Jakob Arellano

Lee & Associates
Associate
(714) 624-6959
jarellano@lee-associates.com
Real Estate
Home Group: Orange County Metro

Bio: A commercial real estate specialist creating added value in sale and lease transactions throughout Southern California. Exceptional skills and market knowledge help assess the needs of clients.

Jennifer Axelrod

Sarieh Law Offices
Attorney
(949) 261-8880
jaxelrod@sariehlaw.com
Attorney
Home Group: Long Beach

Bio: Family Law Attorney.

Jonathan Coleman

TLD Law
Attorney
(562) 923-0971
jcoleman@tldlaw.com
Attorney
Home Group: Long Beach

Mackenzie Collins

Eventus Payment Solutions
(949) 412-8329
mackenzie@eventus-ps.com
Consultant Service
Home Group: Irvine Metro

Hershey Duenas

First Choice Business Brokers
Business and Practice Broker
(949) 973-3688
hershey.duenas@fcbb.com
Consultant Service
Home Group: Newport-Irvine

Bio: Business Broker and Certified Healthcare Practice Broker.

Kathleen Espiritu

Redwitz
CPA
(949) 753-1514
kespiritu@redwitz.com
Accountant
Home Group: South Orange County

Ricky Fuller

HUB1031
Chief Exchange Officer
(424) 322-9317
ricky@hub1031.com
Real Estate
Home Group: Long Beach

Christopher Gipe

Gipe Law
(949) 799-4774
christophergipe@gipelaw.com
Attorney
Home Group: Newport Gateway 2

Corey Hopkins

Marcus & Millichap
Commercial Real Estate Broker
(714) 928-6171
corey.hopkins@marcusmillichap.com
Real Estate
Home Group: Orange County Virtual 1

Bio: Commercial real estate broker specializing in dispositions/acquisitions of retail and industrial properties nationwide with emphasis in Southern California. I love to give referral fees as well so please don’t hesitate to contact me if you know of a need.

Bobby LaCour

Aldrich Advisors
Partner – Nonprofit and Governmental Services
(714) 912-0126
rlacour@aldrichadvisors.com
Accountant
Home Group: Orange County Metro

Abby Martin

Ampleo
Managing Partner | CHRO
(801) 590-7791
amartin@ampleo.com
Human Resources
Home Group: Newport Beach

Bio: Abby Martin, known as the “Workforce Whisperer” has helped companies of all stages execute a workforce strategy to enable business success.

Megan Moghtaderi

TLD Law
Attorney
(562) 923-0971
mmoghtaderi@tldlaw.com
Attorney
Home Group: Irvine Central

Justin Neerhof

Sharx
Independent Healthcare / Benefits Consultant
(949) 233-2264
justinneerhof@yahoo.com
Insurance
Home Group: Newport Gateway 2

Bio: My services provide help and hope for employers and employees facing overwhelming prescription drug costs.

Kim Pokuta-Ramirez

Citizens Business Bank
Vice President, Relationship Manager
(949) 627-1759
krpokutaramirez@cbbank.com
Banking Finance
Home Group: Newport Gateway

Bio: I have been helping low to middle market clients grow their business and provide solutions as a banking advisor and a great resource. I have a passion for helping clients with over 33 years of banking experience.

Brian Rockey

Nano Banc
Vice President, Deposits
(206) 718-7613
brockey@nanobanc.com
Banking Finance
Home Group: Newport Center

Bio: Brian is a Commercial Banker with 23 years of experience (industry agnostic).

Vismay Shah

Cube Accounting Solutions
CEO
(949) 475-6884
vismay@cubeaccountingsolutions.com
Accountant
Home Group: Irvine Spectrum

Bio: As a strategic thinker and collaborative leader, I work closely with our team to ensure that we are delivering the highest quality service to our clients, and I am committed to fostering a culture of excellence, integrity, and continuous improvement.

Demosthenis Zeppos

Zeppos Law Group LLP
Esq.
(949) 727-1700
demo@zepposlaw.com
Attorney
Home Group: Newport

Bio: I am a corporate and transaction tax planning attorney for both local and out-of state companies throughout the United States and internationally. I am a Certified Tax Specialist with the California Bar and have devoted my entire legal career…

Danny Chen

Green Maple Law Group
Principal
(626) 548-8138
danny@greenmaplelaw.com
Attorney
Home Group: Irvine South

Bio: Building Global Bridges Through Immigration! Danny and his multi-lingual team (Mandarin Chinese & Spanish) assist individuals & corporations with U.S. & Canadian immigration matters. Danny’s opinions are relied upon by major news channels & blogs…

Chris Chudacoff

True Point Lending
President/Broker
(949) 633-2919
chris@truepointlending.com
Banking & Finance
Home Group: South Coast

Bio: For 27 years, I have been helping clients obtain the right Real Estate Financing based on their goals and objectives, not ours. We are a Noticeably Different Lending Experience.

