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Ashley S

Series 65, Series 63

Grass Valley, CA

LPL Financial

Ashley Sawyer is a financial advisor at LPL Financial with 10 years of industry experience. She previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation. She holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports a large network of investment adviser representatives who implement various model portfolios and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Torrey B

Series 63, Series 66

Grass Valley, CA

Edward Jones

Torrey Bowman is a financial advisor with Edward Jones in Grass Valley, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment solutions, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Emily R

CFP®, Series 66

Nevada City, CA

LPL Financial

Emily Rivenes is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Her previous roles include positions at Crown Capital Securities, Commonwealth Financial Network, Raymond James Financial, and Ameriprise. She also operates as a CPA and tax preparer and serves as Secretary on the board of a local nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party management, and technology tools, overseeing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cody F

Series 63, Series 66

Rough and Ready, CA

Edward Jones

Cody Fitting is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at JP Morgan Securities LLC, JP Morgan Chase Bank, and Wells Fargo. Outside of his advisory work, he was involved with OAX Coffee LLC for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

General retirement planning Retirement income strategy Income planning Wealth management Business ownership considerations Founder/Business Owner
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Julian B

Series 66

Nevada City, CA

Edward Jones

Julian Belluomini is a financial advisor at Edward Jones in Nevada City, CA, holding a Series 66 designation with one year of industry experience. His prior work includes various roles outside finance, such as positions at A-1 Stoves and Unique Metal Products, as well as educational work at California State University and Sierra College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin H

Series 66

Colfax, CA

OSAIC

Kevin Harback is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and Ostrofe Financial Consultants. Outside of advising, he is involved in catering as a chef and serves as a board member of the Alta-Dutch Flat Union Elementary School District. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers across multiple platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stacy G

Series 63

Grass Valley, CA

LPL Financial

Stacy Graham is a financial advisor with LPL Financial, holding a Series 63 designation and 40 years of industry experience. She has worked at LPL Financial since 2024 and previously spent 20 years at American Investors Company. Outside of advising, Graham is involved with Cooper's Ale Works, a business she has been associated with since 2007. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher H

Series 66

Grass Valley, CA

Edward Jones

Christopher Hart is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher D

Series 66

Grass Valley, CA

Edward Jones

Christopher Duncan is a financial advisor at Edward Jones in Grass Valley, CA, holding the Series 66 designation. He has been with Edward Jones since 2026 and has prior work experience in engineering, military service with the US Navy, and academic employment at the University of California, Davis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment options, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Heather T

CFP®, Series 66

Grass Valley, CA

Edward Jones

Heather Thorpe is a CFP® and Series 66-licensed financial advisor with Edward Jones in Grass Valley, CA. She has nine years of industry experience, all with Edward Jones, following a prior career as a home school teacher. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy ESG / Sustainable investing Founder/Business Owner Intergenerational Families
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Christopher N

Series 63, Series 66

Grass Valley, CA

STIFEL

Christopher Newey is a financial advisor at Stifel with 18 years of industry experience. He has held his current position at Stifel since 2010. He holds Series 63 and Series 66 designations. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

General retirement planning Income planning
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