Lillian Meyers

John Cruse is the principal of Cruse Investments in Petaluma, CA, holding a Series 66 designation and bringing 24 years of industry experience. He has led Cruse Investments since 2013. Cruse Investments provides investment management and written financial planning services to individuals, trusts, estates, and corporations. The firm customizes portfolios using stocks, bonds, ETFs, and mutual funds, operates primarily on a non-discretionary basis, and offers advice on retirement rollovers and employer plan distributions.

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.

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.

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.

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.

John Jones is the principal of John Schooler Jones LLC, an independent advisory firm based in Petaluma, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Jones has led his firm since its founding in 2003. John Schooler Jones LLC provides financial advisory and planning services to a client base primarily consisting of higher-net-worth individuals, closely held corporations, trusts, and pension plans. The firm operates on a non-discretionary model, coordinating third-party asset managers and dedicating significant focus to business succession planning.