• Mark Tronstein, Managing Director, Real Estate, Andell, Inc.
  • Todd Laurie, EVP-Investments/Partner, Baceline Investments LLC
  • Brad A. Molotsky, Partner, Duane Morris LLP
  • Rodney Emrani, President, Principal, Emrani & Associates
  • Kip Kolson, President, Family Wealth Leadership
  • Jay Rogers, CEO, Four Thirteen, LLC
  • Stefanie Lipson, Partner, Greenberg Glusker LLP
  • Alex Harden, Principal, Harlow Family Office
  • Samira Salman, COO, Heathside Ventures
  • Heath Goldman, President/CEO, ICON Wealth & Legacy Partners
  • Adam Bergman, Esq., Founder | CEO, IRA Financial
  • Milka Micic, Executive Director, J.P.Morgan Private Bank
  • Jacqueline Johnson, Strategic Account Director, Juniper Square
  • Biff Pusey, Partner, Kimble Advisory
  • Coe Schlicher, CEO, Kong Capital LLC
  • Josh Roach, Chief Investment Officer, Lloyd Capital Partners & Phi Group Investments
  • Jeff Gleiberman, Managing Director, MG Properties Group
  • Rob Sechrist, President, Pelorus Equity Group
  • Peter Borzak, Principal, Pine Tree, LLC
  • Alex Bhathal, Founder/Managing Partner, RevOZ Capital
  • Michael Danov, Chief Investment Officer, SBP Management (Family Office)
  • Joe Strazzeri, Partner, The Founders Group
  • Natalie Do, Vice President, Senior Relationship Manager, Torrey Pines Bank
  • Kevin Prince, Director-Originations, West Bay Capital


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