Are you ready to invest with a financial advisor who shares your values?
Let's amplify our vegan voices using our investment dollars.
Financial Advisors
Ben Auckenthaler, CFP®, CSRIC®
Ben Auckenthaler, CFP®, CSRIC®
Ben Auckenthaler, CFP®, CSRIC®
Ameriprise Financial Services, LLC
Minnesota
Vegan since 2013
Financial Advisor at
Summit Private Wealth Group
A private wealth advisory practice of Ameriprise Financial Services, LLC.
7650 Edinborough Way, Ste 225
Edina, MN 55435-5921
Jacey J. Cosentino
Ben Auckenthaler, CFP®, CSRIC®
Ben Auckenthaler, CFP®, CSRIC®
Edward Jones
Florida
Jacey's goal is to help you create change in the world by investing in companies that exemplify leadership in social and environmental responsibility. After a 15+ year career in Business Acquisitions, Development and Ownership within the Los Angeles based entertainment, retail and arts industries, Jacey left the "glitz
Edward Jones
Florida
Jacey's goal is to help you create change in the world by investing in companies that exemplify leadership in social and environmental responsibility. After a 15+ year career in Business Acquisitions, Development and Ownership within the Los Angeles based entertainment, retail and arts industries, Jacey left the "glitz and glam" of Hollywood so she could focus her energy on the health and healing of our planet.
Her belief is that everyone must make a financial commitment to invest in the companies that are doing good things for our planet and for humanity through sustainable, impact investments. She believes that we should be actively working towards forming a symbiotic relationship between philanthropy and prosperity by aligning our core values with the way we invest and grow wealth.
Bray Creech, MBA, CPA, CFP®
Ben Auckenthaler, CFP®, CSRIC®
Bray Creech, MBA, CPA, CFP®
Joel Adams & Associates
North Carolina
Bray has an MBA in finance from the University of Maryland at College Park, is a Certified Public Accountant, holds the Accredited Investment Fiduciary® (AIF®) designation, and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He maintains Series 7, 9/10, and 66 securities and insurance licenses.
Bray l
Joel Adams & Associates
North Carolina
Bray has an MBA in finance from the University of Maryland at College Park, is a Certified Public Accountant, holds the Accredited Investment Fiduciary® (AIF®) designation, and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He maintains Series 7, 9/10, and 66 securities and insurance licenses.
Bray lives in Asheville, North Carolina, with his spouse, Dustin Rhodes. He is a board member (and former Treasurer) of Asheville Community Theatre; and former board member of Primarily Primates and Asheville Humane Society. Every week, he delivers meals to the elderly and homebound for Meals on Wheels of Asheville & Buncombe County. He is a member of The Forum for Sustainable and Responsible Investment, North Carolina Association of CPAs, and the Financial Planning Association.
Katelyn Cummings, CFP®
Laura Isanuk, CFP®, AIF®, CFS®
Bray Creech, MBA, CPA, CFP®
Vision Capital Management
Oregon
Vegan since 2017
Katie and her team at Vision Capital Management work with individuals and families to provide investment management and financial planning advice. Vision Capital Management is a fee-only registered investment advisor founded by a mother-daughter duo in 1999 with ESG (environmental, social and governance) portfolio options.
Sammy Fries, MBA
Laura Isanuk, CFP®, AIF®, CFS®
Laura Isanuk, CFP®, AIF®, CFS®
Coastal Wealth
Vermont
Vegan since 2013
Sammy Fries, MBA in Sustainable Innovation, is a seasoned financial professional committed to empowering families and individuals to achieve their dreams. Certified in ESG investing and holding licenses in Vermont and New York, Sammy offers trusted guidance in pivotal life moments, such as career chan
Coastal Wealth
Vermont
Vegan since 2013
Sammy Fries, MBA in Sustainable Innovation, is a seasoned financial professional committed to empowering families and individuals to achieve their dreams. Certified in ESG investing and holding licenses in Vermont and New York, Sammy offers trusted guidance in pivotal life moments, such as career changes, retirement planning, and health and life insurance needs. With a background in marketing strategy for technology, animal protection, media, and sustainability, Sammy brings a unique perspective to the financial realm. A dedicated advocate for a humane and sustainable future, contact Sammy to co-create a wellbeing-focused tomorrow.
