Large-firm, tax-loss harvesting 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 with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank, totaling five years. She is also associated with Redwood Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management options, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Ginger Ames is a financial advisor at Whisper Financial with a Series 65 designation and five years of industry experience. She has worked at various firms including Origin Investment Advisory LLC and Commonwealth Financial Network. Outside of advisory services, she is co-owner of Sublime Feline LLC, a home goods business based in Oakland, CA. Whisper Financial is an independent advisory firm serving primarily individual clients, including high-net-worth individuals and businesses. The firm offers personalized financial planning and discretionary investment management, focusing on diversified, tax-efficient portfolios informed by Modern Portfolio Theory, and provides specialized services such as socially responsible investing and digital asset guidance.

Shawna Marion is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial and FMR Parts. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including 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 clients with over $20 million in net worth.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 large network of investment adviser representatives.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.