Seasoned, multi-generational wealth transfer financial advisors in San Rafael, CA

Tucker Barash is a financial advisor with Osaic Wealth, Inc. in San Rafael, CA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He previously worked for Woodbury Financial Services, Inc. for 14 years before joining Osaic in 2024. Barash also owns an insurance sales business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage, advisory, financial planning, and retirement consulting services through a large network of affiliated advisors. The firm utilizes firm-provided asset allocation tools and third-party platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

Heidi Morshead is a financial advisor at Shira Ridge Wealth Management in San Rafael, CA, with 18 years of industry experience. She holds a Series 63 designation and has been with Shira Ridge since 2012. Outside of her advisory role, she is involved in a consulting business related to real estate. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm focuses on portfolio management, comprehensive financial planning, and coordinating separate managed accounts, emphasizing diversification, tax-aware strategies, and regular portfolio reviews.

Brock Scigliano is a financial advisor with LPL Financial in San Rafael, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Fidelity Investments, Prudential, and TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Coble is a financial advisor at Ridgecrest Wealth Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Passport Capital. Outside his advisory role, he is the sole proprietor of Bike Race, a business activity unrelated to his financial work. Ridgecrest Wealth Partners is an SEC-registered advisory firm managing approximately $705 million across 744 accounts. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants using a combination of fundamental, technical, and charting analysis with both active and passive investment strategies tailored to client risk profiles.

Nicholas Safrit is a CFP® with 21 years of industry experience, currently serving at Westhill Financial Advisors, Inc. since 2020. Prior to joining Westhill, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. WestHill Financial Advisors offers personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a strategic asset allocation process using a core-and-satellite approach and provides tailored portfolios based on clients’ risk tolerance, time horizon, tax considerations, and liquidity needs.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

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.

George Bonikos is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works to help clients build, manage, and optimize their wealth with clarity and confidence through disciplined and tailored strategies. George holds a Bachelor of Science degree in Economics from Hunter College and has earned the designation of Personal Investment Advisor (PIA). His approach emphasizes curiosity and continuous improvement, aiming to serve as a trusted partner for clients facing retirement planning, portfolio growth, or complex financial decisions. Outside of his professional work, George has personal interests that include adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.

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.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. 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 range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.