Scott Bowman

The Soul’s Adventure
(415) 335-6245
scott@thesoulsadventure.com
Consultant Service
Home Group: San Rafael 2

Tony Casabat

HUB International
Senior Vice President
(415) 572-2826
tony.casabat@hubinternational.com
Insurance
Home Group: Walnut Creek 1

Lyn Dahl

Lucas Horsfall
(626) 744-5100 x 153
ldahl@lhmp.com
Accountant
Home Group: San Ramon 2

Amy J. Embert

Hoge Fenton Jones & Appel, Inc.
Of Counsel
(408) 637-1330
amy@resonance.law
Attorney
Home Group: Silicon Valley Virtual 1

Bio: I work with companies and inventors to convert their ideas into valuable intellectual property assets and navigate the complex intricacies of intellectual property law both domestically and abroad. With extensive experience in broad range of technologies.

Kari Franz

Brigid Marketing Services
Fractional Chief Marketing Officer / Marketing Consultant
(415) 827-8215
kari.franz@brigidmarketingservices.com
Marketing
Home Group: Bay Area Branding

Bio: I help companies with revenue between $5M to $80M in Wealth Management, SaaS, & Financial Tech accelerate their growth with branding, lead gen, websites, social media & BD alignment.

Fiorella Giusti-Barrera

Haven Home Lending
Owner/ Senior Mortgage Advisor
(925) 549-1927
fiorella@havenhomelending.com
Banking Finance
Home Group: Walnut Creek 1

Bio: I’m a dedicated mortgage broker with passion for personalized service, we make it our mission to simplify the lending process for every client.

Syd Highley

Daily Balance
Founder and CEO of Daily Balance Inc
(916) 686-0272
syd@dailybalance.com
Accountant
Home Group: Sacramento 1

Bio: UCLA grad, CPA, former international accountant with Arthur & Young (now Ernst & Young), CPA firm focusing on the needs of the Non-Profit community.

Johann Hall

The Law Office of Johann Hall
Attorney
(707) 360-8717
johann@jhallesq.com
Attorney
Home Group: San Rafael 2

Bio: I help people who have been injured by others get the justice they deserve through holding those responsible for their harm accountable and securing appropriate compensation.

Traci Holian

Fenchel Family Law
Senior Family Law Litigation Attorney
(424) 333-4981
traci@fenchelfamilylaw.com
Attorney
Home Group: Santa Cruz 1

Bio: Seasoned senior family law attorney resolving complex family law issues.

Nana Knight

Knight Law
CEO & Founder
(310) 990-3472
nknight@knightjustice.com
Attorney
Home Group: Santa Clara 1

Bio: I am a certified criminal law specialist & former prosecutor providing relentless defense for any offense – DUIs, domestic violence, fraud, and all types of misdemeanors and felonies. I also help clients obtain and defend against restraining orders.

Alex Kulikov

Expert CA
Forensic Expert Witness & Consultant
(707) 330-0054
alex@expertadvisors.us
Consultant Service
Home Group: Pleasanton 1

Bio: I am a forensic expert witness consultant and a Certified Financial Crimes Specialist following the money trail and providing forensic examination, as well as general financial analysis in complex litigation matters, in State and Federal courts.

Marc Levine

Marc Levine & Co
Senior Principal Recruiter
(415) 518-5558
levine.marc.j@gmail.com
Consultant Service
Home Group: San Francisco 1

Jerry Lovatt

Silicon Valley Financial Group
Chief Financial Officer
(408) 250-4632
jerrylovatt@att.net
Consultant Service
Home Group: Silicon Valley Virtual 1

David Martin

US Bank
(408) 605-4070
david.g.martin@usbank.com
Financial Service
Home Group: Campbell 1

Cary McReynolds

CDM LAW
Attorney
(925) 385-8545
cmcreynolds@cdmlawyer.com
Attorney
Home Group: Walnut Creek 1

Bio: Civil litigator focused on real estate and construction law. I approach matters in a methodical and organized manner to efficiently represent clients and ensure that they are properly informed about their case and options in how they proceed.

