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® with 32 years of industry experience, currently serving at Mutual Advisors, LLC since 2016. He previously worked at Mutual Securities, Inc. from 2017 to 2019. Outside of advisory work, Boydell is involved in a financial technology company, FairShares, Inc., and is also authoring a children's book. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory to a wide range of clients, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors such as sovereign wealth funds. The firm employs both active and passive strategies, supplements advice with third-party tools, and maintains significant assets under management along with multiple platform and manager relationships.

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.

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.

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 at Abacus Wealth Partners with 12 years of industry experience. She holds a Series 65 designation and has been with Abacus Wealth Partners since 2005. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities by offering financial planning, consulting, and both discretionary and non-discretionary investment management services. The firm employs a passive, asset-class-focused investment approach and incorporates ESG screening upon request, while tailoring portfolios to client risk profiles and goals.

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 Certified Financial Planner® with three years of industry experience. She has worked at Abacus Wealth Partners since 2023 and previously held roles at David C. Walther and Potluck Consulting. Outside of her advisory work, she was involved with Rebuilding Together Petaluma and Friends of the Petaluma River. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with comprehensive financial planning and investment management services. The firm employs a passive-oriented, asset-class investment approach that includes ESG screening and incorporates independent managers when appropriate.

Jason Kelley is a financial advisor at Clear Creek Financial Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Clear Creek since 2019. His prior work history includes roles at Rei, Dropt, Inc, 57th Fighter Group Restaurant, and 320 Church Network. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm provides asset management, financial planning, consulting, and algorithm-driven research through its Helios Quantitative Research service, combining fundamental, technical, and cyclical analysis in its investment approach.

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.

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 from 2015 to 2021. Abacus Wealth Partners serves individuals, families, and various entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented investment approach centered on institutional passive funds, ESG screening when requested, and portfolio tailoring based on clients’ risk profiles and goals.

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.