Jason Black is more than just an international speaker, coach to Fortune 100 companies, wealth manager, entrepreneur, business owner and father to six children.

Tim Latimer has been involved in the California business community for the past thirty years.

When working with Keith, clients will discover a trusted adviser and a values-driven professional committed to helping them navigate life’s financial complexities with clarity and purpose.

Rebakah brings a unique perspective to the industry as a former NCAA Division I student-athlete, having competed in collegiate basketball at Texas Christian University, Pepperdine University, and the University of Notre Dame.

Michael Alongi has been working with businesses in Southern California since the mid-1970’s, starting at Eastman/Office Depot Business Services.

Sunny is an award-winning financial advisor and 12-year MDRT Life Member who has served as a 2021 EDGE task force chair, committee member, and speaker on main platforms.

Michael D. Taylor (Mike) has more than 37 years experience in the financial services industry.

Dane has been a member of the Orange County business community for over thirty years.