Sarah Fitzgerald is a CFP® and Series 65-registered advisor with Northfork Advisors in Bozeman, MT, bringing four years of industry experience. She joined NorthFork Financial LLC in 2019, became a Partner and Advisor in 2022, and also has experience with 45North Partners LLC and Mofi. In addition to her advisory role, she oversees the day-to-day operations at NorthFork Financial. NorthFork Advisors provides investment management and comprehensive financial planning for individuals, families, foundations, trusts, nonprofits, and businesses. The firm focuses on long-term asset allocation and diversification, integrating ESG criteria and active shareholder engagement, and operates as a Certified B Corporation with a fee-only fiduciary structure.

Wesley Shifrin is a CFA®-designated financial advisor with Northfork Advisors in Bozeman, MT, and has nine years of industry experience. He has worked with Northfork Financial LLC since 2016 and HomeStake Venture Partners LLC since 2017, serving as a Partner and Advisor at Northfork since 2022. Northfork Advisors provides investment management and comprehensive financial planning services to individuals, families, and various organizational clients. The firm’s investment approach focuses on long-term asset allocation and ESG integration, utilizing mutual funds, ETFs, and third-party managed accounts.