Jamie Ganly

Commercial Loan Officer
Exchange Bank
(831) 252-4429
jamie.ganly@exchangebank.com
Home Group: Sacramento 1

Ganesh Kalyanaraman

Attorney at Law
Law Office of Ganesh Kalyanaraman, PC
(844) 975-8472
ganesh@globalvisacounsel.com
Home Group: Sacramento 3

Regina Unegovsky

Senior Attorney
Regal Tax & Law Group, PC
(415) 360-5850
regina@regaltaxlaw.com
Home Group: Bay Area Cannabis Affinity Group

Paul Duren

Senior Vice President
First Bank
(408) 483-0489
paulduren@gmail.com
Home Group: Santa Cruz 1

Ellisha Blechynden

Blechynden Legal P.C.
Principal Attorney
(415) 949-9079
ellisha@blechyndenlegal.com
Attorney
Home Group: San Francisco 13

Bio: Ellisha Blechynden is the Principal Attorney of Blechynden Legal P.C., a corporate law firm that focuses on venture capital, startups and M&A. We provide practical, efficient and straight-forward legal advice.

Traci Carillo

Perry, Johnson, Anderson, Miller & Moskowitz
Senior Trial Attorney
(707) 483-6849
carrillo@perrylaw.net
Attorney
Home Group: Santa Rosa 2

Tyler Dahl

Dahl Law Group
Attorney
(916) 545-2790
tyler@tqdlaw.com
Attorney
Home Group: Sacramento 1

Bio: Tax Planning & Strategy Attorney – We craft forward-looking, strategic tax strategies for business owners and real estate investors to minimize tax burdens while maximizing their financial legacy.

Angelo Desando

DeSando Insurance
President
(408) 726-8333
angelo@desandoins.com
Insurance
Home Group: Palo Alto 3

Yvonne Fu

Lead International CPAs
Partner and Leader of International Tax
(415) 308-8966
yvonne.fu@leadcpasgroup.com
Accountant
Home Group: San Francisco 12

Bio: Yvonne has a tax advisor with more than 27 years of experience, specializing in working with start-up to mid-size companies that are US companies with operation on foreign countries or foreign companies with subsidiaries in the US.

Edward Grenville

Inspire Law
Attorney
(415) 439-5240
egrenville@inspirelawgroup.com
Attorney
Home Group: San Francisco 5

Bio: Edward is a business and finance lawyer with more than 25 years’ experience representing public and private companies, including middle market companies. He covers a broad range of domestic and cross- border transactions, including m&a, financing.

Parker Holland

Abbott, Stringham & Lynch
Senior Valuation Analyst
(408) 377-8700 x 226
pholland@aslcpa.com
Other
Home Group: Sacramento 1

Bio: Business Valuation Expert.

Andrew Huysmans

Heritage Bank of Commerce
(650) 917-5368
andrew.huysmans@herbank.com
Banking Finance
Home Group: Santa Clara 1

Mort Kantor

Great Websites Made Easy
Senior Web Developer
(415) 847-6897
mort@greatwebsitesmadeeasy.net
Information Technology
Home Group: Oakland 2

Bio: Senior web developer helping to insure an easy and trouble-free transition to a new website presence. Passionate about the need for businesses to build an effective online presence that is easy, satisfying and financially rewarding.

Jason Kelleghan

Sandler
President
(360) 608-9990
jason.kelleghan@sandler.com
Consultant Service
Home Group: Walnut Creek 3

Bio: Helping small business owners increase their revenue by implementing proven, repeatable, and effective sales processes.

Jessica Liang

Steadfeather Capital
Founder & Managing Director
(650) 307-5882
jessica@steadfeather.com
Banking Finance
Home Group: San Francisco 10

Bio: Providing one business owner a succession opportunity by acquiring a single company and operating it for the long term.

Cheryl Meheula

Veridian Mortgage
Loan Officer
(408) 930-3990
cheryl@veridianmortgage.com
Banking Finance
Home Group: San Jose 3

Bio: Mortgage loan officer with over 40 years of knowledge and experience. My assets are Patience, Creativity, Perseverance and Kindness. Ask me about Hawai’i, my grandsons and travel!

Noah Metz

Bowen Tax Law
Attorney
(650) 743-9391
nmetz@bowentaxlaw.com
Attorney
Home Group: Menlo Park 1

Luis Montes

Law Offices of Luis Montes
(510) 910-1193
lmmbuslaw@gmail.com
Attorney
Home Group: Walnut Creek 2

Michael Millman

Parallel Advisors Wealth Management, LLC
Wealth Advisor & Shareholder
(415) 290-8596
michael.millman@paralleladvisors.com
Investment Advisor
Home Group: Sacramento 3

Bio: Michael Millman is a Certified Financial Planner Professional with more than 27 years experience providing affluent private clients including individuals, business owners, trustees & nonprofit orgs with Financial Planning and Investment Advisory Services.

Brandon Rood

Rood & Dinis LLP
Partner
(916) 529-2374
brandon@roodcpas.com
Accountant
Home Group: Sacramento 1

Bio: Keeping our healthcare business owners financially organized.

Remi Sobomehin

Ambition Angels
(408) 999-6666
remi@ambitionangels.org
Consultant Service
Home Group: San Mateo 2

Tim Ulen

PP&Co
Tax Partner at PP&Co
(408) 287-7911
tulen@ppandco.com
Accountant
Home Group: Santa Clara 2

Bio: Tax Strategies for Business Owners and Real Estate Landlords, Developers, and Investors.

