Top ESG / Sustainable investing financial advisors in Grass Valley, CA

Hunter Bailey is a financial advisor with OSAIC, holding a Series 63 credential and bringing 45 years of industry experience. He previously worked at Securities America Advisors, Inc. for 24 years and has maintained his own advisory practice since 1986. Outside of advising, Bailey teaches a non-promotional investment class for retired adults and is an author of a retirement investing book titled *Wealth Strategies - investing for your retirement*. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Cheryl Morhauser is a CFP® professional with 7 years of industry experience, operating her independent advisory firm, Cheryl Morhauser & Associates, since 1998. The firm is based in Grass Valley, CA, and serves a diverse client base including individuals, couples, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. Cheryl Morhauser & Associates is a fee-only independent advisory firm managing approximately $22.9 million for about 25 clients. The firm follows a primarily non-discretionary model, offering comprehensive financial planning and investment management with individualized account handling and a buy-and-hold investment approach focused on diversified asset-class allocations.

Tyler Zwick is a CFP® with five years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. His prior work includes roles at Full Circle Financial and Green Seam Designs. In addition to advising, he is involved in tax preparation and bookkeeping through Full Circle Financial. Commonwealth Financial Network supports a nationwide network of nearly 2,900 advisors and manages over $200 billion in client assets, offering diverse investment solutions including managed-account programs and access to third-party asset managers.

Lauren Stowe is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Bank, Citigroup Global Markets, and Citicorp Investment Services. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party analytics.

Ashley Sawyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 10 years of industry experience. She previously worked at Lincoln Financial Advisors and Lincoln Financial Advisors Corporation before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with offerings that include financial planning, model portfolio programs, and institutional platforms.

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.

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.

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.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.