) 252-3235
drew@kzllp.com
Attorney
Home Group: La Jolla

Bio: Drew Koning is a business litigator who represents technology companies in commercial and IP (patent, copyright, trademark & trade secret) disputes.

Tim Seavey

Vizolutions
Co-Owner
(949) 536-9766
tim@vizolutionsinc.com
Marketing
Home Group: San Diego Downtown 3

Bio: I help companies grow through Search Engine Optimization. SEO extends beyond a website so we optimize our clients’ entire online image including Google Business, Linkedin, Yelp and Industry specific platforms.

Jason Whooper

W Law
Attorney
(619) 432-2836
jason@wlawinc.com
Attorney
Home Group: San Diego Downtown 2

Bio: Jason Whooper represents employees in claims against employers for unlawful unpaid wages, misclassification, discrimination, harassment, retaliation, and wrongful termination.