Sarah Mazal Maitre

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.

Geoff Harkness is a CFP® professional with 10 years of industry experience, currently serving at Commonwealth Financial Network since 2015. Prior to that, he worked for the City of Mount Shasta from 2012 to 2016. Outside of his advisory role, he owns Harkness Financial LLC and has involvement in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by its Investment Management and Research team.