Rubicon Advisors

Nicholas Boero is a financial advisor at Rubicon Advisors in Redding, CA, holding a Series 66 designation with five years of industry experience. He has worked at Rubicon Advisors and LPL Financial since 2018, with prior experience at C R Motors. 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 builds tailored investment strategies based on client goals and risk tolerance, utilizing a variety of securities 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 Rubicon Advisors in Grants Pass, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Rubicon Advisors and LPL Financial, he worked eight years at Dutch Bros. Coffee and three years as Chief Compliance Officer at PrimaryHealth. 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 ongoing portfolio monitoring, employing a diverse range of investment strategies and custodial platforms.

Brian Stephens is a financial advisor with Rubicon Advisors in Redding, CA, holding a Series 66 credential and 19 years of industry experience. He has been with Rubicon Advisors and LPL Financial since 2016. 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 customized asset allocation and portfolio construction with ongoing monitoring and offers a range of investment options including stocks, bonds, ETFs, mutual funds, options, and alternative securities.

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 with Rubicon Advisors, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Rubicon Advisors and LPL Financial in 2017. He serves as a board member for Ducks Unlimited, a nonprofit organization. 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 with ongoing monitoring, utilizing a variety of investment vehicles and LPL-sponsored programs.

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 with Rubicon Advisors in Redding, CA. He holds a Series 66 designation and has one year of industry experience, including prior work at LPL Financial. Outside of finance, he has experience in the construction and retail furniture sectors. 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 emphasizes tailored asset allocation and portfolio construction using a variety of investment vehicles and strategies.

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 Rubicon Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Ameritas Advisory Services and Ameritas Life Insurance Company. Outside of his advisory work, he owns and operates Papa Terall's BBQ Catering, serving medium to large events. Rubicon Advisors serves individual and high-net-worth clients nationwide, providing portfolio management, financial and estate planning, and retirement plan consulting. The firm’s investment approach is tailored to clients’ goals and risk tolerance, utilizing a range of asset classes and strategies through LPL-sponsored programs.

Rosemary Johnson is a financial advisor at Rubicon Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Morgan Stanley DW Inc., and LPL Financial. Outside of her advisory role, she manages a vacation and short-term rental property in Trinity Center, California. 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 process involves tailored asset allocation and portfolio construction with ongoing monitoring, using a diverse range of securities and LPL-sponsored programs.