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.

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.

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.

Courtenay Wise is a financial advisor at Ketron Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Western International Securities, Inc., LPL Financial, and Ketron Financial throughout his career. Outside of advising, he is also a licensed notary and maintains involvement in non-variable insurance services. 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 diversified investment approach combining fundamental analysis, modern portfolio theory, and quantitative methods, managing approximately $384 million in assets across a three-advisor team.

Jeffrey Field is a financial advisor at Harrington Investments, Inc. in Napa, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Harrington Investments since 2015. Harrington Investments provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm focuses on socially responsible investing, combining exclusionary screens with ESG evaluation and fundamental analysis, serving both individual and high-net-worth clients.

Romain Clerou is the sole advisor at Romain Walsh Clerou Professional Investment Management, holding a Series 65 designation with 14 years of industry experience. He has been operating his independent advisory firm since 1990. The firm provides discretionary investment supervisory and management services to individuals, retirement plans, and trusts. RWC focuses on building tailored portfolios of U.S. individual stocks, bonds, and cash equivalents using fundamental analysis, typically maintaining multi-year positions and adjusting cash allocations based on valuation assessments.

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.

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.

Eric Dahl is a financial advisor at The Delta Group in Sonoma, CA, with 43 years of industry experience. He has held the Series 63 designation and has worked at Oak Tree Securities, Inc. since 1990. Dahl has been involved with The Delta Group since its founding in 1983. 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 portfolio emphasis on exchange-traded equities and U.S. government bonds.

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.

Geoffrey Hakim is a CFP® with 18 years of industry experience, currently serving as an advisor at MCM Wealth in Novato, CA. He has been with MCM Wealth since 1996, totaling 30 years with the firm. MCM Wealth provides investment advisory and financial planning services to a diverse client base including individuals, trusts, small-business retirement plans, other RIAs, family offices, and institutions. The firm employs a multi-asset class, core-and-satellite investment approach and offers customized portfolios, including a rules-based options overlay managed through a proprietary platform.

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.

Louis Batmale is a financial advisor with Alders Financial Solutions, holding a Series 66 designation and 26 years of industry experience. His career includes over 20 years at LPL Financial, LLC, and two years at Alders Financial Solutions before its independent registration. Alders Financial Solutions provides financial planning and pension consulting services primarily to high-net-worth individuals and related entities. The firm employs a planning-centered approach that considers clients’ comprehensive financial situations without taking custody of assets, and it is notable for combining broker-dealer representation and insurance licensing with pension consulting services.

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.

Charles Cockerton is a financial advisor at Florin Pensions LLC in San Francisco, CA, holding a Series 65 designation with 14 years of industry experience. He has been with Florin Pensions since 2012. Florin Pensions LLC provides pension consultancy and investment advice to UK expatriates and other nationals residing in the United States who have existing UK-based pension plans. The firm focuses on pension reviews, transfer assessments, and recommendations related to UK personal pensions, working through pension trustees and third-party investment managers rather than managing client assets directly.