Eric Dahl is a financial advisor at The Delta Group in Sonoma, CA, with 43 years of industry experience. He has held the Series 63 designation and has worked at Oak Tree Securities, Inc. since 1990. Dahl has been involved with The Delta Group since its founding in 1983. The Delta Group provides discretionary portfolio management and financial planning primarily to individual households, managing $49.2 million in assets across 29 client accounts. The firm focuses on direct advisory services with a portfolio emphasis on exchange-traded equities and U.S. government bonds.

Frances Harkins is a CFP® and Series 66-licensed advisor with 25 years of industry experience. She has worked at Wheels Up Wealth, Inc. since 2020 and previously spent seven years at North Capital Inc. and twelve years at Grossman Financial Management. Outside of her advisory role, she has been involved in managing real estate investments as a trustee of the Harkins Family Trust. Wheels Up Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm employs a long-term investment approach based on Modern Portfolio Theory, using primarily passive index mutual funds and ETFs, and integrates held-away asset management through third-party order management systems.

Geoffrey Hakim is a CFP® with 18 years of industry experience, currently serving as an advisor at MCM Wealth in Novato, CA. He has been with MCM Wealth since 1996, totaling 30 years with the firm. MCM Wealth provides investment advisory and financial planning services to a diverse client base including individuals, trusts, small-business retirement plans, other RIAs, family offices, and institutions. The firm employs a multi-asset class, core-and-satellite investment approach and offers customized portfolios, including a rules-based options overlay managed through a proprietary platform.

Charles Cockerton is a financial advisor at Florin Pensions LLC in San Francisco, CA, holding a Series 65 designation with 14 years of industry experience. He has been with Florin Pensions since 2012. Florin Pensions LLC provides pension consultancy and investment advice to UK expatriates and other nationals residing in the United States who have existing UK-based pension plans. The firm focuses on pension reviews, transfer assessments, and recommendations related to UK personal pensions, working through pension trustees and third-party investment managers rather than managing client assets directly.

John Harrington is a financial advisor at Harrington Investments, Inc. with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Spectrum Securities, Progressive Asset Management, and Citizens Securities. Harrington Investments provides discretionary portfolio management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm focuses on socially responsible investing, combining exclusionary screens with ESG evaluation and fundamental analysis, and serves both individual and high-net-worth clients.

Austin Jones is a financial advisor at Solano Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at First Command Advisory Services, Inc. and LPL Financial LLC. Outside of his advisory role, he assists a Certified Financial Planner with administrative and client support tasks. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers wrap fee asset management on a discretionary basis and standalone financial planning, emphasizing asset allocation and fundamental analysis across various investment vehicles.

Carlos Mendoza is a CFP® professional with 25 years of experience in financial advisory services. He is currently with Solano Wealth Advisors and has previously worked at LPL Financial and Wells Fargo Advisors. Mendoza holds Series 63 and Series 65 licenses. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on discretionary wrap fee asset management and standalone planning, utilizing asset allocation and fundamental analysis across a range of investment products.

Martin Weil is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been with MW Investment Strategy since 2016. MW Investment Strategy provides investment management and financial planning services to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, using diversified model portfolios with a tactical overlay and emphasizing risk management.

Francisco Alcantar is a financial advisor at Sonoma Wealth Advisors with a Series 65 designation. He has over 17 years of industry experience, including a long tenure at Wells Fargo Bank N.A. from 2004 to 2021 and five years at Fermata Advisors, LLC. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm uses a coaching-centered client relationship model and combines various analytical approaches to portfolio management, offering both discretionary and non-discretionary services.

Thomas Smith is a financial advisor with Modern Capital Advisors, LLC in Napa, CA, holding a Series 63 designation and 33 years of industry experience. He previously worked at Liberty Partners Financial Services, LLC for 10 years before joining Modern Capital Advisors in 2025. Outside of his advisory work, Smith is involved in buying, selling, and trading metal coins, gems, and antique glass items. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach with a core-and-satellite framework using passive index funds as cores and selectively adds active managers or third-party strategists.

