First Affirmative Financial Network LLC

Sigurd Bue is a financial advisor with First Affirmative Financial Network LLC, holding a Series 63 designation and 27 years of industry experience. He has been with First Affirmative Financial Network since 1999 and Affirmative Financial Services since 2004. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and other institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating environmental, social, and governance factors in its portfolio construction while offering discretionary fiduciary investment management and financial planning services.

Matthew Berry is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He also serves as a pastor at the Lampeter Church of the Brethren, a role he has held for 15 years. First Affirmative Financial Network operates as a team of 14 advisors, providing fiduciary investment management and financial planning services that integrate values-aligned and faith-based investing. The firm serves individuals, trusts, estates, charitable organizations, and institutions through a nationwide network, offering diversified, long-term asset allocation strategies alongside tailored portfolio solutions.

Meghan Lape is a CFP® professional with five years of industry experience, currently with First Affirmative Financial Network LLC. Her prior roles include positions at JPS Global Investments and Conscious Impact Financial Planning LLC. Meghan is also the owner of Mindful Tax, where she provides tax preparation services. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans nationwide, managing approximately $956 million in assets across 14 advisors. The firm emphasizes values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering a proprietary Values-Aligned Direct Index Solution alongside various discretionary portfolio management and consulting services.

Sarah Soliman is a financial advisor at First Affirmative Financial Network LLC with one year of industry experience. She holds a Series 65 designation and has held roles at Communitas Financial Planning PBC and Brook Haven Middle School. She has also been involved with the Sebastopol Center for the Arts. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and other institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, incorporating environmental, social, and governance factors into portfolio construction while offering tailored investment solutions.

Robert Pajak is a CFP® professional with 19 years of industry experience, currently affiliated with First Affirmative Financial Network LLC. He has worked at First Affirmative since 2007 and at Ameritax Professionals, Inc. since 2009. He is also a licensed independent insurance agent authorized to sell insurance products through various companies. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans nationwide, managing approximately $956 million in assets through a team of 14 advisors. The firm emphasizes values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary model portfolios and stewardship practices.

Lev Mandel is a financial advisor with First Affirmative Financial Network LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Mandel is also active as an author, educator, and podcast speaker. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into portfolio construction, and offers a range of discretionary fiduciary investment management and financial planning services.

Marcio Silveira is a CFP® and CFA® with 17 years of industry experience. He is currently with First Affirmative Financial Network LLC and has held roles at Cambridge Investment Research and other firms. He serves as a board member of the Brazilian Association for Culture and Education and the Financial Planning Association National Capital Area. First Affirmative Financial Network, operating as Formative, provides fiduciary investment management, financial planning, and retirement-plan consulting to individuals, institutions, and high-net-worth clients nationwide. The firm emphasizes values-aligned and faith-based investing, integrating ESG factors into diversified portfolio construction.

James Horlacher is a financial advisor with First Affirmative Financial Network LLC in Lenexa, KS. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, having been with First Affirmative since 1999. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of 14 advisors, managing approximately $956 million in assets. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.

Brenda Lenz is a CFP® with 30 years of industry experience, currently serving as a financial advisor at First Affirmative Financial Network LLC since 2012. Her prior work includes roles at Zeider's and MHN, and she has been involved with Wheatland Tax Services, LLC since 2002. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of 14 advisors managing approximately $956 million in assets. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offers a range of services including discretionary portfolio management, financial planning, and outsourced CIO solutions.

George Gay is a CFP® professional with 26 years of experience, currently serving at First Affirmative Financial Network LLC since 1999. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he prepares a small number of tax and sales tax returns and provides bookkeeping services for two small businesses. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide adviser network. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.

Renee Morgan is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Adasina Social Capital, Impact Investors, Inc., Better World Investments, Inc., and National Planning Corporation. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions nationwide through a network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into diversified, long-term portfolios with tailored solutions such as Values-Aligned Direct Indexing and discretionary management.

Jovita Honor is a CFP® and holds a Series 65 license with 22 years of industry experience. She currently works at First Affirmative Financial Network, LLC, doing business as Formative, and previously was with Buckingham Asset Management, LLC. She also operates Honor Family Office, LLC. First Affirmative Financial Network serves individuals, trusts, estates, and institutions nationwide, offering fiduciary investment management and financial planning with a focus on values-aligned and faith-based investing that integrates ESG factors. The firm provides tailored solutions including proprietary model portfolios and emphasizes diversified, long-term asset allocation.

Kimberly Terry is a CFP® professional with 11 years of industry experience, currently serving at First Affirmative Financial Network LLC. She previously worked at Transformative Wealth Management, LLC and Archvest Wealth Advisors, Inc. She holds a Series 65 registration and is based in Colorado Springs, CO. First Affirmative Financial Network, operating as Formative, serves individuals—including high-net-worth clients—as well as trusts, estates, charitable organizations, and institutions through a nationwide network. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scoring into diversified, long-term investment strategies.

Joseph Pelusi is a financial advisor at First Affirmative Financial Network LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Green Investment Strategies, Pelusi Estate Planning, and Vaughn Management Services. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions nationwide, offering fiduciary investment management, financial planning, and retirement-plan consulting. The firm focuses on values-aligned and faith-based investing, incorporating environmental, social, and governance factors into diversified, long-term portfolio strategies.