Pilgrim on the 405

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Charles Antis – Founder & CEO, Antis Roofing & Waterproofing

December 22nd, 2020

Antis-122-HRDF_2_ae7gx.jpgCharles Antis – Founder & CEO, Antis Roofing & Waterproofing 

A well-respected and widely known roofing expert, entrepreneur and humanitarian, Charles has become one of the most trusted names in the roofing industry country wide, as well as an inspirational business leader championing social corporate responsibility.  Antis Roofing & Waterproofing celebrated its 30th Anniversary in 2019, or as Charles would say, “for over 30 years, we’ve been keeping families safe and dry!” 

Charles has served on a dozen national and local boards for well-known organizations including the National Roofing Contractors Association (NRCA), where he co-initiated the national adoption of all 165 Ronald McDonald homes across the country. He is also a board member of The Roofing Alliance for Progress.  Locally, Charles serves on the Orange County Habitat for Humanity (Habitat OC), through which Antis Roofing & Waterproofing has donated every roof installation of every home built by Habitat OC since 2009 – over 80 families housed and $1M in “in-kind” donations, along with Eagle Roofing Products. Charles also serves the following organizations: 

  • Ronald McDonald House Orange County Board of Directors; Co-Chair of the Capital Campaign, raising over $9 million of the $12 million to double the size of the house; Chair of the Rock the Socks campaign
  • California State University Fullerton Center for Leadership Board of Directors
  • Orange County United Way Board of Directors and United 2 End Homelessness Executive Council
  • OneOC External Advisory Board

Charles has been the recipient of many prestigious national and local awards, including the 2020 Hispanic Leadership Award from the Orange County Hispanic Chamber of Commerce, IMA Impact 2020 Award, OneOC 2020 Community Cup Best Overall Project: Team Antis Roofing & California Love Drop (CA Love Drop was founded by Wing Lam, bringing food, treats, and PPE to Frontline workers and First Responders), and OneOC 2020 Community Cup Best Hands-on Project: Team Antis Roofing & Second Harvest Truck Brigade. Charles was also honored with the American Red Cross Corporate Hero Award and a Civic 50 honoree of the most community minded companies in Orange County in 2019.  He was awarded in 2018 with the Business of the Year from the Greater Irvine Chamber of Commerce and the CACM Vision Award for Corporate Social Responsibility.  In 2017, Antis was honored as US Chamber of Commerce Foundation’s Best Corporate Steward, Small and Middle-Market Business, and he was also named as National Philanthropy Day Honoree, Outstanding Corporation or Business, Mid-Size; the Civic 50 Orange County Emerging Company award; and received the top honor with the CNA Insurance/National Roofing Contractors Association (CNA/NRCA) Community Involvement Award. Charles has also sponsored the Community Corner at the Anaheim Ducks arena since 2017, donating over 50,000 seats each year to nonprofit organizations.  

Charles Antis is a master storyteller and sought-after speaker, panelist, podcast and radio show guest.  He was featured in 2019 as the keynote for Best of Success; in 2018 as the keynote at the Irvine Chamber of Commerce Legends and Leaders breakfast; and at the US Chamber of Commerce Corporate Citizenship Conference in Washington D.C. The Antis “model for giving – give to grow” has been featured in t three books: “How Goodness Pays” written by Paul Batz with Paul Hillen; and “Unlocking High Performance” by Jason Lauritsen; and “Success Mindsets” written by Ryan Gottfredson. Antis will be featured in Do Good at Work by Bea Boccalandro, due out next month. Charles and Bea are also co-authoring a “How-to” book in coordination with a class they are building for Orange County United Way that Charles believes will become a national model at all United Way’s across the country. It’s currently entitled, The New Leadership Imperative: Corporate Social Responsibility and the course is set to launch in January. 


As a proponent of multi-tenant housing ownership education, Charles served for more than 20 years on the Education Committee of the Community Associations Institute (CAI), teaching maintenance responsibilities to board members and community managers. He is a former 10-year member of Vistage 390. Charles annually serves as a judge for multiple institutions, including the ACG Awards, RT3, CSUF Center for Leadership and the National Roofing Contractors Association. He attended Brigham Young University and lives with his wife and children in Irvine, California.  

For more information on Antis Roofing & Waterproofing go to https://www.antisroofing.com/


BruceWilliam, HaulTail

December 16th, 2020


Bruce Williams is a 25-year construction veteran, and current CEO of Demo Bags® and Haultail®, a mobile application and on-demand last mile delivery service that can transport items of any size, junk and debris, to and from any location within just hours. Haultail® continues to aggressively expand and penetrate high-use markets throughout the US in conjunction with the numerous nationwide retailers selling official Haultail® Woven Contractor Bags. Haultail® and Demo Bags® are available in Home Depot, Lowe’s, ACE Hardware and other major home improvement retailers around the country.

Scott and David Coles, WMBC

December 9th, 2020

Scott_Coles_9s36z.jpgScott Coles, Founder, CEO and Wealth Advisor at WMBC:

Pioneering the evolution of wealth management since the early 80s, Scott Coles is the founder of WMBC. As a trusted advisor for both clientele and industry professionals, Scott has earned nearly 40 years of experience which serves as a dynamic platform for himself and his team to draw solutions and opportunities from.


Bringing the human element to the forefront of each and every decision, Scott recognized the need for Human Wealth Planning™ that brings comprehensive value to the lives of those he serves. Throughout the years, his motivating factor has been the fulfillment he receives from connecting with others and providing true value to their lives which has a dynamic ripple effect on those around them. With a dedicated interest in each person and their respective goals, Scott is able to advise and strategize synergistic steps to get each person to the place of financial freedom they desire.


