Christopher Mc Caffrey is a financial advisor at Global Assets Advisory, LLC with 30 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for nine years. Mc Caffrey is involved in community activities as a committee member of Saint Vincent DePaul Parish and serves on the executive committee of the Sonoma County Trailblazers horseback group as well as an advisory regent for St. Vincents Elementary School. Global Assets Advisory, LLC is an SEC-registered adviser managing approximately $552 million and serving 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 portfolios that utilize mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

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.

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 financial advisor at Integrity Advisory Solutions with three years of industry experience. She holds a Series 65 credential and has prior experience at Clock Tower Wealth Management Inc. and Mackay Dressler Law, APC, where she practices estate planning law. Outside of advising, she serves on the board of 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 plan consulting, and utilizes multiple asset-allocation frameworks and third-party platforms to deliver tailored investment solutions.

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 financial advisor at Integrity Advisory Solutions with four years of industry experience. She holds a Series 65 designation and has a background in law, having practiced estate planning and elder law for nearly two decades. Mackay is also a member of the American Academy of Estate Planning Attorneys and serves on the Senior Advisory Committee for the City of Petaluma, advising on senior quality-of-life issues. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, using both individualized and model portfolios with a variety of investment strategies and third-party platforms.

David Lau is a financial advisor at Consolidated Portfolio Review Corp with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Gladstone Wealth Partners. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary accounts, proprietary model portfolios, and access to independent third-party sub-advisors.

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 with Abacus Wealth Partners in Sebastopol, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Abacus in 2025, he spent 19 years at Milestone Financial Advisors, LLC. Outside of his advisory work, he coaches swim workouts for adult swimmers with the Santa Rosa Masters Swimming team. Abacus Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities, offering financial planning, consulting, and investment management services. The firm employs a passive, asset-class based investment approach with an emphasis on institutional funds, incorporates ESG screening upon request, and provides access to private fund opportunities such as the Align Impact private fund.

Lauren Boyes is a financial advisor at Abacus Wealth Partners with nine years of industry experience. She has been with Abacus Wealth Partners since 2018 and previously worked at Raymond James Financial Services and operated Boyes Financial Services. She holds a Series 66 designation. Abacus Wealth Partners serves a diverse clientele including individuals, families, trusts, charitable organizations, and business entities, offering financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach supplemented by fundamental analysis and ESG screening, and it sponsors the Align Impact private fund for qualified investors.

Joshua Sinnott is a financial advisor with Sowell Management in Santa Rosa, California, holding nine years of industry experience. He has been with Sowell Management since 2020 and also maintains roles at Solera Asset Managers, LLC and Sonoma Financial & Insurance Planning, where he is the owner and manages life insurance and annuity products. Outside of investment advisory work, Sinnott oversees marketing events and client engagement activities for Sonoma Financial & Insurance Planning. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, and retirement-plan advisory services through a multi-branch independent-contractor model with over 100 advisors, utilizing a range of investment styles and third-party platforms and sub-advisors.