Michael Balistreri

Business Performance Advisor
Insperity – A Professional Employer Organization (PEO)
(408) 802-8743
michael.balistreri@insperity.com
Home Group: Campbell 1

Sean McLean

Fractional CIO
LoHi Advisors
(408) 439-9420
sean@lohiadvisors.com
Home Group: San Jose 1

Farzon Almaneih

(408) 335-0346
farzon.almaneih@one82.com
Information Technology
Home Group: San Jose 3

Mason Aria

(415) 716-4502
mason@masonarialaw.com
Attorney
Home Group: Walnut Creek 3

Bio: Personal Injury Attorney.

Ernest Berghof

Berghof Realty
Real Estate Broker/CEO
(707) 480-4800
ernest@berghof-realty.com
Real Estate
Home Group: Santa Rosa 2

Andy Billings

Future Ready
Senior Partner
(650) 996-2026
andy.billings@gmail.com
Consultant Service
Home Group: Palo Alto 3

Raheel Bodla

Business Coach
(510) 358-0910
raheel@raheelbodla.com
Home Group: San Jose 2

Melissa Del Carlo

RoseRyan
Regional Director
(408) 391-4287
mdelcarlo@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.

Shannon Corrigan

(925) 532-2650
shannonc@heffins.com
Insurance
Home Group: San Mateo 2

Carver Farrow

(408) 459-9206
carverfarrowesq@gmail.com
Attorney
Home Group: Mountain View 1

Ron Findlay

CrossCountry Mortgage
Family Therapy Consultant To Single Session Famliy Therapy Team
(925) 433-9615
ron.findlay@ccm.com
Banking Finance
Home Group: Sacramento 3

Eric Goldman

Goldman Coaching
Small Business Consultant
(415) 562-7770
efgoldman@gmail.com
Consultant Service
Home Group: San Francisco

Bio: Since 2008, I’ve been guiding small law firms and other professional services businesses toward remarkable growth, not only devising strategies, but ensuring successful implementation as well.

Varun Gupta

Varun Gupta Law
Attorney
(415) 961-0119
varun@vguptalaw.com
Attorney
Home Group: Palo Alto 3

Bio: Corporate and business lawyer and attorney for founders, startups and businesses. Securities, financing, M&A and commercial transactions.

Brent Hensley

Assisted Living Locators of San Francisco
Senior Care Advisor
(415) 766-0361
brenth@assistedlivinglocators.com
Consultant Service
Home Group: San Jose 2

Bio: As a Senior Care Advisor and Owner of Assisted Living Locators of San Francisco, I help families in the Bay Area make the right senior care and living decisions. (home care, independent/assisted living, memory care).

Brandon Kahoush

(415) 490-9034
bkahoush@fisherphillips.com
Attorney
Home Group: Palo Alto 1

Josh Karsen

Marin Accounting
(415) 999-0885
josh@marinacct.com
Accountant
Home Group: San Francisco 11

Lakshmi Kesaraju

Clifton Larson Allen
Tax Manager
(925) 300-9618
lakshmi.kesaraju@claconnect.com
Accountant
Home Group: Walnut Creek 3

Marty Koresawa

Holland Law
(415) 200-4988
mkoresawa@hollandlawllp.com
Attorney
Home Group: Walnut Creek 1

Rebecca Lovell

Dubroff, Easley & Lovell, LLP
(510) 452-5050
rebecca@dubrofflaw.com
Attorney
Home Group: San Francisco 14

Bio: Effective resolution both in and out of court. Litigation, mediation, and coaching for all family law issues, including divorce/dissolution, custody, support, asset division, domestic violence, and prenups in Alameda, Contra Costa, and San Francisco.

Denise Michaud

LTC Insurance Planning
Independent Insurance Broker
(650) 678-2799
deniseltc@yahoo.com
Insurance
Home Group: Santa Clara 2

Bio: Denise has specialized in long term care insurance planning for 30 years.

Deborah Myers

VirtuArte
(202) 297-9524
dmyers@virtuarte.com
Consultant Service
Home Group: San Francisco 15

Nate Odegard

Heroic Technologies
(408) 884-4068
nate@heroictec.com
Information Technology
Home Group: San Jose 1

Monika Pelz

Moss Adams
Managing Director
(925) 586-4729
monika.pelz@mossadams.com
Accountant
Home Group: San Jose 1

Bio: With more than 28 years of public accounting experience, I provide financial statement audits and reviews for middle market, closely held or private equity backed companies in the Retail, Manufacturing, E- commerce, and Food & Beverage industries.

