Gregory Hoelzel

Mary Ann Sullivan is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at 395 Financial Planning, an independent firm she founded after three years at South Bay Financial Partners and two decades with the Los Angeles Unified School District. 395 Financial Planning offers fee-only financial planning services to individuals and business owners, focusing on comprehensive and project-based engagements without managing client assets. The firm emphasizes passive investment management through index mutual funds and ETFs, using fixed, hourly, or project-based fees and coordinating with clients’ attorneys and tax professionals.

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.

Eric Wasserman is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Advisors for eight years. Outside his advisory role, he owns a for-profit business in Mammoth Lakes, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a broad platform that includes proprietary research, third-party asset managers, and various advisory and non-advisory financial products.

Quinn Davis is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at 49 Wealth Management LLC and Purshe Kaplan Sterling Investments. Outside of financial advising, Davis operates a non-securities related e-commerce business focused on retail online sales via eBay. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational 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 having 21 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Outside of his advisory role, Kaylor serves as a volunteer and part-time firefighter with the Mammoth Lakes Fire Protection District. He also works as a life insurance agent, incorporating insurance solutions into his financial planning services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using various tools and third-party solutions to construct diversified portfolios tailored to client risk tolerance and investment restrictions.