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 at Sowell Management with nine years of industry experience. He is also the owner of Sonoma Financial & Insurance Planning, where he manages life insurance and fixed annuity products. Sinnott has worked at Sowell Management since 2020 and at Solera Asset Managers since 2017. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple management styles and offers access to model portfolios and third-party manager solutions, supporting over 100 independent advisory representatives.

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.

Scott Harris is a financial advisor with Larson Financial Group, LLC, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. His prior roles include positions at Oakmont Financial Group, Intrua Financial, Golden State Wealth Management, and LPL Financial. Larson Financial Group offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios, custom discretionary programs, and both strategic and tactical investment approaches, and incorporates AI-assisted tools alongside human review in its advisory process.

Michael Posey is a financial advisor at Fortis Capital Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, Eagle Strategies LLC, and New York Life Insurance Co. He is also involved in fixed insurance sales on a limited basis. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm uses a mix of discretionary management and advisor-specific investment styles, including passive, active, tactical, and ESG-oriented strategies.

Kelly Acheson is a financial advisor with Abacus Wealth Partners, holding a Series 65 designation and bringing 13 years of industry experience. She has been with Abacus Wealth Partners since 2005. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse clientele, including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-class investing approach rooted in academic research and integrates ESG screening and private pooled investments into suitable client portfolios.

Andrew Moran is a financial advisor at Core Planning in Santa Rosa, CA, with two years of industry experience. He holds a Series 65 designation and has previously worked at Ad Astra Financial Planning, LLC and as a financial planning extern. Outside of advising, Moran creates personal finance educational video courses for The Effective Collective and works as a paraplanner for San Francisco Wealth Planning LLC. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, employing a mix of in-house advice, third-party money managers, and model portfolios.

William Parente is a financial advisor with Diversify Wealth Management, LLC, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Parente serves as a board member for the Lambda Chi Alpha SLO Housing Board, where he reviews investment account performance. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm employs a tactical diversification and asset allocation approach, utilizing a variety of investment instruments and offering multiple platform options through a team of over 50 advisers.

Noah Jacobson is a CFP® with 18 years of industry experience and is currently with Choreo, LLC. His prior roles include positions at Enso Wealth Management and his own firms, Jacobson & Breen Wealth Management, LLC and Noah Jacobson Inc. He serves as an investment committee member and board member for the Santa Rosa Junior College Foundation and Friends of the Petaluma Campus Trust. Choreo, LLC 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 strategic asset allocation approach combined with quantitative screening and due diligence, implementing portfolios through a variety of account types and specialized advisory services.

Sean Harrell is a financial advisor with Choreo, LLC in Petaluma, CA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Enso Wealth Management and Morgan Stanley Private Bank. Outside of advisory services, he is also an insurance agent with Highland Capital Brokerage. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts and private funds.

Katelynn Wiley is a CFP® with three years of industry experience, currently serving as a financial advisor at Abacus Wealth Partners. Her prior experience includes roles at David C. Walther and Potluck Consulting. Abacus Wealth Partners provides financial planning and investment management services to individuals, families, and institutional clients. The firm employs an asset-class investing approach with a focus on no-load mutual funds, ETFs, and passive institutional funds, while incorporating ESG screening and private pooled vehicles into client portfolios.

Jason Kelley is a financial advisor at Clear Creek Financial Management, LLC in Santa Rosa, CA, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Rei, Dropt, Inc., 57th Fighter Group Restaurant, and 320 Church Network. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, algorithmic research through Helios Quantitative Research, and an educational market newsletter, employing a range of investment strategies with continuous, individualized account supervision.

Michael Oconnor is a financial advisor at Compound Planning, Inc. in Santa Rosa, CA, with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Advisor Partners II LLC, Advisor Partners LLC, and WrapManager, Inc. Compound Planning serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program (TAMP) for financial intermediaries. The firm’s investment approach focuses on customized, risk-based model allocations utilizing fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Andrea Ringlein is a financial advisor at Choreo, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Enso Wealth and Lindamood-Bell Learning Services. Choreo provides investment and advisory services to a diverse client base that includes individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Sandra Loewen is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. She has worked at Avior Wealth Management, LLC since 2022 and previously spent 13 years at Montgomery Taylor & Company, LLC. Outside of her advisory role, she is involved with Avior Tax and Accounting, LLC, which provides tax planning and tax return services. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies and offering a range of financial planning and business consulting services.

Mathew Schweifler is a financial advisor with Momentum Independent Network Inc. in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with SWS Financial Services since 2012. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services through a platform model that integrates third-party managers and Hilltop affiliates for investment management and cash management solutions.

Adilene Calixtro is a financial advisor at Diversify Wealth Management, LLC with seven years of industry experience. She has previously worked at Sonoma Allocations LLC, DFPG Investments, LLC, Fermata Advisors LLC, U.S. Bancorp Investments, Inc., and U.S. Bank. Calixtro holds Series 63 and Series 66 licenses. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and other institutions, offering investment management, financial planning, and family office services. The firm uses a tactical diversification approach across various asset classes and platforms, managing approximately $4.1 billion in assets through a team of more than 50 investment adviser representatives.

Denis Wheatley is a financial advisor at Trek Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2016, following prior roles at World Equity Group and Innovative Retirement Advisors, LLC. He is also an agent for Innovative Retirement & Insurance Services, Inc., where he offers various insurance products including life, disability, and long-term care insurance. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools and a diverse range of systematic strategies and alternative investment options.