As a champion for service driven work, Scott invests time every month supporting charitable causes and mentoring others. He is committed to seeing the evolution of those around him, and knows the power of one on one connection fueled by integrity, heart and soul. As a proud father, grandfather, husband, friend and advisor, Scott looks forward to seeing Human Centric Wealth Planning™ take flight in the industry, and transform the way financial planning and wealth building is approached globally.


Credentials, Career Highlights and Community Interests

– Charter Financial Consultant (ChFC)

– Chartered Life Underwriter (CLU)

– Specialist in Complex Estate and Tax Planning

– Founder of Colwin Financial Insurance Services Inc

– Former Radio Show Host, “You and Your Money”, 640AM

– Seminar and Workshop Host

– Actively Supports: OC and Second Harves Food Bank, Habitat for Humanity, youth sports programs, Boy Scouts of America, and Christian church services.

– Founder of Hawkeye Kids Wrestling Club

– Former Board of Directors Member for Zaytoon International


David Coles, President and Wealth Advisor at WMBC:

David Coles is the President, a Wealth Advisor, and one of the driving influencers at WMBC. As a firm believer in people and their genuine nature, David co-created the Human Wealth Planning™ process. This process takes the raw data of financial planning and pairs it with the latest in well-being science to create a truly unique and impactful wealth plan for the client.


The creation of Human Wealth Planning™ began in 2015, born of the realization that: 1) issues such as family relationships, career decisions, or vitality were much more important to individuals than the rate of return they can achieve and 2) that money is the main tool individual’s use to bring about change or improvement in their life. We set out to create a financial planning process that takes into consideration various areas of a person’s well-being. In 2018, Human Wealth Planning™ was born; reimagining the way advisors interact with their clients and helping all reevaluate their relationship with money.


When asked for his conviction as a wealth advisor, David says, “The money my clients entrust to me is something much greater than dollars and cents – it is a tool we use to build a fulfilling life.” David confidently believes that one of his main services to his clients is to ensure they are living gratifying lives now – not just in retirement.


David has an inherent ability to understand a person’s needs and motivations. This strength combined with 12 years of experience and from growing up with a father in the wealth management industry allows David to create impactful results for his clients.


Driven by a perpetual desire to learn, grow, and innovate, David is a self-proclaimed technology geek and student of life, continuously looking to expand his knowledge and to improve his business and self.


Born and raised in Orange County, California, David currently resides in Dana Point as his love of sailing drew him to live by the water. Recently discovering his strong enthusiasm for wine and the winemaking process, David decided to turn his passion into a continual learning experience by studying alongside wine industry experts and Master Sommeliers. He recently passed his Level 2 exam with the Wine & Spirits Education Trust of England and looks forward to continuing his journey with the art of wine.


Credentials and Career Highlights


-Series 7 & 66

-Life & Health insurance license

-Suits Magazine January 2015 “Trust and Transparency Tops the List”


Chad Willardson, Author

October 6th, 2020


  • Founder and President of Pacific Capital, a fiduciary wealth management firm in Southern California
  • Elected City Treasurer for our city, managing the $350 million investment portfolio
  • Co-Owner of the Draft Sports Complex
  • Married father of five kids
  • Chad’s been featured in: Wall Street Journal, Forbes, Inc., U.S. News & World Report, Entrepreneur Magazine, NBC News, Financial Advisor Magazine, California Business Journal, etc.
  • Author of Amazons Best Seller:  Stress Free Money: Overcome These 7 Obstacles to Find Financial Freedom

Kunal Verma, AppZen

September 28th, 2020


Kunal co-founded AppZen in 2012 and developed its core artificial intelligence technology. He is passionate about developing AI-based solutions to solve real-world business problems. He is responsible for AppZen’s product vision, and oversees the company’s R&D and data science teams. Previously, he led research teams at Accenture Technology Labs that were responsible for developing AI-based tools for Fortune 500 companies. He earned his Ph.D. in Computer Science from the University of Georgia with a focus on semantic technologies. He is a published author with over 50 refereed papers and holds several granted patents. Kunal is a keen golfer and an avid follower of the Georgia BullDawgs and the Golden State Warriors.

Alice Comb, Author

September 21st, 2020


ALICE COMBS is the author of The Lady with Balls. She graduated from Cal State Hayward, where she earned a place on the Dean’s List. After a painful divorce, Alice took a variety of unrewarding jobs. She persevered through every obstacle; she taught herself to be a skilled entrepreneur and expert employer, and slowly developed her startup company, Vulcan Wire, into a thriving business. By Vulcan Wire’s forty-fifth year, it boasted $10 million in annual sales. Now semi-retired, she and her husband live on Mendocino County’s scenic north coast. One of her ongoing missions is to empower women to pursue careers in business, especially in a male-dominated industry. 

Micah Bevitz, iTelecom

September 21st, 2020

Micah_Headshot99g5f.jpgI started iTelecom on the principal that our most important job is to provide best-in-class support. After more than 20 years of business development, account management, and operations optimization experience in the telecommunications sector, I knew that there was a better way to service customers.

Professional focal points include budgeting, sales, customer service, carrier management, contract negotiation, quality assurance, inventory control, team building, training, and performance management. Delivering superior administration on the latter areas of expertise requires exceptional utilization of effective communication and organization skills.

From negotiating contracts for high-quality products and services to providing superior support, I am committed to driving business success both iTelecom and for our agents and customers. This involves sourcing carriers, building talented teams, facilitating training, coordinating promotions, and managing the pre and post-sales processes.

