Sarah 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 designation, based in Mount Shasta, CA. He is an advisor at Mariner Independent, a firm with over 100 advisors, offering a range of financial planning and investment management services. Mariner Independent serves individuals, corporations, trusts, charitable organizations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides investment management, financial planning, tax and retirement-plan consulting, and access to both firm-constructed model portfolios and third-party managers, with particular strengths in institutional retirement consulting and integrated tax, trust, and insurance services.

Mark Clure is a CFP® professional with 31 years of industry experience, currently serving at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management, LLC and 24 years with Edward D. Jones & Co., L.P. Outside of financial advising, he holds partial ownership and a board position at Fall River Brewing Company and is a half owner of Black Dog, Inc., a restaurant in Mount Shasta, CA. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, with discretionary portfolio management and ongoing manager due diligence.

Dorian Aiello is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Commonwealth since 2003 and has also been associated with Aiello, Goodrich & Teuscher since 1980. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios, customized investment solutions, and retirement plan consulting, supported by comprehensive operational, trading, and compliance infrastructure.

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.

Asmaa Ali Sickman is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to her financial services career, she was employed by the United States Forest Service from 2010 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.