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.

Andrew Hempeck is a CFP® professional with 21 years of experience in the financial services industry. He has been with Creekside Partners Investment Counsel since 2007, where he works as part of a two-advisor team. Creekside Partners serves individuals, families, related trusts, nonprofit entities, and company retirement plans by providing financial planning, discretionary investment management, and general advisory services. The firm employs a primarily value-driven investment approach, emphasizing low-turnover, tax-efficient strategies using low-cost index mutual funds, ETFs, and individual municipal bonds when appropriate.

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.

Teresa Coleman is a financial advisor with Creekside Partners Financial Advisers LLC in Petaluma, CA. She holds a Series 66 designation and has 21 years of industry experience, including over a decade at Creekside Partners. Creekside Partners serves individuals, families, related trusts, select nonprofit entities, and company retirement plans, providing financial planning, discretionary investment management, and general advisory services. The firm employs a primarily value-driven investment approach emphasizing low-turnover, tax-efficient strategies and constructs portfolios around client-specific roadmaps.

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.

William Dixon IV is a financial advisor at Choreo, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Allied Growth Ventures and Hamilton Zanze. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a systematic investment approach centered on strategic asset allocation and manager due diligence, offering a broad range of services from portfolio management to specialized advisory solutions such as 1031 exchanges and Deferred Sales Trusts™ consulting.

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.

Miranda Pringle Dressler is a financial advisor at Integrity Advisory Solutions with three years of industry experience. She holds a Series 65 designation and previously worked at Clock Tower Wealth Management Inc. and has practiced law as a partner at Mackay Dressler Law, APC since 2017. Outside of her advisory and legal work, she serves as Chair of the Governance Committee on the board of the Village Network of Petaluma, a local nonprofit for seniors, and participates in the Petaluma Chamber of Commerce Women in Business Committee. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and leverages third-party platforms to provide tailored investment solutions and integrated retirement plan advisory services.

Bridget Mackay is a financial advisor with Integrity Advisory Solutions in Petaluma, CA, holding a Series 65 designation and five years of industry experience. She previously practiced law for 19 years at her own firm, the Law Offices of Bridget Mackay, APC, specializing in estate planning and elder law. Mackay serves on the Senior Advisory Committee for the City of Petaluma, advising on quality-of-life issues for local seniors. Integrity Advisory Solutions is a multi-team firm with approximately 127 advisors managing around $1.1 billion in client assets. The firm serves individuals, trusts, estates, corporations, and other business clients by providing portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.

Jason Seale III is a financial advisor with SeaCrest Wealth Management, LLC in Novato, California. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. He previously worked at American Wealth Management, Inc. from 2002 to 2021 before joining SeaCrest Wealth Management in 2021. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that integrates fundamental and technical analysis and uses both internal and third-party artificial intelligence tools.

Kent Kuhlmann is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked previously at CWM, LLC, Kuhlmann Associates Financial, and LPL Financial, LLC. Outside of his advisory work, he owns Capt Kuhl Charters LLC, a yacht charter business, and is involved in community activities including serving as president of a Montessori school board and as a board member for an animal rescue sanctuary. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s investment strategy focuses on fundamental analysis and combines portfolio management with third-party separately managed accounts.

Krystalynn Schlegel is a financial advisor at ValMark Advisers, Inc. with 19 years of industry experience. She holds the ChFC® designation and has previously worked at The Leaders Group Inc and Sisu Insurance. Schlegel serves on the board of The Frederick Gunn School and Forum 400, a nonprofit organization supporting life insurance producers, and leads a monthly networking group with ProVisors. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Russell Albright is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at multiple firms including RWA Wealth Partners, Polaris Wealth Advisory Group, and Bank of the West. He is also the owner of Russell Albright CTFA, LLC, an entity established for tax management and income purposes related to his wealth management business. Sovran Advisors serves individual, corporate, and retirement plan clients by providing financial planning, advisory services, and portfolio management through various program types. The firm utilizes a combination of active and passive investment strategies implemented via written investment policy statements and third-party managers, supported by technology-enabled rebalancing and administrative services.

Joseph Stern is a financial advisor at Choreo, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Choreo in 2023, he worked at Enso Wealth Management for five years and spent 26 years at Edward D. Jones & Co., L.P. Choreo serves a wide range of clients, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and investment committee approval to manage portfolios through various vehicles such as separately managed accounts and private funds.