Colleagues describe me as a progressive, driven, down-to-earth, analytical, and managerial expert who can be relied on to deliver customer satisfaction. 

Robert Bruch

August 17th, 2020


My core is built around my faith in God, my two-year-old son, and my wife of three years. As parishioners of St. Bartholomew church in  Belmont Shore CA, we believe in community, inclusion, sports, and recreational activities as a therapy for veterans with PTSD. As a citizen of the greatest county in the world, I am committed to veterans, and dedicate my blood sweat in the name of my father, a Navy veteran,  and my grandfather who served under Admiral Nimitz for 29+ years. 
As a leader in the community, I have spent the past few decades supporting non-profit businesses. Currently, I serve as Service Projects  Chair for Newport Beach Sunrise Rotary, Chair of Special Projects for the Van Rox Foundation, Member of the Churchill Project, a supporter of the HINRI Foundation, co-founder of the Grant Center, a supporter of the Warrior Built Foundation, and business partner for High School Inc. During Covid-19, I provided free tutelage to for-profit businesses and coaching them through the PPP, EIDL applications. I pay it forward! 
Work Experience 
I bring to the table over 18 years of service to individuals and businesses that are in the need of financial support. I have been  fortunate look at thousands of transactions in a variety of financial  scenarios including residential, commercial, small business lending,  and various lines of personal and business transactions 
University of Phoenix 
ABD, PhD., Dissertation Emphasis: Leadership in Business Master’s in business administration (MBA) 
Seattle Pacific University  
Bachelor of Arts, Business Administration  
Back to Back Men’s Soccer National Champions 

Dennis Dix, Cerity

July 20th, 2020



Dennis Dix is Chief Operating Officer at Cerity. Dennis is charged with reimagining how workers’ compensation insurance is priced, purchased, and maintained. Cerity is a data and analytics start-up based in Austin that empowers small business owners with the knowledge and tools they need to confidently purchase workers’ compensation insurance directly from an insurance company.


Gerard Frigon, Taylor Frigon Capital Management, LLC

June 29th, 2020


GERARD J. FRIGON is the President, Chief Investment Officer of Taylor Frigon Capital Management LLC and is the Managing Member of Taylor Frigon Capital Advisors LLC, General Partner to Taylor Frigon Capital Partners LP, a private investment fund which invests in private companies and small emerging public companies. He is the Senior Portfolio Manager for the Taylor Frigon Core Growth Fund, an open-end investment company (TFCGX).  He serves on the Board of Directors for ASOCS, Ltd. (a pioneer in virtual Radio Access Networks (vRAN) and a provider of fully virtualized, NFV-compatible virtual Base Station (vBS) solutions, based in Rosh Hayan, Israel), and I-V Access Technology, Inc. (a private medical device company committed to bringing their breakthrough catheter, VENAGLIDE, to the market to transform the venous access experience for patients and clinicians, based in San Luis Obispo, CA.)  

Mr. Frigon has over three decades of experience in investment strategy, planning and portfolio management for private investors and institutions including over 21 years at Merrill Lynch in the San Francisco Bay Area. During that time, he has managed portfolios with the same disciplined process directly descended from the classic growth philosophy implemented by Thomas Rowe Price and Richard Taylor.

Mr. Frigon received his Bachelor of Arts in Business/Economics from the University of California, Santa Barbara in 1985.  He founded Taylor Frigon Capital Management LLC in 2006.


Dr. Grover, Plastic Surgeon

June 29th, 2020


Dr. Grover is a board-certified plastic surgeon whose finely-honed surgical expertise and elegant demeanor immediately put patients at ease and gives them the confidence that they will receive exceptional surgical care. Dr. Grover specializes in aesthetic surgery of the face, nose, breast and body and is well-regarded for both his meticulous nature and for the individualized attention, care and time that he personally devotes to each one of his surgery patients.


A graduate from UCLA with a Bachelor of Science Degree, Dr. Grover then earned his Medical Doctor Degree from the School of Medicine at the University of California, San Diego. He proceeded to complete both his General Surgery and Plastic Surgery residency training from Stanford University Medical Center which is considered by many to be the premier plastic surgery training program in the country. Following his training at Stanford University, Dr. Grover completed an additional elective fellowship in Aesthetic and Oculoplastic Surgery at the prestigious Paces Plastic Surgery Center in Atlanta, Georgia.

Joe De Pinto and Dan Wagner, Barpay

June 10th, 2020


Joe De Pinto was born and raised in Los Angeles, CA. He attended college at USC and was captain of the baseball team his senior year. Joe played professional baseball for 4 years in the Chicago White Sox organization after college. Barpay is his first venture post baseball, and he enjoys reading, surfing, and meditating in his spare time.

Dan Wagner, co-founder of Barpay, grew up in a small town just outside of Charlotte, NC. He spent three years at Belmont University, which is located in Nashville, TN, where he majored in Music Business with an emphasis in Production. After his Junior year, Dan was drafted in 2009 by the Chicago White Sox and spent 6 years playing professional baseball. He enjoys working, coding, surfing, meditating, and playing music.


Ken Kladouris, Author

May 19th, 2020


Ken Kladouris is an esteemed wealth advisor and published author who believes you should be living your life, by design. Charting his own course in the wealth management industry, Ken has earned the respect of his peers and the trust of his clientele. Developing his signature tailor-made approach, Ken has been able to successfully assist countless clients in charting their course to financial abundance. This has allowed the men and women Ken is proud to serve the ability to infuse more life into their years here and now – not just in retirement.

