Richard Archer

Bench Strength Financial LLC
CEO and Founder
(925) 570-1166
archer.rich04@gmail.com
Consultant Service
Home Group: Walnut Creek 1

Bio: Experienced CFO/COO providing strategic planning, financial management, and operational improvement consulting. Expert in growth strategies, M&A, and financing. Proven track record in enhancing company performance and preparing for successful exits.

Frank Busch

Coblentz Patch Duffy & Bass
(415) 268-0582
fbusch@coblentzlaw.com
Attorney
Home Group: San Francisco 15

Bio: I am a trust and estate litigator with a deep expertise in civil litigation. I handle litigation of all levels of complexity representing interested parties including institutional trustees, trustee-beneficiaries, and other interested parties.

Tyler Collins

Brahma Consulting Group
Vice President of Sales
(916) 532-7773
tyler@consultbrahma.com
Consultant Service
Home Group: Sacramento 3

Bio: I’m a passionate recruiting professional with a knack for connecting top talent with exciting opportunities. I leverage my vast network of active and passive candidates across various industries to build winning teams for your organization. Let’s chat!

Charles Dampier

(408) 421-5429
charles.dampier@pinnacle.bank
Banking Finance
Home Group: Campbell 1

Kim Falahati

Family Matters LLC
Founder
(925) 708-6635
kim@kffamilymatters.com
Consultant Service
Home Group: San Ramon 3

Bio: Move, pack, unpack, junk haulers, donation pick up, organize, downsize, declutter, hoarders, estate sale.

Judith Feuer

Edward Jones
Financial Advisor
(925) 718-7537
judith.feuer@edwardjones.com
Investment Advisor
Home Group: San Ramon 1

Holly Garretson

Edward Jones
Financial Advisor
(707) 528-3452
holly.garretson@edwardjones.com
Investment Advisor
Home Group: Santa Rosa 1

Jay Greene

Greene Estate, Probate, and Elder Law Firm
Estate Planning Attorney / CPA
(415) 905-0215
jay@greenelawfirm.com
Attorney
Home Group: San Francisco 8

Bio: Experienced Attorney and CPA in the fields of Asset Protection, Trusts & Probate, Estate Planning, and Elder Care Planning.

Geoff Hollands

Coldwell Banker Realty
Real Estate Professional
(408) 761-7307
geoff.hollands@cbnorcal.com
Consultant Service
Home Group: Campbell 1

Bio: Silicon Valley residential real estate professional specializing in helping Sellers, Buyers and Investors with single-family homes, condos, townhomes and multi-residential. 21 years experience, Bay Area native and results driven.

Kelly Le

Jade Stone Real Estate
Founder of Jade Stone Real Estate, Realtor & Property Manager
(916) 956-1645
kelly@jadestone.agency
Real Estate
Home Group: Sacramento 3

Bio: I am a passionate residential Realtor and Property Manager in the Greater Sacramento and Bay Area. I can help home buyers understand the home buying process, help sellers navigate the complex selling market and help landlords manage their investments.

Taune Lima

Next Level Strategies
Director of Consulting Services
(512) 856-5509
taune@nlshr.com
Business Coach
Home Group: San Francisco 14

Bio: I have been in HR for the last 20+ years with a background including 11+ years in restaurant management. Fractional HR Support, Payroll, Recruiting and Leadership Coaching, presenting solutions that are clear, actionable and compliant.

Nickolas Montano

Montano & Associates International Investigations
Principal/Director of Investigations
(925) 200-9099
nick@nickmontano.com
Consultant Service
Home Group: Walnut Creek 1

Bio: A Certified Fraud Examiner, and Licensed Investigator for 40 + years in California, as well as 6 other states. We are a international investigative firm. Specializing in Brand Protection, Complex Litigation and Investigation Support.

Matthew Mertens

Transworld Business Advisors
Principal Transworld Business Advisors
(916) 812-8710
mmertens@tworld.com
Consultant Service
Home Group: Sacramento 3

Katherine Miller

Affordable Senior Care
Director of Client Services
(408) 559-2810
kmiller@affordablesc.com
Consultant Service
Home Group: Santa Clara 2

Bio: Director of Client Services assisting our clients with their care needs. Services include Personal non- medical In-Home Care, 24 Hr. & Companion Care, and Transportation.

