Bharat Kanodia

Founder and CEO
Veristrat LLC
(415) 423-4300
bkanodia@veristrat.com
Home Group: Walnut Creek 1

Haroon Ansary

Ascot Staffing
Director of Relationships and Recruiting
(510) 461-6308
haroonansary@ascotstaffing.com
Human Resources
Home Group: Walnut Creek 3

Natalia Canas

Chauvel & Glatt, LLP
(909) 518-1058
natalia@chauvellaw.com
Attorney
Home Group: San Mateo 2

Susan Danzig

Susan Danzig, LLC
Business Development Coach for Financial Services Professionals
(925) 954-1773
susan@susandanzig.com
Consultant Service
Home Group: Walnut Creek 3

Bio: I am a business growth coach specializing in helping financial services professionals & their teams grow their business through expert coaching and training.

Amanda Day

TB Accounting Services
Accountant
(209) 739-0593
aday@tbacct.com
Accountant
Home Group: Palo Alto 2

Bio: I am a versatile accountant with experience in various industries across the US and Canada, including non-profit, public and private sectors.

Dzovig Derounian

Keller Williams Luxury
(650) 302-3288
dderounian@yahoo.com
Real Estate
Home Group: San Mateo 1

Bio: With over two decades of dedicated service in real estate, I bring passion and wealth of knowledge in assisting my clients through their real estate journey.

Lauren Dickinson

Simmons & Simmons
(628) 466-0181
lauren.dickinson@simmons-simmons.com
Attorney
Home Group: Palo Alto 3

Bio: Employment lawyer advising US clients on UK and international workforce issues.

Allen Douglass

Business Tax Incentives, LLC
(415) 523-0401
adouglass@btillc.co
Accountant
Home Group: Sacramento 1

Bio: Tax Credits Wizard, demystifying the maze of tax credits with a knack for finding the silver lining in tax codes. (R&D Credits, Employment Credits, Energy Incentives).

Jason Galek

Galek Tax Law
Tax Attorney
(415) 429-4175
jason@galek-tax.law
Attorney
Home Group: Sacramento 3

Hector Gandhi

SVB
(415) 528-9795
hgandhi@svb.com
Banking Finance
Home Group: Walnut Creek 1

Rachel Garcia

Cornerstone Wealth
Resource Coordinator
(209) 955-6212
rachel@cwealth.biz
Investment Advisor
Home Group: Sacramento 3

Adam Ireland

Capstan Tax Strategies
Regional Director
(215) 885-7510
aireland@capstantax.com
Consultant Service
Home Group: Sacramento 3

Bio: Focused on helping small to mid-sized businesses claim complex tax incentives, such as R&D and Cost Segregation, so they can focus on their core operations and growth.

Casey Kolb

28 Insurance
Vice President/ Partner
(530) 681-1981
ckolb@28ins.com
Insurance
Home Group: Sacramento 3

Bio: Vice President and Founding partner of 28 Insurance. Licensed in 2007, specializing in commercial insurance P&C sales. I’ve consulted with numerous businesses to strengthen, protect, and simplify their insurance programs.

Michelle Ma

Michelle Ma, Esq., PC
(510) 709-6319
michellecma06@gmail.com
Attorney
Home Group: Palo Alto 1

Bio: Tech lawyer specializing in commercial contracts, licensing, and product counseling for the SaaS and AI space, for pre-IPO tech companies.

Karin Nelson

Nelson Appraisal
(415) 609-2834
karin@nelsonappraisal.com
Real Estate
Home Group: San Francisco 3

Bio: I provide real property appraisal. All property types, multi-family residential and commercial specialist. Independent, unbiased, and understandable reports for all of your valuation / appraisal needs.

Hans Phillips

Ontoco
Mentor
(831) 471-2210
hans@ontoco.com
Consultant Service
Home Group: San Francisco 3

Bio: I mentor Ultra High Net Worth Individuals to become their highest and best selves. I help them create a personal legacy and vision and then hold them accountable to take weekly actions towards that vision. I teach, train, coach and consult.

Alfred Ritter

Montgomery Securities
(310) 990-8988
alfred.ritter@gomonty.com
Banking Finance
Home Group: Menlo Park 1

Carlos Rizo

New York Life
(530) 228-7496
crizo@ft.newyorklife.com
Insurance
Home Group: San Francisco 13

Bio: I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to Ilit, retirement, managing costs for extended periods of care, Key man, Executive Bonus, and lifetime income strategies.

