Brett Daniel is a CFP® affiliated with The McBride Group and has been with the firm since 2024. He has 28 years of experience working with the Windsor Unified School District. The McBride Group advises individuals, trusts, pension and profit-sharing plans, and financial institutions, offering investment management, financial planning, third-party adviser selection and oversight, and institutional consulting. The firm primarily uses a non-discretionary management approach, combining fundamental and cyclical analysis with modern portfolio theory.

Yvonne Madson is a ChFC® credentialed financial advisor with 25 years of industry experience. She is currently with Madson Wealth Advisors Inc. and previously worked for over two decades at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Madson Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering asset management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis with a diverse range of investment tools, tailoring portfolios to client objectives and risk tolerances.

Anthony Borba Jr is a financial advisor with Breen Wealth Management, LLC in Petaluma, CA. He holds a Series 65 designation and has eight years of industry experience. He has been with Breen Wealth Management since 2015. Breen Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, through a comprehensive wealth management offering called the Private Client Group. The firm utilizes a disciplined investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost ETFs and mutual funds, and manages approximately $319 million in discretionary assets.

Chandriga Walker is a financial advisor at World Capital Management with 20 years of industry experience. He holds a Series 65 designation and has worked with Money Manager Review and Money Money Review/World Capital Management. Outside of advisory work, he is involved as a companion and caregiver at Prestige In Home Care. World Capital Management is a state-registered investment adviser providing discretionary portfolio management and related advisory services to individuals, trusts, estates, and IRAs. The firm employs a macro-informed, data-driven approach centered on leveraged exchange-traded products, primarily the 3x Nasdaq-100 ETF TQQQ, combined with tactical overlays and daily portfolio monitoring.

Renee Amochaev is a financial advisor at Fiscal Wisdom Wealth Management LLC with 27 years of industry experience. She has worked at firms including Portsmouth Financial and SmartLife Financial Group. Amochaev serves on the board and finance committee of YWCA Sonoma County, a nonprofit organization. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized portfolio construction and ongoing account monitoring, utilizing a range of investment strategies and products.

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.

Sarah Soliman is a financial advisor at First Affirmative Financial Network LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked at Communitas Financial Planning PBC and has held roles outside finance, including positions at Brook Haven Middle School and the Sebastopol Center for the Arts. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide adviser network. The firm focuses on values-aligned and faith-based investing, combining ESG analysis with traditional asset allocation and offering services such as discretionary portfolio management and outsourced CIO solutions.

William Pedersen is a financial advisor at Meristead Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stansberry Asset Management since 2016. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented, opportunistic approach across global equities and credit and manages multiple private credit funds designed for accredited or qualified investors.

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.