Ken’s book, “Get There!”, was developed as a tool that helps individuals discover the clarity they need to design their financial future. Peeling back the layers, the book features no-nonsense, actionable steps that are proven to position individuals on their desired path. This thoughtful resource was compiled following Ken’s own awakening. Becoming aligned with his “why”, he recognized his true purpose was to assist men and women across the globe in their pursuit of achieving enhanced joy, freedom and fulfillment.

Committed to guiding his clientele on their wealth building journey, Ken’s philosophy combines both lessons learned on land and at sea. Outside of the office, Ken’s love of the ocean led him to pursue sailing. It is there that he also found his passion to give back to the community. In his spare time he can be found with friends and loved ones aboard a powerboat, sail boat or at community events.

Mike Nunez, Incfile

May 19th, 2020

Mike_Headshot_Pic.jpgMike Nunez is an 21-year internet veteran, with 4 years at Google on the Google Shopping and DoubleClick Search teams, and currently serves as Incfile's Chief Communications Officer.

Heidi Hertel, Fitz Frames

May 19th, 2020

Heidi_Hertel_2_9lt4d.jpgHeidi Hertel is a mom of three and founder of Fitz Frames, revolutionizing the eyeglass experience for families. Fitz Frames specializes in customized 3D-printed glasses for kids including prescription, sunglasses and blue light lenses. Outfitted with snap fit hinges, enabling the arm portion to securely snap into place, eliminating the risk of loose screws and offering a solution to broken glasses. In under 5 minutes, get fitted with advanced facial mapping and life-like virtual try on, select from 6 styles and 8 colors and even emboss your child’s name (or favorite number) - all via your smartphone app and delivered directly to your doorstep. Fitz Frames is headquartered and designed in LA glasses and manufactured in Youngstown, OH.

Josh Wilbur, Steeped Coffee

May 7th, 2020


Steeped Coffee is the new single-serve coffee standard, brewed similar to tea, requiring no machines, and made using all fully compostable packaging. 
Josh Wilbur, CEO, Founder
Wilbur, a serial entrepreneur and inventor, lives on the cusp of innovation and disruption. He was previously COO of Kickstarter’s phenomenon Bibliotheca, Founding Team of fintech payments company PayStand, Director of Experience at Vintage Faith Church, and Founder of acquired Axis Web Media.

Chris Richardson, Real Estate

May 5th, 2020


A visionary idea to bring a small town boutique brokerage to the South Bay coupled with a long standing relationship with Christie’s International Real Estate has created a unique and unparalleled company- Strand Hill Properties. As President of Strand Hill | Christie’s International Real Estate, Chris Richardson is highly experienced in both commercial and residential real estate particularly specializing in the luxury market. With over 20 years working experience in effectively marketing new homes, entitled land and premier properties throughout California, Chris’s expertise and commitment to excellent customer service has established him as one of the premier brokers in the state.


Mike Gentile, CISOSHARE

April 27th, 2020

Mike-Gentile-Headshot.pngMike Gentile has been on the forefront of security program development for more than 20 years. These experiences inspired him to create CISOSHARE where he serves as the Founder, President and CEO. Initially an experiment, now one of the fastest growing companies in the United States, CISOSHARE strives to create an environment based completely on learning and teaching in everything it does. Mike has also designed CISOSHARE's security program development application that provides a suite of program measurement and do-it-yourself tools for improving any security program. Previously, Mike built, grew and sold a leading GRC company and is a co-author of both The CISO Handbook and CISO Soft Skills.

Scott Griest, PrimaHealth

April 14th, 2020


Scott Griest is a sales-focused executive who has led multiple high-growth startups in the technology and financial services sectors. In addition to being an established entrepreneur and executive, he is an investor in several LA tech startups and a current board advisor for LEND360.


As the Chief Operating Officer of PrimaHealth Credit Mr. Griest is responsible for leading sales, account services, and loan servicing operations. 


Previously, Mr. Griest was the founder and CEO of American Finance Solutions, a merchant cash advance operation that twice earned a place on the Inc. 5000 list. He successfully sold the business to Rapid Capital Funding, which was later acquired by North American Bancard and renamed Bambu Finance. While at Bambu Finance Scott managed both a sizable direct sales operation as well as affiliate sales representatives.


Earlier, Mr. Griest was the co-founder and COO of Consolidebt, a consumer finance company that served the underbanked, which was acquired by Resolve Processing. Prior experience also includes marketing and management posts at Salesmation (a company co-founded by PrimaHealth Credit founder Brendon Kensel), Saatchi & Saatchi, and Isuzu North America.

Don Tashman, Loaded Boards

March 30th, 2020

Don_Tashman.jpgDon Tashman founded Loaded Boards in 2002. Passionate about boards sports, functional design, and business in general, Don functions as CEO of Loaded as well as driving product development.  Don holds a BA in English Literature from Columbia University and prior to Loaded, Don worked for a couple "dotcoms" in New York in the late 90s which, through cashing out stock options at a lucky time, provided the capital to start Loaded. Don has a family history of entrepreneurialism and product manufacturing stretching back at least three generations. Under Don's (self-taught and often non-linear) stewardship, Loaded Boards has grown to become amongst the most influential longboard skateboard companies with distribution in over 40 countries. Aside from its skateboard decks and its industry leading Orangatang Wheel line, Loaded has a global distribution partnership with Barcelona based Unlimited Engineering and their electric skateboard kits.

