William Murray is a CFP® professional with 23 years of experience in financial advising. He is currently with Fermata Advisors in Sonoma, CA, and has held roles at Sonoma Wealth Advisors, Cetera Advisor Networks LLC, and HBW Advisory Services LLC. Outside of his advisory work, Murray is involved in tax preparation for individuals and small businesses and has experience in fixed insurance sales. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, including high-net-worth clients, as well as small businesses and plan fiduciaries. The firm offers both discretionary and non-discretionary services and integrates behavioral, technical, fundamental, and cyclical analysis in portfolio management.

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.

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.

William Bomar is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA. He holds the Series 66 designation and has 20 years of industry experience, including roles at Applied Financial Planning, Inc. and LPL Financial, LLC where he has been active for the past 10 years. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach integrating fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and manages approximately $319.6 million for about 473 clients.

Andrei Jigalin is a CFP® with 30 years of industry experience, currently serving as an advisor at Alpha Wealth Management and Planning LLC. He has been with the firm since 2012 and also maintains an affiliation with LPL Financial. Alpha Wealth Management and Planning serves individuals, including high net worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers investment management, financial and retirement plan consulting, and specialized advisory services, employing a primarily long-term investment approach with a mix of fundamental and technical analysis.

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.

Jasin Carlen is an advisor at Alpha Wealth Management and Planning LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with LPL Financial since 2010. In addition to his advisory role, he provides non-variable insurance focusing on long-term care, life, and disability coverage. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm uses a primarily long-term investment approach that incorporates multiple types of analysis to build diversified portfolios, with ongoing account review and tax-efficient strategies.

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 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.

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.

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.

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.

Martin Weil is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been with MW Investment Strategy since 2016. MW Investment Strategy provides investment management and financial planning services to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, using diversified model portfolios with a tactical overlay and emphasizing risk management.

Keith Wheeler is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Morgan Stanley, Bank of America, Merrill, and Robert W. Baird. He serves as a board member for the Novato Police K9 Foundation. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement consulting, and specialized advisory services. The firm employs a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios and sponsors its own wrap fee program with technical and fundamental platform options.

Penny Bacharach is a CFP® professional with over 41 years of industry experience. She is currently with Alpha Wealth Management and Planning LLC, where she has been since 2015, and has also been associated with LPL Financial since 2005. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of services including investment management, financial planning, retirement plan consulting, and specialized advisory work. The firm manages diversified portfolios with a primarily long-term investment approach, incorporating multiple analysis techniques and offering tax-efficient asset management alongside its own wrap fee program.