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.

Harry Licursi is the principal advisor at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2004. The firm offers personalized investment advisory and portfolio management services to individuals, trusts, foundations, corporations, and retirement plans, emphasizing tax-efficient strategies, diversified asset allocation, and risk management. It combines fee-based advisory services with insurance product sales, including fixed annuities, and provides pension consulting and IRS representation as part of its comprehensive financial planning approach.

Robert Gemmer is a CFP® professional with 47 years of experience in financial and investment planning. He has operated as a self-employed advisor since 1979 and currently leads his independent firm, Gemmer, Robert Arden, based in Healdsburg, CA. He is also licensed as a life, health, and disability insurance agent. His firm provides financial planning and portfolio management primarily to individual clients, as well as trusts, employer-sponsored retirement plans, and self-employed business retirement accounts. Investment recommendations are tailored to each client’s objectives and risk profile, with diversified asset allocation and discretionary management implemented through third-party custodians.

Brian Corr is the principal of The Wheeler Corr Group, LLC in Santa Rosa, CA, holding a Series 65 credential and having entered the financial advisory industry in 2025. Prior to founding his firm, he worked in aerospace engineering roles at SpaceX and Blue Origin. He also partners in a tax preparation business, Wheeler/Corr Tax Solutions. The Wheeler Corr Group provides asset management, project-based financial planning, and in-house tax preparation services for individuals and high-net-worth clients. The firm employs fundamental and technical analysis along with modern portfolio theory in managing accounts separately, with periodic reviews at least annually.

Thomas Drake is the sole advisor at Integritas Semper, LLC in Windsor, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has led Integritas Semper since 2010 and is also involved in insurance sales as an agent. Outside of financial advising, he co-owns a home rental business with his spouse. Integritas Semper provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies, with a diverse range of permissible investments including derivatives, which is uncommon among independent advisers.

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 13 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 such as trusts and charitable or business-controlled accounts. The firm employs a bottom-up fundamental analysis approach combined with a portfolio-level risk framework, utilizing strategies that include third-party fund menus, bond-benchmarked allocations, and both hedged and unhedged equity selection, with the use of derivatives and hedging techniques as part of its investment process.

Michele Berson is the sole advisor at Berson Money Management in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has led her independent firm since 2012, focusing on personalized investment management and financial planning. Berson Money Management serves primarily individual clients while also working with corporate and pension or profit-sharing plan sponsors. The firm offers tailored portfolios using a mix of fundamental and technical analysis, incorporates third-party sub-advisors, and provides specialized services such as pension consulting and employer plan sponsor support under ERISA fiduciary standards.

Amy Pearl is a CFP® professional at Acorn Financial Planning, an independent firm where she has worked since 2013. She holds a Series 65 license and has 15 years of experience in the financial industry. Based in Santa Rosa, CA, Pearl operates as the sole advisor at her firm. Acorn Financial Planning serves individuals, high-net-worth clients, trusts, and estates across California and other states, providing comprehensive financial planning and discretionary portfolio management. The firm’s investment approach is based on academic research and Modern Portfolio Theory, emphasizing diversification, tax awareness, low-cost mutual funds, and periodic rebalancing with a mainly long-term focus.

Raymond Gadbois is a CFP® and Series 65 credentialed advisor with 19 years of industry experience. He has been the sole advisor at Index Financial Advisors LLC since 2006. In addition to his work at the firm, he provides accounting, administrative, and consulting services to a family office and related entities through his sole proprietorship, Ray Gadbois Consulting. Index Financial Advisors offers investment management, personal financial planning, and project-based financial consulting to individuals, families, trusts, and estates. The firm employs a long-term, passive investment approach focused on asset allocation and low-cost index funds, managing client assets on a non-discretionary basis with written recommendations and client-directed execution.

Geoffrey Tompkins is a financial advisor with Slater Tompkins Legacy, LLC, holding a Series 65 credential and over one year of experience in the industry. His prior work includes nearly three decades at Redwood Orthopaedic Surgery Associates and a year 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 to individuals and families. The firm uses a goals-based planning approach that includes retirement projections, cash flow analysis, tax coordination, and asset allocation guidance, while clients retain final decision-making 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.

Melissa Imhaus is the sole advisor at Imhaus Investment Advisors, an independent firm based in Windsor, CA. She holds a Series 66 designation and has 20 years of industry experience, including 19 years leading her current firm. Imhaus Investment Advisors provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities. The firm develops client-specific Investment Policy Statements and employs a combination of fundamental, cyclical, and momentum analysis alongside an asset-allocation model to guide investment decisions.

John Kamola is a CFP® professional with 22 years of industry experience. He has been the principal of JW Financial Advisors, LLC since 2007 and also maintains insurance licenses, actively working in insurance services. His prior experience includes roles at Castleworth Insurance & Financial Services, LLC, and Soward Insurance Services. JW Financial Advisors, LLC provides investment advisory and financial planning services to individual clients, managing approximately $12.45 million across about 24 client relationships. The firm offers tailored investment strategies documented in Investment Policy Statements and conducts quarterly account reviews, operating with a small client roster and a focus on both discretionary and non-discretionary portfolio management.

Kevin Swad is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Swad Wealth Management LLC in Santa Rosa, CA. He previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, holding various roles from 2013 to 2022. Outside of financial advising, he is involved in real estate property management in Indianapolis. Swad Wealth Management provides financial planning, investment management, and ERISA services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $61.9 million across about 36 client relationships, employing a mix of fundamental and quantitative analysis through discretionary model portfolios and custom allocations.

Sam Valtenbergs is a financial advisor at Iluka Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Mellon Investments and Mellon Capital Management. In addition to his advisory work, he provides data science and software engineering consulting services through Iluka Technologies. Iluka Advisors offers discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, deferred benefit plans, and small businesses. The firm focuses on quantitative strategies, including strategic asset allocation, efficient-frontier optimization, and risk-parity approaches, utilizing diversified portfolios constructed from ETFs, mutual funds, individual stocks, and fixed-income instruments.

Nace Nickel is the sole advisor at Nickel Investment Advisors, Inc., an independent firm based in Windsor, CA. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. He has led Nickel Investment Advisors since its founding in 2009. Nickel Investment Advisors provides portfolio management and Investment Supervisory Services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm uses fundamental, cyclical, and momentum analysis combined with a performance allocation model to guide asset selection and timing, managing assets in-house and preparing individualized Investment Policy Statements for its clients.

Eric Imbuelten is a financial advisor at A.E.I. Financial Group in Santa Rosa, CA, holding a Series 65 designation with seven years of industry experience. He has worked at A.E.I. Financial Group since 2020 and previously at Gradient Advisors, LLC. Outside of his advisory role, he owns and operates A.E.I. Tax & Financial, providing 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 utilizes third-party platforms for portfolio implementation and provides financial planning and educational workshops, while also delivering fiduciary services for qualified retirement plans.

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.

Zachary Hagen is a CFP® with 17 years of industry experience and is the principal of ZH Wealth Management, LLC in Healdsburg, CA. He previously worked at Buckingham Asset Management, LLC from 2015 to 2016. ZH Wealth Management provides investment supervisory services to individuals, high-net-worth clients, and business entities, managing portfolios that include mutual funds, equities, bonds, ETFs, REITs, private placements, hedge funds, and third-party managers. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term trading strategies and offers discretionary and non-discretionary account management.