Norel Mancuso, CEO of Social House, Inc

March 4th, 2020

In 2010, Norel Mancuso, CEO of Social House, Inc. saw social media becoming a huge part of people's lives and in turn, the need for businesses to pay attention to social media in order to survive. So, she turned that idea into Social House. As a young, gay woman living in Los Angeles, Norel didn't have much more than an idea and her phone to show companies that social media would change the way brands interacted with consumers. She didn't let any of those things get in her way as she built her company from the ground up.

To this day, she not only overcomes the pitfalls of being a woman CEO but also battles the stereotypes of being a gay leader in the business community. Going into her 2nd decade in business, Norel has built an award-winning company and emerged as an industry leader. She has worked with some of the biggest companies in the world in the retail and beauty market. Brands such as Pepsi, Revlon, SONOS, Playboy, and L’Oreal (to name a few) entrust Norel to be the brainchild behind their presence online and on social media.

Scott Shadley, NGD Systems

February 13th, 2020

Scott.jpg“Scott Shadley is VP Marketing at NGD Systems where he leads marketing, product management, and product development for the company’s industry-leading computational storage. He has been a key figure in promoting computational storage, being co-chair of the SNIA Technical Working Group on the subject which he helped found, and speaking on the subject at Open Compute Summit, Flash Memory Summit, NVMe Developer Days, and many other events, press interviews, blogs, and webinars. Before joining NGD Systems, Scott managed the Product Marketing team at Micron, was the Business Line Manager for the SATA SSD portfolio, and was the Principal Technologist for the SSD and emerging memory portfolio. He launched four successful innovative SSDs for Micron and two for STEC, all of which were multimillion dollar sellers. Scott earned a BSEE in Device Physics from Boise State University and an MBA in marketing from University of Phoenix.”

Morgan Christian, Spinnaker

January 28th, 2020

Morgan.jpgMorgan Christen is the Chief Executive Officer and Chief Investment Officer of Spinnaker Investment Group, LLC. In this role, he leads the investment committee in building customized portfolio solutions for high-net worth clients. Mr. Christen brings 26 years of investment management experience. Morgan founded and led Signature Resources Capital Management, LLC in Irvine as the Chief Investment Officer/Portfolio Manager in charge of research and asset allocation. Prior to joining Signature, he served as the President of Charterwest Consulting Inc., a money management firm in Newport Beach. Additionally, he acted as the Vice President of Dolphin Securities Inc., a regional broker dealer and managed the firms’ 30 representatives. He holds a Bachelors of Science in Business Finance from the University of Southern California and an MBA from Pepperdine University. In addition, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations and served as a board member of the CFA Society of Orange County.

Brandine Strand, Cali Raw Nutrition

January 27th, 2020

Bodhi.jpgBrandine Strand is an avid life-long dog mom & entrepreneur, passionate about holistic health & natural medicine. In 2018, she founded Cali Raw Nutrition, a premium raw dog food company that ships human-grade, complete & balanced, life-stage specific meals straight to your door. Brandine is dedicated to making it easy for dog lovers to provide optimal nutrition for the enhanced health & longevity of their dogs.

Paul Trapp, EventPrep

January 27th, 2020

Paul_Trapp_Headshot-819x1024.jpgLTC (Ret) Paul Trapp is a seasoned military leader and event planning professional. He serves as the Chair of the Executive Oversight Committee and brings 31 years of combined active duty, reserve component, and Army National Guard experience, closing his military career out as the Chief of Recruiting for the Army National Guard. Paul currently leads a team of more than 40 Operational Managers and Certified Meeting Professionals (CMP) who plan and execute over 3,000 events annually for the federal government and commercial clients. He also has more than 20 years of successful contract management expertise, as well as event planning, organization and evaluation of conferences, seminars, and meetings in both the private and federal sectors. Paul is also a founding owner of EventPrep (a life-style franchise opportunity for entrepreneurs who are trapped in an employee’s body). Paul lives in Central Florida with his wife Kimberly and is the co-author of Prep for Success: The Entrepreneur’s Guide to Achieving Dreams. 

Bill Carpou, OCTANe

November 22nd, 2019


Bill has held many key positions at technology companies such as Xerox and IKON, and created distribution channels and customer solutions for products manufactured by Canon, Ricoh, and H-P. Both companies also provided an opportunity for Bill to lead distressed operations back to profitability and interact with investors, including several Wall Street investment banks. Additionally, he led several acquisitions and the creation of strategic partnerships. Bill was with Merrill Lynch earlier in his career, and more recently, held an executive position within The Blackstone Group, one of the leading global private equity firms. In that role Bill led the successful growth and transformation of a key portfolio company. He has broad sales and marketing experience and during 2014, worked with several startups to provide advisory services focused to revenue growth, and increasing both profitability and overall enterprise value.

J.D. Sitton, CTC Global

October 28th, 2019

Sitton_-_professional_head-shot_0419.jpgJ.D. Sitton joined CTC Global (CTC) as its chief executive officer in August 2014. He is focused on building the strategic and customer relationships necessary to drive large-scale adoption of CTC’s innovative ACCC© products by electric transmission and distribution utility companies world-wide. Since 2014, CTC has entered many new geographic markets, expanded its production footprint, launched new products, developed new innovations and realized significant growth.
Prior to joining CTC, Mr. Sitton founded Profera International, a business development firm serving growth-stage companies in the U.S., Europe and the Middle East
Mr. Sitton began his career as a design engineer in the natural gas pipeline industry and has since worked closely with leading strategic, venture and private equity investors to launch and grow innovative services and technology companies in the solar, oil and gas, electric utility, energy storage, healthcare and industrial controls industries.
Mr. Sitton holds a Bachelor of Science in Mechanical Engineering from Rice University and a Master of Business Administration from the Executive Program at the University of Houston, both located in Houston, Texas, USA.

