CFP®-certified, passive / index investing financial advisors in Clearlake, CA

Janet Attard is a financial advisor with J. Oliver Maxwell, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at firms including WestPac Wealth Partners, Pacific Advisors, and Vanguard Properties, where she is also an active REALTOR. Additionally, she maintains ongoing involvement in healthcare as a nurse at Alta Bates Medical Center and has experience as a legal nurse consultant. J. Oliver Maxwell, LLC provides fiduciary, non-discretionary financial planning and advisory services primarily to high-income individuals, medical professionals, families, entrepreneurs, businesses, and charitable organizations. The firm emphasizes client-directed advice, comprehensive planning, and business-owner advisory work grounded in CEPA exit-planning methodology, while also offering educational seminars and publications.

Christopher Inglis is a CFP® with 41 years of industry experience, currently affiliated with Stifel since 2023. He previously worked at UBS Financial Services from 2013 to 2023. In addition to his financial advisory career, Inglis serves as a Planning Commissioner for the City of Clearlake and is treasurer and board member of the Rotary Club of Clear Lake, where he is involved in local community service activities. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Yadira Bravo is a financial advisor at LPL Financial with 8 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. Bravo is also associated with Redwood Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

Ginger Ames is a financial advisor at Whisper Financial with four years of industry experience and holds a Series 65 designation. She has worked at several firms, including Origin Investment Advisory LLC and Commonwealth Financial Network. Outside of advisory work, she is co-owner of Sublime Feline LLC, a business selling home goods. Whisper Financial provides financial planning and discretionary investment management to individuals and business owners, emphasizing portfolio construction based on Modern Portfolio Theory and passive investing with low-cost funds. The firm integrates tax and estate planning into its services and offers customizable socially responsible investment options.

Shawna Marion is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at D.A. Davidson & Co. since 2019, following prior roles at FMR Parts and LPL Financial. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a financial advisor at Hantz Financial Services, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2018. Prior to his advisory role, he was employed at Sprint and also spent time at Cleveland State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with managed account solutions and offers a broad range of financial planning, wealth management, and fiduciary services supported by affiliated entities such as a trust company and in-house tax and business consulting.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.