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.

Robert Fitzwilson is the founder and sole advisor of The Portola Group Inc, an independent firm based in Calistoga, CA. He holds 28 years of industry experience and has been with The Portola Group since 1979. Fitzwilson is also the founder and CEO of WealthKit, Inc., a software development company creating planning tools for investment professionals. The Portola Group provides investment supervisory and portfolio management services along with financial planning to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies, uses a range of active strategies, and offers retained personal CFO services, with a notable focus on serving charitable clients and avoiding commissions or sales-based compensation.

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.

Kevin Swad is a CFP® professional with 15 years of experience in financial advising. He is the principal of Swad Wealth Management LLC, an independent firm based in Santa Rosa, CA. Prior to founding his firm in 2022, he worked at Charles Schwab and Charles Schwab Bank from 2013 through 2022. Swad Wealth Management provides financial planning, discretionary investment management, and ERISA services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $111 million in discretionary assets, emphasizing model-based and bespoke portfolio strategies founded on fundamental and quantitative analysis.

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 with A.E.I. Financial Group in Santa Rosa, CA. He holds a Series 65 designation and has 8 years of industry experience. Prior to A.E.I. Financial Group, he worked at Gradient Advisors, LLC. In addition to his advisory role, he owns and operates A.E.I. Tax & Financial, which provides 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 uses third-party platforms for portfolio implementation and provides client education through workshops, combining pension consulting with tax and insurance services.

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.

Mark Zaifman is the sole advisor at Spiritus Financial Planning in Windsor, CA, holding a Series 65 designation with 19 years of industry experience. He has operated Spiritus Financial Planning since 2003. Spiritus Financial Planning serves individuals, high-net-worth clients, and small business owners by providing personalized financial planning and discretionary investment management focused on retirement, tax, estate, cash flow, education funding, and business succession. The firm operates on a fee-only basis with client assets held at independent custodians and applies a multi-method approach to security analysis tailored to each client’s objectives.

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.

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.

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 credentials and seven years of industry experience. She previously worked at Fifth Third Wealth Advisors and Brannan Management Company. Outside of finance, Robbins is involved in athletic coaching and sponsorships related to equestrian sports through a separate business she manages. Five Mile River Investment Management provides discretionary portfolio management services to high-net-worth individuals, families, trusts, and retirement accounts. The firm employs a fundamental value approach with concentrated portfolios aimed at multi-year appreciation, emphasizing research-driven engagement 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.

Tyler Schalch is a CFP® professional with nine years of industry experience, currently serving as an advisor at FPC Investment Advisory, Inc. in Petaluma, California. He has been with FPC Investment Advisory since 2015. FPC Investment Advisory offers 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 focused on global economic analysis and utilizes no-load mutual funds and ETFs, managing approximately $364.6 million in discretionary assets for about 162 clients.

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.