David Messer

Compass
Founding Partner
(916) 298-3014
david@messerteam.com
Real Estate
Home Group: Sacramento 1

Erick Niu

Aritas Advisors
Principal
(415) 545-8699
en@aritasadvisors.com
Consultant Service
Home Group: San Francisco 10

Bio: We specialize in finance & strategy services: CFO services, M&A Advisory, Business Intelligence / Analytics, Strategy Development.

Ryan Noxon

Edward Jones
(916) 626-4103
ryan.noxon@edwardjones.com
Investment Advisor
Home Group: Roseville 1

Justin Nuzum

Allen Wine Group
(707) 708-2155
justin@allenwine.com
Accountant
Home Group: San Rafael 2

Bio: CPA specializing in consulting and advisory services for wineries.

Jacob Schaaf

Marsh McLennan Agency
Principal, Benefits Consultant
(415) 200-8271
jacob.schaaf@marshmma.com
Insurance
Home Group: Silicon Valley Virtual 1

Bio: Employee benefits insurance broker with 20+ years of experience specializing in benefit captives, self- insurance, PEO exits, & creative cost containment strategies.

Shmuel Silverman

Multi-Innovation
CEO / Founder
(224) 234-1272
shmuel@multi-innovation.com
Consultant Service
Home Group: Palo Alto 3

Bio: Shmuel Silverman is the CEO of Multi-Innovation, a team of inventors and patent specialists that helps companies of all sizes tap into the full potential of their business through strategic investments in Intellectual Property.

Kevin Simmons

kevinblairsimmons playtobelong
Coach
(707) 396-8644
kevin@speakdeeply.com
Consultant Service
Home Group: San Rafael 2

Bio: I help people connect with others through leadership, public speaking, and conflict resolution. I also help groups and teams connect and belong through play.

Ryan Sittauer

Jackson Square Financial
Financial Business Specialist – Partner
(415) 217-7908
rsittauer@jsfin.com
Consultant Service
Home Group: Mountain View 2

Elisabeth Sorensen

Oppenheimer & Co. Inc.
Executive Director – Investments
(415) 438-2904
elisabeth.sorensen@opco.com
Investment Advisor
Home Group: San Francisco 12

Bio: I’m a wealth advisor, and I specialize in low-risk bond investments with attractive equity-like returns, that help clients feel confident about their investments and meeting their financial goals, through planning and investment management.

Brenda Swiney

mieCFO
Founder
(408) 823-4288
brenda@miecfo.com
Consultant Service
Home Group: Silicon Valley Virtual 1

Bio: I have over 20 years of financial and operational experience in emerging, growth, and public companies. I now focus on providing CFO level expertise to emerging technology companies.

Stephanie Walker

887
(650) 996-0788
stepwalk68@gmail.com
Consultant Service
Home Group: Roseville 1

Shirley Wantland

Recovery Consultants, Inc.
CEO
(214) 315-3454
shirley@recovery-consultants.com
Consultant Service
Home Group: San Rafael 2

Bio: Challenging the status quo of traditional addiction treatment, Recovery Consultants provides bespoke in-home concierge services for addiction & mental health. Our unique holistic approach enables creative & effective solutions, inspiring hope & healing.

Erika Westhoff

Elation Real Estate
REALTOR
(510) 331-0327
erika@elationre.com
Real Estate
Home Group: San Ramon 2

Bio: I help Bay Area homeowners, including horse property owners, find their perfect match. I bring focus, strategy, and dedication to every transaction. Whether it’s your single-family or specialized property, I will expertly guide your real estate experience.