Laura Isanuk, CFP®, AIF®, CFS®
Laura Isanuk, CFP®, AIF®, CFS®
Laura Isanuk, CFP®, AIF®, CFS®
Sustainable Advisors Alliance
Colorado
Vegetarian
Laura Isanuk is a financial services industry expert who works directly with clients - be it individuals, companies or non-profits - to plan for their financial future while investing in line with their values. Laura serves on the board of B Corp Colorado and the Nature Conservancy. Laura ho
Sustainable Advisors Alliance
Colorado
Vegetarian
Laura Isanuk is a financial services industry expert who works directly with clients - be it individuals, companies or non-profits - to plan for their financial future while investing in line with their values. Laura serves on the board of B Corp Colorado and the Nature Conservancy. Laura holds a Bachelor’s degree in Econ and Environmental studies from Colgate University and a certificate in Corporate Social Responsibility CU.
Brett Mirliani, CFA, CFP®, CPWA®
Brett Mirliani, CFA, CFP®, CPWA®
Brett Mirliani, CFA, CFP®, CPWA®
Birch Hill Investment Advisors, LLC.
Boston, MA
Vegetarian since 1987, Vegan since 2016
Fee-only
$2 million minimum
Brett provides portfolio management and financial advice to high-net-worth individuals. Brett has over 25 years of experience in the financial services industry, including security analysis, portfolio management, and financial a
Birch Hill Investment Advisors, LLC.
Boston, MA
Vegetarian since 1987, Vegan since 2016
Fee-only
$2 million minimum
Brett provides portfolio management and financial advice to high-net-worth individuals. Brett has over 25 years of experience in the financial services industry, including security analysis, portfolio management, and financial advice to individual clients.
Brett also serves on the Board of Directors of the Victim Rights Law Center, a non-profit supporting survivors of sexual violence, and founded Vegan Mindset, a community of Boston-based professionals advocating the benefits of a plant-based diet and lifestyle.
Brenda A. Morris, CFP®
Brett Mirliani, CFA, CFP®, CPWA®
Brett Mirliani, CFA, CFP®, CPWA®
Humane Investing, LLC.
Virginia
Vegan since 1992
Fee-only
Brenda primarily works with vegetarians and vegans across the country who want their investments to align with their values. She has been in the financial service industry since 1997 and has done animal advocacy for the better part of the past thirty years. In 2015 she started a peti
Humane Investing, LLC.
Virginia
Vegan since 1992
Fee-only
Brenda primarily works with vegetarians and vegans across the country who want their investments to align with their values. She has been in the financial service industry since 1997 and has done animal advocacy for the better part of the past thirty years. In 2015 she started a petition to raise the bar for mutual fund portfolio managers, Divest your portfolio from companies that support, cause, or contribute to animal exploitation and suffering and has encouraged asset managers to join the FAIRR (Farm Animal Investment Risk and Return) initiative since its beginning.
Sloane Ortel
Brett Mirliani, CFA, CFP®, CPWA®
Amy Powell, CFA
Ethical Capital Investment Collaborative
Utah
Vegan since 2020
Sloane Ortel is the founder of Invest Vegan, an ethics-first registered investment adviser that manages distinctive discretionary portfolios of public equities on behalf of aligned individuals and institutions. Before establishing her own firm, she joined CFA Institute’s sta
Ethical Capital Investment Collaborative
Utah
Vegan since 2020
Sloane Ortel is the founder of Invest Vegan, an ethics-first registered investment adviser that manages distinctive discretionary portfolios of public equities on behalf of aligned individuals and institutions. Before establishing her own firm, she joined CFA Institute’s staff as a sophomore at Fordham University and spent close to a decade helping the organization’s community of 170,000+ investment professionals adapt to a changing global landscape as a collaborator, curator, and commentator. Outside of the industry, she is active as a standup comedian, podcast host, and alpine ski racer.
Amy Powell, CFA
Kathryn Schlick, CFP®
Amy Powell, CFA
AimWell Financial, LLC
Florida
Vegan since 2018, vegetarian since 1998
No minimums, fee-only;
AUM or fixed financial planning fee models available
Amy Powell is a seasoned Financial Advisor and Chartered Financial Analyst® with over two decades of experience in the financial services industry. As the founder of AimWell Financial, Amy dedicate
AimWell Financial, LLC
Florida
Vegan since 2018, vegetarian since 1998
No minimums, fee-only;
AUM or fixed financial planning fee models available
Amy Powell is a seasoned Financial Advisor and Chartered Financial Analyst® with over two decades of experience in the financial services industry. As the founder of AimWell Financial, Amy dedicates herself to assisting clients in navigating their financial journeys toward success.
