Robert C. Kulle, Jr. is the Founder and CEO of Heritage Capital Strategies, Inc., a boutique firm offering life insurance and wealth-transfer solutions for businesses and high-net-worth families. He leverages his analytical acumen and partnership with M Financial Group to oversee more than $1.5 billion in death benefit coverage, delivering customized, tax-efficient insurance strategies. Based […]
Chase Fiscus is the Founder and CEO of Fiscus Commercial Insurance Services (FCIS), which specializes in tailored risk management solutions for businesses. At just 19 years old, Chase started FCIS and has since grown the company to a team of 16 across two offices, earning industry recognition for his expertise and client-focused approach. FCIS has […]
Dustin Soulliere is the Owner and CEO of Elite Robotics, an automation services company specializing in robot programming, system layout, simulation, and controls for industries from automotive to powertrain applications. Since founding the business in 2017, he has grown it to around 100 employees with consistent 50% annual growth. Drawing on diverse entrepreneurial experience, Dustin […]
Eric Castelblanco is the Founder and Managing Attorney of Castelblanco Law Group, APLC, an LA-based firm exclusively representing tenants in housing habitability cases. Since founding the firm, he has represented over 10,000 tenants and secured more than $300 million in verdicts and settlements against negligent landlords in California. Originally from Bogotá, Eric is widely recognized for […]
Peter Madlem is the Chief Investment Officer at Avalan Wealth, a Santa Barbara-based firm that specializes in personalized financial, business, and investment planning for entrepreneurs and affluent individuals. With nearly 40 years of experience in investment management, Peter held key leadership roles, including Regional CIO at Northern Trust and CIO at Montecito Bank & Trust, where […]
The current earnings season could provide insights into the effect of tariffs on consumers and businesses. For investors, understanding these trends while staying focused on long-term planning are still the best ways to achieve financial goals. Click here to read the full article.
Kevin Shaw is a Shareholder and Corporate Attorney at Nevers, Palazzo, Packard, Wildermuth & Wynner, PC (NPW Law), based in Westlake Village, California. An experienced business attorney, Kevin advises entrepreneurs and business owners on corporate governance, mergers and acquisitions, private placements, financing, and business law. He is known for his expertise in structuring a wide […]
Adam McArthur is the President of Arch Canyon Partners, LLC, a boutique valuation and litigation support firm based in Agoura Hills, California. With over two decades of experience, he specializes in valuing business interests, intellectual property, and complex assets, serving high-net-worth families and closely held companies. Adam has multiple professional designations, including CFA, ASA, ABV, […]
Jeff Neumeister is the Managing Partner at Kelly+Partners Accountants Burbank, where he leads a team specializing in advisory services, forensic accounting, business valuations, and litigation support. With over 23 years of experience, Jeff has served clients ranging from startups to high-net-worth individuals and is a renowned speaker at conferences and events. His forensic expertise has […]
The Magnificent 7, AI, and Concentration Risk
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Current AI trends offer both opportunities and risks to investors. Financial success is not about picking winning stocks, but maintaining an appropriate portfolio balance aligned with long-term goals. Click here to read the full article