Hardik Patel is the principal of Trusted Path Wealth Management, LLC in Santa Rosa, CA. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding his firm, he worked as a lead software engineer at Williams-Sonoma Inc., where he continues to hold that role. He also serves as a board member of Catholic Charities of Northwest California. Trusted Path Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs a blend of passive and active investment vehicles guided by modern portfolio theory and offers financial planning services on both a project and ongoing basis.

Daniel Peterson is a CFP® with 32 years of industry experience and has been with Northbay Financial Group, Inc. since 2003. He is the president and CEO of North Bay Financial Group, which provides income tax preparation services through its subsidiary Express Income Tax Services. Northbay Advisors is an independent firm serving individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm combines advisory services with an affiliated tax-preparation practice, offering clients integrated tax and planning coordination.

Harry Licursi is the sole advisor at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA, with 19 years of industry experience and registrations including Series 63 and Series 65. He has operated his independent firm since 2004, providing financial advisory and tax services. Harry Licursi Tax and Retirement Planning offers personalized investment advisory, financial consulting, asset management, and pension consulting to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm integrates investment management with tax advice as an IRS Enrolled Agent and emphasizes diversified portfolios tailored to client risk tolerance and time horizon.

Mark McDonell is a financial advisor based in Santa Rosa, CA, with two years of industry experience. He is a CPA and Personal Financial Specialist with over 37 years of accounting experience through his role at Mark R McDonell, CPA. His firm, McDonell, Mark Robert, combines accounting and advisory services with personal financial planning, offering fee-only compiled financial statements, auditing, tax preparation, and planning. The firm focuses on audit-ready financial reporting and integrates tax considerations into financial plans, serving clients requiring GAAP-based compilations and audit-capable services.

Kenneth Perine is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Meritage Wealth Advisory, LLC in Santa Rosa, CA. He has led the firm since 2008. Outside of advisory services, he is involved with DSBC Transition Corp, a holding company for commercial rental property. Meritage Wealth Advisory provides comprehensive financial planning and investment supervision to individuals, families, trusts, estates, and related entities, with additional retirement plan consulting services. The firm’s investment strategy follows Modern Portfolio Theory, emphasizing global diversification through low-cost index funds, mutual funds, and ETFs, and generally offers non-discretionary advice without taking custody of client assets.

James Hague is a financial advisor at Janian Investment Advisers, LLC in Santa Rosa, CA, holding a Series 65 designation with 14 years of industry experience. He has been with Janian Investment Advisers since 2012. Janian Investment Advisers provides discretionary portfolio management and financial planning primarily for individual investors and related entities. The firm utilizes bottom-up fundamental analysis and a portfolio-level risk framework, employing a range of strategies including third-party fund selection, bond-benchmarked allocations, and both hedged and unhedged equity security selection, with some portfolios incorporating derivatives and short positions.

Amy Pearl is a CFP® professional with 16 years of industry experience and has operated Acorn Financial Planning since 2013. She holds a Series 65 license and a graduate degree in Computer Science. Amy manages her independent practice from Santa Rosa, California. Acorn Financial Planning is a sole-proprietorship serving individuals, high-net-worth clients, trusts, and estates primarily in California. The firm uses an investment approach grounded in Modern Portfolio Theory that emphasizes diversification, tax awareness, and low-cost mutual funds and ETFs, offering discretionary portfolio management alongside comprehensive financial planning.

Geoffrey Tompkins is a financial advisor at Slater-Tompkins Legacy, LLC in Santa Rosa, CA, holding a Series 65 designation. He has experience working at Redwood Orthopaedic Surgery Associates for 29 years before transitioning to financial advising in 2026. Prior to founding his firm, he spent time at the Terry College of Business at the University of Georgia. Slater-Tompkins Legacy, LLC is a fee-only advisory firm offering comprehensive financial planning and non-discretionary portfolio management services to individuals and families. The firm employs a goals-based planning approach and provides both fixed-fee and hourly billing options while maintaining client decision authority.

Ray Meadows is a CFA® charterholder with 23 years of industry experience. He has been the sole advisor at Berkeley Investment Advisors since 2002. Meadows is also a licensed California real-estate broker and may represent clients in property transactions. Berkeley Investment Advisors is an independent, state-registered firm managing approximately $18.7 million for about 25 clients, primarily high-net-worth individuals as well as some institutional and corporate accounts. The firm employs a fundamental value analysis approach with risk-tailored portfolios across multiple strategies, utilizing ETFs, closed-end funds, REITs, and, in some cases, borrowing and derivative instruments.

