Fermata Advisors

Clayton Dunkle is a financial advisor with Fermata Advisors based in Sonoma, CA. He holds a Series 65 designation and has five years of industry experience. His prior roles include positions at Sonoma Wealth Advisors, Enso Wealth Management, and experience in the beverage industry with Cline Family Cellar and Mule Head Growers. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm delivers both discretionary and non-discretionary services using a range of analytical approaches and supports employer plans with ERISA fiduciary services.

Silvio Bettinelli is a financial advisor with Fermata Advisors in Sonoma, CA, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Treasury Wine Estates, UC Davis, and service in the United States Marine Corps. Outside of advising, he is a passive owner of Bettinelli Vineyards LLC, an agricultural land holding company in Napa, CA. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers a coaching-centered client relationship model with discretionary and non-discretionary services, applying a range of analytical methods to portfolio allocations and also serves state or municipal government clients.

Mason Moore is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 license with seven years of industry experience. His prior roles include positions at HUB International, Global Retirement Partners, and Kornerstone Inc. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services using a variety of analytical approaches and serves clients including high-net-worth individuals and state or municipal government entities.

Mariam Saboori Shamlow is a financial advisor at Fermata Advisors with a Series 65 credential and one year of industry experience. Her prior roles include positions at Global Retirement Partners, HUB International, LPL Financial, Northern Trust, and Wells Fargo Bank. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm uses a coaching-centered client relationship model and employs a mix of behavioral, charting, cyclical, fundamental, and technical analysis in portfolio management.

William Murray is a CFP® professional with 23 years of industry experience, currently affiliated with Fermata Advisors. His career includes roles at Sonoma Wealth Advisors, Cetera Advisor Networks LLC, and HBW Advisory Services LLC. Outside of his advisory work, he is involved in tax preparation and health insurance sales through his business activities. 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 a variety of analytical approaches to portfolio management and employer plan services.

Teresa Updegraff is a financial advisor at Fermata Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked at Sonoma Wealth Advisors, FlashPoint Leadership, and Sonoma Leadership Systems. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm uses a coaching-centered client relationship model and combines behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Zachary Paul is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Sonoma Wealth Advisors, LLC since 2020 and previously at Edward Jones from 2014 to 2020. Outside of his advisory role, he is involved in insurance consulting. He is part of Fermata Advisors, a team-based firm serving individuals, high-net-worth clients, small businesses, and plan fiduciaries with investment management, financial planning, and retirement-plan consulting. The firm employs a coaching-centered client model and combines behavioral, charting, cyclical, fundamental, and technical analysis to inform portfolio allocations.

Zachary Weirich is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Fermata Advisors and has held roles at Sonoma Wealth Advisors, Cetera, Walnut Creek Wealth Management, and Edward Jones. In addition to his advisory work, he holds an insurance license and operates as an insurance agent. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services using a range of analytical approaches and maintains ownership interests in affiliated tax and accounting entities while serving a diverse client base including state and municipal government clients.

Russell Van Sistine is a CFP® professional with a Series 66 license and 10 years of industry experience. He is currently with Fermata Advisors and previously worked at Sonoma Wealth Advisors, LLC and Edward Jones. Fermata Advisors is a team-based firm serving individuals, small businesses, and plan fiduciaries with investment management, financial planning, and retirement-plan consulting. The firm employs a coaching-centered client model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to manage portfolios.

Christopher Sipes is a financial advisor at Fermata Advisors in Sonoma, CA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo and Enso Wealth Management. Outside of his advisory role, he is appointed as an insurance agent with multiple carriers, dedicating less than one hour per month to this activity. 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 offers both discretionary and non-discretionary services using a combination of behavioral, charting, cyclical, fundamental, and technical analysis.

Davis Rich is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Rich Financial and Asset Management Group, as well as experience outside the financial sector at Skyline Country Club and the University of Arizona. Fermata Advisors offers 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 variety of analytical approaches to manage portfolios, along with ERISA fiduciary services for employer plans.

Rebecca Rich is a financial advisor at Fermata Advisors with a Series 65 credential and two years of industry experience. She has worked at Envestnet and Fermata Advisors in various capacities since 2015. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, small businesses, and plan fiduciaries. The firm emphasizes a coaching-centered client relationship model and employs a blend of behavioral, charting, cyclical, fundamental, and technical analysis in portfolio management.

Shelby Wirick is a financial advisor at Fermata Advisors with three years of industry experience. Shelby holds the Series 65 designation and has previously worked at Sonoma Wealth Advisors, Cintas Corporations, and Target Corporation. Outside of advisory work, 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 uses a coaching-centered client relationship model and combines behavioral, charting, cyclical, fundamental, and technical analysis to shape portfolio allocations.

Daren Blonski is a CFP® with 14 years of experience in financial advising, currently serving at Fermata Advisors since 2019. His previous roles include positions at Enso Wealth Management and Edward Jones. Fermata Advisors serves individuals, including high-net-worth clients, small businesses, and plan fiduciaries by providing investment management, financial planning, and retirement-plan consulting. 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.