Daren Blonski is a financial advisor at Fermata Advisors in Sonoma, CA, holding CFP® and Series 66 credentials with 14 years of industry experience. He has worked at Fermata Advisory, LLC since 2019 and was previously with Enso Wealth Management from 2016 to 2020. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services using a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

James Stein is a financial advisor at Edward Jones in Sonoma, CA, holding the ChFC® designation and Series 66 license with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Most people in their 40s and 50s are doing well financially—but aren’t completely sure they’re on track for retirement. They’ve built careers, accumulated savings, and are making good money… But questions start to surface: Am I saving enough? When can I realistically retire? How do I turn what I’ve built into income later? Am I being tax-efficient? That’s where I come in. I work with professionals in their peak earning years to help them create a clear, realistic path to retirement—one that connects their income, investments, and long-term goals. Together, we focus on: Building a structured retirement plan Aligning investments with real-life goals Creating future income strategies Improving tax efficiency over time Bringing clarity and confidence to big decisions My approach is straightforward and practical. No jargon. No overcomplication. Just a plan that makes sense for your life. If you’re within 10–15 years of retirement and want a clearer picture of where you stand—and what to do next—I’m happy to connect. I am a financial advisor with Mass Mutual Investors Services based in Napa, CA.

Sean Scruby is a CFP® professional with over two years of experience at Olde World Investments. He has worked in the investment advisory field since 2006 and also owns and operates Olde World Design, a construction company in Napa, CA, where he serves as a licensed general contractor. Olde World Investments is a state-registered, sole-proprietor firm providing financial planning and discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm offers customized financial plans and employs a flexible investment approach that includes passive, active, and core-and-satellite strategies tailored to client objectives and risk tolerance.

Patrick Brennan is the sole advisor at Brennan Asset Management in Napa, CA. He holds the CFA® designation and Series 63 license, with 12 years of industry experience. He has led Brennan Asset Management since 2015. Brennan Asset Management provides discretionary investment supervisory services to a select group of individual and institutional clients, focusing on client-specific investment policy statements and concentrated equity portfolios. The firm uses a bottom-up, fundamental research process and combines retail advisory services with active management of private funds and pooled investment vehicles.

Janet Mlynar is a CFP® with 44 years of industry experience and is the principal of Benefits Plus, LLC in Napa, CA. She has worked in healthcare compliance since 2013 and has been associated with LPL Financial since 2009. Outside of her advisory work, she owns a division production company that films historic properties for commercial and media use. Benefits Plus serves employer plan sponsors, employee benefit plans, professionals, and individuals by providing consulting and financial planning focused on settlement, pension, and health insurance matters. The firm delivers advice through fixed or hourly fee consulting engagements and written plans without managing client assets.

John Liles is a CFP® professional based in Napa, CA, with 32 years of experience at his own firm, John H. Liles, CFP. He has provided financial planning and investment advisory services since 1994. His firm offers investment advisory and financial planning services to individuals and entities including trusts, pension and profit-sharing plans, estates, and charitable organizations. The investment approach emphasizes strategic asset allocation through a core-and-satellite structure with passively managed index funds and ETFs as the core, complemented by selected individual securities and actively managed funds, with portfolios reviewed at least quarterly.

Stephen Bossio is the sole advisor at Magnum Financial in Sonoma, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Magnum Financial since 2009. Outside of advising, he consults to charter schools in California and is a licensed insurance agent, spending a portion of his time on insurance-related business. Magnum Financial is an independent advisory firm offering discretionary portfolio management and financial planning to individuals and institutional clients, including 401(k) plans and pension funds. The firm focuses on asset allocation and diversification, combining strategic and technical analysis to manage portfolios and provides ongoing planning and regular reviews.

Amir Habib is the owner and sole advisor at Integrative Financial Strategies in Vacaville, CA, with 24 years of industry experience and a Series 66 designation. He has operated his independent firm since 2010 and also teaches graduate and undergraduate finance courses part-time at the University of Phoenix. Integrative Financial Strategies provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a structured asset-class investing framework with a focus on strategic asset allocation, long-term buy-and-hold strategies, and regular portfolio reviews, managing approximately $14.5 million in assets.

Eva Soares is a CFP® professional with 23 years of experience in financial advising. She is the principal and sole advisor at Soares Financial, Inc., an independent firm she has led since 2002. Prior to founding the firm, she was self-employed in the financial services industry. Soares Financial primarily serves individual clients through discretionary portfolio management, financial planning, and portfolio analysis. The firm manages approximately $19.6 million for about 18 clients, focusing on no-load mutual funds and exchange-traded funds, and also provides portfolio management for institutional clients.

Earl Knecht is a CFP® with 26 years of industry experience. He is the founder of Knecht Capital Management, LLC and has held prior roles at LPL Financial, Napa Valley Wealth Management, and Cetera Advisor Networks. In addition to his advisory work, he has taught business courses as a contract instructor at Pacific Union College. Knecht Capital Management is an independent, single-advisor SEC-registered firm managing approximately $116 million for individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers tailored portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a range of investment strategies and analyses.

