Glenn Stephen Rank

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 an advisor at Alpha Initiative with Series 65 and Series 66 licenses and seven years of industry experience. He has worked at Kahala Partners LLC and Wells Fargo Investments, and currently holds an analyst role at the City of Redding, providing analytical support for the local public electric utility. 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 combining qualitative and quantitative analysis to build customized portfolios aligned with varying 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.

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.

John Gardner is a financial advisor at Convergence Wealth Partners LLC in Redding, CA, holding a Series 65 designation with five years of industry experience. He previously worked at MariPau Wealth Management LLC and operates Financial Convergence Insurance Solutions, Inc., where he serves as CEO and insurance agent. Convergence Wealth Partners LLC provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, utilizing tailored strategies that include portfolio management, risk assessment, and estate planning. The firm offers discretionary managed accounts and may recommend third-party managers, integrating asset allocation and both long- and short-term holdings.