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.

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.

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.

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.

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.

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.

Joshua Sinnott is a financial advisor at Sowell Management with nine years of industry experience. He is also the owner of Sonoma Financial & Insurance Planning, where he manages life insurance and fixed annuity products. Sinnott has worked at Sowell Management since 2020 and at Solera Asset Managers since 2017. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple management styles and offers access to model portfolios and third-party manager solutions, supporting over 100 independent advisory representatives.

Scott Harris is a financial advisor with Larson Financial Group, LLC, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. His prior roles include positions at Oakmont Financial Group, Intrua Financial, Golden State Wealth Management, and LPL Financial. Larson Financial Group offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios, custom discretionary programs, and both strategic and tactical investment approaches, and incorporates AI-assisted tools alongside human review in its advisory process.

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.

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 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.

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. in Santa Rosa, CA, with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Advisor Partners II LLC, Advisor Partners LLC, and WrapManager, Inc. Compound Planning serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program (TAMP) for financial intermediaries. The firm’s investment approach focuses on customized, risk-based model allocations utilizing fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.