| Name | Company | Title | Industry | Location | Country | |
|---|---|---|---|---|---|---|
| Vince Ko | [email protected] | preceptadvisory.com | Vice President, Retirement Plan Consulting and Chief Compliance Officer | Irvine, California, United States | ||
| Trey Cordle | tco****@preceptadvisory.com | preceptadvisory.com | Chief Compliance Officer | Ruther Glen, VA, US | ||
| Kevin Chen | kch**@preceptadvisory.com | preceptadvisory.com | Vice President, Head of Investments | Los Angeles, CA, US | ||
| Bernson Wong | bwo**@preceptadvisory.com | preceptadvisory.com | Vice President, Investment Research | Irvine, CA, US | ||
| Jon Mendelsohn | [email protected] | Ashar Group | CEO and Founder | Insurance | Orlando, FL, US | |
| Marisa Meshot | mme****@preceptadvisory.com | preceptadvisory.com | Workplace Solutions Specialist | Laguna Niguel, California, United States | ||
| Jason Mendelsohn | jas**@ashargroup.com | Ashar Group | Co-Founder and President | Insurance | Orlando, FL, US | |
| Corey Coleman | cco*****@preceptadvisory.com | preceptadvisory.com | Retirement Plan Consultant | Portland, OR, US | ||
| Bill Clark | bil*@ashargroup.com | Ashar Group | Vice President of Ashar Group - Secondary Market Valuation and Life Settlement Specialists | Insurance | DeLand, FL, US | |
| Matija Fistrovic | mfi*******@preceptadvisory.com | preceptadvisory.com | Investment Associate | Irvine, California, United States |