Sarah Soliman is a financial advisor at First Affirmative Financial Network LLC with one year of industry experience. She holds a Series 65 designation and has held roles at Communitas Financial Planning PBC and Brook Haven Middle School. She has also been involved with the Sebastopol Center for the Arts. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and other institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, incorporating environmental, social, and governance factors into portfolio construction while offering tailored investment solutions.

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.

Michael Hall is a CFP® and ChFC® with 12 years of experience in the financial industry. He is currently with Core Wealth Partners LLC in Santa Rosa, CA, where he has worked since 2021. His prior experience includes roles at Western International Securities, Linkenheimer LLP, Holden & Company LLP, and Holden Hall Wealth Management. Outside of his advisory work, he is active as an insurance agent. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by proprietary risk management and performance-based allocation structures.

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.

Russell Van Sistine is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Sonoma Wealth Advisors, LLC and previously spent six years at Edward Jones. Fermata Advisors serves individuals, including high-net-worth clients, small businesses, and plan fiduciaries, offering investment management, financial planning, and retirement-plan consulting. The firm employs a coaching-centered relationship model and uses a blend of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Christopher Leary is a CFP® with seven years of experience in financial advising. He is currently with Argos Wealth Advisors LLC, where he has worked since 2019, following prior roles at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a risk-based, strategic asset allocation process with discretionary authority for manager selection and integrates financial planning into its portfolio services.

Christopher Sipes is a financial advisor with Fermata Advisors in Sonoma, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Fermata Advisory since 2019 and previously held roles at Enso Wealth Management and Wells Fargo. Outside his advisory duties, Sipes is appointed as an insurance agent with multiple carriers. Fermata Advisors serves individuals, small businesses, and plan fiduciaries, offering investment management, financial planning, and retirement-plan consulting. The firm employs a coaching-centered client model and integrates various analytical approaches in portfolio management, also providing ERISA fiduciary services for employer plans.

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.

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.

Davis Rich is a financial advisor with Fermata Advisors in Sonoma, CA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Rich Financial and Asset Management Group. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to manage portfolios and retirement plans.

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.

Rebecca Rich is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with two years of industry experience. She has worked at Fermata Advisors and its dba Rich Financial since 2023 and previously spent several years at Envestnet. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Shelby Wirick is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 license with three years of industry experience. Prior to joining Fermata Advisors, Shelby worked at Sonoma Wealth Advisors, LLC and spent five years at Cintas Corporation. Outside of advising, Shelby is a manager and member of Wirick Enterprises LLC. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and integrates various analytical approaches to portfolio management and fiduciary services.

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.