Jocelyn Rucker is a financial advisor at Polymita Wealth Management LLC in Santa Rosa, CA. She holds a Series 65 credential and has been active in the industry since 2022, with prior experience at XY Planning Network and various roles outside the financial sector. Polymita Wealth Management LLC provides investment advice and planning services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers non-discretionary portfolio management combined with comprehensive financial planning, using a mix of analytical methods and negotiated fixed fees rather than relying solely on asset-based billing.

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.

Robert Fitzwilson is the founder and sole advisor of The Portola Group Inc, an independent firm based in Calistoga, CA. He holds 28 years of industry experience and has been with The Portola Group since 1979. Fitzwilson is also the founder and CEO of WealthKit, Inc., a software development company creating planning tools for investment professionals. The Portola Group provides investment supervisory and portfolio management services along with financial planning to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies, uses a range of active strategies, and offers retained personal CFO services, with a notable focus on serving charitable clients and avoiding commissions or sales-based compensation.

John Kamola is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. He has been the principal of JW Financial Advisors, LLC since 2007 and also operates Soward Insurance Services, where he provides insurance products and retirement planning services for teachers. Kamola holds Series 63 and 65 licenses and maintains active insurance licensure. JW Financial Advisors, LLC serves primarily individual clients, offering discretionary and non-discretionary investment management and financial planning without a minimum account size. The firm employs a combination of fundamental, technical, and cyclical analysis and applies various strategies ranging from long-term buy-and-hold to option writing, with personalized advice documented in investment policies and regular account reviews.

Eric Imbuelten is a financial advisor with A.E.I. Financial Group in Santa Rosa, CA. He holds a Series 65 designation and has 8 years of industry experience. Prior to A.E.I. Financial Group, he worked at Gradient Advisors, LLC. In addition to his advisory role, he owns and operates A.E.I. Tax & Financial, which provides retirement planning, insurance sales, tax preparation, and resolution services. A.E.I. Financial Group offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm uses third-party platforms for portfolio implementation and provides client education through workshops, combining pension consulting with tax and insurance services.

Steven Lambert is a financial advisor with SLR Advisors in Santa Rosa, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at SLR Asset Management since 2013 and previously at LPL Financial from 2012 to 2023. Outside of advising, he has worked part-time as a delivery driver and is involved in tax preparation and accounting services. SLR Advisors provides discretionary asset management and advanced financial planning to individuals and high-net-worth clients. The firm offers tailored portfolios incorporating long-term, short-term, and trading strategies, including the use of options and derivatives, and supports clients with educational seminars and a monthly newsletter.

Russell Clifford is a CFP® with 32 years of industry experience and the sole advisor at Clifford Financial Planning, Inc. in Santa Rosa, CA. He has worked at Cambridge Investment Research Advisors and has been the principal of Clifford Financial Planning since 1998. He also serves as an adjunct professor at the College for Financial Planning, where he plans and delivers graduate-level financial education courses. Clifford Financial Planning serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing asset management, comprehensive financial planning, and recommendations for third-party managed programs. The firm employs a long-term investment approach that blends fundamental and technical analysis, primarily managing assets on a non-discretionary basis while assisting clients with implementation and oversight of outside managers.

Ben Sedillo is a financial advisor with Sonoma Allocations, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Sonoma Wealth Advisors before joining Sonoma Allocations. Sedillo is also a principal at Sonoma Allocations LLC, where he provides insurance product sales including life insurance and annuities. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a multi-method investment approach with long-term trading strategies and regular account monitoring.

Todd Gomes is a CFP® with 19 years of industry experience, currently serving as a principal at Sonoma Allocations. His prior experience includes roles at Sonoma Wealth Advisors and Wells Fargo Advisors. He is also involved in insurance sales, providing life insurance and annuity products as part of his financial advisory work. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a combination of cyclical, fundamental, quantitative, and technical analysis to guide long-term investment strategies.

Kevin Morrow is a financial advisor at Sonoma Allocations with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Fermata, DBA Sonoma Wealth Advisors. Outside of advising, he is a managing member and winemaker at Tara Bella Winery in Santa Rosa, California. Sonoma Allocations is a team-based registered investment adviser managing approximately $350 million for individual, high-net-worth, and institutional retirement clients. The firm offers discretionary portfolio management, financial planning, and 401(k)/pension consulting, using a combination of cyclical, fundamental, quantitative, and technical analysis to implement long-term trading strategies.

Mark Leavitt is a financial advisor at Enspire Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including Meritas Wealth Management and his own Leavitt Wealth Management, LLC. He also maintains a separate CPA practice with reciprocal client referrals between his accounting and advisory work. Enspire Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts and estates, small businesses, and some pension and profit-sharing plans. The firm employs a consultative process to establish target asset allocations and uses fundamental analysis to select mutual funds and ETFs, managing most client accounts on a discretionary basis with regular monitoring.