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.

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.

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.

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 sole advisor at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA, with 19 years of industry experience and registrations including Series 63 and Series 65. He has operated his independent firm since 2004, providing financial advisory and tax services. Harry Licursi Tax and Retirement Planning offers personalized investment advisory, financial consulting, asset management, and pension consulting to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm integrates investment management with tax advice as an IRS Enrolled Agent and emphasizes diversified portfolios tailored to client risk tolerance and time horizon.

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.

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.

John Liles is a CFP® professional based in Napa, CA, with 32 years of experience at his own firm, John H. Liles, CFP. He has provided financial planning and investment advisory services since 1994. His firm offers investment advisory and financial planning services to individuals and entities including trusts, pension and profit-sharing plans, estates, and charitable organizations. The investment approach emphasizes strategic asset allocation through a core-and-satellite structure with passively managed index funds and ETFs as the core, complemented by selected individual securities and actively managed funds, with portfolios reviewed at least quarterly.

Stephen Bossio is a financial advisor with Magnum Financial in Sonoma, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Magnum Financial since 2009 and worked previously at SPC from 2006 to 2009. Outside of his advisory role, he serves as a consultant to charter schools in California. Magnum Financial is an independent investment adviser serving individuals and organizational clients including trusts, estates, nonprofits, and retirement plans. The firm offers discretionary portfolio management and various financial planning services, emphasizing asset allocation and diversification tailored to clients' objectives and risk tolerances.

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.

Eva Soares is a CFP® professional with 23 years of experience in financial advising. She is the principal and sole advisor at Soares Financial, Inc., an independent firm she has led since 2002. Prior to founding the firm, she was self-employed in the financial services industry. Soares Financial primarily serves individual clients through discretionary portfolio management, financial planning, and portfolio analysis. The firm manages approximately $19.6 million for about 18 clients, focusing on no-load mutual funds and exchange-traded funds, and also provides portfolio management for institutional clients.

Autumn Kruse is a CFP® professional with 14 years of industry experience, currently operating Kruse Financial Strategy in Petaluma, CA. She has been working under her own name since 2007. Kruse Financial Strategy provides fee-only financial planning services tailored to individuals, families, and small businesses, with a focus on high-net-worth clients. The firm emphasizes comprehensive and limited-scope planning without managing client assets, often recommending mutual funds, ETFs, bond funds, and CDs, with attention to socially responsible investing.

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.

Earl Knecht is the principal and sole advisor at Knecht Capital Management, LLC, an independent investment advisory firm based in Napa, California. He holds the CFP® designation and Series 66 license with 26 years of industry experience. His prior roles include positions at LPL Financial, Napa Valley Wealth Management, Cetera Wealth Services, and Associated Planners Investment Advisory. Knecht also teaches business courses part-time at Pacific Union College. Knecht Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employer retirement plans with customized portfolio management, financial planning, and retirement consulting. The firm employs a variety of investment strategies including fundamental, technical, quantitative, and sector analyses, and offers distinct services such as retirement plan consulting and corporate-structure evaluations.

Amy Pearl is a CFP® professional with 16 years of industry experience and has operated Acorn Financial Planning since 2013. She holds a Series 65 license and a graduate degree in Computer Science. Amy manages her independent practice from Santa Rosa, California. Acorn Financial Planning is a sole-proprietorship serving individuals, high-net-worth clients, trusts, and estates primarily in California. The firm uses an investment approach grounded in Modern Portfolio Theory that emphasizes diversification, tax awareness, and low-cost mutual funds and ETFs, offering discretionary portfolio management alongside comprehensive financial planning.

Prabhu Palani is a CFA® charterholder with 12 years of industry experience. He is the sole advisor at Tresses Capital Management, LLC in Napa, CA, where he has worked since 2016. Palani’s prior experience includes roles at Red Span Asset Management and the City of San Jose. Tresses Capital Management offers discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, profit-sharing plans, and pooled investment vehicles. The firm employs a range of investment strategies, including diversified, tax-efficient, and low-cost vehicles as well as individual equities and options, while serving a relatively small client base with approximately $56 million in assets under management.

Geoffrey Tompkins is a financial advisor at Slater-Tompkins Legacy, LLC in Santa Rosa, CA, holding a Series 65 designation. He has experience working at Redwood Orthopaedic Surgery Associates for 29 years before transitioning to financial advising in 2026. Prior to founding his firm, he spent time 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 services to individuals and families. The firm employs a goals-based planning approach and provides both fixed-fee and hourly billing options while maintaining client decision authority.