Our Team

We share your driven, goal-oriented mindset, and all of our focus is committed to working towards your financial goals. Your partnership with us lasts for life, and we’ll continually dedicate ourselves to developing a holistic planning approach that revolves around your needs as an individual – and your needs alone.

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Advisor Team

James Slaughter Headshot
James Slaughter

President & Co-Founder
  

Giancarlo Foti Headshot
Giancarlo Foti

President & Co-Founder
  

Cory Yearian Headshot
Cory Yearian

Financial Advisor
  

Shelly Dodge, CWS ® Headshot
Shelly Dodge, CWS ®

Investment Adviser Representative, President of Visionary Financial Group
  

George T. Davis Headshot
George T. Davis

Financial Advisor CWS, CFF
  

Mitchell Goldberg Headshot
Mitchell Goldberg

Financial Advisor
  

Greg Buckman Headshot
Greg Buckman

Investment Professional
  

Erik Truxal Headshot
Erik Truxal

Financial Advisor
 CFP®, AAMS®, CRPS® 

Ivana Lotoshynski Headshot
Ivana Lotoshynski

Financial Advisor, CFP®
  

Steven Macnear Headshot
Steven Macnear

Financial Advisor & Investment Advisor Representative
  

Carl D’Agostini Headshot
Carl D’Agostini

Financial Advisor & Wealth Strategist
 AAMS®, CRPC® 

Robert Bird Headshot
Robert Bird

Financial Planner
 CFP®  

Philip Kong Headshot
Philip Kong

Financial Advisor
  

Hunter Lowry Headshot
Hunter Lowry

Financial Advisor
 CFP®  

Andrew Morgasen Headshot
Andrew Morgasen

Financial Advisor
  

Bradley Laczny Headshot
Bradley Laczny

Financial Advisor
  

Ryan Del Carlo Headshot
Ryan Del Carlo

Financial Advisor
  

Ron Segon Headshot
Ron Segon

Financial Advisor
  

Tommy Guilfoyle Headshot
Tommy Guilfoyle

Financial Advisor
  

Charley Roberts Headshot
Charley Roberts

Financial Planner, Investment Advisor Representative, Group Plan Provider
  

William W. Respess III Headshot
William W. Respess III

Financial Advisor
  

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915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678

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915 Highland Pointe Dr. Suite 150 Roseville, CA 95678; Office: 916-891-2557
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
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