Seasoned 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 at LPL Financial with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Prudential, and TD Ameritrade. His current role includes providing investment products and services through Redwood Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, research, and a variety of management approaches.

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.

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 at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment 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.