Stacy Ann Wells

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 of Harry Licursi Tax & Retirement Planning in Santa Rosa, CA, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has led his independent firm since 2004. The firm provides personalized investment advisory and retirement planning services to individuals, trusts, foundations, corporations, and pension plans, emphasizing risk management through customized asset allocation and diversified mutual-fund-focused portfolios. It also integrates tax-efficient strategies and offers tax preparation and IRS representation services alongside ongoing portfolio and pension consulting.

Mark McDonell is a financial advisor based in Santa Rosa, CA, with two years of industry experience. He is a CPA and Personal Financial Specialist with over 37 years of accounting experience through his role at Mark R McDonell, CPA. His firm, McDonell, Mark Robert, combines accounting and advisory services with personal financial planning, offering fee-only compiled financial statements, auditing, tax preparation, and planning. The firm focuses on audit-ready financial reporting and integrates tax considerations into financial plans, serving clients requiring GAAP-based compilations and audit-capable services.

Kenneth Perine is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Meritage Wealth Advisory, LLC in Santa Rosa, CA. He has led the firm since 2008. Outside of advisory services, he is involved with DSBC Transition Corp, a holding company for commercial rental property. Meritage Wealth Advisory provides comprehensive financial planning and investment supervision to individuals, families, trusts, estates, and related entities, with additional retirement plan consulting services. The firm’s investment strategy follows Modern Portfolio Theory, emphasizing global diversification through low-cost index funds, mutual funds, and ETFs, and generally offers non-discretionary advice without taking custody of client assets.

James Hague is a financial advisor at Janian Investment Advisers, LLC in Santa Rosa, CA, holding a Series 65 designation with 14 years of industry experience. He has been with Janian Investment Advisers since 2012. Janian Investment Advisers provides discretionary portfolio management and financial planning primarily for individual investors and related entities. The firm utilizes bottom-up fundamental analysis and a portfolio-level risk framework, employing a range of strategies including third-party fund selection, bond-benchmarked allocations, and both hedged and unhedged equity security selection, with some portfolios incorporating derivatives and short positions.