Andrea Perdichizzi

(408) 477-9521
aperdichizzi@pinnbrokers.com
Insurance
Home Group: San Jose 4

Alice Shaw

Flicker, Kerin, Kruger & Bissada, LLP
Partner
(650) 289-1400
ashaw@fkkblaw.com
Attorney
Home Group: Santa Cruz 1

Araceli Singh

Comerica Bank
(925) 941-1918
aysingh@comerica.com
Banking Finance
Home Group: Walnut Creek 3

Nick Slonek

Avison Young
(415) 322-5051
nick.slonek@avisonyoung.com
Real Estate
Home Group: San Francisco 4

Ryan Stahl

Scherer Smith & Kenny LLP
Partner
(415) 433-1099
rws@sfcounsel.com
Attorney
Home Group: San Francisco 13

Bio: Ryan serves as outside employment counsel and handles employment- and business-related litigation matters for small- and medium-sized businesses in the Bay Area and throughout California.

Shelli Strahle

Strahle Legacy Planning Law Offices
(530) 392-2999
shelli@santacruzestateplanning.com
Attorney
Home Group: Santa Cruz 1

Zack Swad

Swad Wealth Management, LLC
President & Wealth Manager
(707) 899-1010
zack@swadwealth.com
Financial Service
Home Group: Santa Rosa 1

Bio: I specialize in helping people retire confidently by helping them grow and distribute their money in the most tax-advantageous way.

Aimee Thayer-Garcia

Montalvo Homes & Estates
(831) 435-9146
aimee@aimeeandangel.com
Real Estate
Home Group: Santa Cruz 1

Clark Waldon

Holland Law
(415) 200-4987
cwaldon@hollandlawllp.com
Attorney
Home Group: San Francisco 15

John Yow

Yow PC
(415) 757-7703
johnyow@yowpc.com
Attorney
Home Group: Pleasanton 1

Bio: I am an attorney that handles contracts & disputes for small to mid-sized companies. My practice involves me acting as outside general counsel and helping businesses navigate business & employment disputes, as well as commercial transactions.

Jenise Gaskin

BPM LLP
CPA, Partner
(925) 296-1040
jgaskin@bpmcpa.com
Accountant
Home Group: Walnut Creek 2

Bio: Jenise Gaskin, CPA, is the leader of the Private Company Services group for BPM, the largest California-based CPA firm with 6 Bay Area offices, 40 partners, and a staff of more than 350. BPM provides full-service assurance, tax, and business advisory…

Robert Norton

Law Office of Robert C. Norton
Attorney at Law
(626) 487-7612
nortonlaw440@gmail.com
Attorney
Home Group: Sacramento 2

Bio: I represent individuals and business entities in general business and transactional matters, including representation before the IRS, the Franchise Tax Board, the State Board of Equalization, and local taxing authorities.

William Vick

Vistage World Wide
Vistage Chair
(707) 484-9444
bill.vick@vistagechair.com
Consultant & Service
Home Group: Bay Area Santa Rosa 1

Bio: 40+ years Sales and Management Experience wittMerrill Lynch and Morgan Stanley with assignments to Norfolk , Va,San Francisco,CA, Colorado Springs, CO, Las Vegas, NV and Tucson.

James W. Argo

James W. Argo, Mortgage Banker Advisor
Senior Loan Advisor
(415) 292-1993
james@jamesargo.com
Banking & Finance
Home Group: San Francisco 2

Bio: A true borrower advocate and advisor – Commercial and Residential property financing, in 49 States since 1984.

Mary Ballin

Perigon Wealth Managemnt
Wealth Advisor
(925) 487-1859
mballin@perigonwealth.com
Investment Advisor
Home Group: San Ramon 1

Bio: Financial professional with more than 20 years’ experience working in a fee-only capacity helping individuals and families create a financial and investment plan that aligns with their goals and values.

Adam Cipriano

BSG Consulting, Inc.
CEO
(925) 806-9100
ac@bsgconsulting.com
Consultant & Service
Home Group: San Ramon 2

Bio: Exit & Succession Advisor, Management Consultant and Business Coach. Deal Quarterback for closely held companies.

Niki Doctor

Bregante + Company LLP
Partner
(925) 416-0550
ndoctor@bcocpa.com
Accountant
Home Group: Pleasanton 1

Bio: We serve as trusted, strategic partners to our clients. We offer bespoke solutions to help them make financially sound business decisions. We are committed to client success and strive to provide prompt and efficient services in all our engagements.

Jamie Dupree

Futterman Dupree Dodd Croley Maier LLP
Partner
(415) 399-3843
jdupree@fddcm.com
Attorney
Home Group: Oakland 1

Bio: Business divorce litigation (involuntary dissolution, ownership disputes in closely-held businesses) and employment litigation for employers. Negotiation of employees’ entrances and exits from employment.

