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 at Abacus Wealth Partners with a Series 66 designation and one year of industry experience. Prior to joining Abacus Wealth Partners, he worked at UBS Financial Services, Inc and held roles in sectors including healthcare research and biomedical engineering. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a passive-oriented investment approach that integrates ESG screening when requested and incorporates both independent managers and institutional passive funds.

Ruby Lambrecht is a financial advisor at Abacus Wealth Partners with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Abacus Wealth Partners in 2025, she worked at The Vanguard Group and has a background that includes multiple roles at Connecticut College. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm uses a passive-oriented investment approach with institutional passive funds, fundamental manager analysis, and ESG screening, and it sponsors the Align Impact private fund for qualified clients.

Sanford Bressick is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding a Series 66 designation and over 40 years of industry experience. He has been affiliated with New York Life and NYLife Securities Inc. since 1985. Outside of his advisory role, he is involved in brokering non-registered insurance products with various carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Matthew Adams is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers portfolio management through in-house managers and third-party sub-advisers, alongside financial planning and trust services.

Allison Metheny is a financial advisor with Eagle Strategies (NY Life) in Santa Rosa, CA, holding a Series 66 designation and six years of industry experience. She has worked with Eagle Strategies since 2020 and has been involved with affiliated firms including NYLIFE Securities LLC and Salmon Felte Insurance. Outside of her advisory role, she serves as a New Member Experience Advisor for the Alpha Gamma Delta Sonoma State chapter, supporting leadership development and education for collegiate women. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional sponsors, and corporate and charitable clients. The firm emphasizes tailored advice across multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Nick Denucci is a CFP®-certified financial advisor at Creative Planning with 12 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Charles Schwab Bank. Outside of financial advising, he owns a personal development and coaching business and works as a fitness coach. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses including legal and trust services.

Amanda Gordon is a financial advisor at Cresset Asset Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Her background also includes roles outside finance, such as at 24 Hour Fitness and Nordstrom. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that incorporates strategic asset allocation, manager selection, and a mix of active and passive strategies across various asset classes.

John Pearson is a CFP® with 39 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. He has worked at NPB Financial Group, LLC since 2009. Pearson is a board member of the Council on Aging in Santa Rosa, CA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, with client investment profiles tailored using risk-tolerance tools and managed on discretionary or non-discretionary bases.

Benjamin Turner is a financial advisor at Focus Partners Wealth, LLC in Santa Rosa, CA, holding a Series 65 designation and having two years of industry experience. Prior to joining Focus Partners Wealth, he worked at JDH Wealth Management LLC for three years and has experience in other sectors including hospitality and academia. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and offers a wide range of wealth management and advisory services.

Sara Mills Gaines is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. She has worked with several firms, including Merrill, Bank of America, and Parsonex Securities. Outside of advisory work, she is involved in the sales and service of various insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under multiple advisory and promoter arrangements.

Alexander Clark is a financial advisor with Commonwealth Financial Network in Santa Rosa, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Arbor Point Advisors, and Securities America, Inc. Outside of advisory work, he spends a small portion of his time engaged in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion to construct portfolios from various securities and insurance products while offering managed model portfolios and distinct program structures.

Kelly Grant is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Eagle Strategies since 2022, previously with Willowtree Financial & Insurance Services, NYLIFE Securities, LLC, and New York Life Insurance Company. Grant is active in his community as a board member of the Sonoma County Section on Aging and holds leadership roles within Business Networking International chapters. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types and emphasizes tailored advice, with a significant portion of its assets managed on a non-discretionary basis.

Emily Tonti is a financial advisor with Kestra Advisory in Santa Rosa, CA, holding a Series 66 credential and six years of industry experience. Her work history includes roles with The Business Resource, Oculus Insurance Solutions, and Oculus Financial Group. Outside of finance, she has experience coordinating events, including on-site wedding coordination. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Brian Barrett is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2018 and also operates Casey Barrett Financial & Insurance Services. Barrett serves as a board member of Active 20-30 Rohnert & Cotati, a social and charitable organization focused on fundraising for underserved youth. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs and delivers tailored recommendations through an integrated structure affiliated with New York Life.

Daniel Pallesen is a CFP®-certified financial advisor with seven years of industry experience, currently with Creative Planning since 2022. His prior roles include positions at Keystone Wealth Partners and Matrix Providers Inc. Outside of his advisory work, he owns Level Up Vision, LLC, a financial psychology practice focused on coaching, writing, and speaking. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Michael Indart is a CFP® certificant with 16 years of experience in the financial services industry. He is currently affiliated with Focus Partners Wealth, LLC and has previously worked with Buckingham Strategic Wealth, Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of fiduciary, financial counseling, and family office services.