Guests

Andrew Plant

President

1 Episode

Anthony Catena

Attorney

1 Episode

Brad W. Logsdon

Marketing Director

1 Episode

Daniel Weiner

Founder and Managing Attorney, Weiner Law

1 Episode

Jennifer McGibbons

Attorney

1 Episode

John Penate

Sommelier

3 Episodes

Judi Sanzo

President/CEO Rancho Coastal Humane Society

1 Episode

Katy Kingery

Real Estate Agent

1 Episode

Kitty (Katherine) Castillo

Community Relations Director

1 Episode

Leanne Maestre

Partner

1 Episode

Leslie S. Klein, CFP®, AEP®

Director, Gift Planning Advisor

1 Episode

Lucinda A Lilley

Founder/CEO

1 Episode

Marguerite Lorenz, CTFA, CLPF, MCIT

Private Professional Trustee

1 Episode

Matt Axelson

Real Estate Advisor

1 Episode

Mike Branon

Author

1 Episode

Oakland McCulloch

Retired Lieutenant Colonel, Speaker and Author

1 Episode

Patricia Garcia

Principal

1 Episode

Paul Greenwood

CEO of Greenwood Law Corp

1 Episode

Peter Bolland

1 Episode

Rebecca Montano

Aging Life Care Manager/CEO

1 Episode

Shaun McGuirk

Community Relations Director at Westmont of Carmel Valley

1 Episode

Shaye Huggins

Senior Travel Advisor

1 Episode

Suzanne Barone

Reverend, Hospice Chaplain

1 Episode

Suzanne Forman

Care manager

1 Episode

Todd Wohl

2 Episodes

Zachary Whitman

1 Episode