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.

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.

Andrew Hempeck is a CFP® professional with 21 years of experience in the financial services industry. He has been with Creekside Partners Investment Counsel since 2007, where he works as part of a two-advisor team. Creekside Partners serves individuals, families, related trusts, nonprofit entities, and company retirement plans by providing financial planning, discretionary investment management, and general advisory services. The firm employs a primarily value-driven investment approach, emphasizing low-turnover, tax-efficient strategies using low-cost index mutual funds, ETFs, and individual municipal bonds when appropriate.

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.

Christopher Mc Caffrey is a financial advisor at Global Assets Advisory, LLC with 30 years of industry experience. He previously worked for Morgan Stanley and its affiliated entities for over 15 years and A. G. Edwards & Sons, Inc. for five years. Outside of his advisory work, he serves as a committee member for Saint Vincent DePaul Parish and holds executive and advisory roles with local community organizations in Petaluma, California. Global Assets Advisory, LLC is an SEC-registered firm managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, employing customized long-term investment strategies through a team of advisors and affiliated third-party managers.

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.

Teresa Coleman is a financial advisor with Creekside Partners Financial Advisers LLC in Petaluma, CA. She holds a Series 66 designation and has 21 years of industry experience, including over a decade at Creekside Partners. Creekside Partners serves individuals, families, related trusts, select nonprofit entities, and company retirement plans, providing financial planning, discretionary investment management, and general advisory services. The firm employs a primarily value-driven investment approach emphasizing low-turnover, tax-efficient strategies and constructs portfolios around client-specific roadmaps.

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.

William Dixon IV is a financial advisor at Choreo, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Allied Growth Ventures and Hamilton Zanze. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a systematic investment approach centered on strategic asset allocation and manager due diligence, offering a broad range of services from portfolio management to specialized advisory solutions such as 1031 exchanges and Deferred Sales Trusts™ consulting.

Miranda Pringle Dressler is a Series 65 licensed financial advisor with three years of industry experience, currently with Integrity Advisory Solutions. She also maintains a law practice specializing in estate planning at Mackay Dressler Law, APC, where she has been a partner since 2017. Dressler serves on the board of Village Network of Petaluma, a local nonprofit for seniors, and participates in the Petaluma Chamber of Commerce’s Women in Business Committee. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, using a variety of investment approaches and platforms to tailor portfolios to client needs.

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.

Bridget Mackay is a Series 65-credentialed financial advisor with Integrity Advisory Solutions, bringing four years of industry experience. She has a legal background with nearly two decades as an attorney specializing in estate planning and elder law at the Mackay Dressler Law Firm and her own practice. Mackay also serves on the Senior Advisory Committee for the City of Petaluma, advising on quality of life issues for local seniors. Integrity Advisory Solutions supports a diverse client base including individuals, trusts, estates, and businesses through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and employs both fundamental and technical investment analysis alongside multiple asset-allocation strategies.

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.

Russell Albright is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at multiple firms including RWA Wealth Partners, Polaris Wealth Advisory Group, and Bank of the West. He is also the owner of Russell Albright CTFA, LLC, an entity established for tax management and income purposes related to his wealth management business. Sovran Advisors serves individual, corporate, and retirement plan clients by providing financial planning, advisory services, and portfolio management through various program types. The firm utilizes a combination of active and passive investment strategies implemented via written investment policy statements and third-party managers, supported by technology-enabled rebalancing and administrative services.

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.

Joseph Stern is a financial advisor at Choreo, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Choreo in 2023, he worked at Enso Wealth Management for five years and spent 26 years at Edward D. Jones & Co., L.P. Choreo serves a wide range of clients, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and investment committee approval to manage portfolios through various vehicles such as separately managed accounts and private funds.