Sarah Christ
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Speakers Bureau
Tom Jordan
Will Marré
Randy Frisch
Kevin Freiberg
William Geppert
Armon Mills
Tom Gehring
Paul Saber
Peggy Kid
AmyK Hutchens
John Handy
Richard Perryman
Alice Rokahr
Gary London
Ronald A. Friedman
William L. Exeter
Randy M. Ataide
Reo Carr
Ken Blanchard
Michael Brainard
Richard J. Muscio, CPA
Susan Snow
Doug Roberts
Anthony I. Mathews
Neil Senturia
Patricia Burns
Ted Stearns
Tage Tracy
Frank Vizcarra
Edward Masters
Brian R. Caster
Valerie Jacobs
Phillip L. Jelsma, Esq.
Teofla Rich
Marc McBride
Nancy G. Henderson, Esq.
Barry Graff, Ph.D.
Chris Meacham, CPA
Mike Mellace, CEO
R. J. Kelly, MSFS, ChFC
Alan Nevin
Zunaira Munir, Ph.D
Will Marré
Randy Frisch
Kevin Freiberg
William Geppert
Armon Mills
Tom Gehring
Paul Saber
Peggy Kid
AmyK Hutchens
John Handy
Richard Perryman
Alice Rokahr
Gary London
Ronald A. Friedman
William L. Exeter
Randy M. Ataide
Reo Carr
Ken Blanchard
Michael Brainard
Richard J. Muscio, CPA
Susan Snow
Doug Roberts
Anthony I. Mathews
Neil Senturia
Patricia Burns
Ted Stearns
Tage Tracy
Frank Vizcarra
Edward Masters
Brian R. Caster
Valerie Jacobs
Phillip L. Jelsma, Esq.
Teofla Rich
Marc McBride
Nancy G. Henderson, Esq.
Barry Graff, Ph.D.
Chris Meacham, CPA
Mike Mellace, CEO
R. J. Kelly, MSFS, ChFC
Alan Nevin
Zunaira Munir, Ph.D
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Community Support
All proceeds will be utilized by the Center for Wealth & Legacy to continue working with our San Diego community’s businesses by instilling hope and providing a specific roadmap for their continued success throughout the generations.
Center Advisory Team
Co-Founder & Chair
R. J. Kelly, MSFS, ChFC
Paul Billimoria
Sarah Christ
Shannon Fricilone
Rich Gaines, J.D.
Robb Hijar
Josh Koehnen, CFP, MsBA
Gina Manis
Catherine Maranca
Ben Mason
Shannon McCrary
Lydia Monchak
Craig A. Nelson
Jon Schimmer
Wayne Schmidt
....Advisory Board Emeritus....
Co-Founder, William L. Exeter
Co-Founder, Alan Nevin
Brad Dewan
Ed Masters
Richard J. Muscio, CPA
Tim Rafalovich
R. J. Kelly, MSFS, ChFC
Paul Billimoria
Sarah Christ
Shannon Fricilone
Rich Gaines, J.D.
Robb Hijar
Josh Koehnen, CFP, MsBA
Gina Manis
Catherine Maranca
Ben Mason
Shannon McCrary
Lydia Monchak
Craig A. Nelson
Jon Schimmer
Wayne Schmidt
....Advisory Board Emeritus....
Co-Founder, William L. Exeter
Co-Founder, Alan Nevin
Brad Dewan
Ed Masters
Richard J. Muscio, CPA
Tim Rafalovich
Spirit of Inspiration Sponsors
Penn Mutual / Sterling Wealth Strategies
Bronze Sponsors
Fitzgerald & Company
LifePro
LifePro
Awards Sponsor
Premier Wealth Management
Reception Sponsor
TDC Risk Management
In Kind Sponsors
5 Elements Consulting, Inc
Canon Solutions America, Inc.
Epic Photojournalism
La Jolla Cosmetic Laser Clinic
Legacy Legal
NuVasive Spine Foundation
Panera Bread Catering
PR-ology
PRP Wine International
Savii Group
the Agency san diego
Wealth Legacy Group, Inc.
Canon Solutions America, Inc.
Epic Photojournalism
La Jolla Cosmetic Laser Clinic
Legacy Legal
NuVasive Spine Foundation
Panera Bread Catering
PR-ology
PRP Wine International
Savii Group
the Agency san diego
Wealth Legacy Group, Inc.
Journals (Blogs) and Forums
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