Eric Wasserman

Mary Ann Sullivan is a CFP® professional with two years of experience in financial advising. She is the principal at 395 Financial Planning, an independent, fee-only firm, and previously worked for three years at South Bay Financial Partners. Before entering the financial industry, she spent 20 years with the Los Angeles Unified School District. 395 Financial Planning provides comprehensive financial planning services to individual and high-net-worth clients, focusing on retirement, cash-flow, tax-aware guidance, and estate planning. The firm follows passive investing principles and Modern Portfolio Theory, offering planning through fixed fees rather than asset-based charges.

Nick Cassidy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has dedicated his entire adult career to Bank of America, progressing from a teller in Bishop, California, to his current role where he focuses on delivering tailored wealth management solutions. Nick emphasizes putting client needs first and strives to provide insightful and thorough support across various financial strategies. His experience spans over 20 years and includes roles such as branch manager and Senior Resident Director overseeing advisors and support staff. His client focus areas include college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Nick holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nick attended the University of California without earning a degree and is a graduate of Bishop Union High School. He lives in Santa Barbara with his wife and daughter and maintains connections to the Eastern Sierra region through charitable support. Outside of work, Nick and his family enjoy outdoor activities such as skiing, hiking, golfing, and traveling.

James Roberts III is a financial advisor with Wells Fargo Advisors in Mammoth Lakes, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2022. Roberts has ownership interests in two investment-related firms, Ridgeline Private Wealth Management, LLC and FTS Capital Investment Group Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, including specialized planning options for business owners, sports and entertainment professionals, and clients with specific needs. The firm employs a tailored advisory approach supported by proprietary research and planning tools, with clients able to implement recommendations through various programs.

James Roberts II is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining Wells Fargo Advisors in 2022, he worked at Bank of America and Merrill from 2009 to 2022. Roberts has significant ownership in private wealth management and investment-related businesses in California. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by proprietary research and planning tools.

John Bush is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of his advisory role, he serves as CFO of a real estate brokerage business to maintain financial access if needed but is not otherwise involved in its operations. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm’s approach emphasizes client discretion in implementation and provides a range of financial planning and asset allocation services.

Darin Kaylor is a financial advisor with OSAIC, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Securities America Advisors, Inc. for 15 years and serves as a volunteer and part-time firefighter with the Mammoth Lakes Fire Protection District. Kaylor also works as a life insurance agent, integrating insurance solutions into his financial planning services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk tolerance assessments with portfolio optimization and rebalancing tools.