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.

John Cort is a financial advisor with Compass Wealth Advisors in Petaluma, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Compass Wealth Advisors since 2012, where he serves as the firm's sole advisor. Compass Wealth Advisors is an independent, state-registered firm that offers comprehensive financial planning and discretionary investment management to individual and household clients. The firm employs an active management style tailored to clients’ risk tolerance and time horizon, utilizing both fundamental and technical analysis across a range of investment vehicles.

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. He also holds an institutional investment role with the City of San Jose. Tresses Capital Management offers discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, profit-sharing plans, and pooled investment vehicles. The firm employs diversified, tax-efficient, and low-cost investment vehicles alongside individual equities, fixed income, options, and other securities, managing a relatively small client base with approximately $56 million in assets under management.

Peter Dobson is a Series 66–licensed financial advisor with five years of industry experience. He is the sole principal of Riverwest Financial LLC in Petaluma, CA, where he has worked since 2025. His prior roles include positions at Cambridge Investment Research Advisors and Cambridge Investment Research, as well as operating his own advisory practice. Riverwest Financial LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental-analysis framework with a long-term orientation, utilizing exchange-traded funds, mutual funds, individual securities, bonds, CDs, and options, and offers both asset-based wealth management and hourly financial planning.

Jennifer Ramaswamy is a Series 66 licensed financial advisor with two years of industry experience. She is the principal of Sonoma Mountain Financial LLC, an independent firm based in Petaluma, CA, where she has worked since 2025. Prior to founding Sonoma Mountain Financial, she was with LPL Financial LLC for two years and has experience in other roles outside the financial industry, including as a homemaker and positions at Lyft and Within Unlimited. Sonoma Mountain Financial LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach grounded in Modern Portfolio Theory and offers customized portfolios with a variety of investments while maintaining a long-term orientation.

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.

Ray Meadows is a CFA® charterholder with 23 years of industry experience. He has been the sole advisor at Berkeley Investment Advisors since 2002. Meadows is also a licensed California real-estate broker and may represent clients in property transactions. Berkeley Investment Advisors is an independent, state-registered firm managing approximately $18.7 million for about 25 clients, primarily high-net-worth individuals as well as some institutional and corporate accounts. The firm employs a fundamental value analysis approach with risk-tailored portfolios across multiple strategies, utilizing ETFs, closed-end funds, REITs, and, in some cases, borrowing and derivative instruments.

Jocelyn Rucker is a financial advisor at Polymita Wealth Management LLC in Santa Rosa, CA. She holds a Series 65 credential and has been active in the industry since 2022, with prior experience at XY Planning Network and various roles outside the financial sector. Polymita Wealth Management LLC provides investment advice and planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers non-discretionary portfolio management combined with comprehensive financial planning, using a mix of analytical methods and negotiated fixed fees rather than relying solely on asset-based billing.

Eric Schuler is the principal advisor at Schuler Capital Management LLC in Sonoma, CA, holding a Series 65 designation with seven years of industry experience. He founded Schuler Capital Management in 2017 after working at Elevate Industries from 2015 to 2017. Schuler Capital Management LLC provides discretionary portfolio management primarily for high-net-worth and ultra-high-net-worth individuals and family trusts. The firm focuses on U.S. equities alongside a range of other investments and employs a proprietary risk model to guide portfolio allocations, including the systematic use of long-dated derivatives and a published subscription periodical offering market commentary.

John Kamola is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. He has been the principal of JW Financial Advisors, LLC since 2007 and also operates Soward Insurance Services, where he provides insurance products and retirement planning services for teachers. Kamola holds Series 63 and 65 licenses and maintains active insurance licensure. JW Financial Advisors, LLC serves primarily individual clients, offering discretionary and non-discretionary investment management and financial planning without a minimum account size. The firm employs a combination of fundamental, technical, and cyclical analysis and applies various strategies ranging from long-term buy-and-hold to option writing, with personalized advice documented in investment policies and regular account reviews.

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.

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.

Russell Clifford is a CFP® with 32 years of industry experience and the sole advisor at Clifford Financial Planning, Inc. in Santa Rosa, CA. He has worked at Cambridge Investment Research Advisors and has been the principal of Clifford Financial Planning since 1998. He also serves as an adjunct professor at the College for Financial Planning, where he plans and delivers graduate-level financial education 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 recommendations for third-party managed programs. The firm employs a long-term investment approach that blends fundamental and technical analysis, primarily managing assets on a non-discretionary basis while assisting clients with implementation and oversight of outside managers.

Domenica Stokes is a financial advisor at JPC Wealth Management, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Curran & Lewis Investment Management, Inc. for five years and Bryan Cave Leighton Paisner LLP for five years. JPC Wealth Management primarily serves individual clients and manages approximately $312.7 million in discretionary assets. The firm offers goals-based financial planning and discretionary portfolio management, using a broadly diversified, multi-asset-class approach with an emphasis on passive asset allocation.

Christopher Dobson is a CFP® with 29 years of industry experience and has been with Dobson Asset Management since 1994. He is the managing member of Dobson Land Management, LLC, a family investment business. Dobson Asset Management serves individuals nearing or in retirement and small pension trusts, focusing on retirement planning and investment portfolio design using third-party money managers and pooled investment vehicles. The firm manages nearly $197 million for around 156 clients with a high AUM-per-advisor ratio and offers both discretionary and non-discretionary account management.

Jackie Lou D'avolio Raquidan is a financial advisor at 5T Wealth, LLC with 14 years of industry experience. She holds Series 65, Series 66, and Series 63 licenses. Her career includes roles at Capital Group Private Client Services, UnionBanc Investment Services, and Redwood Credit Union. She serves on the boards of early-stage companies Your Great Escapes, a landscaping AI app, and Napa Global Institute, an educational technology firm focused on virtual reality. 5T Wealth provides discretionary asset management, financial planning, and family office services to individuals, trusts, retirement plans, endowments, and private foundations. The firm’s investment approach combines fundamental research with quantitative and technical analysis, emphasizing tactical re-weighting and diversification 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.

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.

James McBride is a CFP® with 29 years of industry experience and is a principal at The McBride Group, where he has worked since 2009. He previously served at Community First Credit Union from 2015 to 2017. The McBride Group provides investment management, financial planning, third-party adviser selection, and institutional consulting services to individuals, trusts, pension and profit-sharing plans, and financial institutions. The firm is notable for its emphasis on non-discretionary portfolio management and its institutional consulting practice, serving approximately 105 client relationships with $76 million in assets under management.