Eric Wasserman

Mary Ann Sullivan is a CFP® professional with two years of experience in financial advising. She is the principal at 395 Financial Planning, an independent, fee-only firm, and previously worked for three years at South Bay Financial Partners. Before entering the financial industry, she spent 20 years with the Los Angeles Unified School District. 395 Financial Planning provides comprehensive financial planning services to individual and high-net-worth clients, focusing on retirement, cash-flow, tax-aware guidance, and estate planning. The firm follows passive investing principles and Modern Portfolio Theory, offering planning through fixed fees rather than asset-based charges.

Nick Cassidy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has dedicated his entire adult career to Bank of America, progressing from a teller in Bishop, California, to his current role where he focuses on delivering tailored wealth management solutions. Nick emphasizes putting client needs first and strives to provide insightful and thorough support across various financial strategies. His experience spans over 20 years and includes roles such as branch manager and Senior Resident Director overseeing advisors and support staff. His client focus areas include college education planning, family wealth management strategies, retirement income, tax minimization, and services for endowments, foundations, and non-profits. Nick holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nick attended the University of California without earning a degree and is a graduate of Bishop Union High School. He lives in Santa Barbara with his wife and daughter and maintains connections to the Eastern Sierra region through charitable support. Outside of work, Nick and his family enjoy outdoor activities such as skiing, hiking, golfing, and traveling.

Darin Kaylor is a financial advisor with OSAIC, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Securities America Advisors, Inc. for 15 years and serves as a volunteer and part-time firefighter with the Mammoth Lakes Fire Protection District. Kaylor also works as a life insurance agent, integrating insurance solutions into his financial planning services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk tolerance assessments with portfolio optimization and rebalancing tools.

Gregory Bokenkamp is a financial advisor at Osaic with six years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Outside of his advisory role, he is employed by the Mammoth Lakes Fire Department and has been involved with the Mammoth Tavern and Sierra Star Golf Club for over a decade. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Colin Fernie is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He has previously worked at Wells Fargo Advisors and R, R & F Asset Management. In addition to his advisory career, Fernie has been involved in managing Black Tie Ski Rentals of Mammoth Lakes, CA for over a decade and owns PLAY BIG OUTDOORS, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.