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.

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.

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.

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.

Peter Walker is a financial advisor at World Capital Management with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Money Manager Review since 1986, continuing there through its transition to World Capital Management. World Capital Management provides discretionary portfolio management and advisory services to individuals, trusts, estates, and IRAs. The firm employs a macro-informed, data-driven investment approach focused on leveraged exchange-traded products, primarily the 3x Nasdaq-100 ETF TQQQ, along with tactical overlays and daily portfolio monitoring.

Mark Leavitt is a financial advisor at Enspire Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including Meritas Wealth Management and his own Leavitt Wealth Management, LLC. He also maintains a separate CPA practice with reciprocal client referrals between his accounting and advisory work. Enspire Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts and estates, small businesses, and some pension and profit-sharing plans. The firm employs a consultative process to establish target asset allocations and uses fundamental analysis to select mutual funds and ETFs, managing most client accounts on a discretionary basis with regular monitoring.

Michael Lucey is a financial advisor at Lucey Wealth Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wealth Watch Advisors and Brookstone Capital Management. In addition to advisory services, he is involved in insurance sales through Lucey Wealth Advisors. Lucey Wealth Advisors LLC provides portfolio management and financial planning services primarily to high-net-worth individuals. The firm employs a multi-method investment approach focusing on ETFs and diversified instruments, offering both discretionary management and customized financial plans.

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.

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.

John Witten is a financial advisor at Grow With Me with eight years of industry experience. He holds a Series 65 designation and previously worked at W10 Investment Advisers, LLC. Outside of his advisory role, he is a member of TPIS, LLC. Grow With Me is a state-registered advisory firm managing approximately $57.1 million for about 135 clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment management with index funds and ETFs, while also incorporating various analytical methods and outside managers, and offers additional services such as employee benefit plan advisory, tax preparation, and insurance.

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.

Craig Lucey is a financial advisor at Lucey Wealth Advisors LLC in Sebastopol, CA. He holds a Series 65 designation and began his advisory career in 2025 after four years at Penske. Lucey Wealth Advisors LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, managing approximately $10 million for a small client base. The firm’s investment approach integrates multiple analysis methods and focuses on diversified instruments such as ETFs, REITs, and fixed income, with accounts monitored and reviewed quarterly.

Noel Murphy is a financial advisor at Sonoma West Advisors in Santa Rosa, CA, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been associated with Dts Group LLC since 2006. Sonoma West Advisors provides investment management, consulting, and financial planning services primarily to high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term portfolios with diversified asset allocations and typically manages accounts on a discretionary basis.

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.

Chandriga Walker is a financial advisor at World Capital Management with 20 years of industry experience. He holds a Series 65 designation and has worked with Money Manager Review and Money Money Review/World Capital Management. Outside of advisory work, he is involved as a companion and caregiver at Prestige In Home Care. World Capital Management is a state-registered investment adviser providing discretionary portfolio management and related advisory services to individuals, trusts, estates, and IRAs. The firm employs a macro-informed, data-driven approach centered on leveraged exchange-traded products, primarily the 3x Nasdaq-100 ETF TQQQ, combined with tactical overlays and daily portfolio monitoring.