Jeffrey Ottoboni

2GO Advisory Group
Partner
(707) 478-9225
jottoboni@coos2go.com
Consultant Service
Home Group: San Rafael 1

Bio: After many years as an executive in the beverage business, I am now consulting in the food and beverage space. I provide Fractional COO services to a broad range of businesses.

Suzi Potts

Wente Family Estates
Senior Vice President, Head of People at Wente Vineyards
(415) 235-8676
suzi@suzipottsconsulting.com
Marketing
Home Group: Pleasanton 1

Stacey Powers

Exchange Bank
(707) 521-3740
stacey.powers@exchangebank.com
Banking Finance
Home Group: San Rafael 1

Andrew Quan

Law Offices of Andrew Quan
(510) 394-2466
andrew@quan.legal
Attorney
Home Group: Walnut Creek 1

Cheryl Rebottaro

Edward Jones
Financial Advisor
(831) 461-9311
cheryl.rebottaro@edwardjones.com
Financial Service
Home Group: Santa Cruz 1

Bio: I help people live the life of their dreams without running out of money.

Rachel Rosenfeld

Heisler Rosenfeld Zaragoza, LLP
Attorney with HRZ LLP
(925) 386-6885
rachel@hrz.law
Attorney
Home Group: San Ramon 1

Lisa Sennott

ClarusHR
(949) 570-1358
lisa@clarushr.net
Attorney
Home Group: Larkspur 1

Bio: Employment law attorney primarily conducting workplace investigations to help businesses avoid legal liability and improve workplace culture. I also provide on-demand HR services and advice and counsel to our corporate clients.

Brandon J. Smith

BJS Law, Inc.
Attorney
(916) 426-2507
brandon@brandonjsmithlaw.com
Attorney
Home Group: Sacramento 2

Marisa Snow

Snow Business Solutions
(469) 967-3969
marisa@snowbusinesssolutions.com
Accountant
Home Group: Santa Rosa 2

Ken Tang

UBS
Board Member
(415) 954-6825
ken.tang@ubs.com
Investment Advisor
Home Group: Walnut Creek 1

Venus Tayco

Next Level Strategies
Leadership Coach & Strategic HR Consultant
(415) 876-NEXT
venus@nlshr.com
Consultant Service
Home Group: Sacramento 3

Bio: Certified coach specializing in developing crucial leader competencies often overlooked or underdeveloped. I leverage my extensive HR experience to understand the intricacies of leadership challenges and offer practical solutions for enhanced engagement.

Ricci Victorio

Victorio Consulting
President & Master Certified Coach
(707) 330-4034
ricci@victorioconsulting.com
Consultant Service
Home Group: Palo Alto 1

Bio: I am an MCC, CPCC and CSP who is business agnostic and people specific. I coach individuals, executives, family businesses and management teams who are navigating change in their people and/or leadership.

Matt Walding

Santos Walding LLP
(510) 858-7192
matt@santoswalding.com
Attorney
Home Group: San Jose 2

Bio: Estate planning attorney.

Todd Wellnitz, CLTC

Wellguard Insurance & Financial
Independent Insurance Broker
(415) 846-1521
todd@wellguardfinancial.com
Insurance
Home Group: San Francisco 6

Bio: LIFESTYLE Insurance Advocate protecting, replacing & guaranteeing INCOME streams…frequently income TAX FREE! Specializing in Life Insurance, Disability, Long Term Care, Structured Settlements & Income Annuity.

Vivian Wong

(650) 576-6966
vivwong@svb.com
Banking Finance
Home Group: Santa Clara 2

Melinda Garcia

Garcia & Gurney
Attorney at Law
(925) 899-4096
mgarcia@garciagurney.com
Attorney
Home Group: San Ramon 1

Bio: Melinda Garcia has been providing businesses with legal advice and assistance since 2000. She handles all types of legal transactions, advising businesses with respect to employment and labor issues; executive compensation, intellectual property.

