Nancy Elizabeth Lewis Heliotes

Daren Blonski is a financial advisor at Fermata Advisors in Sonoma, CA, holding CFP® and Series 66 credentials with 14 years of industry experience. He has worked at Fermata Advisory, LLC since 2019 and was previously with Enso Wealth Management from 2016 to 2020. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services using a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

James Stein is a financial advisor at Edward Jones in Sonoma, CA, holding the ChFC® designation and Series 66 license with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Most people in their 40s and 50s are doing well financially—but aren’t completely sure they’re on track for retirement. They’ve built careers, accumulated savings, and are making good money… But questions start to surface: Am I saving enough? When can I realistically retire? How do I turn what I’ve built into income later? Am I being tax-efficient? That’s where I come in. I work with professionals in their peak earning years to help them create a clear, realistic path to retirement—one that connects their income, investments, and long-term goals. Together, we focus on: Building a structured retirement plan Aligning investments with real-life goals Creating future income strategies Improving tax efficiency over time Bringing clarity and confidence to big decisions My approach is straightforward and practical. No jargon. No overcomplication. Just a plan that makes sense for your life. If you’re within 10–15 years of retirement and want a clearer picture of where you stand—and what to do next—I’m happy to connect. I am a financial advisor with Mass Mutual Investors Services based in Napa, CA.

Sean Scruby is a CFP® professional with over two years of experience at Olde World Investments. He has worked in the investment advisory field since 2006 and also owns and operates Olde World Design, a construction company in Napa, CA, where he serves as a licensed general contractor. Olde World Investments is a state-registered, sole-proprietor firm providing financial planning and discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm offers customized financial plans and employs a flexible investment approach that includes passive, active, and core-and-satellite strategies tailored to client objectives and risk tolerance.

Patrick Brennan is the sole advisor at Brennan Asset Management in Napa, California, with 13 years of industry experience. He holds the CFA® designation and Series 63 license. His career includes initial work at Brennan Asset Management starting in 2012, a year at HCM Wealth, and then returning to lead his independent firm since 2015. Brennan Asset Management provides discretionary portfolio management services to individuals, high-net-worth clients, corporations, institutions, and charitable organizations. The firm uses a fundamental value investment approach focused on concentrated, long-term portfolios, and also manages private pooled funds alongside individual accounts.

Janet Mlynar is a CFP® with 44 years of industry experience and is the principal of Benefits Plus, LLC in Napa, CA. She has worked in healthcare compliance since 2013 and has been associated with LPL Financial since 2009. Outside of her advisory work, she owns a division production company that films historic properties for commercial and media use. Benefits Plus serves employer plan sponsors, employee benefit plans, professionals, and individuals by providing consulting and financial planning focused on settlement, pension, and health insurance matters. The firm delivers advice through fixed or hourly fee consulting engagements and written plans without managing client assets.