Alychandra Mcfarlane is a financial advisor with WealthFolio Advisors LLC, holding Series 63 and 65 licenses and 13 years of industry experience. She previously worked at Wells Fargo Investments, LLC, and co-owns an IT consulting firm. Additionally, she is a licensed insurance agent and may offer insurance products to clients. WealthFolio Advisors serves individual and high-net-worth clients with portfolio management, financial planning, and specialized Delaware Statutory Trust consulting for 1031 exchanges. The firm follows an investment approach based on modern portfolio theory and manages accounts with a focus on asset allocation and risk tolerance.

Rebecca White is a CFA® charterholder with 19 years of industry experience, currently advising at Harrington Investments, Inc. She has been associated with Rs Funds Distributor LLC since 2014 and Rs Investments since 2004. Outside of her advisory role, she owns a restaurant business, Yellow Jacket Eatery LLC, in Trinity Center, CA. Harrington Investments provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations, focusing on socially responsible investing. The firm uses a combination of exclusionary screens, ESG evaluation, and fundamental analysis to build portfolios aligned with Growth, Balanced, or Income objectives.

Paul Krsek is a financial advisor at 5T Wealth, LLC in Napa, California, with 24 years of industry experience. He has been with the firm, formerly known as K & A Asset Management, since 1998. Krsek is a Series 63 license holder and serves as co-trustee for the Kresek Family Trust. 5T Wealth provides discretionary asset management, comprehensive financial planning, family office services, and variable annuity advice to individuals, trusts, retirement plans, endowments, and private foundations. The firm’s investment approach combines fundamental, quantitative, and technical analysis, emphasizes tactical re-weighting and absolute-return objectives, and seeks diversification across traditional and alternative asset classes.

James Brandon is a financial advisor at Exemplar Wealth Advisors, LLC with three years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at Wealth Enhancement Group, JDA TSG, EY/Tapfin, Taxfyle, My Secure Advantage, Intuit, and H&R Block. Exemplar Wealth Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of analytical approaches and modern portfolio theory, often incorporating third-party managers, to manage discretionary portfolios aligned with documented client goals and risk tolerances.

Francisco Guerra is a CFP® with nine years of industry experience, currently serving at Solano Wealth Advisors. His prior roles include positions at Wells Fargo Bank and Clearing, as well as LPL Financial. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis, managing client accounts on a discretionary basis with an investment approach that incorporates mutual funds, ETFs, equities, fixed income, and structured products.

Jeffrey Field is a financial advisor with Harrington Investments, Inc. in Napa, CA, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Harrington Investments since 2015. Harrington Investments provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm serves both individual and high-net-worth clients, typically with a $1 million portfolio minimum, and follows a socially responsible investing strategy that incorporates exclusionary screens, ESG evaluation, and fundamental analysis to build diversified portfolios aligned with Growth, Balanced, or Income objectives.

Romain Clerou is the sole advisor at Romain Walsh Clerou Professional Investment Management, holding a Series 65 designation with 14 years of industry experience. He has been operating his independent advisory firm since 1990. The firm provides discretionary investment supervisory and management services to individuals, retirement plans, and trusts. RWC focuses on building tailored portfolios of U.S. individual stocks, bonds, and cash equivalents using fundamental analysis, typically maintaining multi-year positions and adjusting cash allocations based on valuation assessments.

Patricia Williams is a financial advisor with The Delta Group in Sonoma, California, holding a Series 63 designation and over 43 years of industry experience. She has worked at Oak Tree Securities, Inc. since 1990 and has been associated with The Delta Group since 1983. Outside of advising, she is an author and also grows fruit at Medicine Wheel Orchard, selling produce at local farmers markets. The Delta Group provides discretionary portfolio management and financial planning primarily to individual households, managing $49.2 million in assets across 29 client accounts. The firm focuses on direct advisory services with a core investment approach concentrated in exchange-traded equities and U.S. government/agency bonds.

