Sean Scruby

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® professional with 43 years of industry experience, currently serving as the principal of Benefits Plus, LLC in Napa, CA. She has worked with LPL Financial since 2009 and has been involved in healthcare compliance since 2013. Outside of financial advising, she owns Division Productions, a company that films historic properties for media use. Benefits Plus serves employer plan sponsors, employee benefit plans, professionals, and individuals by providing settlement consulting, pension consulting, health insurance consulting, and financial planning. The firm offers time-limited consulting and written plans without managing client assets, combining ERISA-focused employee benefits work with fee-based consulting and insurance-affiliated activities.

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.

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 25 years of industry experience, currently serving as the sole advisor at Knecht Capital Management, LLC. He has worked at LPL Financial, Napa Valley Wealth Management, and Cetera Advisor Networks. In addition to his advisory work, Knecht teaches in the business department at Pacific Union College. Knecht Capital Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and corporate plan sponsors. The firm employs a range of investment strategies across various securities and works with both individual and institutional clients.