Jill Shibuya is a CFP® with seven years of industry experience, currently serving as an advisor at Archvest Wealth Advisors, Inc. in Concord, CA, where she has worked since 2017. Prior to joining Archvest, she was self-employed from 2014 to 2018. Archvest Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and a private fund. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024. Their investment approach involves tailored portfolios using fundamental and cyclical analysis with ongoing monitoring and quarterly reviews.

Ariel Andrews Nolan is a financial advisor at Meyers Financial Services with five years of industry experience. She holds a Series 65 designation and has worked at Meyers Financial Services since 2018. Prior to her advisory role, she was involved in the hospitality industry, including positions at The Girl & The Fig, LLC and Cafe Sarafornia. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm combines advisory, insurance sales, and tax preparation under one ownership, providing specialized planning services and educational workshops.

James Brandon is a financial advisor at Exemplar Wealth Advisors, LLC with three years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at Wealth Enhancement Group, JDA TSG, EY/Tapfin, Taxfyle, My Secure Advantage, Intuit, and H&R Block. Exemplar Wealth Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of analytical approaches and modern portfolio theory, often incorporating third-party managers, to manage discretionary portfolios aligned with documented client goals and risk tolerances.

Noah Intara is a financial advisor at MultiPolar Capital LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Graphene Capital LLC, SB Value LP, and LPL Financial. Noah’s career spans roles in both advisory and capital management firms. MultiPolar Capital LLC provides discretionary investment management primarily to individuals, retirement accounts, trusts, and legal entities using a single, research-driven multi-asset strategy focused on a five-year investment horizon. The firm manages client assets on a fully discretionary basis with an emphasis on long-term performance and risk management.

Francisco Guerra is a CFP® with nine years of industry experience, currently serving at Solano Wealth Advisors. His prior roles include positions at Wells Fargo Bank and Clearing, as well as LPL Financial. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis, managing client accounts on a discretionary basis with an investment approach that incorporates mutual funds, ETFs, equities, fixed income, and structured products.

Jeffrey Field is a financial advisor with Harrington Investments, Inc. in Napa, CA, holding Series 63 and Series 65 designations and 11 years of industry experience. He has been with Harrington Investments since 2015. Harrington Investments provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm serves both individual and high-net-worth clients, typically with a $1 million portfolio minimum, and follows a socially responsible investing strategy that incorporates exclusionary screens, ESG evaluation, and fundamental analysis to build diversified portfolios aligned with Growth, Balanced, or Income objectives.

Romain Clerou is the sole advisor at Romain Walsh Clerou Professional Investment Management, holding a Series 65 designation with 14 years of industry experience. He has been operating his independent advisory firm since 1990. The firm provides discretionary investment supervisory and management services to individuals, retirement plans, and trusts. RWC focuses on building tailored portfolios of U.S. individual stocks, bonds, and cash equivalents using fundamental analysis, typically maintaining multi-year positions and adjusting cash allocations based on valuation assessments.

Michael Chapman is a financial advisor at Insight Capital Management with a Series 65 designation and experience starting in 2024. Prior to joining Insight Capital Management, he worked at Elm Acres Inc. and Acquivest Inc. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, foundations, and other entities. The firm manages approximately $330 million across about 374 client relationships and offers portfolio management, financial planning, and educational workshops, using a combination of fundamental and technical analysis tailored to clients’ goals and risk tolerance.

Patricia Williams is a financial advisor with The Delta Group in Sonoma, California, holding a Series 63 designation and over 43 years of industry experience. She has worked at Oak Tree Securities, Inc. since 1990 and has been associated with The Delta Group since 1983. Outside of advising, she is an author and also grows fruit at Medicine Wheel Orchard, selling produce at local farmers markets. 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 core investment approach concentrated in exchange-traded equities and U.S. government/agency bonds.

Kelby Houston is a financial advisor at API Capital, LLC in Concord, CA, holding a Series 65 designation with one year of industry experience. He is also a partner and accountant at API Accounting, Tax & Advisory, Inc., a role he has held since 2014. API Capital, LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing a diverse range of investment strategies and analytical methods. The firm integrates its affiliation with an accounting practice into its services while maintaining a small team structure.

Gary Downs is a Personal Financial Specialist (PFS™) with 28 years of industry experience. He has been with D & T Financial Advisors, Inc. since 2002 and is also a partner at Jackson, Downs & Tsuruda CPA's, where he provides accounting, tax, and financial consulting services. D & T Financial Advisors offers discretionary investment management and retirement plan advisory primarily for individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a diversified, low-turnover, passively managed investment approach based on Modern Portfolio Theory and maintains a close affiliation with an accounting practice through its licensed CPA principals.

Allan Yam is a CFP® with four years of industry experience, currently serving as an advisor at Paraiba Wealth Management LLC. He has been self-employed since 2008 and joined Paraiba Wealth Management in 2022. Paraiba Wealth Management provides asset management and financial planning services primarily to high net worth individuals and families. The firm utilizes customizable model portfolios and a mix of analytical methods to manage client accounts, offering both bundled ongoing financial planning and standalone planning engagements.

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.

Peter Morton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Hawkins Investment Counsel, LLC with six years of industry experience. His prior roles include positions at First Republic Investment Management, J.P. Morgan Securities, and the CFA Institute. Hawkins Investment Counsel provides investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm implements a top-down economic analysis and a research-driven approach to construct diversified, non-discretionary portfolios tailored to client goals.

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.

Andrew Mendonca is a financial advisor at D & T Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Jackson Downs & Tsuruda since 2020 and Bank of America from 2018 to 2020. Outside of his advisory role, Mendonca is involved with Jackson Downs & Tsuruda CPA's, a tax accounting firm, where he prepares taxes and accounting. D & T Financial Advisors provides discretionary investment management and retirement plan advisory primarily for individual clients, trusts, qualified retirement plans, charitable organizations, and businesses. The firm follows a Modern Portfolio Theory-based investment approach focused on diversified, low-turnover, passively managed asset-class funds with a buy-and-hold strategy and maintains a close affiliation with an accounting practice.

David Hunt is a financial advisor at Hunt Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup Global Markets and Concert Wealth Management. Since 2017, he has been with Hunt Wealth Management Group, INC. Hunt Wealth Management provides discretionary investment management to approximately 180 individual clients, focusing on diversified portfolios of stocks, bonds, ETFs, and cash based on macroeconomic analysis and current market conditions. The firm emphasizes individualized trading, low transaction frequency, and integrates financial planning without separate billing.

John Wenzel is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers tailored financial planning, investment management, and family office services, managing approximately $330 million in client assets as of year-end 2024.

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.

Eric Lai is a CFP® and holds a Series 65 license, with 22 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as various institutional clients. The firm offers comprehensive financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of the end of 2024.