Amy’s distinctive approach revolves around developing deep connections with her clients. By delving into their unique circumstances, she gains a comprehensive understanding of what holds significance for them.
Amy ensures that her clients’ financial goals align seamlessly with their life’s purpose and aspirations. Recognizing that money often becomes a considerable source of stress and anxiety, Amy’s primary objective is to formulate a strategic plan that transforms financial resources into a support system rather than a distraction. Her mission is to empower her clients with a customized financial strategy that enables them to focus on what truly matters in their lives.
Amy was born outside of Chicago but has lived in Florida since she was five. She attended UCF, where she earned a B.S. in Finance and minored in Business German. When she’s not working, she enjoys playing and watching tennis, working out, and traveling. Community involvement is also very important to Amy, and she volunteers for or participates in several local charitable causes - although animal rescue and fostering holds a special place in her heart.
Robert Procaccianti
Kathryn Schlick, CFP®
Kathryn Schlick, CFP®
UBS
Rhode Island
$500,000 minimum
Robert joined UBS as Senior Vice President - Wealth Management in December 2008, after nearly a decade-long career at Merrill Lynch.
His primary focus is investment management with an emphasis on sustainability & ESG strategies. Within the ESG space, he also implements vegan & cruelty-free strategies for cli
UBS
Rhode Island
$500,000 minimum
Robert joined UBS as Senior Vice President - Wealth Management in December 2008, after nearly a decade-long career at Merrill Lynch.
His primary focus is investment management with an emphasis on sustainability & ESG strategies. Within the ESG space, he also implements vegan & cruelty-free strategies for clients who are concerned with animal agriculture's impact on the environment, human health, & animal welfare.
Robert serves on the Board of Directors of Farm Sanctuary, one of the largest farm animal advocacy organizations in the world. He previously served as Vice Chair of the Board of Directors of Animal Rescue Rhode Island, a companion animal rescue organization.
He is a resident of Narragansett, RI, where he lives with his rescue hound. He is also a boxing coach.
Kathryn Schlick, CFP®
Kathryn Schlick, CFP®
Kathryn Schlick, CFP®
Morgan Stanley
Nevada
Vegan since 2017
Kathryn believes in creating the least amount of harm by aligning our actions and investments with our values. Growing up in a military family that moved frequently, Kathryn learned to be adaptable, culturally sensitive, and fluent in German and English. As a former professional athlete and founder of
Morgan Stanley
Nevada
Vegan since 2017
Kathryn believes in creating the least amount of harm by aligning our actions and investments with our values. Growing up in a military family that moved frequently, Kathryn learned to be adaptable, culturally sensitive, and fluent in German and English. As a former professional athlete and founder of Katalyst Fitness, a personal training and coaching business, she has extensive experience in using an integrative coaching approach with helping clients identify, implement, and achieve their goals.
Kathryn joined Morgan Stanley in 2019 and is proficient in financial planning, effectively collaborating with clients to translate goals into reality. She is excited about the direction the industry is heading and is especially interested in vegan and ESG investing and the impact of ethical and sustainable investments.
Kathryn graduated from the University of Nevada, Las Vegas with a Bachelor of Arts in Psychology and attended Nursing School at the College of Southern Nevada. Kat is an outdoor enthusiast who enjoys hiking, appreciating nature and spending time with her daughter. As a Health and Fitness Advocate, she is passionate about living an active lifestyle and pushing the potential of what’s possible.
Megan Schneider
Megan Schneider
Megan Schneider
C&A Financial Group
New Jersey
Vegan since 2008
Megan graduated in 2008, from the University of San Diego, with a BA in Interdisciplinary Humanities and a minor in Business Administration. She worked through high school and college at a law firm, then began her post-collegiate career in the art department for various television projects. A
C&A Financial Group
New Jersey
Vegan since 2008
Megan graduated in 2008, from the University of San Diego, with a BA in Interdisciplinary Humanities and a minor in Business Administration. She worked through high school and college at a law firm, then began her post-collegiate career in the art department for various television projects. Although she loved tapping into her creative side, she began to miss helping people in a one-on-one relationship. She moved from Los Angeles to New York and began her journey into the financial world. She began working at a firm that focused on tax and financial planning, then moved to Asbury Park, NJ to grow her practice by helping women feel financially secure by coaching them in financial literacy, optimizing their cashflow and protecting their assets so that they may blossom into the life they desire.
