Connecting Trusted Professionals for growth, collaboration and mutual business success.

About Us       

The Sacramento Professional Advisors Network (SPAN) is a non-profit organization with a membership of experienced, vetted, and collaborative professional advisors who provide referrals and connections to serve business owners within the Sacramento Region.

SPAN holds regular monthly meetings for professional growth and quarterly mixers to give our members opportunities to socialize, network and build camaraderie.

SPAN members are committed to living out the value of KNOW-LIKE-TRUST-REFER as we work together for the benefit of each other, our clients and the community.


Our monthly meetings, held throughout the Sacramento Region in Roseville, Folsom and downtown Sacramento, provide business professionals a forum for education, networking, collaborating and exchanging ideas and information.

SPAN members participate in a range of professional, personal and business growth activities including:

  • Monthly meetings for professional development and networking
  • Small group “trios” for building closer connections and sharing expertise
  • Fun mixers and social events throughout the year to build comradery


Steven Zeller

CFP, AIF, CExP, Senior Wealth Advisor of Zeller Kern Wealth Advisors

Karen Goodman

State Bar Certified Legal Malpractice Specialist
Attorney Goodman & Associates

James Bateman

Partner B2B CFO®

Bill Wright

President, Stellar Ventures Disciplined Strategic Financial Implementation Services to Scaling Businesses

Forrest Vickery

Forrest Vickery

Managing Director, Northern California
Sanli Pastore & Hill

Mike Caselli

Vice President, Treasury Relationship Manager, Treasury solutions Division, F&M Bank

Roland Guillen

Account Executive/Partner
Bender Insurance Solutions

Sheila L. Carroll

Carroll & Associates, PC

Kristina Mapes

Van Erp, Petersen, & Babcock, LLP

Dr. Janice Doucet Thompson

Executive Leadership Coach
JD Thompson & Associates, LLC

Gretchen Tobin

Director of Transaction Services
ProEquity Asset Management

Randy Hendershot

CEO, Business Intermediary
Evolution Advisors


Adam BurschBender Rosenthal, Inc.Downtown
Alex SperryLaw Office of Alexander M. SperryDowntown
Anne MaskThird Coast Commercial Capital Inc.Downtown
Ben WebsterLittler Mendelson P.C.Downtown
Bill WrightStellar Business Ventures, Inc.Folsom
Brian BowenMurphy Austin Adams Schoenfeld LLPFolsom
Chris CottrellHoppe & Cottrell LLPFolsom
Clare PriceOctainRoseville
Dave SmithCresaDowntown
Douglas CliffordNorthwestern Mutual Wealth Management CompanyRoseville
Eric GrabinSAFE Credit UnionFolsom
Forrest VickerySanli Pastore & Hill Roseville
Ganesh KalyanaramanLaw Office of Ganesh Kalyanaraman, PCDowntown
Glen DrouinHarbor HR LLCRoseville
Graeme PlantCompass Point CapitalRoseville
Gretchen TobinProEquity Real Estate ServicesFolsom
James BatemanB2B CFODowntown
Janice Doucet ThompsonJD Thompson & Associates, LLCFolsom
Jeffrey PottsGold Country AdvisorsDowntown
Jeffrey StephensGaw Van Male, LLPRoseville
Jennifer ForesterC-Suite SolutionsFolsom
Karen GoodmanGoodman Law CorporationRoseville
Kevin ValineEPIC Insurance Brokers and ConsultantsDowntown
Kris MapesPetersen & Mapes, LLPRoseville
Kristie KotaskaVeritas AccountingDowntown
Lila WallrichWallrich Creative CommunicationsDowntown
Lukas Clary
Weintraub TobinRoseville
Matt KreheGilbert CPAsDowntown
Michael SneadSierra Consulting Services, Inc.Roseville
Mike CaselliF&M BankDowntown
Patricia HartmanHanson Bridgett LLPRoseville
Randy HendershotEvolution AdvisorsFolsom
Roland GuillenBender Insurance SolutionsRoseville
Ronald CraneDCA PartnersRoseville
Scott BennettColliers InternationalRoseville
Shannon ZajecESIS Inc.Roseville
Sheila CarrollThe Carroll FirmDowntown
Steve MorganNew York LifeDowntown
Steve RomeoCentral Valley Bank of CommerceRoseville
Steve SolodoffB2B CFO, LLCRoseville
Steven ZellerZeller Kern Wealth AdvisorsRoseville
Strati VourakisCalm Computing, Inc.Downtown
Ted PoppingaSchuering Zimmerman & DoyleDowntown
Trevor KernZeller Kern Wealth AdvisorsDowntown
Alexandria OhlingerNEVA MarketingFolsom
Tim ArmstrongRiptide Sales Advisory, LLCDowntown
Betsaida LeBronImprovEQDowntown
Eli UnderwoodKrogh & Decker, LLPDowntown
Elizabeth JacksonDelfino Madden O'Malley Coyle & Koewler LLPDowntown
John JoyceIron Point Financial AdvisorsFolsom
Justin BorrowdaleWeintraub TobinFolsom
KJ StephensLeavitt GroupFolsom
Mark KansierPaylocityFolsom
Medo EldinProdigy VideosFolsom
Shaun SchroederJunction PeakRoseville
Tim HemmenAmerican Pacific Reverse MortgageFolsom
Allison De TalBest Best & Krieger LLPDowntown
Jessica HawthorneCalifornia Employers AssociationFolsom
Jon PetersThe Schafer Law GroupRoseville
Julie BasqueInsperityDowntown


Folsom meets 2nd Thursday of the month

Roseville meets 2nd Tuesday of the month

Downtown meets 3rd Thursday of the month


SPAN seeks new members who are committed to expanding their knowledge and networks of high caliber professionals. The “Know, Like, Trust and Refer” process is a core feature of our membership.

Our Membership Benefits include:

  1. Continuing Education through high-quality speakers on a wide range of professional topics: business development, sales, IT, business operations, accounting and legal areas.
  2. Professional Growth – Learning from, educating and collaborating with each other.
  3. Business Development – Creating opportunities for mutual referrals and connections.
  4. Network Expansion – Growth through access to members’ knowledge bases and professional connections.
  5. Access to Professional Resources – Needs, Deals, Wants

If you would like to be considered for membership, please contact one of the group leaders.