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.

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.

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.

Noel Murphy is a financial advisor at Sonoma West Advisors in Santa Rosa, CA, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has been associated with Dts Group LLC since 2006. Sonoma West Advisors provides investment management, consulting, and financial planning services primarily to high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term portfolios with diversified asset allocations and typically manages accounts on a discretionary basis.

Brett Daniel is a CFP® affiliated with The McBride Group and has been with the firm since 2024. He has 28 years of experience working with the Windsor Unified School District. The McBride Group advises individuals, trusts, pension and profit-sharing plans, and financial institutions, offering investment management, financial planning, third-party adviser selection and oversight, and institutional consulting. The firm primarily uses a non-discretionary management approach, combining fundamental and cyclical analysis with modern portfolio theory.

Yvonne Madson is a ChFC® credentialed financial advisor with 25 years of industry experience. She is currently with Madson Wealth Advisors Inc. and previously worked for over two decades at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Madson Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering asset management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis with a diverse range of investment tools, tailoring portfolios to client objectives and risk tolerances.

Anthony Borba Jr is a financial advisor with Breen Wealth Management, LLC in Petaluma, CA. He holds a Series 65 designation and has eight years of industry experience. He has been with Breen Wealth Management since 2015. Breen Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, through a comprehensive wealth management offering called the Private Client Group. The firm utilizes a disciplined investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and manages approximately $319 million in discretionary assets.

Martin Weil is a CFP® professional with 29 years of experience in financial advising. He has been with MW Investment Strategy since 1996 and currently serves as its sole advisor. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, utilizing diversified model portfolios mainly composed of low-cost mutual funds and ETFs with a tactical overlay.

Chandriga Walker is a financial advisor at World Capital Management with 20 years of industry experience. He holds a Series 65 designation and has worked with Money Manager Review and Money Money Review/World Capital Management. Outside of advisory work, he is involved as a companion and caregiver at Prestige In Home Care. World Capital Management is a state-registered investment adviser providing discretionary portfolio management and related advisory services to individuals, trusts, estates, and IRAs. The firm employs a macro-informed, data-driven approach centered on leveraged exchange-traded products, primarily the 3x Nasdaq-100 ETF TQQQ, combined with tactical overlays and daily portfolio monitoring.

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.

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.

Renee Amochaev is a financial advisor at Fiscal Wisdom Wealth Management LLC with 27 years of industry experience. She has worked at firms including Portsmouth Financial and SmartLife Financial Group. Amochaev serves on the board and finance committee of YWCA Sonoma County, a nonprofit organization. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized portfolio construction and ongoing account monitoring, utilizing a range of investment strategies and products.

Richard Middleton is a financial advisor with Financial Enhancement Group, holding a Series 65 designation and 10 years of industry experience. He has been involved with National Brokers Alliance since 1998, where he recruits agents and manages insurance product sales. Financial Enhancement Group offers discretionary asset management and financial planning to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm utilizes a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, and employs specialized sub-advisors and AI tools to support its investment strategies.

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.