Katina Ancar

Kanopy Law
(510) 435-4717
katina@kanopylaw.com
Attorney
Home Group: Oakland 2

Nick Bucklin

Freestone Capital Management
Client Advisor
(415) 846-4971
nbucklin@freestonecapital.com
Investment Advisor
Home Group: Larkspur 1

Bio: Experienced financial services professional specializing in comprehensive wealth management and investment management for high net worth and ultra high net worth families.

Eric Ferraro

Fathom Law
Managing Partner
(415) 231-5502
eric@fathomlaw.com
Attorney
Home Group: San Francisco 2

Bio: Corporate and venture tech attorney representing growth companies, venture investors, and high net worth individuals in business formations, securities, IP, venture capital, commercial transactions, privacy and info security, strategic alliances, M&A.

Taylor Graham

Pelton Graham LLP
Partner
(415) 437-9100
graham@peltongraham.com
Attorney
Home Group: San Francisco 15

Bio: Employment lawyer representing individuals and groups of employees (i.e., class actions) in unpaid wage, discrimination, and whistleblower matters throughout CA, NY and NJ.

Ali Goff

Goff Legal
Founder and CEO
(916) 625-6556
ali@gofflegal.com
Attorney
Home Group: Sacramento 1

Bio: Estate Planning and Trust Administration Law Firm helping clients in California avoid probate and navigate the trust administration process. Attorneys in California who prepare comprehensive estate plans.

Damon Van Hoesen

Coolsville Creative, LLC
owner / operator
(707) 484-3509
damon@coolsvillecreative.com
Marketing
Home Group: Santa Rosa 1

Bio: Damon is a freelance film and video producer, writer, director, and editor based in Sonoma County with 30+ years of experience making marketing and advertising videos for TV, Website SEO, Social Media, and Live Streams for events.

Gunther Hofmann

Corporate Finance Associates
Managing Director
(510) 381-4502
ghofmann@cfaw.com
Banking Finance
Home Group: San Francisco 2

Bio: CFA is an international investment bank providing M&A advisory to lower middle market companies.

Jessica Hart

Jessica Hart Consulting
Owner & Founder
(707) 480-3191
jessica@jessicahartconsulting.com
Consultant Service
Home Group: Santa Rosa 2

Bio: Jessica consulting businesses on people advice before clients need legal advice; navigating with a risk mitigation lens. Experienced Merger and International Acquisition, CPG, Alcohol, Retail, HR Consultant.

Erick Howard

Shartsis Friese
(415) 421-6500
ehoward@sflaw.com
Attorney
Home Group: San Francisco 4

Molly Laughlin

Candelaria Law Offices
(925) 233-6222
molly@candelarialawoffices.com
Attorney
Home Group: Oakland 1

Bob Lee

CMIT Solutions
(415) 215-6575
blee@cmitsolutions.com
Information Technology
Home Group: Oakland 2

Bio: IT Services Provider | Product and Technology Executive | Advisor and Consultant.

Marc Levit

ML Advisory
Founder, ML Advisory
(818) 825-1263
marc@mladvisory.co
Financial Service
Home Group: San Francisco 10

Bio: Wine, Spirits, and CPG Sell-Side, Buy-Side, and Capital Raise Advisory.

Jessica Lordan

Gursey Schneider
(415) 855-8420
jlordan@gursey.com
Accountant
Home Group: San Francisco 3

Alexandra Moari

California State Realty, Inc.
Property Manager
(415) 608-0734
awesomepropertymanager@gmail.com
Real Estate
Home Group: San Francisco 3

Colin Murphy

Severson & Werson
Special Counsel
(415) 677-5649
cxm@severson.com
Attorney
Home Group: Sacramento 2

Bio: Colin T. Murphy is an efficient and effective problem solver, litigator and trial attorney, and an average golfer.

