Todd Gee

Partner
Best Best & Krieger
(916) 551-2088
todd.gee@bbklaw.com
Home Group: Roseville 1

Katie Phetteplace

Partner
Starr Finley LLP
(415) 407-7555
katie@starrfinley.com
Home Group: San Francisco 4

Michael St. Angelo

MSA Corporate Strategies
Founder & CEO
(916) 607-6021
msa@msastrategy.com
Consultant Service
Home Group: Roseville 1

Bio: Simplifying Tax & Accounting for Business Owners under $50 mil in revenue.

Jim Black

Revest Loans
Mortgage and Private Captial Lender
(925) 285-4898
jim@revestloans.com
Banking Finance
Home Group: Santa Cruz 1

Bio: We help Families and Clients create Wealth through Real Estate Financing.

Matt Caplinger

Comerica Bank
VP, Relationship Manager
(775) 690-9971
mccaplinger@comerica.com
Banking Finance
Home Group: Sacramento 2

Bio: Commercial Lines of Credit, Vehicle/Equipment Financing, Business Acquisition Financing, Commercial Property Purchase, Business Banking Treasury Management.

Jill Carrade

ProMortgage
Executive Loan Officer
(415) 519-8227
jill@promortgage.com
Banking Finance
Home Group: Palo Alto 2

Bio: Loans. Private money, conventional, Jumbo, construction.

Keli Colombini

Gumview Creative
Creative Director
(858) 353-7075
keli@gumviewcreative.com
Consultant Service
Home Group: Santa Rosa 1

Bio: Highly talented Creative Director, Graphic Designer and Illustrator with extensive experience in marketing, digital and print design.

Ernest Huang

Procopio, Cory, Hargreaves & Savitch
Patent Attorney, Partner
(650) 645-9013
ernest.huang@procopio.com
Attorney
Home Group: Palo Alto 2

Bio: Patents, trademarks, copyrights, industrial designs, design.

Garth Jordan

Jordan Creative
Owner/Designer
(415) 932-8529
garth@jordancreative.com
Consultant Service
Home Group: Santa Rosa 1

Bio: Garth Jordan is the founder of Jordan Creative, a digital agency specializing in web design, WordPress development, SEO, and online marketing for small businesses and startups across the San Francisco Bay Area.

Margaret Lowell

Western Alliance Bank
VP – Senior Relationship Manager
(510) 899-7564
margaret.lowell@bridgebank.com
Banking Finance
Home Group: San Francisco 3

Bio: Margaret offers personalized financial solutions to businesses over a broad scope of industries. Margaret is supported by Western Alliance, a national banking platform.

Michelle Manaois

Chicago Title San Jose
(408) 836-0096
michelle.manaois@ctt.com
Real Estate
Home Group: Mountain View 1

Robert Martin

SSL Law Firm
Senior Counsel
(415) 243-2669
rob@ssllawfirm.com
Attorney
Home Group: San Francisco 2

Shaffy Moeel

Moeel Lah Fakhoury
Partner
(310) 422-3251
shaffy@mlf-llp.com
Attorney
Home Group: San Francisco 4

Bio: Shaffy Moeel is a go-to attorney for persons in legal crisis and has succeeded in obtaining exceptional results for clients in the face of overwhelming odds.

Sam Sabo

Paylocity
HCM Account Executive
(707) 815-8404
ssabo@paylocity.com
Human Resources
Home Group: San Rafael 2

Bio: I am a 10 year technology sales veteran. Currently I help companies evaluate payroll, HR, HCM (HRIS). I specializes in working with companies that have 50 or more employees, focusing on implementing automation processes to prevent errors.

Pavneet Singh

Withum
(408) 999-0000
pavneet.singh0616@gmail.com
Consultant Service
Home Group: Silicon Valley Virtual 1

Aksana Vasilyeva

J.P.Morgan Chase
Vice President
(312) 730-3764
aksana.vasilyeva@chase.com
Banking Finance
Home Group: Oakland 2

Adrian Bray

Stellar
CEO & Founder
(415) 690-9713
abray@consultstellar.com
Consultant & Service
Home Group: Palo Alto 1

Bio: Business Growth, Exit Planning, Succession, Pre M&A preparation, Business Coaching, Business Consulting, Succession, Growth, Executive Coach, Middle Market, Equity Value, Operational Efficiency.

Josette Ferrer

Clairent Advisors
Managing Director
(415) 658-5589
jferrer@clairent.com
Financial Service
Home Group: Palo Alto 1

Bio: I specialize in the valuation of intangible assets, IP, and closely-held businesses. My focus is on providing detailed valuations for clients who require analyses which are anticipated to be reviewed or challenged by another party.

Ben Bedi

EcoTech Law Group, P.C.
Managing Shareholder and President
(415) 503-9164
ben.bedi@ecotechlaw.com
Attorney
Home Group: San Francisco 8

Bio: Ben has a proven track record in building patent portfolios to maximize his clients’ IP asset valuation. He specializes in technologies involving water (e.g., solutions and wastewater treatment), energy efficiency (e.g., fenestration and lighting)…

Linnette Edwards

Abio Properties – Encircle – SET Staging + Design
Realtor, Associate Broker, Owner, CEO, SRES®, RENE®
(925) 580-8801
ledwards@abioproperties.com
Real Estate
Home Group: Walnut Creek 2

Bio: Real estate has been my passion since starting my career in the East Bay in 2001. With deep expertise in the Bay Area market, I’m known for my negotiation skills, saving clients thousands—sometimes even $100k.

Greg Rougeau

Brunetti Rougeau LLP
Partner
(415) 710-3406
grougeau@brlawsf.com
Attorney
Home Group: San Francisco 8

Bio: Since 1996, Greg has specialized in commercial, and, in some cases, complex individual, Chapter 11 (reorganization) and Chapter 7 (liquidation) bankruptcy proceedings and related litigation.

Stephen F Lovell

Lovell Wealth Management
President
(415) 254-8719
stephen@lovellwm.com
Investment Advisor
Home Group: Menlo Park 1

Bio: Stephen is a nationally recognized retirement expert who works with wealthy clients. “When my clients retire they want stable, reliable income, and no worries.”

Matthew Olsman

Law Office of Matthew J. Olsman
Founding Attorney
(818) 308-4068
matt@olsmanlawfirm.com
Attorney
Home Group: San Francisco 14

Bio: Matt’s practice focuses on assisting non citizens in applying for family based and humanitarian immigration benefits, with a particular emphasis on non citizens with criminal records and assisting them in post conviction relief.

Wendy Roberts

NorthStar Strategic Partners, Inc
CEO
(408) 915-4104
wendy@northstar-sp.com
Consultant & Service
Home Group: Silicon Valley Virtual 1