Geoff Robert Harkness

I started Camriel Advisors to offer a more personal kind of financial planning - one built on trust, thoughtful guidance, and long-term partnership. While many advisors focus mainly on managing investments, my approach is rooted in comprehensive planning that looks at your entire financial life - not just your portfolio. Think of me as an outsourced CFO for your finances. At the heart of my work are four key principles: personalized service, education, responsiveness, and diligence. Clients deserve clear advice, consistent support, and a plan that truly fits their lives. That’s why I work virtually — to be available when you need me, wherever you are. As a fee-only fiduciary, I’m committed to putting your interests first. I don’t earn commissions or sell products. My role is to listen carefully, offer honest insight, and help you make informed decisions with confidence. With deep training as both a CFA charterholder and a CFP® professional (a combination that’s rare among financial advisors), I bring a level of technical expertise that allows me to deliver a high standard of advice. The name Camriel Advisors comes from my two children, Camille and Gabriel. It’s a daily reminder of why this work matters and how deeply I care for the people I serve. Every client relationship is approached with the same dedication and respect I give my own family. If that sounds like the kind of relationship you're looking for, I’d love to connect. Schedule a free consultation to get started.

Gabriella Brandao is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms including Enso Wealth Management and as a contractor for Mark Clure. Gabriella is based in Mount Shasta, CA. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios, offering services such as portfolio management, financial planning, and specialized consulting like 1031 exchanges and Opportunity Zone advice.

Casey Clure is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Mariner Independent and has previously worked at Edward Jones, Enso Wealth Management, and AGT CPAs & Advisors. He has also been involved with UC Berkeley Extension since 2022. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of over 100 advisors and affiliated businesses.

Mark Clure is a CFP® professional with 32 years of experience in the financial industry. He currently works at Choreo, LLC and previously held roles at Enso Wealth Management, LLC and Edward D. Jones & Co., L.P. Outside of his advisory work, Clure is involved in local businesses as a brewery board member and partial owner of Fall River Brewing Company and as a half owner of Black Dog, Inc., a restaurant in Mount Shasta, CA. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative and committee-approved investment process with varied portfolio implementation strategies and offers a broad range of advisory services such as discretionary portfolio management, financial planning, and outsourced CIO consulting.

Robert Griffith is a PFS™ credentialed advisor with Mariner Independent in Mt. Shasta, CA. He joined Mariner in 2026 and has prior experience including ten years at AGT CPAs and Advisors and one year at K-Coe Isom, LLP. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments, utilizing both firm-built and customized portfolios supported by a range of investment tools and affiliated businesses.

Dorian Aiello is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth Financial Network since 2003 and also has a long tenure at Aiello, Goodrich & Teuscher dating back to 1980. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.