Thomas Tobias is a financial advisor at Money Compass Advisors in Sonoma, CA, holding a Series 65 designation with 15 years of industry experience. He has worked at firms including Apogee Services Inc, Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Preferred Services before founding Money Compass Advisors in 2020. Money Compass Advisors serves primarily individual clients, as well as trusts, estates, and business entities, managing approximately $7.5 million across eleven client relationships. The firm uses a Sub-Advisor model combined with the Pontera platform to provide discretionary investment management and comprehensive financial planning, focusing on a mix of fundamental, technical, charting, and cyclical investment analysis.

Julie Annett is a financial advisor at Asti Financial Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Asti Financial Management since 2005. In addition to her advisory role, she is a licensed Health and Life Agent in California. Asti Financial Management is a small, state-registered advisory firm serving individuals, families, and small businesses, including high-net-worth clients. The firm offers comprehensive and hourly financial planning, developing investment strategies that include both active and passive vehicles, while clients implement recommendations through brokers or third-party managers.

Jackie Lou D'avolio Raquidan is a financial advisor with 14 years of industry experience, currently serving at 5T Wealth, LLC. She holds Series 65, Series 66, and Series 63 licenses. Her background includes roles at firms such as Capital Group Private Client Services, UnionBanc Investment Services, and LPL Financial. Outside of her advisory work, she serves on the boards of two early-stage technology ventures focused on landscaping AI and educational Virtual Reality. 5T Wealth provides discretionary asset management, comprehensive financial planning, family office services, and advice on variable annuities to individuals, trusts, retirement plans, endowments, and private foundations. The firm combines fundamental research with quantitative and technical analysis, emphasizing tactical re-weighting and absolute-return objectives across traditional and alternative asset classes.

Michele Holton is a financial advisor with WealthFolio Advisors LLC in Sonoma, CA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked at WealthFolio Advisors since 2019 and has spent over a decade affiliated with BlackRock Investments. Outside of her advisory role, Michele is an independent licensed insurance agent and occasionally offers insurance products to clients. WealthFolio Advisors provides advisory services to individual and high-net-worth clients, specializing in portfolio management, financial planning, and Delaware Statutory Trust consulting for 1031 exchanges. The firm uses a model portfolio approach based on modern portfolio theory and maintains a client base of approximately 100 households.

Christopher Roth is a CFA® charterholder with 17 years of industry experience. He has worked at 5T Wealth, LLC since 2018 and previously spent six years at Delegate Advisors, LLC. He holds a Series 65 license and is based in Napa, California. 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 serves a client base that includes many current or former business owners and employs an investment approach combining fundamental, quantitative, and technical analysis, with emphasis on tactical reweighting and true diversification across traditional and alternative assets.

Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Baker Avenue Asset Management and Silicon Private Wealth, LLC. He manages a donor-advised charitable fund in addition to his advisory role. Sonoma Private Wealth LLC provides portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios and sub-advisers, incorporating ESG considerations through HIP Investor’s ratings in its investment process.

Marjan Soleimanieh is a financial advisor at Marin Wealth Advisors LLC with a Series 65 credential and two years of industry experience. Prior to joining Marin Wealth Advisors, Marjan operated a sole proprietorship and worked at Gosho Financial Group. In addition to advising, Marjan is involved in sheet-metal manufacturing operations at Westfab Manufacturing. Marin Wealth Advisors serves individuals, families, trusts, estates, corporations, non-profits, and retirement plans, managing approximately $76 million across about 94 client relationships. The firm offers discretionary and non-discretionary investment management alongside comprehensive financial planning, employing a strategic asset allocation approach with globally diversified portfolios.

Colton Maher is a financial advisor at 5T Wealth, LLC with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining 5T Wealth, he worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. He is also co-owner of LoCo Skincare, a retail skincare company. 5T Wealth provides discretionary asset management, comprehensive financial planning, family office services, and variable annuity advice to a diverse client base that includes business owners, individuals, trusts, retirement plans, endowments, and private foundations. The firm’s investment approach combines fundamental, quantitative, and technical analysis with tactical re-weighting and seeks diversification across traditional and alternative asset classes.

Emma Cockerton is a Series 65-licensed advisor with Florin Pensions LLC, based in San Francisco, CA. She has 12 years of industry experience and has been with Florin Pensions since 2012. Florin Pensions LLC specializes in pension consultancy and investment advice for UK expatriates and other nationals residing in the United States who have UK-based pension plans. The firm provides written pension reviews, transfer assessments, and recommendations for pension trustees and investment managers, focusing on UK/EU pension arrangements rather than general portfolio management.

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.

Lillian Meyers is a CFP® with 35 years of industry experience and is principal of Meyers Financial Services in Sonoma, CA. She has held roles at Girard Securities and founded multiple related entities, including Green Valley Tax Services, where she provides tax preparation and IRS representation. Meyers also holds a Certified Divorce Financial Analyst credential and operates a financial planning and advisory firm with a focus on comprehensive client services. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm integrates investment advisory, insurance sales, and tax preparation under a single ownership structure and conducts educational seminars and specialized planning services such as divorce financial analysis.

Ariel Andrews Nolan is a financial advisor at Meyers Financial Services with five years of industry experience. She holds a Series 65 designation and has worked at Meyers Financial Services since 2018. Prior to her advisory role, she was involved in the hospitality industry, including positions at The Girl & The Fig, LLC and Cafe Sarafornia. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm combines advisory, insurance sales, and tax preparation under one ownership, providing specialized planning services and educational workshops.

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.

Christian Mejia is a financial advisor at Autonomous Wealth Management LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Sivia Capital, UBS Financial Services, SF Sentry Securities, Fidelity Brokerage Services, and Charles Schwab. Autonomous Wealth Management provides investment advisory services exclusively through a mobile application to invited individual investors, offering personalized portfolios implemented as managed accounts custodied at Apex Clearing Corporation. The firm uses AI-driven portfolio construction and ongoing account monitoring, with unique features such as direct-indexed equity holdings and permitted exposure to Bitcoin and Ether exchange-traded products.

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.