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.

Kevin Morrow is a financial advisor at Sonoma Allocations with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Fermata, DBA Sonoma Wealth Advisors. Outside of advising, he is a managing member and winemaker at Tara Bella Winery in Santa Rosa, California. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and 401(k)/pension consulting, using a combination of cyclical, fundamental, quantitative, and technical analysis to implement long-term trading strategies.

Peter Walker is a financial advisor at World Capital Management with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Money Manager Review since 1986, continuing there through its transition to World Capital Management. World Capital Management provides discretionary portfolio management and advisory services to individuals, trusts, estates, and IRAs. The firm employs a macro-informed, data-driven investment approach focused on leveraged exchange-traded products, primarily the 3x Nasdaq-100 ETF TQQQ, along with tactical overlays and daily portfolio monitoring.

Mark Leavitt is a financial advisor at Enspire Wealth Management, LLC in Santa Rosa, CA, holding a Series 65 credential with 17 years of industry experience. His prior roles include positions at Meritas Wealth Management and his own firms, Leavitt Wealth Management, LLC and Mark G. Leavitt CPA. He also maintains a separate CPA practice that coordinates referrals and client services with his advisory work. Enspire Wealth Management serves individuals, trusts, small businesses, and pension/profit-sharing plans, offering discretionary investment management and financial planning. The firm employs a consultative, fiduciary approach with individualized Investment Policy Statements and diversified portfolios using both active and passive strategies.

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.

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.

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.

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.

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.

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.

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.