LJ Suzuki, CFOshare

October 7th, 2019

lj.jpgLJ Suzuki is a fractional CFO with CFOshare, an outsourced finance and accounting department for small businesses. https://cfoshare.org/

Mareya Ibrahim, Food Safety and Clean Eating Expert

October 6th, 2019


Mareya Ibrahim is also known as “The Fit Foodie,” a nationally recognized food safety and clean eating expert, an award-winning entrepreneur, television chef, author and inventor. She is the CEO and founder of Grow Green Industries, INC. and the patented co-creator of the eatCleaner®, eatSafe™ and eatFresh™ line of all natural and organic products that help offer cleaner, safer, longer lasting produce.

Her book “The Clean Eating Handbook” was released in May 2013 and is being touted as the ‘go-to’ guide for anyone looking to eat cleaner and get leaner. She is a contributor to “The Daniel Plan: 40 Days to a Healthier Life” by Rick Warren, Dr. Daniel Amen and Dr. Mark Hyman.

She is a featured chef on the Emmy-nominated cooking show Recipe Rehab, eHow.com, Livestrong.com and is a frequent guest on San Diego 6 and Fox 5 San Diego News. Her back-page column, “The Fit Foodie”, appears in Edible Orange County Magazine.


Nancy Duarte, Author

October 6th, 2019

Nancy_Duarte.jpgNANCY DUARTE is a communication expert who has been featured in FortuneForbesFast CompanyWiredThe Wall Street JournalNew York TimesTIME and on CNN and is also a Harvard Business Review contributor. As a persuasion expert, she cracked the code for effectively incorporating story patterns into business communications. She’s written five bestselling books and four have won awards with her newest releasing September 17, 2019, DataStory: Explain Data and Inspire Action Through Story. On the list of top 250 Women in Leadership, Duarte ranks #67 and on World's Top 30 Communication Professionals for 2017, she ranks #1. Nancy has spoken at numerous conferences and her TEDx talk has over two million views. She speaks at business schools and lectures at Stanford University a few times per year. Please connect with her on FacebookLinkedIn and Twitter.

Mark Michael, DevHub Technology

October 1st, 2019

mark_Michael.jpgDevHub white label technology platform is used by brands, agencies and technology companies to build sites and landing pages as part of a larger marketing strategy.

One Platform, Many Different Experiences

This is achieved cost effectively- through robust APIs and cloud hosted infrastructure.

DevHub offers an arsenal of unique tools to enterprises that are managing a high volume of sites and landing pages for co-op marketing, channel marketing, location based marketing, proxy solutions and Small Businesses. Companies go to market faster while ensuring conversions, security, brand compliance and web standards are consistent across the web experience - using DevHub.

Nick Jordan, Wells of Life

September 26th, 2019



Nick Jordan was born, raised and educated in Ireland and holds a bachelor’s degree from University College, Dublin in both English and Education. He was a school teacher in Ireland, then emigrated to the U.S. in 1986 to pursue new opportunities. Nick is currently a successful real estate broker in Orange County and a shareholder with Regency Real Estate Brokers based in Mission Viejo. He has 17 years of experience in residential, commercial and land development.


After fundraising for schools in Uganda in 2008 and witnessing overwhelming poverty and lack of clean water, Jordan founded Wells of Life in 2009. He is committed to bringing clean water to 1,000 communities in Uganda and beyond. He believes in combing business and philanthropy which allows him to inspire others while making a lasting difference in the world. This passion is shared with his family, friends and business associates.


One of his favorite quotes is Winston Churchill’s, “We make a living by what we get, and a life by what we give.”



Karen Williams, 211 Orange County

September 11th, 2019




  • Senior executive with 35 years of experience in general management, business development, marketing, sales and finance.
  • Multi-faceted background in both non-profit and for-profit sectors; direct and database marketing; social media marketing; outsourcing and the analysis of alternative cost effective measures.
  • Strategic, results-driven leader with proven ability to create new organizations, spearhead change, foster groups to think outside the box.


Work Experience

2-1-1 Orange County (211OC): President and Chief Executive Officer (Sept. 2013 – current)

  • Oversaw merger of two non-profit organizations, 211OC and OC Partnership, culminating in one 501 (c) (3) organization (211OC) in April 2014.
  • Increased public and private funding of combined organization from $2 Million to $3+ Million income; multi-lingual staff of 40+ serving the Orange County community in prevention and diversion space.
  • As the California PUC designated 2-1-1 organization for the County of Orange, we connect our diverse community to the 3000+ health and human resources they need via our Information & Referral Specialists (phone, text, email and interactive website). 211OC manages and curates this resource database, operating 24/7/365 in four (4) languages in-house (with access to 300+ languages and dialects via a language line).
  • As the US Dept. of Housing and Urban Development (HUD) designated Homeless Management Information System (HMIS) lead, oversee a multi-lingual team to manage the HMIS database and processes for the OC Continuum of Care. Includes reporting and analytics for 34 cities, County of Orange and HUD, as well as 40+ agencies that participate in HMIS.
  • Oversight of multiple community collaborative programs, including Domestic Violence, Veterans, 211RIDE, CalFresh, and Coordinated Entry System’s Virtual Front Door.
  • Direct reports: Chief Financial Officer/ Chief Operations Officer, Chief Development Officer, Chief Strategy Officer, Director of Community Program, and Director of CoC Data and Operations.
  • Recruit, develop and manage a diverse Board of Directors, with backgrounds in public and private organizations.

