Adam Wiatrak is a financial advisor at Core Wealth Partners LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Western International Securities, Inc. and LegalShield. In addition to his advisory role, he is involved as an agent in accident and health, life, and variable insurance. Core Wealth Partners serves individuals, trusts, and small businesses, including high-net-worth clients, offering discretionary portfolio management and integrated financial planning. The firm employs a tactical investment approach with quantitative subadvisors and includes private investments alongside public funds in its strategies.

Tiffany Brown is a financial advisor at Natural Investments with nine years of industry experience. She holds a Series 65 designation and has worked at Natural Investments since 2018. Prior to that, she was with Reynders, McVeigh Capital Management from 2016 to 2018. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investment instruments.

Brandon Aguilar Gunderson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Facet. His prior experience includes roles at Wells Fargo Clearing and Fidelity Investments. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and a flat subscription fee structure that includes investment management.

Matthew Hunstock is a CFP® with 20 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and previously worked at Ameriprise Financial Services, Inc. for ten years. He serves as a committee member on the Santa Rosa Junior College Foundation Investment Committee. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a mix of internal models and third-party solutions across multiple platforms.

Michael Anderson is a Series 65-licensed financial advisor with seven years of industry experience. He currently works at Threadline Wealth and previously held roles at Moss Adams Wealth Advisors LLC, Winans Investments, Camelbak, Ameritech Financial, and Bear Creek Mountain Resort. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a diverse client base that includes individuals, families, business owners, trusts, and institutional clients. The firm uses a discretionary, fee-based approach with diversified, long-term allocations and incorporates strategies such as options-based hedging, margin utilization, and tax-aware programs.

Barry Wong is a CFP® with 29 years of experience in the financial industry. He currently works at Diversify Advisory Services, LLC and previously spent 20 years at U.S. Bancorp Investments, Inc. He is also licensed to sell fixed insurance contracts in California. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using various platforms and a broad range of investment instruments and strategies.

Colten Christianson is a financial advisor at Moss Adams Wealth Advisors LLC in Seattle, WA, holding a Series 65 designation with 11 years of industry experience. He has been with Moss Adams Wealth Advisors since 2013. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, providing comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in client assets using a core-and-satellite approach and customized strategies implemented from written Investment Policy Statements.

William Parente is a financial advisor with Diversify Wealth Management, LLC, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Parente serves as a board member for the Lambda Chi Alpha SLO Housing Board, where he reviews investment account performance. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm employs a tactical diversification and asset allocation approach, utilizing a variety of investment instruments and offering multiple platform options through a team of over 50 advisers.

Sandra Loewen is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. She has worked at Avior Wealth Management, LLC since 2022 and previously spent 13 years at Montgomery Taylor & Company, LLC. Outside of her advisory role, she is involved with Avior Tax and Accounting, LLC, which provides tax planning and tax return services. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies and offering a range of financial planning and business consulting services.

Adilene Calixtro is a financial advisor at Diversify Wealth Management, LLC with seven years of industry experience. She has previously worked at Sonoma Allocations LLC, DFPG Investments, LLC, Fermata Advisors LLC, U.S. Bancorp Investments, Inc., and U.S. Bank. Calixtro holds Series 63 and Series 66 licenses. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and other institutions, offering investment management, financial planning, and family office services. The firm uses a tactical diversification approach across various asset classes and platforms, managing approximately $4.1 billion in assets through a team of more than 50 investment adviser representatives.

Jacob Mauney is a financial advisor with Advisor Resource Council, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and WCG Wealth Advisors, LLC. Outside of advising, he has been involved with Kings Hill Cellars for eight years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis, offering both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Lauren Stapleton is a financial advisor with Diversify Wealth Management, LLC in Santa Rosa, CA. She holds a Series 66 designation and has six years of industry experience, including prior roles at DFPG Investments, LLC and Wells Fargo Clearing. Outside of her advisory work, she is also involved in fixed insurance sales. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm employs a tactical diversification and asset allocation approach, utilizing a range of internal and third-party strategies across various platforms and investment instruments.

Anthony Cipolla is a financial advisor with Diversify Advisory Services, LLC, holding Series 66 and Series 63 credentials and bringing 23 years of industry experience. His career includes roles at Eagle Strategies (NY Life) for 11 years and longstanding involvement with Cipolla Financial & Insurance Services since 2011. He is also active as a fixed insurance agent, selling and reviewing insurance products. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, offering financial planning, portfolio management, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing various delivery platforms and investment strategies tailored to client goals and risk tolerance.

Noah Beecher is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Diversify Advisory Services, he worked at DFPG Investments, Eagle Strategies (NY Life), NYLIFE Securities LLC, and Anthony Cipolla. Outside of his advisory role, he is involved in marketing non-variable life and health insurance packages through Capstone Health Management, Inc. Diversify Advisory Services, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm utilizes a tactical diversification investment approach that incorporates both internal models and third-party solutions across multiple platforms, offering a wide range of investment instruments and strategies tailored to client objectives.

David Jones is a financial advisor with Choreo, LLC, holding Series 63 and Series 66 certifications and bringing 26 years of industry experience. He previously worked at Edward Jones for 19 years and Enso Wealth Management for 5 years. Outside of his advisory role, he manages a real estate business that involves property maintenance, rent collection, and transaction management. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Charles Vezinaw is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds the Series 66 designation. Prior to joining Empower Advisory Group in 2024, he worked at Bank of America and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Sanford Bressick is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding a Series 66 designation and over 40 years of industry experience. He has been affiliated with New York Life and NYLife Securities Inc. since 1985. Outside of his advisory role, he is involved in brokering non-registered insurance products with various carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Matthew Adams is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers portfolio management through in-house managers and third-party sub-advisers, alongside financial planning and trust services.

John Pearson is a CFP® credentialed financial advisor with 39 years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at NPB Financial Group, LLC, Associated Securities Corp., and Associated Planners Investment Advisory Inc. He serves as a board member of the Council on Aging in Santa Rosa, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a model-driven approach combining passive and active exposures tailored to client risk profiles.

Benjamin Turner is a Series 65 credentialed financial advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at JDH Wealth Management LLC. Outside of finance, he has experience in hospitality and technology sectors, including a role at Windsor Bar and Grill. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and business advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, quantitative analysis, and access to private funds.