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.

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.

Thomas Drake is the sole advisor at Integritas Semper, LLC, an independent registered investment adviser based in Windsor, CA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to founding Integritas Semper in 2010, he was associated with Grove Point Investments, LLC. Drake is also an insurance agent, marketing investment-related insurance products. Integritas Semper provides portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and municipal entities. The firm employs a combination of charting, fundamental and technical analysis, and uses derivatives within separately managed accounts to implement its trading strategies.

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.

Raymond Gadbois is a CFP® with 20 years of experience in financial advising, currently serving as the sole advisor at Index Financial Advisors LLC since 2006. He also operates a consulting business providing accounting and administrative services to a family office and related entities. Index Financial Advisors LLC offers investment management, financial planning, and project-based consulting for individuals, families, trusts, and estates. The firm employs a long-term, passive investment strategy focused on asset allocation and low-cost, diversified index funds and ETFs, managing approximately $126 million across about 140 accounts.

Melissa Imhaus is the sole advisor at Imhaus Investment Advisors, an independent firm based in Windsor, CA. She holds a Series 66 designation and has 20 years of industry experience, including 19 years leading her current firm. Imhaus Investment Advisors provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities. The firm develops client-specific Investment Policy Statements and employs a combination of fundamental, cyclical, and momentum analysis alongside an asset-allocation model to guide investment decisions.

Sam Valtenbergs is a financial advisor at Iluka Advisors with a Series 65 credential and two years of industry experience. Prior to founding Iluka Advisors, he worked at Mellon Investments and Mellon Capital Management. In addition to his advisory work, he provides data science and software engineering consulting services through Iluka Technologies. Iluka Advisors serves individuals, high-net-worth clients, deferred benefit plans, and small businesses with discretionary portfolio management focused on quantitative strategies, including risk-based tax-loss harvesting and customized asset allocation. The firm applies institutional quantitative methods and occasionally uses derivatives in separately managed accounts, combining these with third-party subadvisor relationships and tri-party arrangements.

Nace Nickel is the sole advisor at Nickel Investment Advisors, Inc., an independent firm based in Windsor, CA. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. He has led Nickel Investment Advisors since its founding in 2009. Nickel Investment Advisors provides portfolio management and Investment Supervisory Services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm uses fundamental, cyclical, and momentum analysis combined with a performance allocation model to guide asset selection and timing, managing assets in-house and preparing individualized Investment Policy Statements for its clients.

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.

Zachary Hagen is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. He is the sole advisor at ZH Wealth Management, LLC, an independent firm he has led since 2010. Outside of his advisory role, he provides separate tax-related consulting services. ZH Wealth Management offers investment supervisory services to individuals, high-net-worth clients, and business entities, creating customized Investment Policy Statements to guide portfolio management. The firm utilizes a range of investment strategies across multiple asset classes and manages accounts on both discretionary and non-discretionary bases.

Russell Clifford is the principal advisor at Clifford Financial Planning, Inc. in Santa Rosa, CA, holding the CFP® designation and Series 63 license with 31 years of industry experience. He has been with Clifford Financial Planning since 1998 and previously worked at Cambridge Investment Research Advisors. Clifford also serves as an adjunct professor at the College for Financial Planning, teaching graduate-level financial courses. Clifford Financial Planning serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing asset management, comprehensive financial planning, and third-party manager recommendations. The firm employs a primarily non-discretionary investment approach that combines fundamental and technical analysis, focusing on mutual funds, ETFs, and individual securities.

Deborah Hurwicz is a financial advisor at Madson Wealth Advisors Inc. in Santa Rosa, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience, including over two decades at Thrivent Financial for Lutherans and Thrivent Investment Management. Hurwicz also has involvement in fixed insurance sales conducted during business hours. Madson Wealth Advisors serves individuals, high-net-worth clients, and institutional entities by providing asset management, comprehensive portfolio management, and standalone financial planning. The firm employs a combination of fundamental and technical analysis with diverse investment tools, offering tailored portfolios and a fiduciary approach that emphasizes ongoing client communication.

Maxwell Madson is a financial advisor at Madson Wealth Advisors Inc. in Santa Rosa, CA, holding a Series 66 designation with 10 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Thrivent Financial. Madson Wealth Advisors serves individual, high-net-worth, and institutional clients, providing asset management, portfolio management, and financial planning. The firm employs both fundamental and technical analysis and offers a range of investment strategies tailored to client objectives, with flexible fee arrangements including hourly and flat fees.

Matthew Delaney is a financial advisor at JDH Wealth Management, LLC in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with JDH Wealth Management since 2005. JDH Wealth Management provides investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, qualified retirement plans, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, employing a consultative, long-term asset allocation approach grounded in Modern Portfolio Theory and using diversified portfolios primarily through passively managed mutual funds and ETFs.

Yvonne Madson is a ChFC® credentialed financial advisor with 25 years of industry experience. She is currently with Madson Wealth Advisors Inc. and previously worked for over two decades at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Madson Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering asset management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis with a diverse range of investment tools, tailoring portfolios to client objectives and risk tolerances.

Richard Rebello is a financial advisor with Southland Equity Partners, LLC. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at OSAIC since 2023, GRP Wealth Strategies Group since 2006, and Fsc Securities from 2006 to 2023. He serves as a board member of St. Rose Catholic School, overseeing its profit and loss. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to build customized portfolios, managing nearly $900 million in discretionary assets as of year-end 2025.

Michael Hall is a CFP® and ChFC® with 12 years of experience in the financial industry. He is currently with Core Wealth Partners LLC in Santa Rosa, CA, where he has worked since 2021. His prior experience includes roles at Western International Securities, Linkenheimer LLP, Holden & Company LLP, and Holden Hall Wealth Management. Outside of his advisory work, he is active as an insurance agent. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by proprietary risk management and performance-based allocation structures.

Christopher Peck is a financial advisor at Natural Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Natural Investment Services, Inc. since 2003. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investments, managing approximately $2.05 billion through a team of 24 advisors.

Carrie Vanwinkle is a financial advisor at Natural Investments with 14 years of experience. She holds a Series 65 designation and has worked at Natural Investments since 2012. Outside of advising, Carrie owns and operates Fleur-De-Bee Beekeeping, where she provides education and consulting focused on supporting a healthy honeybee population. Natural Investments is a values-focused firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investing, managing approximately $2.05 billion across a team of 24 advisors.

Justin Sloan is a CFP® and CFA® charterholder with 16 years of industry experience. He has worked at RB Capital Management, LLC since 2022, following nine years at Buckingham Strategic Wealth, LLC. Outside of financial advising, Mr. Sloan is involved in production and marketing at Due Ruscelli Winery, a vineyard he has been affiliated with since 2009. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolio management.