Looking for:                                                                  april 22, 2026

David LaRico - Wants to meet CPAs who can refer bookkeeping clients.

Anthony Jones - Wants to meet long-term tenants who may want to buy from their landlords.

Wendy Newman - Looking to meet bank or branch managers for BPO/property valuation work.

Lucy Milligan Wahl - Looking to meet an in-home IT specialist for client support.

Dawn Ma - Wants to connect with realtors to meet property buyers in the early evaluation stage.

Jay - Clients who want estate planning documents that will work

Marcus - Clients who want to have as built plans 

Kate Jones -Seeking corporate wellness partnerships and specific introductions.

Mike Ufferman - Wants an introduction to a high-rise building developer in San Francisco

Denise Cicuto - Wants to meet people in perimenopause or menopause transition, in addition to people going through puberty and pregnancy (3Ps).

Jeff Wong - Looking to meet individuals with families who need a written financial plan.

Raja Chauhan - Wants introductions to trust and estate attorneys.

Cody Corbett- If you have sunshine, you can be creating your own solar energy

Owen Rescher - Wants to meet business owners with complex disputes and family lawyers.

Jason Won - Looking to meet personal trainers and clients with neck/upper back mobility issues.

Krystal Drwencke - Wants introductions to women’s health specialists for functional blood testing collaboration.

Tom Banducci - People who need help navigating the maze of available real estate financing programs for home purchases, refinances, remodels, debt restructuring and investments.

Bill Ilter - Building elevated homes for clients ready to invest in quality and long-term value.

Michael Quick - Wants access to assisted living facilities where he can present estate planning workshops.

Hajar Serton - Wants to meet Mike Ufferman to learn how he attracts high-end clients.

Kira Barnes - Looking for naturopathic doctors for holistic collaboration.