Steve Weinstein

Within Inc.
(408) 656-5995
sweinstein42@gmail.com
Consultant Service
Home Group: Palo Alto 3

Bio: We supply Developers, Web designers and Cybersecurity experts to augment your staff.

Larry Beck

Haas & Najarian LLP
Attorney at Law
(415) 788-6330
lbeck@hnattorneys.com
Attorney
Home Group: San Francisco 1

Bio: Before you die, see this guy.

Harry-Todd Astrov

Zaino Hall & Farrin LLC
Federal Tax Planning & Controversy Lawyer
(614) 689-0320
htastrov@zhftaxlaw.com
Attorney
Home Group: Pleasanton 1

Bio: H.T. Astrov is a tax attorney with over 30 years of experience (including at the IRS National Office and at a global energy company) advising clients and preventing and solving IRS and state tax problems of all sizes.

Jeff Faust

Abbott, Stringham & Lynch
Principal, Valuation Services
(408) 377-8700
jfaust@aslcpa.com
Financial Service
Home Group: Pleasanton 1

Bio: Business valuation expert (ESOP, 409A, Funding, Estate/Gift).

Tod Gurney

Garcia & Gurney ALC
Employment/Business Law Attorney
(925) 468-0400
tgurney@garciagurney.com
Attorney
Home Group: Pleasanton 1

Bio: As part of my labor and employment practice, I regularly advise employers on a wide range of employment matters, such as hiring and firing practices, employee discipline, wage and hour compliance, unfair competition, and protection of trade secrets.

Greg Osgood

University Investments
(650) 678-6066
gregalanosgood@gmail.com
Banking & Finance
Home Group: Palo Alto 1

Bio: I am a mortgage broker. I advise clients about their mortgage options for purchasing and refinancing their residential real estate and then obtain the best mortgage for them from a large network of lenders.

Withbert Payne

Insurance Review Services
Insurance Broker
(925) 708-6501
paynebert@aol.com
Insurance
Home Group: Pleasanton 1

Bio: Insurance Review Services is an Insurance Brokerage specializing in policy reviews. All Life, Disability, Long Term Care, Buy/Sells, Keyperson, and ILIT policies should be evaluated periodically by a CPA for performance.

Truman Roe

Tru Technical Partners, Inc.
CEO
(408) 559-2800
troe@trutechnical.com
Information Technology
Home Group: Palo Alto 1

Bio: Cyber Security expert that protects, detects and responds to Ransomware, Phishing, Malware and Identity theft attacks while keeping businesses compliant with government regulations.

Kyle Schriner

Schriner Law Firm, PC
Attorney
(415) 321-4924
kyle@schrinerlaw.com
Attorney
Home Group: San Francisco 6

Bio: Kyle Schriner resolves commercial, employment, and commercial real estate litigation efficiently and effectively, so his clients can return to running their businesses. Think of Schriner Law Firm, PC if you have a business client that gets sued.

Jie Zhu

Petrinovich Pugh & Company LLP
Partner, CPA
(408) 287-7911
jzhu@ppandco.com
Accountant
Home Group: Palo Alto 1

Bio: Jie has been with Petrinovich Pugh & Company for over 20 years and is a partner in charge of the firm’s international practice. Jie focuses on assisting international businesses with accounting and tax needs, providing income tax planning and compliance.

Dan Hernandez

PCS Technology
CEO
(415) 252-5575
dan@pcs-sf.com
Consultant & Service
Home Group: San Francisco 7

Bio: Outsourced IT support specializing in protecting your data.

Fazal Kaka

Guaranteed Rate Inc
SVP Mortgage Lending
(510) 506-3110
fazalkaka1@gmail.com
Banking & Finance
Home Group: Pleasanton 1

Bio: Full Relationship Management with regards to clients Finances.

Philip Levin

Levin and Pangilinan PC
Managing Attorney
(800) 974-2691
philip.levin@levin-immigration.com
Attorney
Home Group: San Jose 3

Bio: Since 1991, Philip Levin has focused his practice exclusively on Immigration and Nationality Law and has developed an expertise in assisting both companies and families in meeting their needs.

Katya Mezek

LEKS Law, P.C.
Managing Attorney
(818) 259-3311
kmezek@lekslaw.com
Attorney
Home Group: San Jose 2

Bio: General Corporate Transactional and M&A Attorney.

Jon Paul

Grow With Success
Chief Empowerment Officer
(847) 372-1963
jon@growwithsuccess.com
Consultant & Service
Home Group: Las Vegas 1

Bio: As more than a typical CFO, I’ve led five entrepreneurs in diverse industries to break out results and future liquidity events, creating better clients and potential deals for PV advisors.

Susan Schwartz

The River Birch Group
President
(703) 395-1219
sgs@riverbirchgroup.com
Consultant & Service
Home Group: San Francisco 14

Bio: Often subject matter experts are promoted for what they know and not their abilities to manage and mentor people. I equip these experts with skills to realize their best selves and become an excellent leader who people remember…

Franka Winchester

Pacific Crest Group
(415) 360-2972
fwinchester@pcg-services.com
Consultant & Service
Home Group: Larkspur 1

Bio: Franka is a Co-founder at Pacific Crest Group since 2003. PCG specializes in outsourced business functions of Accounting/CFO and HR for privately held companies in the Bay Area. The focus is on building efficient and cloud based systems.

Steven Zodikoff

Zodikoff Insurance
Owner
(925) 937-4589
steve@zodikoffinsurance.com
Insurance
Home Group: Walnut Creek 3

Bio: We are a full service Health Insurance Agency specializing in helping individuals and companies of any size with the purchase and monthly management of all health insurance realted products.