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.

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. with 21 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at Advisor Partners II LLC, Advisor Partners LLC, WrapManager, Inc., Assetmark, Inc., and MDT Advisers, A Division of Federated MDTA LLC. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both Direct Investment Management and a Turnkey Asset Management Program, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

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.

Jason Pollens is a CFP® at Abacus Wealth Partners with four years of industry experience. He has been with Abacus Wealth Partners since 2021 and previously worked at Jewish Vocational Service for six years. Abacus Wealth Partners offers financial planning, consulting, and investment management services to a range of clients including individuals, families, and charitable organizations. The firm utilizes an asset-class investing approach based on academic research, incorporating ESG screening and private investment opportunities for qualified clients.

Jacob Mauney is a financial advisor with Advisor Resource Council, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and WCG Wealth Advisors, LLC. Outside of advising, he has been involved with Kings Hill Cellars for eight years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis, offering both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Lauren Stapleton is a financial advisor with Diversify Wealth Management, LLC in Santa Rosa, CA. She holds a Series 66 designation and has six years of industry experience, including prior roles at DFPG Investments, LLC and Wells Fargo Clearing. Outside of her advisory work, she is also involved in fixed insurance sales. 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 range of internal and third-party strategies across various platforms and investment instruments.

Simon Wheatley is a CFP® with 14 years of industry experience. He has been with Trek Financial since 2016 and also maintains a role at Innovative Retirement Advisors, Inc. Outside of his advisory work, he is involved as an insurance agent with Innovative Retirement and Insurance Services, Inc. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical approaches, including model-based and fundamental analyses, and offers a wide range of systematic strategies and alternative investment options.

Anthony Cipolla is a financial advisor with Diversify Advisory Services, LLC, holding Series 66 and Series 63 credentials and bringing 23 years of industry experience. His career includes roles at Eagle Strategies (NY Life) for 11 years and longstanding involvement with Cipolla Financial & Insurance Services since 2011. He is also active as a fixed insurance agent, selling and reviewing insurance products. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, offering financial planning, portfolio management, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing various delivery platforms and investment strategies tailored to client goals and risk tolerance.

Noah Beecher is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Diversify Advisory Services, he worked at DFPG Investments, Eagle Strategies (NY Life), NYLIFE Securities LLC, and Anthony Cipolla. Outside of his advisory role, he is involved in marketing non-variable life and health insurance packages through Capstone Health Management, Inc. Diversify Advisory Services, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm utilizes a tactical diversification investment approach that incorporates both internal models and third-party solutions across multiple platforms, offering a wide range of investment instruments and strategies tailored to client objectives.

Cosmo Hahn is a financial advisor with Abacus Wealth Partners holding a Series 66 designation and less than one year of industry experience. Prior to joining Abacus, he held positions at UBS Financial Services, Outlier AI, and several other organizations in various roles. Hahn has experience outside of finance, including work in biomedical engineering and research at the Buck Institute for Research on Aging. Abacus Wealth Partners provides financial planning, consulting, and both discretionary and non-discretionary investment management to individuals, families, and institutional clients. The firm employs an asset-class investing approach grounded in academic research and integrates ESG screening and private pooled investments into client portfolios.

Ruby Lambrecht is a financial advisor with Abacus Wealth Partners in Sebastopol, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Abacus Wealth Partners, she worked at The Vanguard Group and has experience in both educational and self-employed roles. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, and institutions. The firm employs an asset-class investing strategy that utilizes no-load mutual funds, ETFs, and passive institutional funds, and incorporates ESG screening and private investment opportunities for qualified clients.

David Jones is a financial advisor with Choreo, LLC, holding Series 63 and Series 66 certifications and bringing 26 years of industry experience. He previously worked at Edward Jones for 19 years and Enso Wealth Management for 5 years. Outside of his advisory role, he manages a real estate business that involves property maintenance, rent collection, and transaction management. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.