Prabhu Palani is a CFA® charterholder with 12 years of industry experience. He is the sole advisor at Tresses Capital Management, LLC in Napa, CA, where he has worked since 2016. He also holds an institutional investment role with the City of San Jose. Tresses Capital Management offers discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, profit-sharing plans, and pooled investment vehicles. The firm employs diversified, tax-efficient, and low-cost investment vehicles alongside individual equities, fixed income, options, and other securities, managing a relatively small client base with approximately $56 million in assets under management.

Patrick Scott is the sole advisor at Scott & Associates Investment Advisory Services in St. Helena, CA, holding a Series 65 designation with 26 years of industry experience. He is also the owner of Scott & Associates CPA, a firm providing accounting and tax preparation services primarily to small businesses and individuals. Scott divides his professional time between his advisory and accounting practices. Scott & Associates Investment Advisory Services offers discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm develops personalized investment policies and employs fundamental analysis, using both long-term and shorter-term strategies tailored to clients’ objectives, risk tolerance, and tax considerations.

Eric Schuler is the principal advisor at Schuler Capital Management LLC in Sonoma, CA, holding a Series 65 designation with seven years of industry experience. He founded Schuler Capital Management in 2017 after working at Elevate Industries from 2015 to 2017. Schuler Capital Management LLC provides discretionary portfolio management primarily for high-net-worth and ultra-high-net-worth individuals and family trusts. The firm focuses on U.S. equities alongside a range of other investments and employs a proprietary risk model to guide portfolio allocations, including the systematic use of long-dated derivatives and a published subscription periodical offering market commentary.

Thomas Tobias is a financial advisor at Money Compass Advisors in Sonoma, CA, holding a Series 65 designation with 15 years of industry experience. He has worked at firms including Apogee Services Inc, Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Preferred Services before founding Money Compass Advisors in 2020. Money Compass Advisors serves primarily individual clients, as well as trusts, estates, and business entities, managing approximately $7.5 million across eleven client relationships. The firm uses a Sub-Advisor model combined with the Pontera platform to provide discretionary investment management and comprehensive financial planning, focusing on a mix of fundamental, technical, charting, and cyclical investment analysis.

Jackie Lou D'avolio Raquidan is a financial advisor at 5T Wealth, LLC with 14 years of industry experience. She holds Series 65, Series 66, and Series 63 licenses. Her career includes roles at Capital Group Private Client Services, UnionBanc Investment Services, and Redwood Credit Union. She serves on the boards of early-stage companies Your Great Escapes, a landscaping AI app, and Napa Global Institute, an educational technology firm focused on virtual reality. 5T Wealth provides discretionary asset management, financial planning, and family office services to individuals, trusts, retirement plans, endowments, and private foundations. The firm’s investment approach combines fundamental research with quantitative and technical analysis, emphasizing tactical re-weighting and diversification across traditional and alternative asset classes.

Michele Holton is a financial advisor with WealthFolio Advisors LLC in Sonoma, CA, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked at WealthFolio Advisors since 2019 and has spent over a decade affiliated with BlackRock Investments. Outside of her advisory role, Michele is an independent licensed insurance agent and occasionally offers insurance products to clients. WealthFolio Advisors provides advisory services to individual and high-net-worth clients, specializing in portfolio management, financial planning, and Delaware Statutory Trust consulting for 1031 exchanges. The firm uses a model portfolio approach based on modern portfolio theory and maintains a client base of approximately 100 households.

Christopher Roth is a CFA® charterholder with 17 years of industry experience. He has worked at 5T Wealth, LLC since 2018 and previously spent six years at Delegate Advisors, LLC. He holds a Series 65 license and is based in Napa, California. 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 serves a client base that includes many current or former business owners and employs an investment approach combining fundamental, quantitative, and technical analysis, with emphasis on tactical reweighting and true diversification across traditional and alternative assets.

Colton Maher is a financial advisor at 5T Wealth, LLC in Napa, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining 5T Wealth, he worked with Eagle Strategies and New York Life-related firms. Outside of financial advising, he is co-owner of LoCo Skincare, a retail and wholesale skincare company. 5T Wealth provides discretionary asset management, comprehensive financial planning, and family office services to individuals, trusts, retirement plans, endowments, and private foundations. The firm’s investment approach combines fundamental, quantitative, and technical analysis to achieve diversification across traditional and alternative asset classes.

Alychandra McFarlane is a financial advisor at WealthFolio Advisors LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at WealthFolio Advisors since 2019. In addition to her advisory role, she is Co-Owner and President of an IT consulting firm. WealthFolio Advisors LLC serves individual and high-net-worth clients with portfolio management, financial planning, and Delaware Statutory Trust consulting. The firm utilizes a written Investment Policy Statement and applies modern portfolio theory through model portfolios tailored to client risk profiles, employing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, annuities, and selective private or real estate funds.