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.

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.

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.

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.

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.

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.

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.

Zachary Parreira is a financial advisor at JDH Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, Mr. Parreira operates a photography business and officiates soccer games for local youth and high school leagues. JDH Wealth Management provides investment management, financial planning, and retirement plan services to individuals, trusts, qualified plans, and small businesses. The firm employs a consultative approach with a focus on long-term, passive asset-class strategies using mutual funds and Dimensional Fund Advisors products.

Maxwell Madson is a financial advisor at Madson Wealth Advisors Inc. in Santa Rosa, CA, holding a Series 66 designation with 10 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Thrivent Financial. Madson Wealth Advisors serves individual, high-net-worth, and institutional clients, providing asset management, portfolio management, and financial planning. The firm employs both fundamental and technical analysis and offers a range of investment strategies tailored to client objectives, with flexible fee arrangements including hourly and flat fees.

Matthew Delaney is a financial advisor at JDH Wealth Management, LLC in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with JDH Wealth Management since 2005. JDH Wealth Management provides investment management, financial planning, and employee benefit retirement plan services to individuals, trusts, qualified retirement plans, and small businesses. The firm serves both high-net-worth and non-high-net-worth clients, employing a consultative, long-term asset allocation approach grounded in Modern Portfolio Theory and using diversified portfolios primarily through passively managed mutual funds and ETFs.

Noel Murphy is a financial advisor at Sonoma West Advisors in Santa Rosa, CA, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been associated with Dts Group LLC since 2006. Sonoma West Advisors provides investment management, consulting, and financial planning services primarily to high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term portfolios with diversified asset allocations and typically manages accounts on a discretionary basis.

Yvonne Madson is a ChFC® credentialed financial advisor with 25 years of industry experience. She is currently with Madson Wealth Advisors Inc. and previously worked for over two decades at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Madson Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering asset management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis with a diverse range of investment tools, tailoring portfolios to client objectives and risk tolerances.

Renee Amochaev is a financial advisor at Fiscal Wisdom Wealth Management LLC with 27 years of industry experience. She has worked at firms including Portsmouth Financial and SmartLife Financial Group. Amochaev serves on the board and finance committee of YWCA Sonoma County, a nonprofit organization. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized portfolio construction and ongoing account monitoring, utilizing a range of investment strategies and products.

Richard Rebello is a financial advisor with Southland Equity Partners, LLC. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at OSAIC since 2023, GRP Wealth Strategies Group since 2006, and Fsc Securities from 2006 to 2023. He serves as a board member of St. Rose Catholic School, overseeing its profit and loss. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to build customized portfolios, managing nearly $900 million in discretionary assets as of year-end 2025.

Sarah Soliman is a financial advisor at First Affirmative Financial Network LLC with one year of industry experience. She holds a Series 65 designation and has held roles at Communitas Financial Planning PBC and Brook Haven Middle School. She has also been involved with the Sebastopol Center for the Arts. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and other institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, incorporating environmental, social, and governance factors into portfolio construction while offering tailored investment solutions.

Michael Hall is a CFP® and ChFC® with 12 years of experience in the financial industry. He is currently with Core Wealth Partners LLC in Santa Rosa, CA, where he has worked since 2021. His prior experience includes roles at Western International Securities, Linkenheimer LLP, Holden & Company LLP, and Holden Hall Wealth Management. Outside of his advisory work, he is active as an insurance agent. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by proprietary risk management and performance-based allocation structures.

Christopher Peck is a financial advisor at Natural Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Natural Investment Services, Inc. since 2003. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investments, managing approximately $2.05 billion through a team of 24 advisors.

Carrie Vanwinkle is a financial advisor at Natural Investments with 14 years of experience. She holds a Series 65 designation and has worked at Natural Investments since 2012. Outside of advising, Carrie owns and operates Fleur-De-Bee Beekeeping, where she provides education and consulting focused on supporting a healthy honeybee population. Natural Investments is a values-focused firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investing, managing approximately $2.05 billion across a team of 24 advisors.

Russell Van Sistine is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Sonoma Wealth Advisors, LLC and previously spent six years at Edward Jones. Fermata Advisors serves individuals, including high-net-worth clients, small businesses, and plan fiduciaries, offering investment management, financial planning, and retirement-plan consulting. The firm employs a coaching-centered relationship model and uses a blend of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.