Michael Myers

High Seas Consulting
(877) 336-4608 x 700
mmyers@highseas.com
Consultant Service
Home Group: Santa Rosa 2

Dan Nguyen

DHW Insurance Brokers
(916) 524-5859
dnguyen@dhw-ins.com
Insurance
Home Group: San Francisco 15

Tawny La Rosa

Coastal Payroll
(858) 987-4460
tlarosa@coastalpayroll.com
Human Resources
Home Group: Walnut Creek 3

Suzanne Taylor

Miracle Mile Advisors
(650) 280-5125
staylor@miraclemileadvisors.com
Investment Advisor
Home Group: San Francisco 15

Richard Toft

Northern California
VP, Private Banking Advisor
(908) 472-7966
rpt4@ntrs.com
Financial Service
Home Group: San Francisco 14

Bio: Strategic Wealth Partner providing holistic advisory services to High Net Worth and Ultra High Net Worth individuals, families, business owners and executives. Focus on investment management, trust and estates, private banking.

Stephen Weir

Radar 2030
(831) 419-2789
sweir@radar2030.com
Consultant Service
Home Group: San Francisco 15

Bio: Global sustainability, decarbonization, risk reduction, clean up your end to end supply chain. Save
$MM if you have trucks, warehouses, logistics and factories that are not yet fully ESG certified.

Robert Weiss

McLaughlin Sanchez LLP[SF]; Narvid Scott[LA]
Litigation and Trial Attorney
(628) 259-2966
rweiss@narvidscott.com
Attorney
Home Group: Santa Rosa 2

Bio: I provide my civil litigation clients with fast and comprehensive analysis of the facts and issues and options for negotiation or trial. Despite my winning record in court, I’ll never hesitate to work toward a compromise if it serves your best interests.

Peter Wilson

Tiger 21
Home Group: San Francisco 15

Bio: I am a chair in TIGER 21, a peer group for high net worth individuals. I am also an advisor and board member for growth companies.

Kelly McCown

McCown & Evans LLP
Certified Immigration Law Specialist
(415) 432-5301
kelly@mccownevans.com
Attorney
Home Group: San Francisco 1

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. I work with businesses of all sizes to obtain work visas and green cards for foreign national talent.

Steven Kahn

Hoge Fenton
Shareholder
(925) 460-3362
steven.kahn@hogefenton.com
Attorney
Home Group: Walnut Creek 3

Bio: A Dirt Lawyer Who Solves Problems. Litigation and trial attorney focused on disputes over real estate entities, ownership, use, control, and transactions. Deep experience with title, escrows, leases, boundaries, easements, and liens.

Michael Rose

Engine Room
CEO
(650) 388-9298
mrose@engine-room.com
Financial Service
Home Group: Pleasanton 1

Bio: Engine Room provides outsourced accounting for venture backed life science and technology companies. Our efficient business engine performs everything from day-to-day accounting to SEC reporting, and CFO advisory.

Mark Steiner

Duane Morris
Partner
(415) 957-3036
masteiner@duanemorris.com
Attorney
Home Group: San Francisco 5

Bio: BRAND PROTECTION. I practice in the area of intellectual property law, with a focus on domestic and international trademark and copyright protection and enforcement.

Timothy Barteau

Ragghianti Freitas LLP
Partner
(415) 453-9433
tbarteau@rflawllp.com
Attorney
Home Group: San Francisco 4

Bio: I am a litigator, primarily focusing in matters involving the probate court (trusts, estates, conservatorships and guardianships). Raised in Marin County. I now live with my wife and three kids in Tiburon, living and working in my community.

Bob Bates

HP Accounting
Valuation, Expert Witness, JD, CPA, CVA, CFO, CFE
(508) 331-8815
mail@hpaccounting.com
Accountant
Home Group: San Ramon 2

Bio: Bob Bates is a JD, CVA, CPA, CFE and does valuations. Based on his decades of CFO/Director experience with public/private companies he also does expert witness work in financial damages calculations/forensic accounting.

Nick Gizzarelli

Thomas Doll
Partner, Retirement Plan Specialist
(925) 280-5782
nick@thomasdoll.com
Consultant & Service
Home Group: Sacramento 2

Bio: Nick Gizzarelli is a retirement plan third party administrator and consultant. He works exclusively with employer-sponsored retirement plans, including 401(k), Profit Sharing, Cash Balance, and other ERISA qualified retirement plans.