Lynsay Allen

EverBank
VP, Commercial Relationship Manager
(916) 531-2129
lynsay.allen@everbank.com
Banking Finance
Home Group: Sacramento 1

Charlynn Baumsteiger

Coldwell Banker Realty
Marin County Realtor
(415) 302-8996
charlynn415@gmail.com
Real Estate
Home Group: San Rafael 2

Bio: I help Sellers and Buyers of homes in Marin County. I have a passion for helping Senior Citizens when it is time to sell the family home. They need extra time and patience which I am happy to give. I also help investors.

Matthew Coleman

Law Offices of Matthew E. Coleman
(831) 708-2766
matt@mattcolemanlaw.com
Attorney
Home Group: Santa Cruz 1

John Duarte

First Citizens Bank
Vice President, Financial Sales Manager
(925) 948-1449
john.duarte@firstcitizens.com
Banking Finance
Home Group: Walnut Creek 1

Bio: 15+ years in financial services, I focus on clients’ long-term growth & sustainability. Streamline banking with cash management, treasury services & competitive financing. Ideal clients: professional service providers, fiduciaries, non-profits & cannabis.

Olga Fong

Amalfi View Consulting, Inc
Founder & CEO
(415) 623-8004
info@amalfiviewconsulting.com
Accountant
Home Group: Sacramento 3

Bio: Olga Fong, the founder of Amalfi View Consulting, brings over 15 years of experience in accounting. She is dedicated to providing high-quality accounting services to small to medium businesses.

David Lee

Sweeney Mason LLP
(408) 356-3000
dlee@smwb.com
Attorney
Home Group: Campbell 1

Brandon Shelton

First Edition Law Group
Attorney
(415) 409-8667
brandon@firsteditionlaw.com
Attorney
Home Group: San Francisco 10

Bio: I am a corporate attorney focused on business transactions for all types of businesses, including startups, brick-and-mortar operations, and investors.

Chad Shenouda

Beyond Financial Solution | Bergeson LLP
Principal | Director of Finance
(925) 364-1914
chad@beyondfinancialsolution.com
Consultant Service
Home Group: Walnut Creek 1

Bio: We help small and med sized law firms with bookkeeping, accounting, billing, fractional CFO, and consulting services. Experienced with legal software implementation and migration.

Niley Shrestha

Oppenheimer & Co, Inc.
Executive Director – Investments
(415) 438-2957
niley.shrestha@opco.com
Investment Advisor
Home Group: San Ramon 1

Mike Swaleh

Fairway Independent Mortgage Corp
Mortgage Advisor/Branch Manager
(314) 478-3699
mswaleh@fairwaymc.com
Banking Finance
Home Group: Sacramento 2

Bio: Quick Home Loan Closings and Guaranteed Offers.

Timothy Swords

Swords Bookkeeping
Principal
timothy@tswordsconsulting.com
Consultant Service
Home Group: San Rafael 2

Bio: Bookkeeping & accounting for nonprofits, and small and medium-size businesses. Help clients manage their financial records, so they can make informed decisions ranging in scope from strategic investments to growing new programs and products.

Neville Vania

East Bay HR Professionals
CEO
(510) 269-7566
neville@eastbayhrpros.com
Human Resources
Home Group: Walnut Creek 1

Bio: Custom Human Resources solutions for businesses providing support on a variety of areas including employer legal compliance, recruitment, payroll, employee benefits, workers’ comp, training & development, employee relations, and business operations.

Steve Ward

Redwood Credit Union
SVP Business Services
(800) 479-7928 x 73506
sward@redwoodcu.org
Banking Finance
Home Group: Santa Rosa 1

Bio: Financial Services Executive specializing in Business Banking, Partnership Building, and Change Management.

Charles Young

Cardwell Steigerwald Young, LLP
Partner
(415) 259-5889
charlie@csyfamilylaw.com
Attorney
Home Group: San Francisco 4

Robert Bleicher

Hoge Fenton
Counsel
(650) 963-2175
robert.bleicher@hogefenton.com
Attorney
Home Group: San Francisco 7

Bio: I am a litigation attorney specializing in complex business disputes. I focus on issues between business owners, the purchase, sale or merger of a company, and claims asserting non-performance of business contracts.

