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.

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.

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 13 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 such as trusts and charitable or business-controlled accounts. The firm employs a bottom-up fundamental analysis approach combined with a portfolio-level risk framework, utilizing strategies that include third-party fund menus, bond-benchmarked allocations, and both hedged and unhedged equity selection, with the use of derivatives and hedging techniques as part of its investment process.

Michele Berson is the sole advisor at Berson Money Management in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has led her independent firm since 2012, focusing on personalized investment management and financial planning. Berson Money Management serves primarily individual clients while also working with corporate and pension or profit-sharing plan sponsors. The firm offers tailored portfolios using a mix of fundamental and technical analysis, incorporates third-party sub-advisors, and provides specialized services such as pension consulting and employer plan sponsor support under ERISA fiduciary standards.

Amy Pearl is a CFP® professional at Acorn Financial Planning, an independent firm where she has worked since 2013. She holds a Series 65 license and has 15 years of experience in the financial industry. Based in Santa Rosa, CA, Pearl operates as the sole advisor at her firm. Acorn Financial Planning serves individuals, high-net-worth clients, trusts, and estates across California and other states, providing comprehensive financial planning and discretionary portfolio management. The firm’s investment approach is based on academic research and Modern Portfolio Theory, emphasizing diversification, tax awareness, low-cost mutual funds, and periodic rebalancing with a mainly long-term focus.

Geoffrey Tompkins is a financial advisor with Slater Tompkins Legacy, LLC, holding a Series 65 credential and over one year of experience in the industry. His prior work includes nearly three decades at Redwood Orthopaedic Surgery Associates and a year at the Terry College of Business at the University of Georgia. Slater-Tompkins Legacy, LLC is a fee-only advisory firm offering comprehensive financial planning and non-discretionary portfolio management to individuals and families. The firm uses a goals-based planning approach that includes retirement projections, cash flow analysis, tax coordination, and asset allocation guidance, while clients retain final decision-making authority.

Ray Meadows is a CFA® charterholder with 23 years of industry experience. He has been the sole advisor at Berkeley Investment Advisors since 2002. Meadows is also a licensed California real-estate broker and may represent clients in property transactions. Berkeley Investment Advisors is an independent, state-registered firm managing approximately $18.7 million for about 25 clients, primarily high-net-worth individuals as well as some institutional and corporate accounts. The firm employs a fundamental value analysis approach with risk-tailored portfolios across multiple strategies, utilizing ETFs, closed-end funds, REITs, and, in some cases, borrowing and derivative instruments.

Patrick Scott is the sole advisor at Scott & Associates Investment Advisory Services in St. Helena, CA, holding a Series 65 designation with 26 years of industry experience. He is also the owner of Scott & Associates CPA, a firm providing accounting and tax preparation services primarily to small businesses and individuals. Scott divides his professional time between his advisory and accounting practices. Scott & Associates Investment Advisory Services offers discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm develops personalized investment policies and employs fundamental analysis, using both long-term and shorter-term strategies tailored to clients’ objectives, risk tolerance, and tax considerations.

John Kamola is a CFP® professional with 22 years of industry experience. He has been the principal of JW Financial Advisors, LLC since 2007 and also maintains insurance licenses, actively working in insurance services. His prior experience includes roles at Castleworth Insurance & Financial Services, LLC, and Soward Insurance Services. JW Financial Advisors, LLC provides investment advisory and financial planning services to individual clients, managing approximately $12.45 million across about 24 client relationships. The firm offers tailored investment strategies documented in Investment Policy Statements and conducts quarterly account reviews, operating with a small client roster and a focus on both discretionary and non-discretionary portfolio management.

Eric Imbuelten is a financial advisor at A.E.I. Financial Group in Santa Rosa, CA, holding a Series 65 designation with seven years of industry experience. He has worked at A.E.I. Financial Group since 2020 and previously at Gradient Advisors, LLC. Outside of his advisory role, he owns and operates A.E.I. Tax & Financial, providing retirement planning, insurance sales, tax preparation, and resolution services. A.E.I. Financial Group offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm utilizes third-party platforms for portfolio implementation and provides financial planning and educational workshops, while also delivering fiduciary services for qualified retirement plans.

Steven Lambert is a financial advisor with SLR Advisors in Santa Rosa, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at SLR Asset Management since 2013 and previously at LPL Financial from 2012 to 2023. Outside of advising, he has worked part-time as a delivery driver and is involved in tax preparation and accounting services. SLR Advisors provides discretionary asset management and advanced financial planning to individuals and high-net-worth clients. The firm offers tailored portfolios incorporating long-term, short-term, and trading strategies, including the use of options and derivatives, and supports clients with educational seminars and a monthly newsletter.

Russell Clifford is a CFP® with 31 years of industry experience and has been the principal advisor at Clifford Financial Planning, Inc. since 1998. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2014 to 2018. In addition to his advisory work, he serves as an adjunct professor at the College for Financial Planning. Clifford Financial Planning serves individual clients, including high-net-worth households, and certain pension or profit-sharing plans by providing asset management, financial planning, and third-party managed program recommendations. The firm emphasizes a long-term investment approach with primarily non-discretionary asset management and frequently integrates third-party managers.

Ben Sedillo is a financial advisor with Sonoma Allocations, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Sonoma Wealth Advisors before joining Sonoma Allocations. Sedillo is also a principal at Sonoma Allocations LLC, where he provides insurance product sales including life insurance and annuities. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a multi-method investment approach with long-term trading strategies and regular account monitoring.

Todd Gomes is a CFP® with 19 years of industry experience, currently serving as a principal at Sonoma Allocations. His prior experience includes roles at Sonoma Wealth Advisors and Wells Fargo Advisors. He is also involved in insurance sales, providing life insurance and annuity products as part of his financial advisory work. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a combination of cyclical, fundamental, quantitative, and technical analysis to guide long-term investment strategies.

Kevin Morrow is a financial advisor at Sonoma Allocations with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Fermata, DBA Sonoma Wealth Advisors. Outside of advising, he is a managing member and winemaker at Tara Bella Winery in Santa Rosa, California. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and 401(k)/pension consulting, using a combination of cyclical, fundamental, quantitative, and technical analysis to implement long-term trading strategies.

Mark Leavitt is a financial advisor at Enspire Wealth Management, LLC in Santa Rosa, CA, holding a Series 65 credential with 17 years of industry experience. His prior roles include positions at Meritas Wealth Management and his own firms, Leavitt Wealth Management, LLC and Mark G. Leavitt CPA. He also maintains a separate CPA practice that coordinates referrals and client services with his advisory work. Enspire Wealth Management serves individuals, trusts, small businesses, and pension/profit-sharing plans, offering discretionary investment management and financial planning. The firm employs a consultative, fiduciary approach with individualized Investment Policy Statements and diversified portfolios using both active and passive strategies.

Wendy Paskin Jordan is a financial advisor with Paskin & Berler Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at MIT Associates, LLC, S F Sentry Securities, Inc., and Paskin Capital Advisors, LLC. Outside of her advisory work, she serves as a director for AAA Mountain West Group and AAA Club Partners and holds advisory roles with Harvest Funds Management and PIMCO’s RIA Advisory Board. Paskin & Berler Capital Advisors provides investment advisory and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $355 million in assets across about 49 client relationships, emphasizing strategic and tactical asset allocation with a focus on net after-tax returns.