Tammy Plotkin-Oren

TPO Financial & Insurance Services
Financial Planner
(510) 433-3109
tammy@tpofinancial.com
Insurance
Home Group: Oakland 1

Bio: Tammy brings to her clients expertise in all aspects of asset protection and retirement planning, including life, disability and long term care insurance, annuities, and pension planning. Tammy helps families and business owners understand their options…

Ralph Sklar

Silver Transitions
Principal
(415) 839-9640
rsklar@silvertransition.com
Insurance
Home Group: San Francisco 5

Bio: As Principal and Financial Adviser at Silver Transitions, I am privileged to work alongside some of the top financial professionals in the nation to help our clients protect their families, ensure business continuity, and conserve their wealth.

Matt Zumstein

O’HAGAN MEYER LLP
mzumstein@ohaganmeyer.com
Attorney
Home Group: San Francisco 1

Bio: Construction, Real Estate, and Employment matters are cases I handle as well as General Litigation. Outstanding Trial Attorney who helps clients avoid litigation.

Eli Angote

TheBestNotary.net
Founder
(415) 539-7233
elijah@thebestnotary.net
Consultant & Service
Home Group: San Mateo 2

Bio: We help growth focused estate planners bring their offices to their clients homes in-person and remotely as we build an AI-powered freemium notarization and witness on-demand platform to bring estate planning to 1B marginalized families globally.

Diane Camacho

DLC Consulting Services, LLC
Founder and CEO
(925) 914-0766
diane@dlccs.com
Consultant & Service
Home Group: Walnut Creek 3

Bio: We help busy, successful attorneys improve or create the systems that support them. We provide legal management consulting from start-up to reorganization or updating; we get in, get things organized and get out.

Chris Chillingworth

CFOs2GO
Partner
(408) 309-1343
cchillingworth@cfos2gopartners.com
Consultant & Service
Home Group: San Mateo 1

Bio: A CFOs2Go Partner with 30+ years’ experience with both public and private companies providing financial management solutions for client companies. I lead our high tech, financial systems, and manufacturing practice groups and participate in our M&A group.

Alex Gilmete

Vigilant Defense Insurance Services Inc.
President and Insurance Broker
(341) 400-6639
alexg@getvigilantinsurance.com
Insurance
Home Group: Walnut Creek 3

Bio: Commercial insurance for California blue-collar business – Construction, trucking, towing, delivery, manufacturing, warehousing, contractors (roofing, plumbing), landscaping, restaurants & staffing. Workers comp, auto, cargo, general liability & EPLI.

Christopher Jaap

Ridgeline Law Office, Inc.
(415) 529-5001
cjaap@ridgelinelawoffice.com
Attorney
Home Group: San Francisco 7

Bio: Chris serves as an outsourced general counsel for small businesses and startups. He advises entrepreneurs and investors as they start, run, or exit their businesses. He provides practical, plain English advice.

Adam Kuang

Bay Tech 360 Inc.
CEO
(415) 971-9070
adam.kuang@baytech360.com
Consultant & Service
Home Group: Menlo Park 1

Bio: CEO of Bay Tech 360, an outsourced IT solutions provider for companies with 10 or more employees. Specialized in IT infrastructure design, setup, consulting and ongoing support. 20 years of experience helping organizations leverage technology for growth.

Faramarz Moeen-Ziai

CrossCountry Mortgage
Mortgage Advisor
(415) 377-1147
fmz@ccm.com
Financial Service
Home Group: Oakland 2

Bio: I love working collaboratively with clients to find the right financing solutions. I specialize in residential mortgages including first time buyers, refinance, and seasoned investors. Would love to connect for a troika or 121 meeting anytime!

Barbara Rhomberg

Law Office of Barbara Rhomberg
(650) 539-4945
barbara@rhomberglaw.com
Attorney
Home Group: San Mateo 2

Bio: Attorney for nonprofit organizations and their charitable donors. I help nonprofits with formation, tax-exempt status, charitable giving, endowments, and governance. I help donors structure their philanthropy through planned and charitable giving.

Al Statz

Exit Strategies Group, Inc.
M&A Advisor, President
(707) 781-8580
alstatz@exitstrategiesgroup.com
Financial Service
Home Group: Larkspur 1

Bio: M&A advisor and business valuation services to family- and closely-held lower middle-market companies in several industries.

Zach Whitman

New York Life Insurance Company
Agent and Registered Representative CA INSURANCE LIC #0E13098
(650) 562-7323
zewhitman@ft.newyorklife.com
Insurance
Home Group: Mountain View 1

Bio: Providing risk management and tax strategic business, personal and retirement planning utilizing life insurance, disability insurance, long term care insurace, annuity and investment products. Funding key person buy/sell needs & exec benefits for business