Steven Haley

Law Offices of Steven B. Haley
Attorney
(408) 251-2700
shaley@stevenhaleylaw.com
Attorney
Home Group: Palo Alto 1

Bio: The focus of my practice is in the area of commercial real estate, including office, retail & industrial leases & purchase and sale transactions; entity formation (LLCs) and residential real property matters such as co-ownership agreements.

Brian Marcus

Vierra Magen Marcus LLP
Registered Patent Attorney
(415) 489-4100
bmarcus@vierramagen.com
Consultant & Service
Home Group: San Francisco 1

Bio: Brian is a registered patent attorney specializing in protecting innovation, guiding clients from the initial idea stage, to preparing patent and trademark applications, to successfully navigating the process through the Patent and Trademark Offices.

Anne Gyemant Paris

Gyemant Paris Law
Managing Attorney
(415) 513-5502
anne@gpl.legal
Attorney
Home Group: San Francisco 5

Bio: Anne Gyemant Paris is a San Francisco based attorney focused on reproductive law, including assisted reproduction, surrogacy, and adoption and parentage.

Joseph Wolch

Law Offices of Joseph H. Wolch
Owner
(925) 974-0808
jhw@joewolch.com
Attorney
Home Group: Walnut Creek 2

Bio: Since 1993, I have represented individuals throughout the Bay Area through all stages of their Family Law matter. I provide candid advice and counsel to clients to assist in the efficient and effective resolution of their matter.

Mark Andres

GSD Solutions LLC
Director of IT Services
(408) 649-8380
mark@gsdsolutions.io
Information Technology
Home Group: Mountain View 1

Bio: As the IT Yoda, my clients easily access all their files and data, anywhere, anytime, on any device, safely and securely, through my guidance. Get Stuff Done with the IT Yoda, you will.

Marie Barnes

Marie Barnes, Attorney at Law
(415) 226-9624
marie@mariebarneslaw.com
Attorney
Home Group: San Rafael 1

Bio: Whether your freedom is in jeopardy or your marriage has ended, Marie will guide you through the emotional process and help you make the best choices to ensure the best possible outcome.

Dan Beck

Equitable Advisors
(203) 536-2068
daniel.beck@equitable.com
Investment Advisor
Home Group: San Francisco 15

Bio: Dan is a financial advisor specializing in working with HENRYs (High Earners Not Rich Yet), young couples, and early stage entrepreneurs. He understands the financial challenges that the emerging affluent face, personally, and with their businesses.

Steven Colby

Rimon Law
Partner – Patent Attorney
(650) 966-6006
steven.colby@rimonlaw.com
Insurance
Home Group: Sacramento 2

Bio: Patent Attorney, Director of IP strategy at Rimon Law, CEO HyperKey, Inc., investor and startup advisor. My focus is on mentoring and supporting early stage startups. 20 years experience working on and advising startups.

David Cowan

Silicon Valley Sales Group|Sandler Training
Founder & CEO
(408) 396-3100
david.cowan@sandler.com
Consultant & Service
Home Group: San Jose 4

Bio: I help clients large and small overcome their challenges with sales and selling based on my 25+ year career in sales, sales management, executive leadership and CEO roles as well as my deep knowledge and understanding of the Sandler Selling System.

Kathleen Day-Seiter

Law Office of Kathleen Day-Seiter
Principal
(510) 629-4404
kday@dayseiterlaw.com
Attorney
Home Group: Oakland 2

Bio: I provide assist with Elder law, disability issues, Special Needs Trusts, Medi-Cal Planning, Life Care Planning, protection of assets for seniors and disabled individuals, holistic approach care planning, end of life, and succession planning.

Nick Englebert

Delagnes, Mitchell & Linder, LLP
Partner
(415) 983-0500 x149
nenglebert@dmlcpa.com
Accountant
Home Group: San Francisco 12

Bio: Nick Englebert is a Partner at the CPA firm of Delagnes, Mitchell & Linder, LLP in San Francisco. He specializes in tax planning and compliance for high net worth individuals, real estate partnerships and LLCs and small business owners.

