Center Faculty

Harlan Accola, CRMP, CSA
Noted Author and Expert on Reverse Mortgages

Paul J. 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

Kirk Conole
Expert in Increasing Business Cash-Flow, Profit, and Equity Value

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

Brian Edelman
Nationally Recognized Cyber-Security Expert and CEO at FCI

Brad Etheridge
Chairman of Membership Committee, The Center for Tax Strategies and Resources

Bruce Gendein
Qualified Plan Expert

Bruce Givner, Esq.
Pre-eminent Tax Attorney

Peter Hibbard
Expert in Qualified and Non-Qualified Plans with Over 50 Years Experience

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

Kevin Jerry, MST
Master of Science in Technology and Partner of Tangible Property Tax Methods

Kevin Knebl
LinkedIn’s Most Recommended Business Speaker of 2020

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

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

Scott R. McHenry, FCA, MAAA, MSEA
National Leader and Provider of Innovative Qualified Plan Designs and Retirement Tax Mitigation Strategies

Alek Melkumov
National Annuity Product Expert

Kate Oberbillig
National Marketing Expert

David McKnight
Author & Educator of the Power of Zero

T. Mark Pace
National expert in Life Insurance Policy Management

Steven Piascik, CPA, MT
Specialist in Tax Reduction Plans

Don Prehn
Board Member and Senior Adviser for InsMark, Inc.

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

Simon Singer, CFP®, CAP®, RFC®
Founder, The Center for Tax Strategies and Resources

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

Darren Sugiyama
National Expert in Premium Financed Life Insurance

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

Jason Kurchner
Founder, Sage Consulting National Presence
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