While living on Long Island, Megan had volunteered at the Lewis Oliver Farm Sanctuary, to provide these amazing animals with love and compassion directly. Now in New Jersey she has coordinated a local Women’s Rights March and is currently looking for a local farm sanctuary to volunteer with again.
Julie Skye
Megan Schneider
Megan Schneider
Sustainable Advisors Alliance, LLC.
Oklahoma
In 2017, Julie left the world of large investment firms to start Skye Advisors so she could focus her business solely on environmental, social, and governance (ESG) principles.
On average, Julie has transformed her business every 4 years. As this industry and our society continually shift, sh
Sustainable Advisors Alliance, LLC.
Oklahoma
In 2017, Julie left the world of large investment firms to start Skye Advisors so she could focus her business solely on environmental, social, and governance (ESG) principles.
On average, Julie has transformed her business every 4 years. As this industry and our society continually shift, she shifts along with them making the necessary changes to best serve her clients. Each time she looks at what her clients need — “where the puck was going, not where it had been” — and makes radical changes.
In 2020, Julie found herself shifting again to meet the new and evolving needs of her clients but instead of going it alone, Julie found five other colleagues from her First Affirmative community who were on the same path. From this Master Mind Group, Sustainable Advisors Alliance emerged.
Hourly, fee-only financial planners
Krystal Fortner
Krystal Fortner
Krystal Fortner
Krystal Fortner, CFP®
California
Vegan since 2020
No minimum assets,
no asset management
Krystal believes our physical, mental, and financial health are intertwined, and if one of those is a bit off, it may impact our lives in ways we couldn't have anticipated. Her goal is to design a road map with her clients that will give them a sense
Krystal Fortner, CFP®
California
Vegan since 2020
No minimum assets,
no asset management
Krystal believes our physical, mental, and financial health are intertwined, and if one of those is a bit off, it may impact our lives in ways we couldn't have anticipated. Her goal is to design a road map with her clients that will give them a sense of purpose, direction, and accountability. She draws from her personal and professional experiences to help guide her work, and her sense of humor will hopefully keep you coming back.
Krystal is a fiduciary 100% of the time in her work with clients as a CERTIFIED FINANCIAL™.
In addition to her financial planning work, Krystal has a small clinical therapy practice and coaches CrossFit group fitness classes. Outside of work, she is a passionate messenger of personal finance education to Richmond, CA youth, an animal lover of ALL kinds, a music lover, and a CrossFit enthusiast.
Tom Nowak, CFP®
Krystal Fortner
Krystal Fortner
Quantum Financial Planning, LLC. Washington
Vegan since 2012
Hourly, fee-only financial planner
No minimum assets,
no asset management
Tom is the author of "Low Fee Vegan Investing". While initially drawn to the health benefits, Tom soon became fully appreciative of the environmental and anti-animal cruelty benefits.
Financial Advisors (ex-US)
Justin Manning
Michael Pellman Rowland
Michael Pellman Rowland
Michael Pellman Rowland
Michael Pellman Rowland
Michael Pellman Rowland
Baseline Wealth Management
Switzerland
$10 million minimum
Michael is an active thought leader in impact investing and was included in the inaugural list of Forbes Top Millennial Wealth Advisors. He is passionate about food sustainability and has a column on Forbes.com that covers the ‘future of food.’ Michael and his wife dedicate a larg
Baseline Wealth Management
Switzerland
$10 million minimum
Michael is an active thought leader in impact investing and was included in the inaugural list of Forbes Top Millennial Wealth Advisors. He is passionate about food sustainability and has a column on Forbes.com that covers the ‘future of food.’ Michael and his wife dedicate a large part of their free time to animal welfare. He is a British and Irish Citizen.
Tax professionals
Deva Hetrick
Seattle, WA
Vegan since 2014
Deva is a Tax Advisor for families and individuals. She works mostly with employees who have equity compensation helping them with tax planning, strategy, and preparation.
She is also a financial coach for those just starting out as investors and wanting to learn the basics!