Peter Friedman

PETER H FRIEDMAN
CPA
(603) 313-3333
peterf@peterfriedmancpa.com
Accountant
Home Group: San Francisco 8

Bio: We specialize in Litigation support and Tax Resolution for Individuals and Corporations, Partnerships, Trusts and Estates who are being audited by Government Agencies. We negotiate installment agreements and OIC’s.

Humberto Bert Galleno

Gravity Capital Group, LLC
Founder & Principal
(415) 205-5656
hgalleno@gravity-cap.com
Consultant & Service
Home Group: San Francisco 8

Bio: Gravity Capital provides strategic finance & corporate development services to private companies. Typical services include strategic planning, business plan support, financing prep, investor communications, corporate finance, and M&A planning/execution.

Nina Herndon

Sage Eldercare Solutions
Executive Director/Founder
(415) 305-8499
nherndon@sageeldercare.com
Consultant & Service
Home Group: San Mateo 2

Bio: Nina is the founder and executive director of Sage, a care management practice and specialized home care provider that also features, The Hummingbird Project, focused on bringing therapeutic activity services to clients’ homes to support quality of life.

Bernie Kornberg

Practus LLP
Partner
bernard.kornberg@practus.com
Attorney
Home Group: San Francisco 11

Bio: Litigator specializing in handling of matters involving bankruptcy, insolvency, and financial services. Represent financial institutions, startups, and individuals.

Roy Martinez

Exit Strategies Group, Inc.
Business Intermedary & Certified Business Valuation Analyst
(707) 781-8583
jroymartinez@exitstrategiesgroup.com
Financial Service
Home Group: San Rafael 1

Bio: Roy is a Certified Mergers & Acquisitions Professional (CM&AP) and Certified Business Valuation Analyst (CVA). As the former CFO of WineDirect, Roy is building a focus on companies that provide products and services to the wine industry.

Ericka McKenna

McKenna Brink Signorotti LLP
Partner
(925) 433-5444
ericka@mckennabrink.com
Attorney
Home Group: San Ramon 2

Bio: Ericka McKenna is a transactional business law attorney whose practice includes general business counsel, entity formation, dissolution, and restructuring, stock issuances and business licensing and certifications.

Kiana Moradi

Moradi Saslaw LLP
Partner
(415) 872-1081
kiana@moradisaslaw.com
Attorney
Home Group: San Francisco 6

Bio: Family law attorney and founder of 9 attorney family law firm servicing entire Bay Area and Orange County. I specialize in complex financial divorces and contested custody disputes. 22 years of experience.

Carlos Ramirez

Apex Family Law P.C.
Attorney
(628) 272-2906
carlos@apexfamilylaw.com
Attorney
Home Group: San Francisco 12

Bio: Carlos represents clients in a variety of family law matters including dissolution, legal separation, resolution of parenting and custody, determination of support, division of income and assets, and trials.

Cathy Root

Cathy Root CPA & Associates Inc
(510) 858-9588
cathy@cracpa.com
Accountant
Home Group: Oakland 2

Bio: I help small business owners and individuals minimize tax liabilities from tax planning, projection to tax return preparation. I serve a variety of small businesses such as real estate investment, health care groups, & non-resident investors.

Mark Van Slambrook

The Swenson Group
Principal, Vice President
(925) 493-7232
mvanslambrook@theswensongroup.com
Consultant & Service
Home Group: San Ramon 2

Bio: The Swenson Group is a local Managed Services provider that strives to solve clients’ business challenges with technology, passion and pride. A Premier Konica Minolta Dealer for multi-function platforms, printers, scanning, software, support & IT Services.

Lauren Kramer Sujeeth

Rogers Joseph O’Donnell
Attorney
(415) 956-2828
lkramer@rjo.com
Attorney
Home Group: San Francisco 9

Bio: A seasoned trial attorney and SuperLawyer Rising star, Ms. Kramer’s practice focuses on criminal defense, government contracts, and litigation from the start through verdict.