Amy Pearl

Hardik Patel is the principal of Trusted Path Wealth Management, LLC in Santa Rosa, CA. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding his firm, he worked as a lead software engineer at Williams-Sonoma Inc., where he continues to hold that role. He also serves as a board member of Catholic Charities of Northwest California. Trusted Path Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs a blend of passive and active investment vehicles guided by modern portfolio theory and offers financial planning services on both a project and ongoing basis.

Daniel Peterson is a CFP® with 32 years of industry experience and has been with Northbay Financial Group, Inc. since 2003. He is the president and CEO of North Bay Financial Group, which provides income tax preparation services through its subsidiary Express Income Tax Services. Northbay Advisors is an independent firm serving individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm combines advisory services with an affiliated tax-preparation practice, offering clients integrated tax and planning coordination.

Harry Licursi is the principal advisor at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2004. The firm offers personalized investment advisory and portfolio management services to individuals, trusts, foundations, corporations, and retirement plans, emphasizing tax-efficient strategies, diversified asset allocation, and risk management. It combines fee-based advisory services with insurance product sales, including fixed annuities, and provides pension consulting and IRS representation as part of its comprehensive financial planning approach.

Robert Gemmer is a CFP® professional with 47 years of experience in financial and investment planning. He has operated as a self-employed advisor since 1979 and currently leads his independent firm, Gemmer, Robert Arden, based in Healdsburg, CA. He is also licensed as a life, health, and disability insurance agent. His firm provides financial planning and portfolio management primarily to individual clients, as well as trusts, employer-sponsored retirement plans, and self-employed business retirement accounts. Investment recommendations are tailored to each client’s objectives and risk profile, with diversified asset allocation and discretionary management implemented through third-party custodians.

Brian Corr is the principal of The Wheeler Corr Group, LLC in Santa Rosa, CA, holding a Series 65 credential and having entered the financial advisory industry in 2025. Prior to founding his firm, he worked in aerospace engineering roles at SpaceX and Blue Origin. He also partners in a tax preparation business, Wheeler/Corr Tax Solutions. The Wheeler Corr Group provides asset management, project-based financial planning, and in-house tax preparation services for individuals and high-net-worth clients. The firm employs fundamental and technical analysis along with modern portfolio theory in managing accounts separately, with periodic reviews at least annually.

Thomas Drake is the sole advisor at Integritas Semper, LLC in Windsor, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has led Integritas Semper since 2010 and is also involved in insurance sales as an agent. Outside of financial advising, he co-owns a home rental business with his spouse. Integritas Semper provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies, with a diverse range of permissible investments including derivatives, which is uncommon among independent advisers.