Monib Khademi is the principal of Cypress Praxis, LLC, an independent advisory firm located in San Rafael, CA. He holds a Series 65 credential and has 14 years of industry experience. Khademi has been with Cypress Praxis since its founding in 1992. He also has a history of long-term pro bono service on nonprofit and education boards. Cypress Praxis serves a selective group of primarily high-net-worth individuals and families, providing discretionary portfolio management, financial consulting, and education. The firm employs a proprietary Strategic Portfolio Design™ process that focuses on asset allocation, tax-managed indexing, and investor behavior coaching while offering virtual family-office capabilities for large households.

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 Vreeland is a CFP® with 22 years of experience in the financial advisory industry. He is the sole advisor at Fairlead Financial Advisors, LLC, an independent firm he has been with since 2004. Fairlead Financial Advisors provides discretionary portfolio management along with financial, estate, and business planning services to individuals, trusts, charitable organizations, foundations, and closely held entities. The firm manages approximately $95 million using mutual funds, ETFs, and individual securities, applying institutional-style manager due diligence and offering specialized services for charitable clients.

Christopher Mckeon is the sole advisor at Oakvale Investments Inc., an independent firm based in Fairfax, CA. He holds 30 years of industry experience, having led Oakvale since its founding in 1995. Oakvale Investments is a fee-only registered investment adviser providing discretionary portfolio management for individuals, trusts, and retirement accounts. The firm employs a long-term, bottom-up value investment approach focused on companies with strong cash flow, solid balance sheets, and turnaround potential, managing roughly $73.8 million across about 30 clients.

Brian Miller is a financial advisor with 5 years of industry experience, currently operating through 245 Investments LLC. He holds a Series 65 designation and has previously worked at Farnam Street Investments LLC and Blue Shield of California. Outside of his advisory work, Miller serves on the board of directors for Alta Mesa Cemetery Association, overseeing operations and finance. 245 Investments LLC provides discretionary asset management primarily through separately managed accounts and offers financial planning services exclusively to those clients. The firm serves individual investors as well as small businesses and institutional clients, employing a disciplined, bottom-up valuation process to manage concentrated, long-only portfolios with a focus on intrinsic value.

Kelly Jones is the sole advisor at Kelly Jones Investment Services, Inc., an independent firm based in San Rafael, CA. Holding a Series 66 designation, Jones has 20 years of industry experience and has led the firm since 2007. Kelly Jones Investment Services provides personalized financial planning and discretionary portfolio management to individuals and a range of institutional and corporate clients. The firm employs a core-and-satellite investment approach, combining strategic asset allocation with tactical satellite allocations, and incorporates derivatives strategies such as covered call writing and cash-secured puts to generate income and manage risk.

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.

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.

Rania Ghawi is a CFP®-certified financial advisor at Clarity Wealth Partners with two years of industry experience. She has previously worked at Beacon Pointe Advisors, Waypoint Wealth Partners, and Larkspur Financial Advisors. Clarity Wealth Partners is a fee-only registered investment adviser that serves individual and high-net-worth clients through wealth management, portfolio supervision, and comprehensive financial planning. The firm combines passive and active investment strategies, offers socially responsible options, and provides educational seminars and project-based planning.

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.

Julie Annett is a financial advisor at Asti Financial Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Asti Financial Management since 2005. In addition to her advisory role, she is a licensed Health and Life Agent in California. Asti Financial Management is a small, state-registered advisory firm serving individuals, families, and small businesses, including high-net-worth clients. The firm offers comprehensive and hourly financial planning, developing investment strategies that include both active and passive vehicles, while clients implement recommendations through brokers or third-party managers.

Jackie Lou D'avolio Raquidan is a financial advisor at 5T Wealth, LLC with 14 years of industry experience. She holds Series 65, Series 66, and Series 63 licenses. Her career includes roles at Capital Group Private Client Services, UnionBanc Investment Services, and Redwood Credit Union. She serves on the boards of early-stage companies Your Great Escapes, a landscaping AI app, and Napa Global Institute, an educational technology firm focused on virtual reality. 5T Wealth provides discretionary asset management, financial planning, and family office services to individuals, trusts, retirement plans, endowments, and private foundations. The firm’s investment approach combines fundamental research with quantitative and technical analysis, emphasizing tactical re-weighting and diversification across traditional and alternative asset classes.

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.

Benjamin Wilson is a financial advisor at Wilson & Boucher Capital Management, LLC with 24 years of industry experience. He has been with the firm since 2005 and holds a Series 65 credential. Outside of his advisory role, he maintains a reserve law-enforcement position and serves as an officer for a small technology start-up. Wilson & Boucher Capital Management primarily serves individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages discretionary portfolios tailored to client-specific risk tolerances and investment objectives, with a focus on fixed-income risk management and documented exposure to digital assets.

Eric Ziegler is a CFP® professional with 17 years of experience in financial advisory services. He has been with Hutchinson & Ziegler Financial Advisors, Inc. since 2007, where he is one of two advisors at the firm. Hutchinson & Ziegler Financial Advisors serves individuals, high-net-worth clients, families, trusts, corporate pension and profit-sharing plans, and charitable institutions with discretionary investment management and financial planning. The firm focuses on asset allocation using primarily no-load, low-cost mutual funds and ETFs, tailoring portfolios to clients’ risk tolerance, time horizon, liquidity needs, and tax situations.

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.

Robert Hunter Jr. is a financial advisor with Marin Wealth Advisors LLC in San Rafael, CA, holding a Series 63 designation and 26 years of industry experience. He has been with Marin Wealth Advisors since 2004. Marin Wealth Advisors serves individuals, families, trusts, estates, corporations, non-profits, and retirement plans, managing approximately $76 million across about 94 client relationships. The firm offers discretionary and non-discretionary investment management along with project-based and comprehensive financial planning, focusing on strategic asset allocation combined with individual stock and bond selection in globally diversified portfolios.

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.

Christopher Roth is a CFA® charterholder with 17 years of industry experience. He has worked at 5T Wealth, LLC since 2018 and previously spent six years at Delegate Advisors, LLC. He holds a Series 65 license and is based in Napa, California. 5T Wealth provides discretionary asset management, comprehensive financial planning, family office services, and variable annuity advice to individuals, trusts, retirement plans, endowments, and private foundations. The firm serves a client base that includes many current or former business owners and employs an investment approach combining fundamental, quantitative, and technical analysis, with emphasis on tactical reweighting and true diversification across traditional and alternative assets.