Neil Forester

Owner
Forester Family Law
(916) 342-2414
neil@foresterfamilylaw.com
Home Group: Folsom 1

Ed Goodson

Estate and Trust Attorney
Lagerlof, LLP
(530) 328-1601
egoodson@lagerlof.com
Home Group: Roseville 1

Stephen Lovell

President
Lovell Wealth Management
(415) 254-8719
stephen@lovellwm.com
Home Group: Silicon Valley Succession & Estate Planning

Kristie Prinz

Principal
The Prinz Law Office
(408) 884-3577
kprinz@prinzlawoffice.com
Home Group: Silicon Valley Virtual 1

Amit Urban

Registered Representative
Fortitude Investment Group
(650) 282-0477
aurban@fortitudeinvestments.com
Home Group: Silicon Valley Real Estate Affinity Group

Mila Balke

Sweeney Mason LLP
Associate
(408) 356-3000
mbalke@smllp.com
Attorney
Home Group: Santa Clara 1

Bio: Mila regularly helps clients form businesses, grow them and eventually sell them. She typically works with small and mid-size businesses in a wide variety of industries, providing the legal infrastructure to suit their particular needs.

Nancy Barrett

UBS Financial Services
Managing Director – Wealth Management
(415) 954-6872
nancy.barrett@ubs.com
Investment Advisor
Home Group: Mountain View 1

Bio: Experienced financial services professional providing comprehensive wealth management for individuals and families with $5MM in investable assets. Wealth planning, investment management, banking, lending & insurance.

Edward Burns

Law Office of Edward Burns
Attorney
(916) 282-9799
e.burns@eddielaw.net
Attorney
Home Group: Sacramento 3

Chris Fiscalini

Comerica
(415) 477-3201
cfiscalini@comerica.com
Banking Finance
Home Group: Santa Rosa 2

Edward Fontelieu

USI Insurance Services
(310) 630-7201
ed.fontelieu@usi.com
Insurance
Home Group: Sacramento 3

Hamilton Tatum Holt

Bay Area Disability
IV, Attorney
(415) 465-3970
bayareadisability@gmail.com
Attorney
Home Group: San Francisco 12

Bio: Disability Attorney – Practice Devoted Exclusively to SSDI.

Kate Hughes

The Brand Incubator
Fractional CMO
(415) 713-1874
kate@thekatehughes.com
Marketing
Home Group: Santa Rosa 2

Bio: Your startup’s strategic marketing partner. Who founders call when they’re ready to launch a product, generate demand, and drive predictable revenue and sales growth. If you’re a Seed & Series A healthcare or tech startup, you want me on your team!

David Jackrel

Jackrel Consulting
(650) 208-8223
david@jackrelconsulting.com
Information Technology
Home Group: San Francisco 14

Stephanie Krist

Precision Bookkeeping
President
(415) 482-8448 x 700
skrist@precisionbooks.com
Accountant
Home Group: San Rafael 1

Bio: I am a Certified Bookkeeper and business owner and provide expert full charge bookkeeping to small businesses in the legal, finance and professional services sector. I help businesses succeed by understanding and leveraging their accounting.

Rahul Kuruvilla

Triune Infomatics
President
(510) 364-3557
rahulkuruvilla@triuneinfomatics.com
Human Resources
Home Group: San Ramon 1

Bio: Triune is an award-winning IT talent acquisition firm specializing in both temporary and permanent placements. We connect top-tier IT professionals with leading organizations, ensuring the right fit for every role.

Monique Lecomte

Monique Lecomte- Elevating Others
Founder
(415) 516-5367
monique@moniquelecomte.com
Consultant Service
Home Group: San Ramon 3

Bio: Speaker & Board Facilitator | Organizational Change Leader & Executive Coach | Certified The Leadership Challenge® Facilitator | Cultivating High-Performing Cultures.

