Glenn Roger Morris

Richard Komarek is a Certified Financial Planner® with 18 years of experience, operating his independent firm, Ric Komarek, CFP, in Redding, California. He has served as a class instructor at Shasta College since 2015 and is also licensed as a life and health insurance agent. His career includes managing his own advisory practices since 2007. Ric Komarek, CFP provides financial planning, consulting, and investment advice to individuals, families, and business owners. The firm manages approximately $26 million in assets and offers tailored portfolio management focused on diversified investments, operating on a fiduciary, non-discretionary basis with an emphasis on risk management and client approval.

Garet Tarvin is a financial advisor at Alpha Initiative with Series 65 and Series 66 credentials and seven years of industry experience. He previously worked at Kahala Partners LLC and currently holds a role as a Utility Analyst at the City of Redding, where he provides analytical support for a public electric utility. Alongside his advisory work, he is involved in managing investment-related activities for a real estate portfolio. Alpha Initiative is an independent firm offering discretionary portfolio management and investment advisory services to individual investors, high-net-worth individuals, and family trusts. The firm employs an active, research-driven approach using qualitative and quantitative fundamental analysis to create customized portfolios and model allocations across various risk tolerances.

Wesley Jackman is the principal of WJ Consulting LLC, a California-registered independent investment advisory firm. He holds a Series 65 designation and has professional experience as a Systems Engineering Lead at KBR, Inc., where he works on aerospace and defense contracts. Prior to his current roles, he served nine years in the United States Air Force. WJ Consulting LLC provides portfolio management and investment advisory services focused on long-term value investing for individual clients. The firm emphasizes fundamental analysis and customizes portfolios based on client preferences, operating with a small client base and no assets under management as of mid-2025.

Glenn Rank is the sole advisor at GSR Capital Management, Inc., an independent registered investment adviser based in Redding, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to founding GSR Capital Management in 2015, his earlier career background is not detailed. Outside of his advisory role, Glenn Rank serves as a church elder at Oak Grove Bible Fellowship, where he contributes to administration and long-term planning. GSR Capital Management manages approximately $73 million for about 120 clients, offering discretionary portfolio management, financial planning, and ERISA plan consulting. The firm’s investment approach combines technical, fundamental, and valuation analysis to create diversified portfolios and serves a diverse client base including individuals, corporate/business clients, municipal entities, and charitable organizations.

Darien Croce is a financial advisor with Parallel Wealth Management in Redding, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2017. In addition to his advisory role, Croce owns and manages Parallel Tax LLC, a tax preparation and planning business serving overlapping clients. Parallel Wealth Management provides discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive investment management with index funds and ETFs, incorporates tax and estate considerations, and offers consulting on employer-sponsored retirement plans and employee benefits.

Patrick McNally is the sole advisor at Retirement Lifestyles Advisory Group and holds a Series 65 designation with 16 years of industry experience. He has led McNally Wealth Management since 2011 and also operates Patrick McNally Insurance, through which he markets life insurance, Medicare supplement, and annuities. Retirement Lifestyles Advisory Group is a state-registered, single-advisor firm providing retirement income planning, comprehensive financial planning, and portfolio management primarily on a non-discretionary basis. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing diversified vehicles such as ETFs, index funds, and managed accounts, with a particular emphasis on small-cap and value exposures.