jslaughter

AI Investment Is Booming. But Who Ultimately Bears the Financial Risk?

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Billions of dollars continue flowing into artificial intelligence, semiconductors, and data-center infrastructure. But an important question remains: Are the economic returns keeping pace with the capital being invested? In our latest quarterly market commentary, Joseph Bonacci, CFA, Portfolio Manager at Sierra Ridge Advisor Group, examines the financial relationships supporting the AI investment cycle and why … AI Investment Is Booming. But Who Ultimately Bears the Financial Risk?

AdvisorHub Features Sierra Ridge Advisor Group & James Slaughter

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AdvisorHub recently featured Sierra Ridge Advisor Group’s move to Cetera, highlighting the firm’s continued growth and the factors that shaped its decision as the wealth management industry undergoes significant consolidation and change.

WealthManagement.com: $2.1B Sierra Ridge Advisor Group Joins Cetera From LPL

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WealthManagement.com covers Sierra Ridge Advisor Group’s $2.1 billion move from LPL Financial to Cetera, its continued national expansion, and plans to establish its own RIA through Cetera’s Blueprint platform.

Sierra Ridge Advisor Group Featured in Barron’s Following $2.1 Billion Move to Cetera

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Barron’s features Sierra Ridge Advisor Group following its move to Cetera, highlighting approximately $2.1 billion in AUA and the firm’s plans for national expansion.

Sierra Ridge Advisor Group Selects Cetera to Help Fuel National Expansion

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August 31, 2026 Sierra Ridge Advisor Group, a California-based investment practice overseeing approximately $2.1 billion in assets under administration, has selected Cetera to support its next phase of national growth. Led by co-founders James Slaughter and Giancarlo Foti, Sierra Ridge brings approximately 40 affiliated financial advisors across six offices to the Cetera Networks community within … Sierra Ridge Advisor Group Selects Cetera to Help Fuel National Expansion

Sierra Ridge Advisor Group Welcomes Lindsey Cameron, FPQP

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We are excited to welcome Lindsey Cameron, FPQP, to Sierra Ridge Advisor Group as our newest Financial Paraplanner Qualified Professional. Lindsey joins our growing team through Lighthouse Financial Planners & Advisors and brings a strong commitment to delivering exceptional client service and supporting advisors through thoughtful financial planning. Her attention to detail, professionalism, and dedication … Sierra Ridge Advisor Group Welcomes Lindsey Cameron, FPQP

Sierra Ridge Advisor Group Welcomes Joshua Caro, Planning Assistant

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Sierra Ridge Advisor Group is pleased to welcome Joshua Caro as our newest Planning Assistant. Joshua joins Sierra Ridge with a strong commitment to delivering exceptional client service and supporting advisors in every aspect of the financial planning process. His attention to detail, professionalism, and dedication to helping clients achieve their financial goals make him … Sierra Ridge Advisor Group Welcomes Joshua Caro, Planning Assistant

Sierra Ridge Advisor Group Welcomes Financial Advisor Michal Caro, MBA, CFP®

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Roseville, Calif. — Sierra Ridge Advisor Group is pleased to announce that Michal Caro, MBA, CFP®, has joined the firm as a Financial Advisor, further strengthening the firm’s commitment to delivering personalized wealth management and financial planning services to individuals, families, and business owners. Michal brings extensive experience in comprehensive financial planning, retirement strategies, investment … Sierra Ridge Advisor Group Welcomes Financial Advisor Michal Caro, MBA, CFP®

Third Quarter 2026 Market Commentary: Stablecoins – An Old Tale with a New Chapter

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As digital assets continue to evolve, stablecoins are emerging as one of the most important developments in modern finance. Unlike traditional cryptocurrencies, stablecoins are typically backed by U.S. Treasury securities or other dollar-denominated assets, offering greater price stability while introducing new possibilities for payments and financial markets. In this quarter’s commentary, Portfolio Manager Joseph Bonacci, … Third Quarter 2026 Market Commentary: Stablecoins – An Old Tale with a New Chapter

Sierra Ridge Advisor Group Welcomes Austin Buhtz, Financial Advisor

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Sierra Ridge Advisor Group is proud to welcome Austin Buhtz to our growing advisor community. Austin joins our team as a Financial Advisor and will play an important role in supporting the continued growth and expansion of the Northridge, California branch alongside Sallie DeYoung, CFP®. We are excited to have him as part of the … Sierra Ridge Advisor Group Welcomes Austin Buhtz, Financial Advisor