Julia Day Marquez

Fallon Bixby Cheng & Lee
Immigration Attorney
(415) 781-2338
jmarquez@fbcl-visa.com
Attorney
Home Group: Oakland 2

Rob Mayberry

Truist
(650) 384-5488
rob.mayberry@truist.com
Investment Advisor
Home Group: San Rafael 2

Victoria Rayman

Copenbarger & Copenbarger
Associate Attorney
(949) 667-3370
victoria@copenbarger.com
Attorney
Home Group: Mountain View 1

Bio: Estate Planning Attorney for California.

Rachel Rodriguez

Rachel Rodriguez Consulting
Speaker Coach, Executive Communication Coach & Leadership Facilitator
(415) 745-5905
rachelvrodriguez@gmail.com
Consultant Service
Home Group: San Francisco 9

Asila Sayedi

KW Advisors East Bay
Associate Broker
(703) 398-9355
asilproperties@gmail.com
Real Estate
Home Group: San Francisco

Bio: Real Estate expert, specializing in luxury transactions and strategic negotiations, dedicated to achieving exceptional outcomes for her clients.

Jason Smith

Paylocity
HCM Account Executive
(925) 471-1846
jsmith5@paylocity.com
Human Resources
Home Group: Walnut Creek 1

Marty Smith

Kennedy Wilson Property Services
Managing Director
(415) 644-0463
msmith@kennedywilson.com
Real Estate
Home Group: San Francisco 4

Bio: Marty is Managing Director at Kennedy-Wilson for the San Francisco Bay Area, serving real estate investors and managing their assets. The clients are private real estate owners who need a trusted advisor to enhance the value of their real estate assets.

Arvind Sujeeth

Billables AI
Cofounder and CEO
(314) 229-8247
aksujeeth@gmail.com
Information Technology
Home Group: San Francisco 7

Bio: Arvind is the Co-Founder and CEO of Billables AI, an automated time-tracking platform powered by AI and currently focused on the legal industry. We help professional service providers capture revenue from lost time while spending less time on billing.

Cindy Yu

StoneTurn
Managing Director
(415) 848-7619
cyu@stoneturn.com
Accountant
Home Group: San Francisco 1

Kimberly Whitfield

Dickinson Wright
Of Counsel
(408) 701-6122
kwhitfield@dickinson-wright.com
Attorney
Home Group: Santa Clara 1

Lisa Chapman

Law Offices of Ruben Ruiz
Attorney
(866) 448-4989
lchapman@rubenruizlaw.com
Attorney
Home Group: Palo Alto 2

Bio: Creates and implements employment policies for companies. Represents companies in disputes, including those involving harassmsent, trade secrets theft, wages, leaves, discrimination, discipline and retaliation. Conducts employment investigations.

Anne Marie Foley

Sutro Insurance Solutions
Employee Benefits Broker
(415) 240-2752
annemarie@sutroinsurance.com
Insurance
Home Group: San Francisco 7

Bio: I am the owner of Sutro Insurance Solutions. I simplify employee benefits packages for small and medium sized companies by providing innovative and cost effective employee benefits packages.

Matthew Dianich

Andersen
Director
(415) 816-6814
matthew.dianich@andersen.com
Financial Service
Home Group: San Francisco 9

Bio: Saving real estate owners real tax dollars through cost segregation. Pay yourself before the IRS!

Steven Kronenberg

The Veen Firm
Partner, Trial Attorney
(415) 336-2395
s.kronenberg@veenfirm.com
Attorney
Home Group: San Ramon 1

Bio: Trial Attorney for Catastrophically Injured People and Their Families. Selected for inclusion in Best Lawyers, Super Lawyers, and National Trial Lawyers – Top 100 Northern CA

Janelle Sahouria

Jackson Lewis P.C.
(415) 796-5446
janelle.sahouria@jacksonlewis.com
Attorney
Home Group: San Francisco 12

Bio: I am a management-side employment attorney. My practice includes employment counseling and litigation, as well as Americans with Disabilities Act (ADA)/access defense and compliance counseling.

Hana Xu Wang

Wang Wealth Advisors LLC
Founder and Wealth Advisor
(415) 753-9167
xu.wang@lpl.com
Financial Service
Home Group: San Francisco 9

Bio: I help small and mid-sized businesses with setting up and managing their 401K plans. I work well with attorney and doctor offices. I also champion for immigrant financial planning.