Clayton Dunkle is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with six years of industry experience. His work history includes roles at Sonoma Wealth Advisors and Enso Wealth Management, as well as experience outside the financial sector at Cline Family Cellar and Mule Head Growers. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocation.

Silvio Bettinelli is a financial advisor with Fermata Advisors in Sonoma, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Treasury Wine Estates and UC Davis, as well as service in the United States Marine Corps. Outside of his advisory work, he is a passive owner of Bettinelli Vineyards LLC, an agricultural land holding company in Napa, CA. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Robert Atkins is a financial advisor at Alpha Wealth Management and Planning LLC with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alpha Wealth Management and Planning and LPL Financial since 2015. Atkins is also involved with a separate business focused on tax preparation and accounting services under Wealth Strategies. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and it sponsors its own wrap fee program with multiple platform tracks.

Jacqueline Worstell is a CFP® with three years of industry experience, currently advising at Brooklyn FI, LLC. Her prior roles include positions at Abacus Wealth Partners and work at Cheryl R Worstell, CPA. Brooklyn FI serves individual and high-net-worth clients with discretionary investment management, retirement-account advice, and subscription-based comprehensive financial planning. The firm emphasizes passive portfolio construction and household-level management while incorporating third-party managers and model strategies as needed.

Mason Moore is a financial advisor at Fermata Advisors in Sonoma, CA, with seven years of industry experience. He holds a Series 65 credential and has previously worked at HUB International, Global Retirement Partners, LLC, Kornerstone Inc., and QRC, Inc. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm uses a coaching-centered client relationship model and a combination of behavioral, charting, cyclical, fundamental, and technical analysis to inform portfolio allocations.

Mariam Saboori Shamlow is a financial advisor at Fermata Advisors with a Series 65 credential and one year of industry experience. She has prior experience at Global Retirement Partners, HUB International, LPL Financial, Northern Trust, Wells Fargo Bank, and the Chicago School of Professional Psychology. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a mix of behavioral, charting, cyclical, fundamental, and technical analysis to guide investment allocations.

William Becker is a Series 66-licensed financial advisor at DeDora Capital, Inc. with 13 years of industry experience. He worked at Wells Fargo Advisors from 2012 to 2015 before joining DeDora Capital, where he has been advising clients since 2015. DeDora Capital provides investment advisory and financial planning services to individuals, high-net-worth and ultra-high-net-worth clients, employer-sponsored retirement plans, and brokerage customers. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, tactical risk management, and regular portfolio reviews.

William Murray is a CFP® professional with 23 years of experience in financial advising. He is currently with Fermata Advisors in Sonoma, CA, and has held roles at Sonoma Wealth Advisors, Cetera Advisor Networks LLC, and HBW Advisory Services LLC. Outside of his advisory work, Murray is involved in tax preparation for individuals and small businesses and has experience in fixed insurance sales. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, including high-net-worth clients, as well as small businesses and plan fiduciaries. The firm offers both discretionary and non-discretionary services and integrates behavioral, technical, fundamental, and cyclical analysis in portfolio management.

Mark Hill is a CFP® professional with 20 years of industry experience, currently serving at Dedora Capital, Inc. since 2015. He is also the president and sole proprietor of Fire Penguin Publishing, a music publishing company focused on promoting and managing royalties for his own musical recordings. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental and technical analysis within an asset-allocation framework and offers tailored investment options, including socially responsible investing and fossil-fuel divestment.

Michael Hathaway is a financial advisor at Epsilon Financial Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Epsilon Financial Group since 2018. Prior to that, he was employed at The Prudential Insurance Company of America and Pruco Securities, LLC, and was self-employed for four years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm emphasizes portfolio management and comprehensive financial planning based on Modern Portfolio Theory and integrates AI and machine learning tools alongside professional oversight.