Peter Tennyson is a CFP® with 12 years of industry experience, currently serving as an advisor at North Bay Wealth Management since 2016. He holds the Series 65 designation and is based in Petaluma, CA. Outside of his advisory role, he is a part owner and serves as CFO, Treasurer, and Secretary of American Hunt, Inc., a startup focused on listing outdoor activities available for daily rental. North Bay Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management and written financial plans, tailoring recommendations to clients' objectives, time horizons, and risk tolerance.

Ernest Renner is a financial advisor with AllPoint Financial Group, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at SLR Asset Management and LPL Financial. Outside of advising, he is the owner of Hey Buddy Software, a business focused on creating mobile gaming apps for iPhone. 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 family office services, employing a combination of fundamental, technical, and cyclical analysis with a focus on continuous portfolio supervision and tailored investment strategies.

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.

Jeremiah Anzelc is a financial advisor at North Bay Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining the firm, he spent 13 years at Restaurant365, where he provided restaurant software consulting, assisting clients with data issues and software setup such as inventory and invoicing. North Bay Wealth Management offers discretionary portfolio management, integrated financial planning, and pension consulting for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes asset allocation combined with fundamental, quantitative, and qualitative analysis to manage portfolios using a variety of investment vehicles.

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.

Marck Zuehlsdorff is a financial advisor with AllPoint Financial Group in Napa, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Bank of Marin. He provides investment advisory services through AllPoint Financial Group, an independent registered investment advisor. AllPoint Financial Group is a four-advisor team managing approximately $84 million across diverse client types, including individuals, pension plans, and charitable organizations. The firm offers discretionary asset management and financial planning, tailoring portfolios using fundamental, technical, and cyclical analysis with ongoing supervision and quarterly reviews.

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.

Wesley Mc Bride is a CFP® professional with one year of industry experience at The McBride Group. He has been associated with The McBride Group since 2015 and also has a long-term career with The Permanente Medical Group. The McBride Group serves individuals, trusts, pension and profit-sharing plans, and financial institutions by offering investment management, financial planning, adviser selection and oversight, and institutional consulting. The firm primarily employs a non-discretionary management style and combines fundamental and cyclical analysis with modern portfolio theory and periodic rebalancing.

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.

John Witten is a financial advisor at Grow With Me with eight years of industry experience. He holds a Series 65 designation and previously worked at W10 Investment Advisers, LLC. Outside of his advisory role, he is a member of TPIS, LLC. Grow With Me is a state-registered advisory firm managing approximately $57.1 million for about 135 clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment management with index funds and ETFs, while also incorporating various analytical methods and outside managers, and offers additional services such as employee benefit plan advisory, tax preparation, and insurance.

Bradley Scott is a financial advisor at AllPoint Financial Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SLR Asset Management and LPL Financial. In addition to his advisory role, he is involved in tax preparation and accounting services through AllPoint Tax Services. AllPoint Financial Group is a team of four advisors managing approximately $84 million for individuals, pension plans, charitable organizations, trusts, and estates. The firm offers discretionary asset management, financial planning, and family office services, using a tailored investment approach that combines fundamental, technical, and cyclical analysis with a variety of strategies and regular portfolio reviews.

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.

Matthias Giezendanner is a CFP® professional with eight years of experience in financial advising, currently with San Francisco Wealth Planning LLC. His prior work includes roles at LPL Financial and Planning & Financial Advisors, as well as four years at the Port of San Francisco. In addition to his financial career, he operated Matthias Photography for a decade. San Francisco Wealth Planning LLC serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive allocation with fundamental and technical analysis, offers customized values-based portfolio options, and maintains oversight of third-party sub-advisers while conducting regular account reviews.

James Curran is a financial advisor with JPC Wealth Management, Inc. in Petaluma, CA, holding 29 years of industry experience. He has worked at Curran & Lewis Investment Management, Inc. since 1996. JPC Wealth Management serves primarily individual clients, managing approximately $312.7 million in discretionary assets across about 155 accounts. The firm offers goals-based financial planning and discretionary portfolio management with a diversified, multi-asset-class investment approach that emphasizes passive allocation and coordination with other professionals.

Christina Kramlich is a CFP® professional at Cantata Wealth Management, LLC with 13 years of industry experience. She previously worked at Chicory Wealth and Social Finance Inc, among other roles. Cantata Wealth Management serves individuals, foundations, and small businesses by providing personalized financial planning and discretionary investment management. The firm employs model portfolios, utilizes tax-aware strategies, and integrates artificial intelligence in its investment research and client operations.

Bijan Golkar is a CFP® professional with 16 years of experience in the financial services industry. He has been with FPC Investment Advisory, Inc. since 2014, where he serves as one of three advisors. 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, focusing on global economic conditions and primarily using no-load mutual funds and ETFs, managing approximately $364.6 million in discretionary assets.

Craig Lucey is a financial advisor at Lucey Wealth Advisors LLC in Sebastopol, CA. He holds a Series 65 designation and began his advisory career in 2025 after four years at Penske. Lucey Wealth Advisors LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, managing approximately $10 million for a small client base. The firm’s investment approach integrates multiple analysis methods and focuses on diversified instruments such as ETFs, REITs, and fixed income, with accounts monitored and reviewed quarterly.

Andrew Davainis is a financial advisor at Breen Wealth Management, LLC in Petaluma, CA, holding a Series 66 designation. He has one year of industry experience and previously worked at MML Investors Services, LLC, MassMutual Life Insurance Company, and Goldbook Financial. Outside of advisory roles, he assists with special events for the San Diego Padres. Breen Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans through comprehensive wealth management, financial planning, and pension consulting services. The firm employs a disciplined investment approach grounded in Modern Portfolio Theory, using diversified low-cost funds and regular portfolio rebalancing.

Brian Breen is a CFP® with 20 years of industry experience and is the principal at Breen Wealth Management, LLC in Petaluma, CA, where he has worked since 2017. Prior to this, he was with Jacobson & Breen Wealth Management, LLC for three years. He serves as a committee member and board member on the investment committee of the Petaluma Educational Foundation and owns a consulting and coaching business assisting RIA owners. Breen Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans through comprehensive wealth management, financial planning, and pension consulting. The firm manages approximately $319 million in discretionary assets and follows an investment approach based on Modern Portfolio Theory using diversified, low-cost ETFs, institutional mutual funds, and occasional variable annuities, with a structured four-step discipline including asset allocation, quarterly rebalancing, and ongoing monitoring.

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.