Mary Ann Sullivan is a CFP® professional with two years of experience in financial advising. She is the principal at 395 Financial Planning, an independent, fee-only firm, and previously worked for three years at South Bay Financial Partners. Before entering the financial industry, she spent 20 years with the Los Angeles Unified School District. 395 Financial Planning provides comprehensive financial planning services to individual and high-net-worth clients, focusing on retirement, cash-flow, tax-aware guidance, and estate planning. The firm follows passive investing principles and Modern Portfolio Theory, offering planning through fixed fees rather than asset-based charges.

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 and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including eight years at Wells Fargo Advisors before joining LPL Financial in 2022. Outside of his advisory work, he owns a for-profit business, Mammouth Rocks LLC, based in Mammoth Lakes, CA. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a variety of investment delivery options tailored to client needs.

James Roberts III is a financial advisor with Wells Fargo Advisors in Mammoth Lakes, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2022. Roberts has ownership interests in two investment-related firms, Ridgeline Private Wealth Management, LLC and FTS Capital Investment Group Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, including specialized planning options for business owners, sports and entertainment professionals, and clients with specific needs. The firm employs a tailored advisory approach supported by proprietary research and planning tools, with clients able to implement recommendations through various programs.

James Roberts II is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining Wells Fargo Advisors in 2022, he worked at Bank of America and Merrill from 2009 to 2022. Roberts has significant ownership in private wealth management and investment-related businesses in California. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by proprietary research and planning 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 bringing 21 years of industry experience. He previously worked at Securities America Advisors, Inc. for 15 years and serves as a volunteer and part-time firefighter with the Mammoth Lakes Fire Protection District. Kaylor also works as a life insurance agent, integrating insurance solutions into his financial planning services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk tolerance assessments with portfolio optimization and rebalancing tools.

Gregory Bokenkamp is a financial advisor at Osaic with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Outside of his advisory role, he is employed by the Mammoth Lakes Fire Department and has been involved with the Mammoth Tavern and Sierra Star Golf Club for over a decade. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

William Wedde is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing feature called “WealthPlan.”

Timothy Wagner is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Edward Jones and Prudential Insurance Company of America. Wagner is based in Mammoth Lakes, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services through its network of advisors, using proprietary research and planning tools to develop tailored recommendations.

Colin Fernie is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has previously worked at Wells Fargo Advisors and R, R & F Asset Management. In addition to his advisory career, Fernie has been involved in managing Black Tie Ski Rentals of Mammoth Lakes, CA for over a decade and owns PLAY BIG OUTDOORS, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Gregory Hoelzel is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has a majority ownership in the Hoelzel Hare Group, LLC, a business consulting entity based in Sherman Oaks, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.