Jeannine Sheppard

Clear2Close Brokers
Mortgage Loan Advisor
(707) 843-0156
jeannine@clear2closebrokers.com
Banking Finance
Home Group: Santa Rosa 1

Bio: Passionate mortgage broker with 19 years of experience, dedicated to delivering exceptional service and value to clients across California. Specializing in residential purchase loans, including down payment assistance, low down payment, and government.

Cara Trapani

Buehler Trapani LLP
Attorney | Workplace & Title IX Investigations
(415) 272-4631
cara@btinvestigates.com
Attorney
Home Group: Walnut Creek 2

Bio: Cara brings extensive civil rights and employment litigation experience to her expertise in workplace investigations.

Paul Wehrley

Telemetry Finance, Inc.
CEO & Co-founder
(415) 350-3380
pwehrley@telemetryfi.com
Financial Service
Home Group: San Francisco 4

Bio: Builds financial automation software to help accounting firms and outsourced CFO firms save time and create happier clients.

Dan Winter

Altus Growth Partners
Executive Coach & Consultant
(408) 896-7751
dwinter@altusgrowth.com
Consultant Service
Home Group: San Jose 1

Bio: 35 years as a leader and consultant developing leaders and their teams to achieve their greatest results.

Darryl Yorkey

Law Offices of Darryl Yorkey
(510) 221-6874
dyorkey@gmail.com
Attorney
Home Group: San Francisco 4

Shanshan Zou

Vincit Law P.C.
(415) 677-4497
sszlaw@mercalaw.com
Attorney
Home Group: Palo Alto 3

Bio: Specialized in commercial litigation and business law for Business Torts, Investment Fraud and Commercial Disputes.

Michaela Cassidy

Aspen Affiliates, Inc.
CEO & President
(415) 902-4161
michaela@aspenaffiliatesinc.com
Consultant & Service
Home Group: San Francisco 2

Bio: Aspen Affiliates’ consultants get and/or keep business transitions moving, usually in the context of significant financial and operational turmoil. We advocate for our client’s best interests and mediate difficult situations.

Jaco Grobbelaar

BroadVision Marketing
CMO / Founder
(707) 799-1238
jaco@broadvisionmarketing.com
Marketing
Home Group: Licensing

Bio: We make businesses visible online and position them as experts so they attract the prospects they want.

Mary Murphy

COMPASS
Real Estate Broker
(650) 773-4999
mary.murphy@compass.com
Real Estate
Home Group: San Mateo 2

Bio: Real Estate Broker Real estate marketing and sales. Probates, trust sales, divorce,seniors, investors, flippers.

Kathleen Ryan

RoseRyan Inc.
CEO and Founder
(510) 456-3055
kryan@roseryan.com
Accountant
Home Group: Palo Alto 1

Bio: RoseRyan is a consulting firm delivering superior finance & accounting services in Silicon Valley. We help clients by providing deep and broad finance expertise with critical talent at critical times.

Richard Wang

Veridian Mortgage, LLC
Mortgage Broker
(408) 828-5609
richard@veridianmortgage.com
Banking & Finance
Home Group: Newport Center 2

Bio: Mortgage broker and attorney with the knowledge, experience, program suite and Disney Insitute-level service to assist first-time buyers, self-employed, or retired applicants. Ask me about Shiraz, South Beach, vibrato exercises & Rapid Rewards!

Steve Wilner

HR Your Way
Business Relationship Manager
(415) 495-2510
steve@hryourway.com
Human Resources
Home Group: Sacramento 1

Bio: Over 35 years of providing Human Resources Outsourcing, HR Consulting, Recruiting, Coaching and Leadership Development, Compensation Analysis services to small and mid-sized businesses. HR Your Way, Let Us Be Your HR Department!

Leo Bakerian

Professional Computer Concepts
Founder & CEO
(415) 897-0078
leo@calpcc.com
Information Technology
Home Group: San Rafael 1

Bio: I work hand-in-hand with my clients to ensure their technology not only functions seamlessly but also propels them towards their business goals. Efficiency and alignment are my guiding principles, transforming technology into a valuable asset for growth.

Theresa Baumgartner

Law Offices of Theresa Baumgartner
(925) 225-2111
t@tbaumgartnerlaw.com
Attorney
Home Group: San Francisco 10

Jennifer Bennett

Consilitas Search Partners
Executive Legal Recruiter & Consultant
(415) 845-0022
jennifer@consilitas-search.com
Consultant & Service
Home Group: San Francisco 6

Bio: I leverage my knowledge of in-house law firm recruiting, retention, operations, and culture to help law firms and in-house legal departments attract and hire the best talent for their organizations.