Maggie Wu

Withum
(415) 666-6712
maggie.wu@withum.com
Consultant Service
Home Group: San Mateo 2

Stephen Dobrow

Primark Benefits
President
(650) 692-2045
sdobrow@primarkbenefits.com
Consultant & Service
Home Group: Palo Alto 1

Bio: Experts at converting tax dollars into Retirement Savings for small / mid-sized employers. We provide the highest quality 401(k), 403(b), PS, Defined Benefit Cash Balance Pension Plan Design, Consulting, Actuarial, TPA, and ERISA Benefits Administration.

William Acevedo

Stratagem Counsel
Attorney
(510) 270-4773
wacevedo@stratagemcounsel.com
Attorney
Home Group: Walnut Creek 2

Craig Ackerman

Proof Real Estate
660+ Successful Sales
(415) 989-8884
craig@proofre.com
Real Estate
Home Group: San Francisco 3

Bio: Realtor®, MBA, author of Selling Grandma’s House. I specialize in getting sellers substantially more money for their property. I have completed 600+ successfully closed transactions, averages > $160,000 over asking price and 4.1 offers per home listed.

Michelle Finkel Ferber

Ferber Law, A Professional Corporation
Employment Attorney & Managing Shareholder
(925) 725-6951
mferber@ferberlaw.com
Attorney
Home Group: San Ramon 3

Bio: I am a highly skilled and experienced trial attorney. My main area of focus is employment law. I regularly defend employers against claims of discrimination, harassment, wage and hour violations and in class action lawsuits.

Gina Giammanco

First Citizens Bank
Vice President
(925) 948-1445
gina.giammanco@firstcitizens.com
Banking & Finance
Home Group: San Ramon 1

Bio: Gina is a 30 year seasoned Commercial Lender. I help business owners reach their long term goals by financing a purchase/refinance of owner user property, business acquisition, partner buy out or buy in by offering various loan options.

Kristi Royse

KLR Consulting
CEO
(650) 759-8769
kristi@klrconsulting.com
Consultant & Service
Home Group: San Mateo 2

Bio: Ready to bridge the gaps to a brighter future in business and life? As a trusted advisor, I elevate individuals and teams through executive coaching, leadership development, workshops, and retreats.

Michael Sinclair

Heritage Bank of Commerce
SVP
(650) 645-6485
michael.sinclair@herbank.com
Banking & Finance
Home Group: San Mateo 1

Bio: Providing middle market commercial banking and commercial real estate financing for relationship customers. Provide customized solutions to lending clients for owner-occupied and investor real estate financing, C&I loans, and equipment finance.

Naomi Evans-Jalloh

Merrill Lynch Wealth Management
Financial Advisor/ Wealth Planner
(510) 267-8504
naomi.evans-jalloh@ml.com
Investment Advisor
Home Group: Oakland 2

Bio: Wealth Planner; Investment Advisor; Certified Financial Advisor; Fiduciary; Retirement Planning; Legacy Planning; Financial Consultant; Wealth Management; Education Planning; Long term care; Personal Financial Planner; Financial Advice

David Kaufman

Nixon Peabody
Director of Global Strategies
(415) 984-8241
dkaufman@nixonpeabody.com
Consultant & Service
Home Group: San Francisco 12

David Parnall

Parnall Trust and Estate Law
Principal
(510) 368-5698
dp@davidparnall.com
Attorney
Home Group: Oakland 2

Bio: Dave is a trust and estate litigation attorney. He represents clients in disputes over transfers of a person’s wealth after their death or incapacity. Typical cases involve conflicts over wills or trusts, and fiduciaries’ mismanagement of assets.

Thomas L. Rosenberg

Regenerate Coaching
Executive Leadership Development Coach
(510) 343-6048
thomas@regenerate.coach
Consultant & Service
Home Group: San Francisco 9

Bio: Profound leaders have a common trait: they have deep connections with their people. They create that by first connecting with themselves. Passionate about nurturing connection, I cultivate tidal shifts in leadership that create profound leaders.