Membership
Meet Our Members
Our members are trusted, high-performing professionals who represent exclusive business categories within our referral network. Each member brings expertise, integrity, and a commitment to supporting the success of the team through referrals, collaboration, and educational video content. Browse the directory below to learn more about each professional, the problems they solve, and how they contribute to our category-exclusive community.
John Ortiz
Life, Health & Disability | President & Founder of Chapter
Agency Owner | License: CA#4067969
Your story deserves protection. At Insure Your Success Insurance Agency, I help clients safeguard income and assets through strategic life insurance and annuity solutions. Using my A³ System—Assess. Analyze. Apply. I turn complex financial tools into simple, actionable protection strategies. I don’t invest. I protect.
Problems They Solve
Evan Baker
Medicare | Member
Agency Owner | License: CA#0M48389
I am a Medicare insurance agency owner focused on helping individuals and families make confident, informed healthcare decisions. I provide clear, unbiased guidance across Medicare Advantage, Supplement, and Prescription Drug plans, with an emphasis on education, transparency, and long-term support. My mission is to simplify Medicare, protect clients’ health and finances, and be a trusted resource that professionals can confidently refer to their clients and communities.
Problems They Solve
Jorden Pagel
Orthodontist | Vice President
VP of Business Operations
Jorden is the VP of Marketing and Business Operations at SCAND Orthodontic Studio, Orange County’s most innovative, Invisalign-focused orthodontic office, opening Spring 2026. He leads partnerships, growth strategy, marketing, and operational systems, building SCAND from the ground up alongside his fiancée, Dr. Nicole Haydt, with a focus on patient experience, scalable processes, and sustainable growth.
Problems They Solve
Balkar Bisla
Merchant Services | Member
Sales Executive
Balkar Bisla is an Account Executive at ClearPay Processing, helping businesses streamline payments, reduce processing costs, and implement modern, transparent payment solutions. He works directly with business owners to evaluate systems, customize strategies, and provide ongoing support. ClearPay offers full-service merchant solutions including card processing, ACH, POS systems, online payments, recurring billing, and fraud protection—focused on scalable growth and long-term partnerships.
Problems They Solve
Alex Chaves
Computer Networks | Member
Business Owner
Alex Chaves is an IT Consultant and MSP owner with 25 years of experience helping businesses improve, secure, and manage their technology. He supports companies needing reliable IT infrastructure, cybersecurity, cloud solutions, and responsive tech support. Alex is an ideal referral for growing businesses frustrated with downtime, outdated systems, or unreliable IT providers.
Problems They Solve
Chris Gelfuso
Bookkeeper | Member
Business Owner
I am the CEO of Uplevel Business Services.Uplevel Business Services provides reliable bookkeeping and strategic Fractional CFO services for small businesses. We go beyond the numbers to deliver financial clarity, cash flow management, and data-driven insights that help business owners grow with confidence and improve their bottom line.
Problems They Solve
Omar al Tayan
Social Media Marketing | Member
Business Owner
Omar Al Tayan helps businesses attract new clients through strategic, results-driven marketing. He works with companies that want to increase visibility, generate qualified leads, and scale with confidence. Omar offers a risk-free, one-month trial of his marketing services, making him an ideal referral for business owners ready to grow but hesitant about marketing investment.
Problems They Solve
Tim Strysko
Human Resources | Member
Business Owner
Golden State HR empowers California business owners and leadership teams by simplifying the complexities of state and federal employment laws. We provide expert fractional HR partnership, compliance audits, and total rewards strategies to reduce risk and increase efficiency. By handling everything from hire through retire, we help organizations foster high-performing cultures and compliant workplaces, allowing leaders to focus on growth with total peace of mind.
Problems They Solve
Jimmy Borland
Mortgage Loans | Membership Chair
Mortgage Loan Originator | License: NMLS#1914549, DRE#02103068
James Borland is a Mortgage Loan Originator with Lininger Mortgage, helping homebuyers and homeowners secure the right financing solutions. With over $3M in originated loans, he guides clients through purchases, refinances, and strategic lending decisions with clarity and responsiveness. James is an excellent referral for first-time buyers, move-up clients, investors, and anyone needing expert mortgage guidance.
Problems They Solve
Kathryn Pulford
Cybersecurity | Member
Director of Business Development
Kathryn Pulford is Director of Business Development for Windes Cybersecurity, helping organizations protect their data, systems, and reputation. She works with businesses needing risk assessments, compliance support, and proactive cybersecurity strategies to prevent costly breaches. Kathryn is an ideal referral for companies concerned about data security, regulatory exposure, or strengthening their cyber defenses.
Problems They Solve
Justin Hess
Financial Advisor | Member
Financial Advisor, Associate
Justin Hess is a Financial Advisor specializing in wealth accumulation strategies for business owners, families, and individuals. He helps clients build, protect, and grow their assets through personalized investment planning and risk management solutions. Justin is an ideal referral for entrepreneurs, professionals, or anyone seeking long-term financial clarity and strategic wealth growth.
Problems They Solve
Tony Gallegos
Solar Energy Systems | Tip Master
Senior Solar Energy Consultant
Are you tired of paying outrageous electricity bills? I can help. I'm Tony, and I can review your bill and find out if you are eligible to lower your electricity bill for the next 20 years. Most people want to lower their electricity bills today. Let's talk today.
Problems They Solve
Dori Estabrook
Bakery | Member
Business Owner
Dori Estabrook is the owner of D’s Old-Fashioned Treats, creator of the signature “Addicted to Lemon” cookies. She specializes in premium baked gifts perfect for client appreciation, corporate events, holidays, and special occasions. With a background in recruitment, Dori understands relationships and presentation—making her ideal for businesses that want memorable, high-quality gifts that leave a lasting impression.
Problems They Solve
Rita Gamil
Real Estate Residential | Member
Real Estate Broker | License: DRE#01801375
Rita Gamil is a Broker Associate and full-time real estate professional with 32 years of living and working in Orange County. She educates clients on market conditions, timing, and guides them through every step of buying or selling a home. Known for treating clients like family, Rita focuses on each client’s unique needs—because to her, they’re always #1.
Problems They Solve
Naomi Green
Staffing Agency | Member
Business Owner
Naomi Green is CEO of Boxum Staffing Solutions, delivering strategic recruitment solutions that drive long-term growth. With 35+ years in staffing and operations, she partners with companies nationwide to place high-performing talent while reducing hiring risk. Naomi is an ideal referral for businesses struggling to find qualified candidates, scale their teams, or improve hiring efficiency.
Problems They Solve
Rafael Lopez
Business Broker | Member
Business Owner
Rafael Lopez is a Business Broker with Sunbelt Business Brokers, the world’s largest business brokerage firm. He helps owners confidentially sell Main Street and Middle Market businesses and assists buyers in finding the right acquisition opportunities. Rafael is an ideal referral for business owners considering an exit, succession planning, or entrepreneurs looking to purchase a profitable business.
Problems They Solve
Looking to Connect With One of Our Members?
Every professional in our network holds a protected category and brings verified expertise to our referral community. If you'd like an introduction to a specific member-or want help finding the right professional for your needs-we're here to assist. Start by requesting a personal invitation, and our team will guide you from there.
