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.

Aaron Winer is a financial advisor at Abacus Wealth Partners with 27 years of industry experience. He previously worked at Milestone Financial Advisors for 19 years and Ameriprise for 8 years. Outside of his advisory work, he coaches swimming workouts for adult swimmers with the Santa Rosa Masters Swimming team. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to individuals, families, and institutions. The firm employs an asset-class investing approach using mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private pooled vehicles into suitable client portfolios.

Lauren Boyes is a financial advisor at Abacus Wealth Partners with 10 years of industry experience. She holds a Series 66 designation and has worked at Abacus Wealth Partners since 2018. Prior to that, she was with Raymond James Financial Services and operated Boyes Financial Services. Abacus Wealth Partners offers financial planning, consulting, and investment management services to individuals, families, trusts, estates, and various organizational clients. The firm employs an asset-class investing approach based on academic research and integrates ESG screening and private pooled investments into client portfolios.

Kelly Acheson is a financial advisor with Abacus Wealth Partners, holding a Series 65 designation and bringing 13 years of industry experience. She has been with Abacus Wealth Partners since 2005. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse clientele, including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-class investing approach rooted in academic research and integrates ESG screening and private pooled investments into suitable client portfolios.

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.

Katelynn Wiley is a CFP® with three years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Her prior experience includes roles at David C. Walther and Potluck Consulting. Abacus Wealth Partners provides financial planning and investment management services to individuals, families, and institutional clients. The firm employs an asset-class investing approach with a focus on no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled vehicles into client portfolios.

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.

Jason Pollens is a CFP® at Abacus Wealth Partners with four years of industry experience. He has been with Abacus Wealth Partners since 2021 and previously worked at Jewish Vocational Service for six years. Abacus Wealth Partners offers financial planning, consulting, and investment management services to a range of clients including individuals, families, and charitable organizations. The firm utilizes an asset-class investing approach based on academic research, incorporating ESG screening and private investment opportunities for qualified clients.

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.

Cosmo Hahn is a financial advisor with Abacus Wealth Partners holding a Series 66 designation and less than one year of industry experience. Prior to joining Abacus, he held positions at UBS Financial Services, Outlier AI, and several other organizations in various roles. Hahn has experience outside of finance, including work in biomedical engineering and research at the Buck Institute for Research on Aging. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to individuals, families, and institutional clients. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled investments into client portfolios.

Ruby Lambrecht is a financial advisor with Abacus Wealth Partners in Sebastopol, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Abacus Wealth Partners, she worked at The Vanguard Group and has experience in both educational and self-employed roles. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, and institutions. The firm employs an asset-class investing strategy that utilizes no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private investment opportunities for qualified clients.

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.

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.

Alexander Clark is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, Arbor Point Advisors, and Securities America. Prior to his financial career, he spent several years in the restaurant industry. Clark also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kelly Grant is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Eagle Strategies since 2022, previously with Willowtree Financial & Insurance Services, NYLIFE Securities, LLC, and New York Life Insurance Company. Grant is active in his community as a board member of the Sonoma County Section on Aging and holds leadership roles within Business Networking International chapters. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types and emphasizes tailored advice, with a significant portion of its assets managed on a non-discretionary basis.