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.

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.

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.

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.

“I want to make the right decisions but I don’t have time to figure it out on my own.” “Can you help me with my student loans? This is more complicated than I thought it would be.” “How do I invest? I know it’s important but I don’t know the best way to do it and I don’t want to mess it up” Have you said any of these before? You’re not alone if you have. I have heard these statements from many lawyers I’ve met throughout my wife’s time in law school and her legal career. As a CPA, CFP, and someone who has worked in financial planning, I have seen young people who are overwhelmed about managing their personal finances. I have also seen people near retirement who unfortunately didn’t make good financial decisions and now have to modify their future lifestyles because of their financial situations. I hate seeing people not achieve everything they want in life because they can’t afford their dream lifestyle. So I set out to change that. My mission is to help young lawyers establish a strong financial foundation early in their careers so they can capitalize on future opportunities instead of trying to fix financial mistakes. So I created the Developing Financial Process. My process identifies what is most important to you, analyzes your current financial situation, builds a comprehensive financial plan, implements the plan, adapts the plan as your life changes on an ongoing basis, and most importantly educates and empowers you throughout the entire process. My process helps you pay off your student loans completely, invest effectively, save and spend intentionally, and achieve your financial goals and ambitions. I believe that everyone should live their dream life without worrying about their finances. I live what I preach and when I’m not working, I am out living. I love to travel and have visited many states and countries. My family and I go camping, spend time at the beach, and visit friends and family as often as possible. I truly love educating and empowering people to live their ideal life. I hope you reach out to learn more about my process and how financial planning can benefit young lawyers like yourself!

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.

Autumn Kruse is a CFP® professional with 13 years of experience in financial advising. She is the sole advisor at Kruse Financial Strategy in Petaluma, CA, where she has been practicing since 2007. Kruse Financial Strategy is an independent, fee-only firm that provides personalized and confidential financial planning for high-net-worth individuals, families, and small businesses. The firm focuses on planning rather than portfolio management, emphasizing socially responsible investment recommendations primarily through mutual funds, ETFs, bond funds, and CDs.

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.