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.

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.

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.

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 financial advisor at Integrity Advisory Solutions with three years of industry experience. She holds a Series 65 designation and previously worked at Clock Tower Wealth Management Inc. and has practiced law as a partner at Mackay Dressler Law, APC since 2017. Outside of her advisory and legal work, she serves as Chair of the Governance Committee on the board of the Village Network of Petaluma, a local nonprofit for seniors, and participates in the Petaluma Chamber of Commerce 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 plan consulting, and leverages third-party platforms to provide tailored investment solutions and integrated retirement plan advisory services.

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.

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.

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 with Sowell Management in Santa Rosa, CA, holding nine years of industry experience. He has worked at Sowell Management since 2020 and previously spent three years with Solera Asset Managers. In addition to his advisory work, Sinnott owns Sonoma Financial & Insurance Planning, where he manages life insurance and fixed annuity sales, and organizes client events and seminars. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Thomas Ray is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. He has 25 years of industry experience, including ten years at Financial West Group prior to joining Vanderbilt in 2017. Outside of his advisory role, he serves as co-trustee of a family trust, managing financial and legal affairs on behalf of the trust. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

David Boydell is a CFP® professional with 32 years of experience and is currently with Mutual Advisors, LLC. His prior roles include positions at Mutual Securities, Inc., Concert Wealth Management, Mid Atlantic Financial Management, Inc., and FDx Advisors, Inc. Outside his advisory work, he is involved with FairShares, Inc., a financial technology company, and is also authoring a children’s book. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and financial planning services using both active and passive strategies tailored to client objectives, and is notable for its scale and breadth of institutional work, managing approximately $9.45 billion across 154 advisors.

Scott Harris is a financial advisor at Larson Financial Group, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Oakmont Financial Group, Intrua Financial, Golden State Wealth Management, and LPL Financial. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review.

Zachary Wagner is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and one year of industry experience. He has been involved with several organizations, including Narrative Strategy, Weaver of 3, and Epic Impact, where he has held roles since 2016 and 2017. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, using diversified investment strategies that incorporate fundamental, technical, and cyclical analysis.