Frank Bruno is a CFP® professional with 37 years of experience in the financial industry. He is affiliated with LPL Financial and has operated Alders Financial Solutions since 2014. Bruno holds the Series 63 designation and is based in Novato, CA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team and combines large-scale advisory operations with various non-advisory financial products.

Russell Ketron is a financial advisor with Ketron Financial LLC, holding CFP®, Series 63, and Series 65 credentials and bringing 56 years of industry experience. He has worked at Ketron Financial since 2024 and concurrently with Western International Securities, Inc. since 2016. Ketron Financial serves individual clients, pension and profit-sharing plans, and charitable organizations by offering discretionary portfolio management, financial planning, and estate transition planning. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading approach and manages approximately $384 million in assets across three advisors.

Heather Hutchinson is a CFP® certificant with 21 years of industry experience. She has been a principal at Hutchinson & Ziegler Financial Advisors, Inc. since 2007. Outside of her advisory role, she leads a weekly dance fitness class as an instructor for Marin SHiNE. Hutchinson & Ziegler Financial Advisors, Inc. serves individuals, families, trusts, corporate pension and profit-sharing plans, and charitable institutions by providing discretionary investment management and financial planning. The firm focuses on asset-allocation-driven, long-term portfolios using primarily no-load, low-cost mutual funds and ETFs, with an emphasis on tax efficiency and customized client solutions.

Mary Robbins is a financial advisor with Five Mile River Investment Management, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her previous roles include positions at Fifth Third Wealth Advisors, Brannan Management Company, and Franklin Street Advisors. Outside of finance, she is involved in athletic coaching and sponsorship through her ownership of Spalding Endurance LLC, which focuses on equestrian activities. Five Mile River Investment Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and retirement accounts. The firm employs a long-term, bottom-up, fundamental value investment approach with concentrated portfolios and emphasizes direct research with company management and industry experts.

Matthew Kalabokes is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FPC Investment Advisory, Inc., where he has worked since 2023. His prior experience includes roles at Mariner Wealth Advisors and Private Wealth Partners. 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, using mainly no-load mutual funds and ETFs, and manages approximately $364.6 million in discretionary assets across about 162 clients.

Lauren Patterson is a CFP® professional with 15 years of experience in financial advising. She has worked at Alders Financial Solutions since 2018 and previously at Financial Connections Group, Inc. She is based in Novato, CA. Alders Financial Solutions is a state-registered financial planning firm that serves individuals, trusts, estates, and retirement accounts, primarily focusing on high-net-worth clients. The firm provides comprehensive written financial plans and pension consulting but does not manage client assets or accept discretionary authority, instead offering recommendations implemented through third-party brokers or advisors.

Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Baker Avenue Asset Management and Silicon Private Wealth, LLC. He manages a donor-advised charitable fund in addition to his advisory role. Sonoma Private Wealth LLC provides portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios and sub-advisers, incorporating ESG considerations through HIP Investor’s ratings in its investment process.

Tyler Schalch is a CFP® professional with nine years of industry experience, currently serving as an advisor at FPC Investment Advisory, Inc. in Petaluma, California. He has been with FPC Investment Advisory since 2015. FPC Investment Advisory offers 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 focused on global economic analysis and utilizes no-load mutual funds and ETFs, managing approximately $364.6 million in discretionary assets for about 162 clients.

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.

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.

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.

Colton Maher is a financial advisor at 5T Wealth, LLC in Napa, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining 5T Wealth, he worked with Eagle Strategies and New York Life-related firms. Outside of financial advising, he is co-owner of LoCo Skincare, a retail and wholesale skincare company. 5T Wealth provides discretionary asset management, comprehensive financial planning, and family office services to individuals, trusts, retirement plans, endowments, and private foundations. The firm’s investment approach combines fundamental, quantitative, and technical analysis to achieve diversification across traditional and alternative asset classes.

Emma Cockerton is a Series 65-licensed advisor with Florin Pensions LLC, based in San Francisco, CA. She has 12 years of industry experience and has been with Florin Pensions since 2012. Florin Pensions LLC specializes in pension consultancy and investment advice for UK expatriates and other nationals residing in the United States who have UK-based pension plans. The firm provides written pension reviews, transfer assessments, and recommendations for pension trustees and investment managers, focusing on UK/EU pension arrangements rather than general portfolio management.

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.

Glen Calkins is a financial advisor at Ketron Financial LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Western International Securities, Inc. since 2016 before joining Ketron Financial in 2024. Ketron Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and charitable organizations. The firm employs a long-term trading approach that combines fundamental analysis, modern portfolio theory, and quantitative methods, offering diversified investment options and discretionary portfolio management.

Alychandra McFarlane is a financial advisor at WealthFolio Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at WealthFolio Advisors since 2019. In addition to her advisory role, she is Co-Owner and President of an IT consulting firm. WealthFolio Advisors LLC serves individual and high-net-worth clients with portfolio management, financial planning, and Delaware Statutory Trust consulting. The firm utilizes a written Investment Policy Statement and applies modern portfolio theory through model portfolios tailored to client risk profiles, employing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, annuities, and selective private or real estate funds.

Rebecca White is a CFA® charterholder with 19 years of industry experience, currently advising at Harrington Investments, Inc. She has been associated with Rs Funds Distributor LLC since 2014 and Rs Investments since 2004. Outside of her advisory role, she owns a restaurant business, Yellow Jacket Eatery LLC, in Trinity Center, CA. Harrington Investments provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations, focusing on socially responsible investing. The firm uses a combination of exclusionary screens, ESG evaluation, and fundamental analysis to build portfolios aligned with Growth, Balanced, or Income objectives.

Paul Krsek is a financial advisor at 5T Wealth, LLC in Napa, California, with 24 years of industry experience. He has been with the firm, formerly known as K & A Asset Management, since 1998. Krsek is a Series 63 license holder and serves as co-trustee for the Kresek Family Trust. 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’s investment approach combines fundamental, quantitative, and technical analysis, emphasizes tactical re-weighting and absolute-return objectives, and seeks diversification across traditional and alternative asset classes.

Lillian Meyers is a CFP® with 35 years of industry experience and is principal of Meyers Financial Services in Sonoma, CA. She has held roles at Girard Securities and founded multiple related entities, including Green Valley Tax Services, where she provides tax preparation and IRS representation. Meyers also holds a Certified Divorce Financial Analyst credential and operates a financial planning and advisory firm with a focus on comprehensive client services. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm integrates investment advisory, insurance sales, and tax preparation under a single ownership structure and conducts educational seminars and specialized planning services such as divorce financial analysis.