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.

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.

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.

William Becker is a Series 66-licensed financial advisor at DeDora Capital, Inc. with 13 years of industry experience. He worked at Wells Fargo Advisors from 2012 to 2015 before joining DeDora Capital, where he has been advising clients since 2015. DeDora Capital provides investment advisory and financial planning services to individuals, high-net-worth and ultra-high-net-worth clients, employer-sponsored retirement plans, and brokerage customers. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, tactical risk management, and regular portfolio reviews.

Mark Hill is a CFP® professional with 20 years of industry experience, currently serving at Dedora Capital, Inc. since 2015. He is also the president and sole proprietor of Fire Penguin Publishing, a music publishing company focused on promoting and managing royalties for his own musical recordings. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental and technical analysis within an asset-allocation framework and offers tailored investment options, including socially responsible investing and fossil-fuel divestment.

Michael Hathaway is a financial advisor at Epsilon Financial Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Epsilon Financial Group since 2018. Prior to that, he was employed at The Prudential Insurance Company of America and Pruco Securities, LLC, and was self-employed for four years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm emphasizes portfolio management and comprehensive financial planning based on Modern Portfolio Theory and integrates AI and machine learning tools alongside professional oversight.

Terri Cavagnaro is a Series 65-licensed advisor at DeDora Capital, Inc. in Napa, California, where she has worked since 2006. She is part of a five-advisor team at the firm. DeDora Capital provides investment advisory and financial planning services to individuals, high-net-worth and ultra-high-net-worth clients, employer-sponsored retirement plans, and brokerage customers. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, and active tactical risk management, offering services that include portfolio management, written financial plans, and multi-family-office style UHNW solutions.

Mark Sievers is a CFP® and Series 63 designated advisor with 23 years of industry experience. He has been with Epsilon Financial Group, Inc. since 2005. Outside of his advisory work, he is the owner of Il Fiorello Olive Oil Company. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities, emphasizing diversified portfolios typically composed of mutual funds and ETFs. The firm uses a hybrid advisory model supported by AI-driven platforms and licensed professionals who oversee all investment strategies.

Peter Mattei is a CFP® professional with 12 years of industry experience. He has been with Epsilon Financial Group, Inc. for 16 years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm’s approach is grounded in Modern Portfolio Theory, emphasizing diversified mutual funds and ETFs, and incorporates AI and machine learning tools alongside professional oversight.

Leanne Sindell is a financial advisor at L & S Advisors, Inc. in Napa, CA, holding Series 63 and Series 65 designations with 14 years of industry experience. She has been with L & S Advisors since 2012. L & S Advisors serves individuals—including high-net-worth clients—trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical, unconstrained investment approach using a variety of strategies and instruments, including derivatives and margin, and manages approximately $1.16 billion across more than 1,000 client accounts.

Leo Martinez is a financial advisor at Epsilon Financial Group, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. from 2003 to 2005. Martinez also has longstanding involvement with various insurance carriers and property management through Bridge Property Management. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm’s investment approach combines Modern Portfolio Theory with diversified mutual funds and ETFs, supported by AI and machine learning tools, while ensuring that licensed advisors review all strategies.

Gary Peace is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in Napa, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including long tenures at Capital Group and American Funds. His recent career includes roles at Edward Jones and a sabbatical before joining his current firm. Blakeslee & Blakeslee Financial Advisers, Inc. serves individuals, families, trusts, charitable organizations, and businesses, including high-net-worth clients, through integrated portfolio management and financial planning. The firm employs a multi-adviser team approach and utilizes a process combining fundamental analysis, modern portfolio theory, and quantitative metrics with a long-term buy-and-hold strategy.

Sharon Khan is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Dedora Capital, Inc. since 2022 and previously held roles at Montgomery Taylor Wealth Management and Deloitte. Dedora Capital, Inc. provides investment advisory and financial planning services to individual, high-net-worth, and ultra-high-net-worth clients, as well as employer-sponsored retirement plans and brokerage customers. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, active risk management, and regular portfolio reviews.

Shivani Patel is a financial advisor at DeDora Capital, Inc. in Napa, California, holding a Series 65 designation with two years of experience. Prior to joining DeDora Capital, she worked at Morgan, Lewis & Bockius LLP and Strategic Exit Advisors. DeDora Capital provides investment advisory and financial planning services to individuals, high-net-worth and ultra-high-net-worth clients, employer-sponsored retirement plans, and brokerage customers. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, active risk management, and quarterly reviews, offering services that include comprehensive portfolio management and multi-family-office style UHNW solutions.

Paul Dedora is a CFP® with 28 years of industry experience. He is currently with Dedora Capital, Inc., where he has worked since 2015, including a period at Purshe Kaplan Sterling Investments from 2015 to 2021. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm combines fundamental and technical analysis within an asset-allocation framework and offers tailored options such as socially responsible investing and fossil-fuel divestment.

Mark Richmond is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Advisor Resource Council since 2017 and has also worked at LPL Financial since 2004. Outside of financial advising, he is involved as a co-executive producer for a food and wine television show filmed in Napa Valley. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with services including asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence tools and fundamental analysis to offer a range of model and separately managed account strategies, supplemented by third-party platforms to tailor investments to client needs.

James Brown Jr. is a financial advisor at First Advisors National, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Freedom Equity Group since 2012, where he also serves as Executive National Vice President focusing on insurance-related services, primarily life insurance and fixed annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Elisabeth Mays is a financial advisor at The AmeriFlex Group with 27 years of industry experience. She holds a Series 63 designation and has worked at several firms including HUB International, Charles Schwab, and Securities America. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies through various asset allocation models and advisory programs.

Kent Kuhlmann is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked previously at CWM, LLC, Kuhlmann Associates Financial, and LPL Financial, LLC. Outside of his advisory work, he owns Capt Kuhl Charters LLC, a yacht charter business, and is involved in community activities including serving as president of a Montessori school board and as a board member for an animal rescue sanctuary. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s investment strategy focuses on fundamental analysis and combines portfolio management with third-party separately managed accounts.

Matthew Parker is a financial advisor at Madison Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at firms including Wedbush Securities, LPL Financial, Bancwest Investment Services, Merrill, and Valic Financial Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes a customized fiduciary approach using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.