Craig Ching

Law Office of Craig Ching, PC
Attorney
(650) 632-4356
craig@lawofficeofcraigching.com
Attorney
Home Group: Menlo Park 1

Bio: Craig helps start ups and entrepreneurs in their company formation and then provides strategic corporate outside counsel as the company grows. When the company is ready to exit, Craig assists in an M&A exit.

Nicole Hanusek

Smack Happy Design
President | Web Design / Marketing Support
(415) 684-8617
nicole@smackhappy.com
Marketing
Home Group: San Francisco 14

Bio: Design that Speaks, Marketing that Roars: Uniting form and function, we breathe life into your brand, harmonizing design and marketing strategies for unparalleled success.

Brady Helkenn

BH Tech Connection, LLC
Principal
(415) 933-7742
brady@bhtechconnection.com
Consultant & Service
Home Group: San Francisco 9

Bio: Brady has a passion around helping underserved businesses to get access to tools and services they can’t normally access, such as preventative, ongoing, and responsive IT services.

Sarah Kern

CunninghamLegal
Estate Planning Attorney
(415) 991-2942
skern@cunninghamlegal.com
Attorney
Home Group: San Francisco 7

Bio: Sarah creates estate plans to help her clients maximize wealth, minimize tax, and maintain harmony.

John Knowles

DCI Mortgage
Mortgage Banker & Broker
(408) 657-3780
john@dcimortgage.com
Banking & Finance
Home Group: San Jose 2

Bio: I help my clients finance properties to meet their real estate and life goals. I provide in-depth mortgage planning including traditional, non-bank, and private lending solutions.

Jordan Lavinsky

Hanson Bridgett LLP
Partner
(415) 995-5848
jlavinsky@hansonbridgett.com
Attorney
Home Group: San Rafael 1

Bio: Jordan represents shopping centers, property owners, office building managers and developers in landlord-tenant, land use and bankruptcy matters. Jordan has extensive experience in commercial landlord-tenant disputes involving nonpayment of rent…

Ryan Lockhart

McKenna Brink Signorotti LLP
Tax Attorney
(925) 433-5447
ryan@mckennabrink.com
Attorney
Home Group: Walnut Creek 3

Bio: I specialize in complex estate and succession planning using advanced estate planning tools.

Anita Koumriqian Piper

Bay Immigration Law
Supervising Attorney
(650) 739-9111
anita@bayimmigrationlaw.com
Attorney
Home Group: San Jose 1

Bio: I empower global leaders and their families to influence change. With a passion for helping people, I help both families as well as employers bring individuals to the US to pursue visas, green cards, or citizenship.

Scott Raber

Rimon, P.C.
Partner
(415) 693-9208
scott.raber@rimonlaw.com
Attorney
Home Group: San Francisco 3

Bio: Scott Raber advises senior executives, entrepreneurs, start-ups, and emerging companies on employment law issues, and serves as trial counsel in a variety of business disputes.

Jay Roadarmel

LifePlan Lawyer
Founding Attorney
(925) 271-5646
jay@lifeplanlawyer.com
Attorney
Home Group: Pleasanton 1

Bio: I’m an estate planning and probate attorney based in Pleasanton. I handle Probates throughout the Bay Area. I am a Certified Specialist in Estate Planning, Trusts and Probate.

Brad Rogerson

Hanson Bridgett LLP
(415) 995-5898
brogerson@hansonbridgett.com
Attorney
Home Group: Larkspur 1

Bio: Brad has represented clients in real estate and real estate finance transactions for over twenty years. His specialties include recourse and nonrecourse lending, securitizations, mortgage funds and private lending licensing and compliance.

Melinda Sammis

Sammis Family Law
Founder
(415) 394-9588
melinda@sammisfamilylaw.com
Attorney
Home Group: Oakland 3

Bio: I specialize in divorce mediation consulting and negotiation (and litigation when necessary) and the drafting of complex pre and postmarital agreements and cohabitation agreements.

Stephen-Will Weir

Radar 2030
(831) 419-2789
sweir@radar2030.com
Consultant & Service
Home Group: San Francisco 15

Bio: Growth of sales and global sustainability, decarbonization, risk reduction, clean up your end to end supply chain. Save $MM if you have trucks, warehouses, logistics & factories that are not yet fully ESG certified.