Josh Edwards

Eureka Valuation Advisors
Managing Director
(949) 719-2270
josh.edwards@eurekacap.com
Financial Service
Home Group: Irvine Spectrum

Bio: There is a saying- “Valuation is an Art, not a Science”. There is truth to this and my job as a valuation specialist is to help business owners, Boards, trustees and other fiduciaries to objectively determine value using methods that are sound, credible…

Jan Ibey

SLR Business Credit
ABL Lender – SVP, Business Lending
(714) 366-4884
jibey@slrbusinesscredit.com
Banking & Finance
Home Group: Mergers $ Acquisitions 3

Bio: Jan, an asset-based (ABL) finance executive with over 25 years of capital raising for lower & mid-market companies, provides business working capital solutions to high growth companies, as well as later-stage turnarounds. Typical facility is $1M-30M.

Jennifer Johnson

lL/O Jennifer R. Johnson
Attorney
(949) 400-1407
jrj@jenniferjohnsonlaw.com
Attorney
Home Group: Irvine Metro

Bio: Ms. Johnson represents individuals in personal injury, medical malpractice and wrongful death cases. As a registered nurse and lawyer since 1992, Ms. Johnson is uniquely qualified to represent injured people.

Craig Muller

Oak Creek Funding, Inc.
Mortgage Broker
(714) 417-9984
craig@oakcreekfunding.com
Banking & Finance
Home Group: Irvine Spectrum

Bio: Providing personal service enabling clients to receive unique loan programs with easy closings. All residential purchase and refinance transactions are handled. Five Star Mortgage Professional award winner last 10 years.

Robert Benavente

Stegmeier, Gelbart, Schwartz & Benavente, LLP
(949) 337-4050
rbenavente@sgsblaw.com
Attorney
Home Group: Newport Beach

Bio: Rob Benavente is a divorce/family law attorney whose 13-attorney firm devoted exclusively to the practice of family law is one of the largest such firms in Orange County. Rob is a Past President of the Family Law Section of the Orange County Bar…

Jermaine Brown

INSURICA
Commercial Insurance Agent
(818) 917-4451
jermaine.brown@insurica.com
Insurance
Home Group: Ontario

Bio: 26 year Insurance Professional (21 years as Insurance Agent\Risk Advisor & 5 years as a Claim Adjuster) providing insurance & risk management that includes loss control, safety services and proactive claims management for midsize companies…

Caitlin Cogan

California Probate Group, LLC
Professional Fiduciary
(714) 321-3896
cogan@caprobategroup.com
Banking & Finance
Home Group: Seal Beach

Chrisann S. Coustenis

New York Life Insurance Company
Licensed Agent and Financial Services Professional
(951) 312-3341
cscoustenis@ft.newyorklife.com
Insurance
Home Group: Riverside

Bio: Clients come to me who are worried that they will outlive their money, taxes will take a large portion of their savings and need protection against unexpected events that could derail the future they envision for themselves, businesses and families.

Michael Flores

Spectrum Cellular Management, LLC
CEO
(562) 799-5570
mflores@spectrumcm.com
Consultant & Service
Home Group: Seal Beach

Bio: We protect cellular landlords and increase their profits. 5G safety is a real concern. Our goal is to prevent you from being taken advantage of by the cellular carriers.

Kelly Galligan

Rutan & Tucker, LLP
(714) 338-1813
kgalligan@rutan.com
Attorney
Home Group: Irvine OC

Bio: I provide corporate legal assistance to companies, including assisting with mergers and acquisitions, capital raises, corporate governance, and contract review and negotiation.

Kasia Hargrave

New York Life
(206) 617-6337
khargrave@ft.newyorklife.com
Insurance
Home Group: Irvine OC

Bio: I work with small business owners and professionals providing financial advice. Areas of my expertise: Life Insurance, Long Term Care, Non-qualified plans, Business and Estate Planning…

Suman Naresh

International Strategy Group, LLC; Trademark ISG LLC
(562) 437-7805
snaresh@ip-isg.com
Attorney
Home Group: Long Beach Airport

Bio: Partner in international intellectual property firm with attorneys in 4 countries, providing full range of patent, trademark and copyright services in the US and worldwide, including filing, prosecution, enforcement, cross-border licensing and M&As.

Shawn Ogle

Atkinson, Andelson, Loya, Ruud & Romo
Attorney
(949) 536-2225
sogle@aalrr.com
Attorney
Home Group: Irvine Concourse

Bio: I am a seasoned trial attorney with a proven history in high-stakes business litigation, trade secret, and trust & estate matters, including the Conservatorship and Estate of Casey Kasem…

David Salazar

The Salazar Group
Principal
(949) 742-0711
dsalazar@salazargroupinc.com
Banking & Finance
Home Group: Mergers $ Acquisitions 3

Bio: Mergers and Acquisitions Advisor-Business Sales.