Carlos Mendoza is a CFP® professional with 25 years of experience in financial advisory services. He is currently with Solano Wealth Advisors and has previously worked at LPL Financial and Wells Fargo Advisors. Mendoza holds Series 63 and Series 65 licenses. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on discretionary wrap fee asset management and standalone planning, utilizing asset allocation and fundamental analysis across a range of investment products.

Alvin Yam is a CFP® with 17 years of industry experience and is a managing member of Paraiba Wealth Management LLC. He worked at Stonemark Wealth Management for nine years before joining Paraiba Wealth Management in 2022. Paraiba Wealth Management LLC is a California-registered investment adviser serving primarily high-net-worth individuals. The firm manages customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and offers financial planning and retirement-rollover advice while acting as a fiduciary.

Francisco Alcantar is a financial advisor at Sonoma Wealth Advisors with a Series 65 credential. He has worked in the industry since 2021, including a 17-year tenure at Wells Fargo Bank N.A. Prior to joining Sonoma Wealth Advisors, he was associated with Fermata Advisors, LLC. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm delivers both discretionary and non-discretionary services using a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide investment decisions.

Thomas Smith is a financial advisor with Modern Capital Advisors, LLC in Napa, CA, holding a Series 63 designation and 33 years of industry experience. He previously worked at Liberty Partners Financial Services, LLC for 10 years before joining Modern Capital Advisors in 2025. Outside of his advisory work, Smith is involved in buying, selling, and trading metal coins, gems, and antique glass items. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach with a core-and-satellite framework using passive index funds as cores and selectively adds active managers or third-party strategists.

Clayton Dunkle is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with six years of industry experience. His work history includes roles at Sonoma Wealth Advisors and Enso Wealth Management, as well as experience outside the financial sector at Cline Family Cellar and Mule Head Growers. 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 guide portfolio allocation.

Silvio Bettinelli is a financial advisor with Fermata Advisors in Sonoma, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Treasury Wine Estates and UC Davis, as well as service in the United States Marine Corps. Outside of his advisory work, he is a passive owner of Bettinelli Vineyards LLC, an agricultural land holding company in Napa, CA. 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 guide portfolio allocations.

Jacqueline Worstell is a CFP® with two years of industry experience, currently serving as a financial advisor at Brooklyn FI, LLC. Prior to joining Brooklyn FI, she worked at Abacus Wealth Partners and has a background that includes experience with a CPA firm. Brooklyn FI, LLC serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on index mutual funds and ETFs, emphasizing tax efficiency and low turnover, while also incorporating outside managers and direct-indexing strategies when appropriate.

Mason Moore is a financial advisor at Fermata Advisors in Sonoma, CA, with seven years of industry experience. He holds a Series 65 credential and has previously worked at HUB International, Global Retirement Partners, LLC, Kornerstone Inc., and QRC, Inc. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm uses a coaching-centered client relationship model and a combination of behavioral, charting, cyclical, fundamental, and technical analysis to inform portfolio allocations.

Mariam Saboori Shamlow is a financial advisor at Fermata Advisors with a Series 65 credential and one year of industry experience. She has prior experience at Global Retirement Partners, HUB International, LPL Financial, Northern Trust, Wells Fargo Bank, and the Chicago School of Professional Psychology. 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 mix of behavioral, charting, cyclical, fundamental, and technical analysis to guide investment allocations.

William Becker is a financial advisor at DeDora Capital, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at DeDora Capital since 2015, alongside a concurrent role at Wells Fargo Advisors Financial Network, LLC since 2012. DeDora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, retirement plan consulting, multi-family office corporate consulting, and sub-advisory services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, incorporating active risk management and offering tailored options such as socially responsible investing and fossil-fuel divestment.

William Murray is a CFP® professional with 23 years of experience in financial advising. He is currently with Fermata Advisors in Sonoma, CA, and has held roles at Sonoma Wealth Advisors, Cetera Advisor Networks LLC, and HBW Advisory Services LLC. Outside of his advisory work, Murray is involved in tax preparation for individuals and small businesses and has experience in fixed insurance sales. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, including high-net-worth clients, as well as small businesses and plan fiduciaries. The firm offers both discretionary and non-discretionary services and integrates behavioral, technical, fundamental, and cyclical analysis in portfolio management.

Mark Hill is a CFP® professional with 20 years of industry experience, currently serving at Dedora Capital, Inc. since 2015. He is also the president and sole proprietor of Fire Penguin Publishing, a music publishing company focused on promoting and managing royalties for his own musical recordings. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental and technical analysis within an asset-allocation framework and offers tailored investment options, including socially responsible investing and fossil-fuel divestment.

Michael Hathaway is a financial advisor at Epsilon Financial Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Epsilon Financial Group since 2018. Prior to that, he was employed at The Prudential Insurance Company of America and Pruco Securities, LLC, and was self-employed for four years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm emphasizes portfolio management and comprehensive financial planning based on Modern Portfolio Theory and integrates AI and machine learning tools alongside professional oversight.

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.

Nily Levy is a financial advisor at Paragon Capital Management LLC with 40 years of industry experience. She has held roles at Charles Schwab and Charles Schwab Bank, totaling 25 years before retiring briefly and joining Paragon Capital Management in 2020. Levy holds the Series 63 and Series 66 designations. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach emphasizes fundamental analysis across a diverse mix of securities and typically pursues longer-term holdings with adaptive rebalancing based on client needs and market conditions.

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 the Series 66 designation and has worked with various insurance carriers, Bridge Property Management, and Waddell & Reed, Inc. for over two decades. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and business entities. The firm utilizes a hybrid advisory model with investment recommendations grounded in Modern Portfolio Theory, incorporating diversified mutual funds and ETFs, while employing AI and machine learning tools reviewed by licensed professionals.

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.