Charles Garman

Janet Attard is a financial advisor with J. Oliver Maxwell, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at firms including WestPac Wealth Partners, Pacific Advisors, and Vanguard Properties, where she is also an active REALTOR. Additionally, she maintains ongoing involvement in healthcare as a nurse at Alta Bates Medical Center and has experience as a legal nurse consultant. J. Oliver Maxwell, LLC provides fiduciary, non-discretionary financial planning and advisory services primarily to high-income individuals, medical professionals, families, entrepreneurs, businesses, and charitable organizations. The firm emphasizes client-directed advice, comprehensive planning, and business-owner advisory work grounded in CEPA exit-planning methodology, while also offering educational seminars and publications.

Shawna Marion is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial and FMR Parts. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Gabriel Strong is a financial advisor at LPL Financial in Lakeport, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at JE Strong Financial Network and a teaching tenure at San Diego State University. In addition to his advisory work, he owns a commercial cattle operation through Strong Made Genetics LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor tools and a broad non-advisory financial services capability.

Jennifer Strong is a CFP® professional with 28 years of experience in the financial advisory industry. She has worked at LPL Financial since 2017 and previously served at Investment Centers of America, Inc. and Lake Community Bank from 1998 to 2017. Outside of her advisory work, she owns and operates Strong Made Genetics LLC, a commercial cattle operation in Kelseyville, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Mcallister is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 36 years of industry experience. His prior firms include Sorrento Pacific Financial, Securities America Advisors, Financial Partners Wealth Strategies, Raymond James Financial Services, and Ameritas Investment Company. He operates under the McAllister Financial Group, a DBA associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.