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® 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.

Prabhu Palani is a CFA® charterholder with 11 years of industry experience. He is currently with Tresses Capital Management, LLC and has also worked with the City of San Jose. Palani has been with Tresses Capital Management since 2016 and is involved in both advisory and investment roles. Tresses Capital Management provides discretionary investment management to individuals, high-net-worth clients, and profit-sharing plans. The firm focuses on asset allocation using diversified, tax-efficient, low-cost investment vehicles and employs options and derivative strategies when appropriate, serving a small client base with individualized portfolio customization.

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.

Jackie Lou D'avolio Raquidan is a financial advisor at 5T Wealth, LLC with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has previously worked at firms including Capital Group Private Client Services and UnionBanc Investment Services. Outside of her advisory role, she serves on the boards of two early-stage technology ventures: Your Great Escapes, a landscaping AI app, and Napa Global Institute, an educational technology company focused on Virtual Reality. 5T Wealth, LLC serves individuals, family trusts, retirement plans, private foundations, and other institutional clients, primarily business owners or retirees from business ownership. The firm offers discretionary asset management, financial planning, and integrated family office services, employing an investment approach centered on absolute return objectives and true diversification across traditional and alternative asset classes.

Michele Holton is a financial advisor at WealthFolio Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BlackRock Investments, LLC since 2014. Michele is also a licensed insurance agent and occasionally offers insurance products to clients. WealthFolio Advisors LLC provides portfolio management, financial planning, and Delaware Statutory Trust consulting to individual and high-net-worth clients. The firm uses model portfolios based on modern portfolio theory and conducts quarterly reviews, managing approximately $37 million across about 68 client accounts.

Christopher Roth is a CFA® charterholder with 17 years of industry experience. He has been with 5T Wealth, LLC since 2018 and previously worked at Delegate Advisors, LLC from 2012 to 2018. 5T Wealth, LLC serves individuals, family trusts, retirement plans, private foundations, and other institutional clients nationwide, primarily business owners or retirees from their own businesses. The firm emphasizes absolute return objectives and true diversification by integrating traditional and alternative asset classes, employing a disciplined manager-selection process, and offering financial planning and family office services.

Colton Maher is a financial advisor at 5T Wealth, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of finance, he is a co-owner of LoCo Skincare, a retail and wholesale skincare company. 5T Wealth, LLC serves individuals, family trusts, retirement plans, private foundations, and other institutional clients nationwide, primarily business owners and retirees. The firm offers discretionary asset management, financial planning, and integrated family office services, employing a diversified investment approach that combines traditional and alternative asset classes with tactical portfolio management.

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.

Rebecca White is a CFA® charterholder with 19 years of industry experience. She is currently with Harrington Investments, Inc. and has been involved with Rs Funds Distributor LLC and Rs Investments since 2014 and 2004, respectively. Outside of her advisory work, she is a member and owner of Yellow Jacket Eatery LLC, a restaurant business in Trinity Center, CA. Harrington Investments provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a socially responsible investing approach that integrates exclusionary screens, ESG analysis, and fundamental research to construct portfolios aligned with clients’ investment objectives and social criteria.

Paul Krsek is a financial advisor at 5T Wealth, LLC with 24 years of industry experience. He has been with the firm, formerly known as K & A Asset Management, LLC, since 1998. Outside of his advisory role, he serves as co-trustee of the Kresek Family Trust. 5T Wealth, LLC serves individuals, family trusts, retirement plans, private foundations, and other institutional clients nationwide, primarily business owners and retired business owners. The firm offers discretionary asset management, financial planning, and integrated family office services, employing a diversified investment approach that includes traditional and alternative asset classes with regular portfolio monitoring and rebalancing.

Lillian Meyers is a CFP® with 35 years of industry experience and is principal of Meyers Financial Services in Sonoma, CA. She has held roles at Girard Securities and founded multiple related entities, including Green Valley Tax Services, where she provides tax preparation and IRS representation. Meyers also holds a Certified Divorce Financial Analyst credential and operates a financial planning and advisory firm with a focus on comprehensive client services. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm integrates investment advisory, insurance sales, and tax preparation under a single ownership structure and conducts educational seminars and specialized planning services such as divorce financial analysis.

Ariel Andrews Nolan is a financial advisor at Meyers Financial Services with five years of industry experience. She holds a Series 65 designation and has worked at Meyers Financial Services since 2018. Prior to her advisory role, she was involved in the hospitality industry, including positions at The Girl & The Fig, LLC and Cafe Sarafornia. Meyers Financial Services offers discretionary portfolio management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm combines advisory, insurance sales, and tax preparation under one ownership, providing specialized planning services and educational workshops.

Francisco Guerra is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Solano Wealth Advisors and has held prior roles at LPL Financial LLC and Wells Fargo. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wrap fee asset management and standalone financial planning, using an investment process focused on asset allocation and fundamental analysis across a variety of securities.

Jeffrey Field is a financial advisor at Harrington Investments, Inc. in Napa, California, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Harrington Investments since 2015. Harrington Investments provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, incorporating socially responsible investing criteria. The firm employs a combination of exclusionary screens, ESG analysis, and fundamental research to construct portfolios tailored to Growth, Balanced, or Income objectives.