Terri Cavagnaro is a Series 65-licensed advisor at DeDora Capital, Inc. in Napa, California, where she has worked since 2006. She is part of a five-advisor team at the firm. DeDora Capital provides investment advisory and financial planning services to individuals, high-net-worth and ultra-high-net-worth clients, employer-sponsored retirement plans, and brokerage customers. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, and active tactical risk management, offering services that include portfolio management, written financial plans, and multi-family-office style UHNW solutions.

Mark Sievers is a CFP® and Series 63 designated advisor with 23 years of industry experience. He has been with Epsilon Financial Group, Inc. since 2005. Outside of his advisory work, he is the owner of Il Fiorello Olive Oil Company. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities, emphasizing diversified portfolios typically composed of mutual funds and ETFs. The firm uses a hybrid advisory model supported by AI-driven platforms and licensed professionals who oversee all investment strategies.

Peter Mattei is a CFP® professional with 12 years of industry experience. He has been with Epsilon Financial Group, Inc. for 16 years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm’s approach is grounded in Modern Portfolio Theory, emphasizing diversified mutual funds and ETFs, and incorporates AI and machine learning tools alongside professional oversight.

Leanne Sindell is a financial advisor at L & S Advisors, Inc. in Napa, CA, holding Series 63 and Series 65 designations with 14 years of industry experience. She has been with L & S Advisors since 2012. L & S Advisors serves individuals—including high-net-worth clients—trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical, unconstrained investment approach using a variety of strategies and instruments, including derivatives and margin, and manages approximately $1.16 billion across more than 1,000 client accounts.

Leo Martinez is a financial advisor at Epsilon Financial Group, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. from 2003 to 2005. Martinez also has longstanding involvement with various insurance carriers and property management through Bridge Property Management. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm’s investment approach combines Modern Portfolio Theory with diversified mutual funds and ETFs, supported by AI and machine learning tools, while ensuring that licensed advisors review all strategies.

William Bomar is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA. He holds the Series 66 designation and has 20 years of industry experience, including roles at Applied Financial Planning, Inc. and LPL Financial, LLC where he has been active for the past 10 years. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach integrating fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and manages approximately $319.6 million for about 473 clients.

Gary Peace is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in Napa, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including long tenures at Capital Group and American Funds. His recent career includes roles at Edward Jones and a sabbatical before joining his current firm. Blakeslee & Blakeslee Financial Advisers, Inc. serves individuals, families, trusts, charitable organizations, and businesses, including high-net-worth clients, through integrated portfolio management and financial planning. The firm employs a multi-adviser team approach and utilizes a process combining fundamental analysis, modern portfolio theory, and quantitative metrics with a long-term buy-and-hold strategy.

Christopher Sipes is a financial advisor with Fermata Advisors in Sonoma, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Fermata Advisory since 2019 and previously held roles at Enso Wealth Management and Wells Fargo. Outside his advisory duties, Sipes is appointed as an insurance agent with multiple carriers. Fermata Advisors serves individuals, small businesses, and plan fiduciaries, offering investment management, financial planning, and retirement-plan consulting. The firm employs a coaching-centered client model and integrates various analytical approaches in portfolio management, also providing ERISA fiduciary services for employer plans.

Jasin Carlen is an advisor at Alpha Wealth Management and Planning LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with LPL Financial since 2010. In addition to his advisory role, he provides non-variable insurance focusing on long-term care, life, and disability coverage. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm uses a primarily long-term investment approach that incorporates multiple types of analysis to build diversified portfolios, with ongoing account review and tax-efficient strategies.

Davis Rich is a financial advisor with Fermata Advisors in Sonoma, CA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Rich Financial and Asset Management Group. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to manage portfolios and retirement plans.

Rebecca Rich is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with two years of industry experience. She has worked at Fermata Advisors and its dba Rich Financial since 2023 and previously spent several years at Envestnet. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Shelby Wirick is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 license with three years of industry experience. Prior to joining Fermata Advisors, Shelby worked at Sonoma Wealth Advisors, LLC and spent five years at Cintas Corporation. Outside of advising, Shelby is a manager and member of Wirick Enterprises LLC. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and integrates various analytical approaches to portfolio management and fiduciary services.

Sharon Khan is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Dedora Capital, Inc. since 2022 and previously held roles at Montgomery Taylor Wealth Management and Deloitte. Dedora Capital, Inc. provides investment advisory and financial planning services to individual, high-net-worth, and ultra-high-net-worth clients, as well as employer-sponsored retirement plans and brokerage customers. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, active risk management, and regular portfolio reviews.

Shivani Patel is a financial advisor at DeDora Capital, Inc. in Napa, California, holding a Series 65 designation with two years of experience. Prior to joining DeDora Capital, she worked at Morgan, Lewis & Bockius LLP and Strategic Exit Advisors. DeDora Capital provides investment advisory and financial planning services to individuals, high-net-worth and ultra-high-net-worth clients, employer-sponsored retirement plans, and brokerage customers. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, active risk management, and quarterly reviews, offering services that include comprehensive portfolio management and multi-family-office style UHNW solutions.

Keith Wheeler is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Morgan Stanley, Bank of America, Merrill, and Robert W. Baird. He serves as a board member for the Novato Police K9 Foundation. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement consulting, and specialized advisory services. The firm employs a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios and sponsors its own wrap fee program with technical and fundamental platform options.

Paul Dedora is a CFP® with 28 years of industry experience. He is currently with Dedora Capital, Inc., where he has worked since 2015, including a period at Purshe Kaplan Sterling Investments from 2015 to 2021. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm combines fundamental and technical analysis within an asset-allocation framework and offers tailored options such as socially responsible investing and fossil-fuel divestment.

Penny Bacharach is a CFP® professional with over 41 years of industry experience. She is currently with Alpha Wealth Management and Planning LLC, where she has been since 2015, and has also been associated with LPL Financial since 2005. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of services including investment management, financial planning, retirement plan consulting, and specialized advisory work. The firm manages diversified portfolios with a primarily long-term investment approach, incorporating multiple analysis techniques and offering tax-efficient asset management alongside its own wrap fee program.

Mark Richmond is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Advisor Resource Council since 2017 and has also worked at LPL Financial since 2004. Outside of financial advising, he is involved as a co-executive producer for a food and wine television show filmed in Napa Valley. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with services including asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence tools and fundamental analysis to offer a range of model and separately managed account strategies, supplemented by third-party platforms to tailor investments to client needs.

James Brown Jr. is a financial advisor at First Advisors National, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Freedom Equity Group since 2012, where he also serves as Executive National Vice President focusing on insurance-related services, primarily life insurance and fixed annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Elisabeth Mays is a financial advisor at The AmeriFlex Group with 27 years of industry experience. She holds a Series 63 designation and has worked at several firms including HUB International, Charles Schwab, and Securities America. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies through various asset allocation models and advisory programs.