Rey Barceló

Barceló, Harrison & Walker, LLP
Founding Partner
(562) 225-8550
rey@patentlaw.us
Attorney
Home Group: Seal Beach

Bio: I am an intellectual property attorney specializing in patent law, especially in the fields of electronics and computers.

Christopher Bieler

Capstone Partners
Financial Planner
(949) 225-9316
cbieler@financialguide.com
Financial Service
Home Group: Orange County Virtual 1

Mike Boulton

Armanino LLP
Partner
(949) 404-3896
mike.boulton@armaninollp.com
Accountant
Home Group: Newport-Irvine

Bio: Mike leads the firm’s OC audit practice and specializes in audits of nonprofits and middle market tech and manufacturing companies.

Jessica Castro

Castro & Company, APC
Attorney
(949) 688-7073
castro@castroandcolaw.com
Irvine Concourse
Home Group: John Wayne Airport

Bio: People should always come first, especially when they are injured. I strive to make personal injury law about my clients and then results. My goal is to deliver the best customer and legal service combined.

Josh Finfrock

Weaver
Director
(972) 448-9210
josh.finfrock@weaver.com
Consultant Service
Home Group: Cerritos

Bio: Optimizing global tax outcomes, international transfer pricing specialistt.

Brendan Ford

Ford & Diulio
Attorney
(714) 450-6830
bford@forddiulio.com
Attorney
Home Group: South Orange County

Kelsi Gordon

Brashears Insurance
Insurance Broker
(949) 658-3559
kelsi@brashearsinsurance.com
Insurance
Home Group: Costa Mesa

Bio: Kelsi provides a consultative approach to help individual and business clients understand the insurance policies they purchase how to mitigate risk.

Ken Harter

The Harter Group
(949) 867-6943
ken@thehartergroup.com
Real Estate
Home Group: Irvine Spectrum

Mary King

Fifth Third Bank
Senior Vice President Relationship Manager
(949) 981-6066
mary.king@53.com
Banking Finance
Home Group: Mergers $ Acquisitions 3

Bio: Provide financing for middle market companies in a broad industry base. Financing includes lines of credit, equipment lines/loans, real estate loans, and acquisition financing. Additional services available to our clients include cash management, capital.

Mark Klein

Lighthouse Legal Services
Attorney
(949) 453-7979
mark@lighthouselegalservices.com
Attorney
Home Group: South Orange County

Bio: Representation of small businesses and in particular in connection with purchases and sales of businesses.

Arshia Mardasi

Allen Flatt Ballidis & Leslie
Attorney
(949) 752-7474
amardasi@allenflatt.com
Attorney
Home Group: Long Beach

Bio: Arshia is Senior Litigation Attorney at Allen Flatt Ballidis & Leslie, a personal injury law firm that was established in 1974. We handle all types of personal injury cases, no matter the size or value.

Steven Marquez

McGriff Insurance Services
Senior Vice President
(714) 941-2872
smarquez@mcgriff.com
Insurance
Home Group: Orange County Metro

Bio: Commercial insurance brokerage providing pro-active, consultative risk managemment solutions to middle market business.

Gabriel Montez

Professional Financial Solutions
Accountant
(909) 294-7372
gmontez@pfsaccounting.com
Accountant
Home Group: Ontario 2

Phil Shekerlian

Bauer & Shekerlian Law APC
Attorney
(949) 233-2894
phil@bsl.law
Attorney
Home Group: Orange County Virtual 1

Bio: Customer service-oriented Wealth & Legacy lawyer helping clients protect, retain, & pass wealth to the next generation. Wills/trusts, estate/tax planning, asset protection, tax returns, business formation/exit/M&A, & guardianships, probates, & trust admin.

Marc Weisberg

Marc Weisberg Photography
(949) 494-5084
marc@marcweisberg.com
Marketing
Home Group: Costa Mesa

Bio: I help entrepreneurs & business tell their story in seconds without words. Specializing in photographing luxury commercial and luxury residential real estate, retail, hospitality brands, headshots & executive portraits.

Maria Zuniga

Salzman Real Estate Team
Broker
(562) 351-3408
maria@salzmanteam.com
Real Estate
Home Group: Long Beach Airport

Bio: Real Estate Broker servicing Long Beach and the surrounding areas.

John Kuster

TerraSage Technology Partners LLC
Senior Partner
(657) 222-4800
jkuster@terrasage.com
Consultant & Service
Home Group: Orange County Metro

Bio: TerraSage helps businesses with 10 to 50 people create smoothly running technology environments. Focused on professional services firms, we build and maintain networks including servers & pc/mac, cloud services, security & mobile.

Andy Peters

Aaken Business Consulting, Inc.
Managing Partner
(949) 400-2132
andy@aakeninc.com
Financial Service
Home Group: Irvine 3

Bio: ** The Best Exit is a Better Business ** We engage with owners of privately held companies when a business is struggling, needs a fresh perspective, a catalyst for change or help making hard choices. Other times, owners want to prepare for a sale…

Curtis Kaiser

Kaiser Law Group
Board Certified Estate Planning Specialist
(562) 343-2843
curtis@kaiserlg.com
Attorney
Home Group: Seal Beach

Bio: 10+ years establishing ongoing client relationships to create comprehensive legacy estate plans that align assets, adapt to legal and family changes and minimize conflict. We work closely with the client’s trusted advisors up front and over the long haul.

Michelle C. Bartolic

Gostanian Law Group, PC
Partner
(949) 250-7800
michelle@gostanianlaw.com
Attorney
Home Group: Newport Beach

Bio: I am an attorney specializing in Trust and Estate Litigation, Probates, Court-supervised Trust Administrations, Elder Abuse Actions, Special Needs Trusts, Trust Accountings, and Estate Planning.

Jeff Johnson

Welsh Advisors
Managing Director
(714) 272-4667
jjohnson@welshadvisors.com
Consultant & Service
Home Group: Irvine South

Bio: I help businesses reduce their taxes with the employee retention tax credit and the R&D tax credit. My company also offers California ETP training grant services.

Pete Lepiscopo

Million Voorhees Ziebold, LLP
Managing Partner
(619) 251-2428
pete@familyofficelaw.com
Attorney
Home Group: Costa Mesa

Bio: Pete advises corporations, professional corporations, high-tech companies, and family-owned businesses at start-up, mergers & acquisitions, exit, and at every stage in between. Another division provides advanced asset protection & tax/estate planning.

Mark Rylance

RS Crum, Inc.
CFP
(949) 278-8485
mark@rscrum.com
Financial Service
Home Group: Irvine Metro

Bio: I help successful (and extremely busy) business owners to understand that it’s just as important to have a personal (financial) plan as it is their business plan. RS Crum is a full service wealth management company that has provided comprehensive finance…