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.

Andrew Rappolt is a financial advisor at Atlas Private Wealth Advisors in Santa Rosa, CA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JL Schneider & Associates, LPL Financial, and Wells Fargo Advisors. Rappolt also provides administrative support to Atlas Private Wealth Advisors. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, offering portfolio management and financial planning. The firm manages approximately $860 million in assets across a range of customized investment strategies and platforms.

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.

Frederick Joosse is a financial advisor with American Investors Company, where he has worked since 1993. He holds a Series 63 designation and has 45 years of industry experience. Outside of his advisory role, he also works as an independent insurance agent specializing in health, life, and disability insurance. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and retirement advice, operating with both advisory and broker-dealer capabilities.

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.

David Lau is a financial advisor at Consolidated Portfolio Review Corp with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Gladstone Wealth Partners and Morgan Stanley in various capacities from 2009 to 2023. Consolidated Portfolio Review Corp is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation and various analysis methods.

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.

Joshua Sinnott is a financial advisor with Sowell Management in Santa Rosa, CA, holding nine years of industry experience. He has worked at Sowell Management since 2020 and previously spent three years with Solera Asset Managers. In addition to his advisory work, Sinnott owns Sonoma Financial & Insurance Planning, where he manages life insurance and fixed annuity sales, and organizes client events and seminars. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Scott Harris is a financial advisor at Larson Financial Group, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Oakmont Financial Group, Intrua Financial, Golden State Wealth Management, and LPL Financial. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review.

Andrew Moran is a financial advisor at Core Planning in Santa Rosa, CA, with two years of industry experience. He holds a Series 65 designation and has previously worked at Ad Astra Financial Planning, LLC and as a financial planning extern. Outside of advising, Moran creates personal finance educational video courses for The Effective Collective and works as a paraplanner for San Francisco Wealth Planning LLC. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, employing a mix of in-house advice, third-party money managers, and model portfolios.

William Parente is a financial advisor at Diversify Wealth Management, LLC with 42 years of industry experience and holds the Series 63 designation. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. He serves as a board member for the Lambda Chi Alpha SLO Housing Board, where he reviews investment account performance. Diversify Wealth Management offers 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 across various strategies and platforms, managing approximately $4.1 billion in assets.

Jason Kelley is a financial advisor at Clear Creek Financial Management, LLC in Santa Rosa, CA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Rei, Dropt, Inc., 57th Fighter Group Restaurant, and 320 Church Network. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, algorithmic research through Helios Quantitative Research, and an educational market newsletter, employing a range of investment strategies with continuous, individualized account supervision.

Michael Oconnor is a financial advisor at Compound Planning, Inc. with 21 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at Advisor Partners II LLC, Advisor Partners LLC, WrapManager, Inc., Assetmark, Inc., and MDT Advisers, A Division of Federated MDTA LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both Direct Investment Management and a Turnkey Asset Management Program, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

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.

Mathew Schweifler is a financial advisor with Momentum Independent Network Inc. in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with SWS Financial Services since 2012. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services through a platform model that integrates third-party managers and Hilltop affiliates for investment management and cash management solutions.

Adilene Calixtro is a financial advisor with Diversify Wealth Management, LLC in Santa Rosa, CA, holding Series 63 and Series 66 designations and having seven years of industry experience. Her prior roles include positions at Sonoma Allocations LLC, DFPG Investments, LLC, Fermata Advisors LLC, U.S. Bancorp Investments, Inc., and U.S. Bank. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and emphasizes tactical diversification and asset allocation through a variety of investment platforms and strategies.

Denis Wheatley is a financial advisor at Trek Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2016, following prior roles at World Equity Group and Innovative Retirement Advisors, LLC. He is also an agent for Innovative Retirement & Insurance Services, Inc., where he offers various insurance products including life, disability, and long-term care insurance. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools and a diverse range of systematic strategies and alternative investment options.