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.

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.

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.

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.

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.

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.

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.