Top financial advisors working with doctors and medical professionals in Roseville, CA

Brian Peardon is a financial advisor at Bridgeport Financial Solutions with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors, Harvest Investment Services, Concourse Financial Group Securities, and Eagle Strategies. Outside of his advisory work, he is an independent insurance agent. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a model portfolio approach overseen by an Investment Committee and provides discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and third-party strategists.

James Fantaski is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Cambridge Investment Research Inc since 2013 and operating Fantaski Financial Management since 2002. In addition to his advisory work, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a range of investment solutions that include proprietary and third-party model strategies, delivered through a network of independent financial professionals across multiple custody platforms.

Robert Mahnke is a financial advisor with Ameritas Advisory Services, LLC in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes longstanding roles at Cenco Insurance Marketing Corp and Ameritas Investment Corp, along with a decade at InFocus Financial Strategies. He is also licensed as an independent insurance agent, providing fixed insurance products including life, disability, long-term care, and annuities. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm employs a variety of portfolio construction methods, utilizing model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms with both discretionary and non-discretionary options.

David Degrandmont is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Haldun Arin is a financial advisor with The AmeriFlex Group holding a Series 66 credential and five years of industry experience. His background includes roles at Cambridge Investment Research, United Planners Financial Services, and Principal Securities Inc., among others. Outside of advisory work, he serves as a trustee for a family trust and is involved in consulting through Montgomery Pacific Corporation. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized advice and a range of wrap and non-wrap solutions.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Myranda Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where she partners with busy professionals and families to build and transition wealth. She works closely with clients to develop personalized strategies that align with their life goals, integrating financial planning, investment management, banking, and lending solutions. Her client focus areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and tax minimization. Myranda's expertise centers on assisting individuals and families balancing demanding careers and family life. She aims to simplify financial complexities and help clients gain confidence in their financial future by guiding them through each stage of wealth—from building a strong foundation to navigating complex estate strategies. Her approach begins with understanding clients' goals, values, and visions for the future to create tailored financial plans. She holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Geneva High School. Based in Chicago, Myranda enjoys camping, hiking, reading, skiing, practicing yoga, and spending time with her family.

Ashley Owens is a financial advisor at 11 Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including CapFinancial Securities LLC and Benchmark Bank. In addition to her advisory role, she is a loan officer at Neighbors Bank. 11 Financial serves individuals, high-net-worth clients, and corporations by providing portfolio management and financial planning services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor investment strategies and risk tolerance, offering both discretionary and non-discretionary services.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

David Lochstampfor is a financial advisor at Larson Financial Group, LLC in Saint Louis, MO, holding a Series 66 designation with 13 years of industry experience. He has worked at Larson Financial Securities, LLC and Larson Financial Group, LLC since 2012. Outside of his advisory role, he assists his wife with evaluating and managing real estate investments, including flipping properties and handling financial analysis. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a mix of strategic and tactical investment approaches, offers 3(38) and 3(21) pension consulting services, and uses AI-assisted tools alongside human review to support its advice.