Jon Ahern

Ahern Real Estate Group
(925) 838-9999
ahern.jon@gmail.com
Real Estate
Home Group: San Ramon 1

Glenn Bittner

Pacific Wealth Planning, Inc
Disability Insurance Specalist
(925) 708-4423
glenn@pacwealthplan.com
Financial Service
Home Group: San Ramon 3

Robert Bleicher

Carr McClellan P.C.
Director
(650) 696-2543
rbleicher@carr-mcclellan.com
Attorney
Home Group: San Francisco 7

Bio: I specialize in complex business disputes and issues involving trade secrets and the movement of employees where the protection of mission-critical intellectual property is essential. As a trial attorney, I represent businesses in litigation.

Dennis Duarte

BPAS
(925) 510-4153
dduarte@bpas.com
Financial Service
Home Group: Pleasanton 1

Bio: Retirement plans can be complicated. We are focused on simplifying the complicated by providing a full range of services to solve your plan challenges – without the need to engage multiple providers.

Evan Ettinghoff

Minnis & Smallets
(415) 551-0885
evan@minnisandsmallets.com
Attorney
Home Group: San Francisco 10

Bio: Evan Ettinghoff is a San Francisco employment law attorney who represents executives, professionals, salaried and hourly employees in employment law matters.

Yemisi Flourish-Adeniran

Farmers Insurance
(925) 203-5753
oflourish@farmersagent.com
Insurance
Home Group: Oakland 3

Bio: I am a Commercial Insurance Agent that specializes in providing quality insurance for restaurant owners. My goal is to ensure my clients can focus on growing their businesses and never have to worry about any aspect of their insurance coverage.

James Gordon

Trust Properties USA
Broker Associate
(800) 579-4380
james@trustpropertiesusa.com
Real Estate
Home Group: San Francisco 15

Bio: Real Estate/Broker Associate specializing in Probate and Trusts Estates serving the San Francisco Bay Area.

Tony Kim

Kim & Rosado Law
(925) 255-1401
tony@kimrosado.com
Attorney
Home Group: San Francisco 15

Bio: Tony has 30 years of government and private sector experience in Federal tax matters. He worked as counsel for the IRS handling some of the most complex tax cases during his career. And, he led the tax controversy practice for Ernst & Young.

Jonathan Kitchen

Kitchen Law Group, PC
(415) 407-3814
jkitchen@klg-pc.com
Attorney
Home Group: San Francisco 6

Cheryl McCarthy

Mutual of Omaha Reverse Mortgage
Reverse Mortgage Advisor
(510) 507-5616
cmccarthy@mutualmortgage.com
Banking Finance
Home Group: San Ramon 1

Raffi Patatian

Smart Sourced IT
President
(415) 483-1700 x 1
raffi@smartsourcedit.com
Consultant Service
Home Group: San Rafael 1

Bio: CIO, IT Project Management, and Support Services to SMB’s that use Macs and Google Suite.

JP Pressley

Filice Insurance
(510) 290-4690
jp@filice.com
Insurance
Home Group: San Ramon 1

Bio: I have 30 years of corporate benefits and human resource technology experience. I have always balanced my business objectives with a strong commitment to my family and my community.

Christopher Rendall-Jackson

Farella Braun & Martell
(415) 954-4417
crendall-jackson@fbm.com
Attorney
Home Group: San Francisco 15

Phelps Wood

Tres Arcos Partners
(415) 640-5522
phelps@tresarcospartners.com
Consultant Service
Home Group: San Francisco 5

Bio: Family Business Advisor working with owners to improve communication and decision-making, manage conflict, implement governance and develop continuity for the next generations. Independent, Fee Only.

Carolyn Worthington

Martorana Bohegian & Co.
(415) 982-4733
carolyn@mb-co.com
Consultant Service
Home Group: San Francisco 6

John Zeiter

Golden Gate Sotheby’s International
Broker Associate
(415) 720-1515
john.zeiter@sothebysrealty.com
Real Estate
Home Group: San Rafael 1

Bio: Servicing Marin County Residential Sales, Provide professional expertise and honest, intelligent service for my clients.

Sheetal Cordova

Bridge Bank
VP, Portfolio Manager
(510) 363-7064
sheetal.cordova@bridgebank.com
Banking & Finance
Home Group: San Francisco 4

Bio: I provide banking solutions to wide range of industries, including Commercial Real Estate, Manufacturing, distributing, etc. with extensive banking experience in Operations, Treasury Mgmt, BSA/Compliance, Relationship Mgmt & Commercial Banking.

Seth Gewirtz

SNG Financial, Inc.
Owner
(805) 886-4019
seth@sngfinancial.com
Accountant
Home Group: Sacramento 1

Bio: We’re a uniquely structured CPA firm focused on business bookkeeping and financial analysis for a fraction of the cost. We’re the CFO, Controller, and Bookkeeper all in one, a complete financial department.

Aziz Khatri

KW Commercial
Director (Cal DRE #02029039/01050721)
(510) 368-8347
aziz@kw.com
Real Estate
Home Group: Oakland 2

Bio: As a COMMERCIAL REAL ESTATE (CRE) Investment Consultant I listen to my clients’ long-term goals. Then, using my strong analytical skills, I review clients’ CRE portfolio and recommend long term strategies to meet their goals. Since 1989 DRE #01050721.

Dylan Malot

Alliance Bernstein
Principal
(415) 217-8055
dylan.malot@bernstein.com
Investment Advisor
Home Group: San Francisco 9

Bio: I do exit planning for business owners and investment management for families with $10M-$100M in assets. Fiduciary, data driven financial planning, and integrated wealth management.

David L. Winnett

Liuzzi, Murphy, Solomon, Churton, Hale & Winnett, LLP
(415) 250-2240
dave@lmslaw.com
Attorney
Home Group: Larkspur 1

Bio: David L. Winnett is a skilled trial attorney representing catastrophically injured plaintiffs.