Eric Dahl is a financial advisor at The Delta Group in Sonoma, CA, with 43 years of industry experience. He has held the Series 63 designation and has worked at Oak Tree Securities, Inc. since 1990. Dahl has been involved with The Delta Group since its founding in 1983. The Delta Group provides discretionary portfolio management and financial planning primarily to individual households, managing $49.2 million in assets across 29 client accounts. The firm focuses on direct advisory services with a portfolio emphasis on exchange-traded equities and U.S. government bonds.

John Harrington is a financial advisor at Harrington Investments, Inc. with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Spectrum Securities, Progressive Asset Management, and Citizens Securities. Harrington Investments provides discretionary portfolio management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm focuses on socially responsible investing, combining exclusionary screens with ESG evaluation and fundamental analysis, and serves both individual and high-net-worth clients.

Austin Jones is a financial advisor at Solano Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at First Command Advisory Services, Inc. and LPL Financial LLC. Outside of his advisory role, he assists a Certified Financial Planner with administrative and client support tasks. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers wrap fee asset management on a discretionary basis and standalone financial planning, emphasizing asset allocation and fundamental analysis across various investment vehicles.

Carlos Mendoza is a CFP® professional with 25 years of experience in financial advisory services. He is currently with Solano Wealth Advisors and has previously worked at LPL Financial and Wells Fargo Advisors. Mendoza holds Series 63 and Series 65 licenses. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on discretionary wrap fee asset management and standalone planning, utilizing asset allocation and fundamental analysis across a range of investment products.

Martin Weil is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been with MW Investment Strategy since 2016. MW Investment Strategy provides investment management and financial planning services to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, using diversified model portfolios with a tactical overlay and emphasizing risk management.

Francisco Alcantar is a financial advisor at Sonoma Wealth Advisors with a Series 65 designation. He has over 17 years of industry experience, including a long tenure at Wells Fargo Bank N.A. from 2004 to 2021 and five years at Fermata Advisors, LLC. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm uses a coaching-centered client relationship model and combines various analytical approaches to portfolio management, offering both discretionary and non-discretionary services.

Thomas Smith is a financial advisor with Modern Capital Advisors, LLC in Napa, CA, holding a Series 63 designation and 33 years of industry experience. He previously worked at Liberty Partners Financial Services, LLC for 10 years before joining Modern Capital Advisors in 2025. Outside of his advisory work, Smith is involved in buying, selling, and trading metal coins, gems, and antique glass items. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach with a core-and-satellite framework using passive index funds as cores and selectively adds active managers or third-party strategists.

Clayton Dunkle is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with six years of industry experience. His work history includes roles at Sonoma Wealth Advisors and Enso Wealth Management, as well as experience outside the financial sector at Cline Family Cellar and Mule Head Growers. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocation.

Silvio Bettinelli is a financial advisor with Fermata Advisors in Sonoma, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Treasury Wine Estates and UC Davis, as well as service in the United States Marine Corps. Outside of his advisory work, he is a passive owner of Bettinelli Vineyards LLC, an agricultural land holding company in Napa, CA. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Jacqueline Worstell is a CFP® with three years of industry experience, currently advising at Brooklyn FI, LLC. Her prior roles include positions at Abacus Wealth Partners and work at Cheryl R Worstell, CPA. Brooklyn FI serves individual and high-net-worth clients with discretionary investment management, retirement-account advice, and subscription-based comprehensive financial planning. The firm emphasizes passive portfolio construction and household-level management while incorporating third-party managers and model strategies as needed.

Mason Moore is a financial advisor at Fermata Advisors in Sonoma, CA, with seven years of industry experience. He holds a Series 65 credential and has previously worked at HUB International, Global Retirement Partners, LLC, Kornerstone Inc., and QRC, Inc. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm uses a coaching-centered client relationship model and a combination of behavioral, charting, cyclical, fundamental, and technical analysis to inform portfolio allocations.

Mariam Saboori Shamlow is a financial advisor at Fermata Advisors with a Series 65 credential and one year of industry experience. She has prior experience at Global Retirement Partners, HUB International, LPL Financial, Northern Trust, Wells Fargo Bank, and the Chicago School of Professional Psychology. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a mix of behavioral, charting, cyclical, fundamental, and technical analysis to guide investment allocations.