Marc Dorneles

CAL Insurance & Associates, Inc.
Principal
(415) 680-2159
mdorneles@mycalteam.com
Insurance
Home Group: San Rafael 1

Bio: Business insurance advisor specializing in General Liability, Property, Workers Comp, Business Auto, Umbrella, E&O or Professional Liability, Cyber, D&O or Directors and Officers, Stock Thru Put or In-transit coverage, Employment Practices Liability…

Ed Gines

Strategic CFOs, Inc.
Fractional CFO Consultant
(925) 406-4680
ed.g@strategic-cfos.com
Consultant & Service
Home Group: San Ramon 1

Bio: Fractional CFO Consulting and Accounting Services with a concentrated focus on businesses with 100 or fewer employees.

Daniel J. Herling

Mintz Levin
Partner
(415) 432-6103
djherling@mintz.com
Attorney
Home Group: San Francisco 7

Bio: Trial practice: consumer product liability, class actions & complex commercial litigation. He also helps companies that have CA specific issues: Proposition 65, false advertising and unfair competition, “Made in USA”, recalls and other packaging & label…

Amie Miller

Law Office of Amie D. Miller
Attorney: Certified Specialist in Immigration
(415) 362-8602
amiller@immigrate-us.net
Attorney
Home Group: San Francisco 7

Bio: As a Certified Specialist in Immigration Law by the State Bar of CA, I help my clients navigate the complex U.S. immigration system. My practice includes family immigration, citizenship, removal defense, asylum, appeals, waivers, immigration consequence…

Paul Schroeder

Law Offices of Paul Schroeder
Owner
(925) 954-4415
paul@pschroederlaw.com
Attorney
Home Group: San Ramon 1

Bio: My worldwide clients call me to review and write contracts to help avoid litigation. They also call me to litigate for them, in particular when someone owes them money. Call me when you want outside the box thinking and quick turnaround.

Ernest Baello

Moradi Saslaw, LLP
Partner at Moradi Saslaw, LLP
(415) 872-1080
ernest@moradisaslaw.com
Attorney
Home Group: Santa Clara 2

Bio: Ernest is a Certified Family Law Specialist with over 14 years of experience handling complex and high conflict divorce, custody, and support cases in the Bay Area, Los Angeles, and New York City.

Robyn Ginney

Hart Ginney LLP
(510) 628-0250
robyn@hartginney.com
Attorney
Home Group: Oakland 3

Bio: I handle the messy, litigious, contentious, nightmare divorce and custody cases. If someone tells you they are afraid to get a divorce, send them to me. My goal is to take the fear out of divorce.

Carl Horne

Pillar 6 Insurance Services
VP of Insurance/Risk management
(415) 630-5991
carl@pillar6.com
Insurance
Home Group: San Francisco 12

Bio: I am passionate about protecting individuals, families and closely held businesses should someone’s health jeopardize their finances. I specialize in Life, DI, Medicare, and LTC benefits.

Noe Munoz

Heritage Bank
SVP/San Jose Market President Commercial Lending
(408) 534-4954
noe.munoz@herbank.com
Banking & Finance
Home Group: San Jose 2

Bio: With 16 years of commercial banking experience, I have expertise in commercial real estate and construction, business and SBA loans. I work with privately held companies and high net worth individuals who are active in the Bay Area in various industries.

David Ogburn

BNY Mellon
CFP®, CEPA®
(415) 951-4124
david.ogburn@bnymellon.com
Investment Advisor
Home Group: San Ramon 3

Bio: “Founders, Family Offices, Foundations” – Dave advises founders, their families, family offices, and foundations on wealth planning strategies to maximize the value and impact of the wealth they’ve built.

Margarita Wear

Maier Law Group
Partner
(415) 295-2141
margarita@maierlawgroup.com
Attorney
Home Group: San Francisco 13

Bio: I am an employment attorney, workplace investigator, and mediator. As an employment lawyer, I advise employers and companies on compliance, employee, and human resources matters. I also conduct workplace investigations, mediations, and trainings.

Christine Whalen

Whalen Law & Mediation
Mediator
(415) 830-0117
christine@christinewhalen.com
Attorney
Home Group: Oakland 2

Bio: Christine is an attorney-mediator, helping clients resolve conflicts in all areas, with a particular focus on divorce, elder law, and estate planning.