Rubicon Advisors

Nicholas Boero is a financial advisor with Rubicon Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Rubicon Advisors since 2018 and is also affiliated with LPL Financial LLC. Prior to his advisory roles, he was employed at C R Motors from 2014 to 2018. Rubicon Advisors serves individual and high-net-worth clients across the U.S., providing portfolio management, financial planning, estate and retirement planning, and employer retirement plan consulting. The firm’s investment approach involves tailored asset allocation and portfolio construction based on clients’ goals and risk tolerance, utilizing a range of investment vehicles and LPL-sponsored programs.

Eric Bates is a financial advisor with Rubicon Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at Rubicon Advisors and LPL Financial since 2017, with prior roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Outside of his advisory work, he operates Eric Bates Advisory Incorporated, a business entity established for tax and investment purposes. Rubicon Advisors serves individual and high-net-worth clients nationwide, providing portfolio management, financial planning, estate and retirement planning, and employer retirement plan consulting. The firm’s investment approach is based on client goals and risk tolerance, with tailored asset allocation and portfolio construction that may include a variety of securities and LPL-sponsored programs.

Greyson Back is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to his advisory career, he worked for eight years at Dutch Bros. Coffee and served as Chief Compliance Officer at PrimaryHealth from 2014 to 2017. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Brian Stephens is a financial advisor with Rubicon Advisors in Redding, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at Rubicon Advisors and LPL Financial since 2016 and previously spent five years at Edward Jones. Rubicon Advisors serves individual and high-net-worth clients across the U.S., providing portfolio management, financial planning, estate and retirement planning, and employer retirement plan consulting. The firm’s investment process involves tailored asset allocation and portfolio construction, utilizing a range of investment vehicles and LPL-sponsored programs.

Mark Motell is a financial advisor with Rubicon Advisors in Roseville, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Rubicon Advisors and affiliated with LPL Financial since 2015. Rubicon Advisors serves individual and high-net-worth clients nationwide, providing portfolio management, financial planning, estate and retirement planning, and employer retirement plan consulting. The firm’s investment approach emphasizes tailored asset allocation and portfolio construction based on clients’ goals and risk tolerance, utilizing a variety of investment vehicles and LPL-sponsored programs.

Kevin Crandell is a financial advisor at Rubicon Advisors in Redding, CA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at LPL Financial, Pine Brook Wealth Management, and Edward Jones. Outside of advisory work, he is the owner of Upward Junk Removal, a business unrelated to investment activities. Rubicon Advisors serves individual and high-net-worth clients nationwide, providing portfolio management, financial planning, estate and retirement planning, and employer retirement plan consulting. The firm emphasizes tailored asset allocation and portfolio construction, utilizing a broad range of investment vehicles and LPL-sponsored programs.

John Winn is a financial advisor at Rubicon Advisors with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Rubicon Advisors and LPL Financial since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of advising, he serves as a board member for Ducks Unlimited, a nonprofit organization. Rubicon Advisors serves individual and high-net-worth clients nationwide, providing portfolio management, financial planning, estate and retirement planning, and employer retirement plan consulting. The firm’s investment approach involves tailored asset allocation and portfolio construction based on clients’ goals and risk tolerance, utilizing a range of investment vehicles and LPL-sponsored programs. Several advisors at the firm are Certified Public Accountants, offering integrated tax and investment services.

Steven Boero is a financial advisor with Rubicon Advisors, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Rubicon Advisors since 2015 and has also worked with LPL Financial since 2006. Outside of his advisory work, Boero is involved in a family ranching and guiding business and co-owns a hunting-related venture. Rubicon Advisors serves individual and high-net-worth clients nationwide, providing portfolio management, financial planning, estate and retirement planning, and employer retirement plan consulting. The firm’s investment approach emphasizes tailored asset allocation and portfolio construction, incorporating a variety of securities and strategies, with ongoing monitoring and rebalancing.

Michael Bereznak is a financial advisor at Rubicon Advisors with Series 66 registration and one year of experience in the industry. Prior to joining Rubicon Advisors, he worked at LPL Financial and has experience in home construction and retail furniture sales. Rubicon Advisors serves individual and high-net-worth clients across the U.S., providing portfolio management, financial planning, estate and retirement planning, and employer retirement plan consulting. The firm’s investment process includes tailored asset allocation and portfolio construction, with ongoing monitoring and rebalancing across a range of investment vehicles.

Brian Russell is a financial advisor with Rubicon Advisors in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Rubicon Advisors since 2015 and also maintains a relationship with LPL Financial dating back to 2012. Outside of advisory services, Russell is involved in selling life, health, long-term care, disability insurance, and fixed annuities. Rubicon Advisors serves individual and high-net-worth clients nationwide, offering portfolio management, financial and estate planning, retirement planning, and employer retirement plan consulting. The firm’s investment approach includes tailored asset allocation and portfolio construction, utilizing a range of securities and LPL-sponsored programs, with several advisors holding CPA designations to integrate tax and investment services.

Terall Blalock Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes leadership roles at Mitchell & Blalock Diversified Financial Services, Inc., and ownership of Papa Terall's BBQ Catering, a catering business serving medium to large events. He is also involved in Medicaid consulting through the Financial Aid Center for Long Term Care and co-owns Blalock Insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with both discretionary and non-discretionary management options.