Jim Black

Chief Lending Officer, Mortgage Loan Officer
Insta Mortgage
(925) 285-4898
jim@instamortgage.com
Home Group: Santa Cruz 1

Gabriel Adley

Tri Counties Bank
Assistant Vice President – Home Mortgage Loan Specialist
(916) 320-8544
gabrieladley@tcbk.com
Banking Finance
Home Group: Pleasanton 1

Bio: Dedicated support the Lending and Banking needs for a wide variety of affluent and aspiring high net worth clientele.

Arlette Argyris

Argyris Mah LLC
Partner/Owner
(408) 564-5674
arlette@argyrismah.com
Attorney
Home Group: Palo Alto 2

Jason Birkenstock

Park Glen Management
Founder & CEO
(916) 269-9288
jason@parkglenmanagement.com
Real Estate
Home Group: Sacramento 1

Stephen Daughters

BPM
Managing Director Advisory
(415) 677-4506
sdaughters@bpm.com
Accountant
Home Group: Walnut Creek 3

Michelle Eldridge

Trust Properties USA
(408) 425-8185
michelle@trustpropertiesusa.com
Real Estate
Home Group: Palo Alto 2

Bradley Frisk

Cypress Creek Capital Group
President
(916) 501-1659
bradley.frisk@raymondjames.com
Banking Finance
Home Group: San Francisco 15

Bio: We specialize in helping business owners raise capital to fuel growth, optimize their company’s value, and navigate a successful exit.

Pat Jordan

DFX
Managing Principal
(707) 321-2790
pjordan@dfxtalent.com
Human Resources
Home Group: Santa Rosa 1

Rebecca McManus

Heritage Bank Of Commerce
VP Construction Lender
(650) 579-1552
rebecca.mcmanus@herbank.com
Banking Finance
Home Group: Palo Alto 2

Bio: Construction lender available to help with spec and owner occupied residential, multifamily, and commercial construction loans.

Mary Rohan

SVB Private
(650) 350-2069
mary.rohan@firstcitizens.com
Banking Finance
Home Group: Palo Alto 2

Eileen Savin

Northern Trust
Vice President, Banking Advisor
(650) 926-9211
ees1@ntrs.com
Banking Finance
Home Group: Palo Alto 2

Bio: Wealth Management and Private Banking services with a boutique client experience. Clients include high net-worth individuals, multi-generational wealth clients, C-suite executives, and businesses. Services include banking deposit services and lending.

Thaila Sundaresan

Davis Wright Tremaine
Communications and Appellate Litigation Partner at Davis Wright Tremaine LLP
(415) 276-6521
thailasundaresan@dwt.com
Attorney
Home Group: San Francisco 7

Courtney Walters

Tag Operations
Founder & Operations Consultant
(415) 2260-6412
courtney@tagoperations.com
Consultant Service
Home Group: San Francisco 7

Bio: Founder of Tag Operations, an embedded Operations service that helps small companies and startups build out and automate their operational infrastructure; integrating and managing key company systems and processes in HR, Finance, and Sales Ops.

Lisa Winner

Lisa Winner Photography
Owner, Lisa Winner Photography
(510) 504-6225
lisa@lisawinnerphotography.com
Marketing
Home Group: Walnut Creek 1

Bio: Brand photographer with a background in market research, crafting strategic imagery that helps professionals stand out and attract ideal clients.

John Hendricks

Hendricks Law, P.C.
Attorney at Law
(415) 986-9800
jhendricks@hendricks.law
Attorney
Home Group: San Francisco 5

Bio: I am a cyberlaw expert and a business and employment law litigator who provides litigation, counseling, and outside general counsel services.

Ricky Huey

HRH Accountancy Corporation
President
(415) 788-3351
ricky.huey@cpahuey.com
Accountant
Home Group: San Francisco 4

Bio: We guide small business owners and individuals through all aspects of tax planning and preparation, minimizing tax liabilities, maximizing cash flow and keeping you on track to achieve your financial goals.

Howard Walker

Smart Web Marketing -WSI Agency
AI Consultant & Digital Marketing Strategist
(408) 643-0150
hwalker@wsismartwebmarketing.com
Marketing
Home Group: San Jose 3

Bio: AI adoption and digital transformation consultant for B2B companies. We make businesses more visible online and promote them as experts in their industry niche so they attract quality leads.

Jeanne Browne

Browne Law and Mediation, P.C.
Attorney Mediator, Collaborative Attorney
(707) 575-5162
jmb@jeannebrowne.com
Attorney
Home Group: Santa Rosa 1

Bio: Family centered mediation and collaborative practice regarding divorce, separation, child support or property division, Marital Settlement Agreements, premarital agreements and postmarital agreements. Consultations for self-represented parties.

Jordan Cohen

Brick and Mortar Legal, PC
CEO & Managing Attorney
(415) 894-5436
jordan@brickandmortarlegal.com
Attorney
Home Group: San Francisco 11

Bio: Leading a San Francisco law practice facilitating the success of small businesses focusing on the hospitality and food & beverage industry.

Matthew Delaney

JDH Wealth Management
Managing Partner, Wealth Advisor
(707) 542-1110
matt@jdhwealth.com
Investment Advisor
Home Group: Santa Rosa 1

Bio: We serve as the financial quarterback for our clients to help make sure they don’t run out of money.

Paul Herrerias

Herrerias & Associates
CEO/Founder
(415) 721-7001
paul@herrerias.com
Human Resources
Home Group: Larkspur 1

Bio: Adding value through exceptional retained executive search and talent advisory services. National reach. Middle Market. PE-sponsors. Over 100 completed executive search assignments (CEO/COO/CFO, etc.)

Ron Wargo

Friedemann Goldberg Wargo Hess LLP
Partner
(707) 543-4900
rwargo@frigolaw.com
Attorney
Home Group: Santa Rosa 1

Bio: Ronald P. Wargo is a partner with Friedemann Goldberg Wargo Hess LLP. His practice focuses on estate planning, business law, intellectual property law, and sports and entertainment law.