Giovanni Herrera

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Brad Boyd, CFA, is founder and CIO of Confido Capital, LLC. He helps individuals, families and business owners build portfolios around their income needs, long-term goals and tolerance for risk. He brings 20+ years of investment-industry experience, with expertise in fixed income, income strategies, multi-asset investing, portfolio construction and risk management. Before founding Confido, Brad held executive and portfolio management roles at Oaktree and Payden & Rygel. Today, he combines that experience with personal, approachable investment management and wealth advisory, with a focus on the South Bay of Los Angeles.

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC provides discretionary portfolio management to individuals and high-net-worth clients, focusing on customized investment policies and ongoing portfolio supervision. The firm’s investment approach emphasizes fundamental analysis and may include small- and medium-cap securities, bonds, ETFs, and options strategies.

Nelson Wu is a financial advisor at Open Square Capital, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Open Square Capital since 2015, with prior experience at Open Insights Capital from 2022 to 2025. Open Square Capital provides discretionary portfolio management to high-net-worth individuals through separately managed accounts and serves as the general partner and manager of a private investment limited partnership. The firm employs a value-oriented, long-term investment approach that focuses on concentrated holdings and combines private fund sponsorship with pooled-vehicle management within a solo-practitioner structure.

Linda Walker is a Certified Financial Planner® with 46 years of industry experience. She has served as principal of her independent firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her outside activities include limited involvement in non-variable insurance related to long-term care. Her firm provides financial planning and consulting services to a small client base, focusing on retirement, education, tax, and budgeting projections. The firm offers non-discretionary, fee-for-service advice emphasizing asset allocation using Morningstar tools and a combination of fundamental, technical, and cyclical analysis.

Max Pashman is a CFP® professional with eight years of experience in financial advising. He is the principal of Pashman Financial LLC, an independent advisory firm, and has held roles at firms including Nectarine and Origin Financial. Outside of his advisory work, he is involved with Nectarine Financial Inc. as a financial planner. Pashman Financial LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services. The firm primarily employs a passive investment approach using model portfolios, index funds, ETFs, and separately managed accounts, and also provides retirement plan consulting and financial education seminars.