OC Partnership: Chief Operating Officer (July 2011 – Aug.2013) / Chief Executive Officer (Sept.2013 – April 2014)

  • Responsible for providing vision and leadership in key service areas, including the OC Continuum of Care, HMIS data collection and analysis, and technical assistance for agencies providing services to the homeless or those at risk of being homele
  • Oversight of day-to-day operations, funding/resource development, budget development and management, project management, marketing and PR, contract administration and negotiations; manage relationships with the County of Orange, HUD, and service agencies and the Point in Time project within the CoC; public speaker on behalf of the CoC.

Mortgage Lending (2001 – 2011) Mortgage broker for companies offering financing to consumers and investors

Salesmation.com, Newport Beach, CA (2000 – 2001) VP Strategic Business Development

MatchLogic (a wholly owned subsidiary of Excite@Home), Westminster, CO   (1998 – 1999) VP of Sales

Customer Development Corporation, Peoria, IL /Huntington Beach, CA (1997 – 1998) VP of Business Development

The Polk Company, Denver, CO   (1995 – 1997)  VP, Strategic Business Development

TeleTech Telecommunications, Inc., Denver, CO   (1991 – 1995) VP, Sales & Marketing

Infobase Services, Conway, AR (1988-1991) Director and then President of joint venture


Nonprofit Volunteer Experience

St. Clement’s by the Sea Episcopal Church (1999 – 2018) Senior Warden of Vestry (2011 – 2012) President of bi-lingual congregation and church council with oversight of finance, outreach, fundraising, administration, volunteers, communications, and Christian education committees. Junior Warden of Vestry (2017-2018) / Stewardship (2016-2017) / Outreach Chair (2009-2011) / Finance Chair (2000 – 2002) / Hospitality Chair (1999 - 2000) / Episcopal Church Women / VP and Program Chair (2007 – 2009) / Natural Church Development Facilitator (2004 -2005)

Business Networking International (2008-2011) / Rotary International (2005 – 2009)  / National Alliance for Mental Illness (2008) / B/PAA International (now Business Marketing Association) (1981 – 1993) Int’l. Board of Directors (1989 – 1992)


University of Denver, Daniels College of Business, Emerging Leaders Program

Malcolm Baldrige Award Process 

Columbia University Sales Management (Post Grad Course)

Certified Business Communicator (B/PAA, now BMA)

Valparaiso University, Bachelor of Science of Fine Arts

Dr. Cindy McGovern, Author

September 6th, 2019


Known far and wide as “Dr. Cindy,” the First Lady of Sales, Dr. Cindy McGovern holds a Doctorate Degree in Organizational Communication and a Master’s Degree in Marketing. She earned her reputation by building (and rebuilding) entire sales programs from the bottom up. Dr. Cindy, who is CEO of Orange Leaf Consulting, has helped hundreds of companies and individuals around the world from small to huge create dramatic and sustainable revenue growth. She has also authored, Every Job is a Sales Job: How to Use the Art of Selling to Win at Work, scheduled for release in September 2019 by McGraw Hill Professional. 

Alan Brown, Dexterous Media Group

August 31st, 2019


Not only is Alan a household leader in husband, father of four, and cunning conversationalist, but he is the chief strategist and CEO behind Dexterous Media Group an online marketing agency. Dexterous combines Website, Video, Google Search, and Social Media at low cost to bring small businesses a high return on investment.

Kim Marie, LeTip

August 26th, 2019


Kim Marie was born in California, graduated from Reedley College and attended Fresno State University.

She spent 30 years in the banking industry.  The first 18 years with Bank of America and then held positions in many different banks as she culminated her career in mergers and acquisitions where she drove the acquisition/merger of over 30 banks.

Kim Maire became a LeTip member during the last two years of her banking career.  She loved LeTip so much that she decided to join the company and became the Regional Director of Arizona in 2001.  She was promoted to the LeTip National Training Director in 2003.  In 2004, she was promoted to Executive Vice President and became the President of LeTip in 2005.

In February 2008, Kim Marie purchased LeTip and became the CEO/Owner. 

As owner of LeTip, she drove the creation of the first national members only leads portal in 2012, LeTipWired.com.  In 2018, LeTip launched a mobile app and in 2019, LeTipWired has received a complete overhaul to make it the platform of the future for networking.

Kim Marie spends hundreds of hours each year personally training members and leaders within LeTip to help each and every member and chapter become the best networkers they can be.  Kim Marie is known for her commitment to building relationships and her inspiring, collaborative style. "Bringing people together just makes me happy," she said. "LeTip is really a way of life for me."

Outside of LeTip, Kim Marie has been involved in many organizations, including… Former President for Boys & Girls Club of Mesa, AZ. Many children's organizations have benefited from Kim Marie's volunteer efforts. Among them are 4H, Girl Scouts of America, Boy's & Girls Clubs and the PTA. For 18 years she held board positions on The Sequoia Guild, the fund raising arm of Valley Children's Hospital, in Fresno, CA. As a member of the Board of Trustees and an Executive Committee Member, she helped raise 240 million dollars for the hospital's building committee.

She currently holds the VP of Membership position in Arizona Business Leaders.  Is an active members in Vistage, Women President’s Organization, and Dominoes Logo Vendors.  Kim Marie is a Certified B.A.N.K Trainer.

