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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