Greg Banner, CFP®, CLU®, CRTP
• Asset Preservation Strategies, Inc.
• Alternative Investments
• www.Asset-Preservation.com

Mo Mahoney, MBA, WMCP®, RICP®, CExP™, CEPA®
• Pacific Advisor
• Advanced Wholesale Life Insurance
• www.PacificAdvisors.com

Bradley Barros
• Private Risk Partners LLC
• Private Placement Life Insurance
• www.PrivateRiskPartners.com

Steve Mancini, Esq.
• The Southern California Institute, Strazzeri Mancini, LLP, and The Founders Group
• Collaboration, Advanced Tax, Estate, and Business Planning
• www.CaretoKnow.info

Tim Figueroa
• Asset Preser ategies, Inc.
• Alternative Investments
• www.Asset-Preservation.com

Chris Martin
• CBRE
• Real Estate Portfolio Assessments
• www.CBRE.com

Jason Giorgio, MBA, CLU®, ChFC®, and CFP®
• Pacific Advisor
• Advanced Wholesale Life Insurance
• www.PacificAdvisors.com

Marty Oblasser, Esq.
• Corthell and King, P.C.
• Wyoming Tax Advantages
• www.CorthellandKing.com

Jeffrey Kates, MBA, CEPA
• The Founders Group
• Business Transition Consulting
(CFO & COO Specialties)
• www.FoundersGroup.biz

Ann Rosevear, Esq.
• Dunham Trust Company
• Trust Officer
• www.DunhamTrust.com

Owen Kaye, Esq.
• KFB Rice, LLP
• Wealth Strategies Implementation
• www.KFBRice.com

Gary Stache
• CBRE
• Real Estate Portfolio Assessments
• www.CBRE.com

Shelley Lightfoot, CEPA
• The Southern California Institute, Strazzeri Mancini, LLP, and The Founders Group
• Collaboration, Family Governance, and Business Transition Consulting
• www.CaretoKnow.info

Joe Strazzeri
• The Southern California Institute, Strazzeri Mancini, LLP, and The Founders Group
• Collaboration, Advanced Tax, Estate, and Business Planning, Family Business Conflict
• www.CaretoKnow.info