Kim Marie and her husband, Ken Pettid (LeTip Vice President of Human Resources) are blessed with five adult children and six grandchildren 

Don Williams, Author

August 26th, 2019


3-Time #1 Best Selling Author, Don Williams is the founder and CEO of Don Williams Global – Don is dedicated to changing businesses across the globe one WOW experience at a time.  Don has worked with over ½ of the Fortune 500 and International clients on marketing/sales, customer experience (CX), culture and leadership strategies.


Don speaks and consults internationally on:

Romancing Your Customer– Deliver Passion to Your Sales, CX and Culture.

The WOW Blueprint – On a Scale of 1 to WOW, Demand WOW.

Get Your Heart In The Game – The Magic of Heart Centered Leadership.

Cav. Sinan Kanatsiz, CIM

August 15th, 2019



Sinan Kanatsiz has effectively made his mark as an entrepreneur in the United States. His parents who migrated from Turkey established residency and citizenship in America in the 1960’s where they had and raised Sinan and his Sister Sebnem. In 1998, while studying for a master’s degree at Chapman University, Kanatsiz followed his entrepreneurial spirit and formalized his first company, KCOMM, a Public Relations and Internet marketing agency. The company quickly evolved into a full-service marketing, government affairs and event marketing firm known for its Internet expertise and results-oriented approach. In less than ten years, Kanatsiz grew the firm to several million dollars in revenue, opening business operations and clients in Dallas, New York, Dubai, Istanbul, Montreal, London, Argentina, and Delhi. Currently, KCOMM works with over 100 specialized employees and independent contractors in several countries and has developed campaigns for over 1,000 companies and organizations around the world. These include organizations ranging from innovative start-ups to New York Stock Exchange and Nasdaq listed companies such as Oracle, Sony, eBay, T-Mobile, HP, Adobe and the University of Phoenix.

KCOMM’s dedication to strategic programs and results-oriented campaigns has earned the firm several PROTOS awards, the highest honor bestowed by the Public Relations Society of America (PRSA). The effectiveness of KCOMM’s strategies has become so widely recognized that the firm’s clients have now extended beyond the realm of technology to include elected officials, municipalities and multi-national organizations.

As a consummate entrepreneur and philanthropist, Kanatsiz takes his community responsibilities seriously. In addition to mentoring high school and college students, he is often asked to speak about entrepreneurship and the Internet. He has held engagements at several universities, including USC, Chapman University, UCLA, Cal State Fullerton, Pepperdine, UC Irvine, and Cal Tech. Additionally, he has been a keynote speaker at the Future Business Leaders of American (FBLA) National Conference and is often called to speak on a variety of topics including Social Media, Search Engine Optimization, Email Marketing, Modernizing Government and the future of the Internet.

Kanatsiz’s belief in the power of entrepreneurism and politics led him to be the original founder of a group called Generation NeXt in 2004, a network of young business and community leaders committed to making a difference by empowering others for the betterment of the next generation. Additionally, he founded the Internet Marketing Association (www.imanetwork.org) in 2000, which has a large number of professional members worldwide and its own conference series called “IMPACT”. Past events have included the executives and founders of Google, SalesForce, Tesla Motor, SpaceX, Yahoo, Facebook, Microsoft, St. Regis Hotel, Wahoos, Quest Software, Amazon and YouTube to name a few.  Kanatsiz is currently expanding the group globally and involving leaders from Europe, the Middle East, China, and India, working to create the largest association dedicated to Internet Marketing in the world.

While the IMA is a large, global organization, Kanatsiz recently created a spinoff in (2017), called the International Executive Council (IEC), which he founded to focus on the top 100 leaders in Southern California (www.iecnetwork.org). The organization has been hosting monthly events around topics including Social Emotional Learning, Cryptocurrency, Leadership and The Creative Process to name a few.

Kanatsiz holds a B.A. in Communications, with an emphasis in Public Relations, and a Master’s degree in Organizational Leadership with a certificate in Human Resources, all from Chapman University. Kanatsiz was designated Alumnus of the Year by Chapman University in the year 2000. He was also the recipient of the Community College of California Alumnus of the Year Award in 2005. Sinan was named in the Hall of Fame for Santa Ana College in the year 2006. He has also been named as 40 under 40 and a featured Entrepreneur of the Year by OC Metro Magazine. Recognized for his philanthropic involvement, Kanatsiz was appointed a Knighthood and invited to become a member of the Royal House of Savoy by Prince Emanuele Filiberto of Savoy in September 2018. Sinan received the 2019 Ellis Island Medal of Honor for his work in non-profit organizations, public relations, and internet marketing.

To this day, he credits his accomplishments to his Four Pillars of Success: personal integrity; coaches and mentors; family; and education.

Kanatsiz, his wife, Kai, son Archer, and daughter Arden, reside in San Clemente, California.

Joshua Kreitzer, Channel Baker

August 8th, 2019


Data-Minded Marketing, Merchandising, and Advertising professional with more than 20 years experience in the Retail, Distribution, and eCommerce industries. Strengths and skill set lies in developing the Internet Retail Channel for manufacturers and driving merchandising programs for retailers. Proven strategic thinker with an outstanding record of initiating and managing multiple accounts with exceptional results.

Have also had success in creating live events with regard to planning, selling, and creating opportunities for exposure at each event from concept to final production. 

Adam Fields, ARTA

July 30th, 2019

adam.jpgAdam Fields, Founder & CEO of ARTA, a contemporary logistics platform for shipping specialized items. He is a former vice president of Artspace.com, a fine art marketplace. Follow him on Twitter @afields and on LinkedIn.

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