Richard Middleton is a financial advisor with Financial Enhancement Group, holding a Series 65 designation and 10 years of industry experience. He has been involved with National Brokers Alliance since 1998, where he recruits agents and manages insurance product sales. Financial Enhancement Group offers discretionary asset management and financial planning to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm utilizes a combination of fundamental and technical analysis, proprietary research models, and tactical overlays, and employs specialized sub-advisors and AI tools to support its investment strategies.

Jacob Weber is a CFP® with 10 years of industry experience, currently serving as an advisor at Willow Creek Wealth Management, Inc. since 2017. Prior to joining Willow Creek, he worked at Charles Schwab and Charles Schwab Bank from 2014 to 2017. Willow Creek Wealth Management provides asset management, financial planning, 401(k) plan investment advisory, and limited financial consulting to individuals, families, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes a passive management investment approach focused on asset-class diversification, tax-efficient portfolio construction, disciplined rebalancing, and fiduciary standards.

Bruce Dzieza is a CFP® certificant with 26 years of industry experience, currently serving as an advisor at Willow Creek Wealth Management, Inc. since 2013. He holds Series 63 and Series 65 licenses and is based in Sebastopol, CA. Willow Creek Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary asset management, comprehensive financial planning, and 401(k) advisory services. The firm emphasizes diversified asset-class allocation using low-cost institutional vehicles and passive management principles, operating under fiduciary standards.

David Lawrence is a CFP® professional with 18 years of industry experience. He has been with Willow Creek Wealth Management, Inc. since 2016. Willow Creek Wealth Management serves individual and high-net-worth clients as well as institutional clients, offering discretionary asset management, comprehensive financial planning, and 401(k) plan advisory services. The firm employs an investment approach based on academic research and passive management principles, emphasizing diversified asset-class allocation and systematic rebalancing.

Eric Keating is a CFP® with seven years of industry experience, currently serving as a financial advisor at Willow Creek Wealth Management, Inc. Prior to joining the firm, he worked at JDH Wealth Management and was involved with Keating Wine, LLC for ten years. Willow Creek Wealth Management serves individual and high-net-worth clients as well as institutional clients including pension plans, trusts, and charitable organizations. The firm emphasizes diversified asset-class allocation and systematic rebalancing using low-cost institutional vehicles, managing portfolios under fiduciary standards.

Richard Rebello is a financial advisor with Southland Equity Partners, LLC. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at OSAIC since 2023, GRP Wealth Strategies Group since 2006, and Fsc Securities from 2006 to 2023. He serves as a board member of St. Rose Catholic School, overseeing its profit and loss. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to build customized portfolios, managing nearly $900 million in discretionary assets as of year-end 2025.

Griffin Sheehy is a financial advisor at Willow Creek Wealth Management, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at Willow Creek since 2021, following five years at Shone Asset Management LLC. Willow Creek Wealth Management provides asset management, financial planning, 401(k) plan investment advisory, and limited financial consulting to individuals, families, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a passive management approach based on academic research, emphasizing asset-class diversification, tax-efficient portfolio construction, and disciplined rebalancing while operating under a fiduciary standard.

Jason Gittins is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Willow Creek Wealth Management, Inc. since 2013. He is based in Sebastopol, CA. Willow Creek Wealth Management serves individual and high-net-worth clients as well as institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a fiduciary approach using academically informed, passive management strategies focused on diversified asset-class allocation and systematic rebalancing.

Rawson Gulick is a CFP® with six years of industry experience, currently serving as a financial advisor at Willow Creek Wealth Management, Inc. He has worked at Willow Creek since 2019 and previously held roles at Launchsail LLC and Broadmark Asset Management LLC. Willow Creek Wealth Management serves individual and high-net-worth clients as well as institutional clients, providing discretionary asset management, comprehensive financial planning, and 401(k) plan advisory services. The firm employs an investment approach based on academic research and passive management principles, emphasizing diversified asset allocation and systematic rebalancing.

Heather Belli is a CFP® professional with 21 years of experience in financial advising. She has been with Willow Creek Wealth Management, Inc. since 2013. Willow Creek Wealth Management serves individual, high-net-worth, and institutional clients, providing discretionary asset management, financial planning, consulting, and 401(k) advisory services. The firm employs an investment approach based on academic research and passive management principles, emphasizing diversified asset allocation and systematic rebalancing.

Christopher Peck is a financial advisor at Natural Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Natural Investment Services, Inc. since 2003. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm employs a long-term, diversified investment approach centered on socially responsible funds and community investments, managing approximately $2.05 billion through a team of 24 advisors.

Carrie Vanwinkle is a financial advisor at Natural Investments with 14 years of experience. She holds a Series 65 designation and has worked at Natural Investments since 2012. Outside of advising, Carrie owns and operates Fleur-De-Bee Beekeeping, where she provides education and consulting focused on supporting a healthy honeybee population. Natural Investments is a values-focused firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and socially responsible investing, managing approximately $2.05 billion across a team of 24 advisors.

Justin Sloan is a CFP® and CFA® charterholder with 16 years of industry experience. He has worked at RB Capital Management, LLC since 2022, following nine years at Buckingham Strategic Wealth, LLC. Outside of financial advising, Mr. Sloan is involved in production and marketing at Due Ruscelli Winery, a vineyard he has been affiliated with since 2009. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolio management.

Mark Keating is a financial advisor at Willow Creek Wealth Management, Inc. in Sebastopol, CA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Willow Creek since 2013. Willow Creek Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary asset management, comprehensive financial planning, and 401(k) investment advisory services. The firm employs a passive management approach based on academic research, focusing on diversified asset-class allocation and systematic rebalancing using low-cost institutional vehicles.

David Homan Jr. is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Willow Creek Wealth Management, Inc. since 2013. Prior to joining Willow Creek, he worked at Intersect Marketing for 11 years. Willow Creek Wealth Management serves individual, high-net-worth, and institutional clients, offering discretionary asset management, comprehensive financial planning, and 401(k) advisory services. The firm employs investment strategies based on academic research and passive management principles, emphasizing diversified asset-class allocation and systematic rebalancing.

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.