David Meucci is a CFP® professional with 29 years of experience in the financial industry. He is the sole advisor at Phase Change Wealth Management LLC, where he has worked since 2025. His prior experience includes roles at Western International Securities, Inc. and Financial West Group, spanning nearly two decades. Phase Change Wealth Management LLC provides investment management and project-based financial planning to individuals, high-net-worth clients, and corporate or business clients. The firm combines passive and active investment strategies based on modern portfolio theory and offers both asset-based portfolio management and hourly billing for limited-scope planning.

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.

Patrick Scott is the sole advisor at Scott & Associates Investment Advisory Services in St. Helena, CA, holding a Series 65 designation with 26 years of industry experience. He is also the owner of Scott & Associates CPA, a firm providing accounting and tax preparation services primarily to small businesses and individuals. Scott divides his professional time between his advisory and accounting practices. Scott & Associates Investment Advisory Services offers discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm develops personalized investment policies and employs fundamental analysis, using both long-term and shorter-term strategies tailored to clients’ objectives, risk tolerance, and tax considerations.

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 CFP® professional with 22 years of industry experience. He has been the principal of JW Financial Advisors, LLC since 2007 and also maintains insurance licenses, actively working in insurance services. His prior experience includes roles at Castleworth Insurance & Financial Services, LLC, and Soward Insurance Services. JW Financial Advisors, LLC provides investment advisory and financial planning services to individual clients, managing approximately $12.45 million across about 24 client relationships. The firm offers tailored investment strategies documented in Investment Policy Statements and conducts quarterly account reviews, operating with a small client roster and a focus on both discretionary and non-discretionary portfolio management.

Kevin Swad is a CFP® professional with 14 years of industry experience. He is the sole advisor at Swad Wealth Management LLC, an independent firm based in Santa Rosa, CA. Prior to founding his own firm in 2022, he worked at Charles Schwab and Charles Schwab Bank from 2013 to 2022. Outside of financial advising, he is a licensed insurance agent and owns a real estate property management business unrelated to investment activities. Swad Wealth Management provides financial planning, discretionary investment management, and ERISA services to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs firm-developed model strategies and quantitative analysis to build portfolios and manages approximately $111 million in discretionary assets across 48 client relationships.

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.

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 31 years of industry experience and has been the principal advisor at Clifford Financial Planning, Inc. since 1998. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2014 to 2018. In addition to his advisory work, he serves as an adjunct professor at the College for Financial Planning. Clifford Financial Planning serves individual clients, including high-net-worth households, and certain pension or profit-sharing plans by providing asset management, financial planning, and third-party managed program recommendations. The firm emphasizes a long-term investment approach with primarily non-discretionary asset management and frequently integrates third-party 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.

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® professional with 28 years of industry experience, currently serving as an advisor at The McBride Group. He has worked with Community First Credit Union from 2015 to 2017 and has been with The McBride Group since 2009. The McBride Group advises individuals, trusts, pension and profit-sharing plans, and financial institutions, providing investment management, financial planning, adviser selection, and institutional consulting. The firm predominantly uses non-discretionary management and combines fundamental and cyclical analysis with modern portfolio theory to serve its clients.

Samuel Dobson is a financial advisor at Dobson Asset Management in Petaluma, CA, holding a Series 65 designation with seven years of industry experience. He has been with Dobson Asset Management since 2015. Dobson Asset Management is a fee-only investment management firm that primarily serves individuals near or in retirement and small business pension trusts. The firm offers retirement planning, portfolio design, and ongoing management with an emphasis on diversified portfolios using third-party managers and a mix of mutual funds, ETFs, and individual securities, managing approximately $218 million for 158 clients.

Brian Monske is a financial advisor with AllPoint Financial Group in Petaluma, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at AllPoint Financial Group since 2021, previously spending six years with SLR Asset Management and over a decade with LPL Financial. Monske serves as treasurer on the board of the Napa Rifle and Pistol Club. AllPoint Financial Group is a four-advisor team managing approximately $84 million for individuals, pension plans, charitable organizations, trusts, and estates. The firm offers discretionary asset management, financial planning, and advanced family office services, employing a mix of fundamental, technical, and cyclical analysis to tailor portfolios that include various public and private securities.

Mary Robbins is a financial advisor with Five Mile River Investment Management, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her previous roles include positions at Fifth Third Wealth Advisors, Brannan Management Company, and Franklin Street Advisors. Outside of finance, she is involved in athletic coaching and sponsorship through her ownership of Spalding Endurance LLC, which focuses on equestrian activities. Five Mile River Investment Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and retirement accounts. The firm employs a long-term, bottom-up, fundamental value investment approach with concentrated portfolios and emphasizes direct research with company management and industry experts.

Matthew Kalabokes is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FPC Investment Advisory, Inc., where he has worked since 2023. His prior experience includes roles at Mariner Wealth Advisors and Private Wealth Partners. FPC Investment Advisory provides discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm employs a cyclical tactile asset allocation approach, using mainly no-load mutual funds and ETFs, and manages approximately $364.6 million in discretionary assets across about 162 clients.

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.