Center Faculty

Paul Cella, ChFC, CLU
Expert in providing financial and consulting services to physicians, professionals, and business owners.

Curtis V. Cloke, CLTC, LUTF, RICP®
Pre-eminent expert in maximizing retirement cash flow

Vincent M. D’Addona, MSFS, CLU®, ChFC®, CExP®, RICP®, AEP® (Distinguished)
All time production leader at Guardian Life

Walt Dallas, Esq., LLM (Tax)
Specialist in Tax Reduction Plans

Jeffrey A. Dunham
Chairman and CEO of Dunham & Associates Investment Counsel, Inc., and Dunham Trust Company

Bruce Givner, Esq.
Pre-eminent Tax Attorney

Rick Jaye, AIF®, CRC®
Member of the National Center of Employee Ownership (NCEO) and the ESOP Association

Kevin Knebl
LinkedIn’s Most Recommended Business Speaker of 2020

Jason Kurchner
Founder, Sage Consulting National Presence

Shelley Lightfoot
Executive Director, The Southern California Institute (SCI)

Jerry Mainardi
Managing Partner/Client Success Officer, Selling Technologies, and Video Marketing Pioneer

Todd Mardis
Specialist in Tax Reduction Plans

T. Mark Pace
National expert in Life Insurance Policy Management

Steven Piascik, CPA, MT
Specialist in Tax Reduction Plans

Don Prehn
InsMark Software Expert

Dr. Vicki Rackner, MD, FACS
Advisory Board Chair, Doctors Academy of Economics

Joe Strazzeri, Esq.
Creator of the Southern California Institute/Laureate Training Program

John W. Wheeler Jr., CFP, CLU, ChFC, CRPC, LUTCF
Member of the American College Faculty on Retirement Planning

Michael J. Zelch
Income Tax & Retirement Planning Expert and Actuarial Consultant

Daniel Zeplain
Unique Senior Settlement expert specializing in increased efficiency for clients
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