Woodland Hills, CA Office

Joan Holmes is a financial advisor with Carson Wealth, holding Series 63 and Series 66 registrations and having 19 years of industry experience. She has worked with firms including Cetera Wealth Services, LPL Financial, and Girard Securities, and operates Applied Financial Planning. Holmes also serves as a notary public, providing complimentary notary services to clients. Carson Wealth is an SEC-registered adviser managing approximately $50.6 billion through a large network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement services, supported by an Investment Committee that develops model portfolios and provides tailored investment solutions.

Sean Walker is a financial advisor at Carson Wealth with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Applied Financial Planning. Outside his advisory role, he owns aviation-related businesses focused on aircraft training, renting, and management, and participates in a financial radio show. Carson Wealth is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios while offering tailored solutions and integrated technology for portfolio oversight and execution.

Marcelo Bernardo is a financial advisor with Carson Wealth based in Woodland Hills, CA, holding Series 63 and Series 65 licenses with 34 years of industry experience. His career includes roles at firms such as Citigroup Global Markets and LPL Financial, and he has been involved with The Money Guys radio show since 2008. He also sells fixed insurance products including life insurance, annuities, and long-term care. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies developed by an Investment Committee that combines fundamental and technical analysis and provides tailored solutions including custom indexing and access to alternative investments.

Andrea Graham is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with Carson Wealth. Her prior experience includes roles at Cetera Wealth Services, LPL Financial, Applied Financial Planning, Stifel, and Ameriprise. She also holds a role as an insurance agent specializing in life and long-term care insurance. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, retirement plan services, and sub-advisory relationships, supported by an Investment Committee that manages model portfolios and offers tailored solutions, including alternative investments and custom indexing.

Sonya O'Connor is a financial advisor with Carson Wealth, holding a Series 66 credential and bringing 19 years of industry experience. She has worked with firms including LPL Financial and Cetera Wealth Services and has been involved with Applied Financial Planning since 2002. In addition to her advisory roles, she is an enrolled agent providing tax preparation, representation, and planning services. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and alternative investments.