Bradley Dillon is a financial advisor with Carson Wealth based in San Rafael, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member for Marin MOCA, a museum of contemporary art, where he participates in decisions regarding capital expenditures and educational programs. CWM, LLC operates as an enterprise investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor portfolios and providing tailored investment solutions with ongoing portfolio oversight and integrated technology support.

Karl Salocks is a CFP® professional with 12 years of industry experience, currently associated with Carson Wealth. His career includes roles at Morgan Stanley, Merrill, Principal Financial Services, and several wealth management firms. Salocks is based in San Rafael, CA. Carson Wealth operates as an enterprise platform serving corporate, institutional, and high-net-worth clients through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and alternative investments.

John Harty III is a financial advisor with Carson Wealth in San Rafael, CA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at LPL Financial, Sterling Bank & Trust, Cambridge Investment Research Advisors, and Cetera Advisor Networks. Outside of advising, he serves on the advisory board of the Corinthian Yacht Club of San Francisco. Carson Wealth operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct model portfolios and providing tailored investment solutions.