Sierra Ridge Advisor Group Welcomes Joshua Caro, Planning Assistant
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 an excellent addition to our growing team.
In his role, Joshua will work closely with our advisors to support comprehensive financial planning, enhance the client experience, and help ensure our advisors have the resources they need to continue providing outstanding service.
As Sierra Ridge Advisor Group continues to expand across the country, we remain committed to investing in talented professionals who share our passion for serving advisors and their clients. Joshua’s addition reflects our ongoing commitment to building a first-class team dedicated to excellence.
Please join us in welcoming Joshua Caro to the Sierra Ridge Advisor Group family. We look forward to the many contributions he will make as we continue growing together.
Sierra Ridge Advisor Group Welcomes Financial Advisor Michal Caro, MBA, CFP®
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 management, and helping clients navigate life’s most important financial decisions. Her client-first philosophy and dedication to building long-term relationships align perfectly with Sierra Ridge Advisor Group’s mission of helping clients confidently pursue their financial goals.
“We are excited to welcome Michal to Sierra Ridge Advisor Group,” said James Slaughter, President & Founder. “Her experience, professionalism, and passion for serving clients make her an outstanding addition to our growing team. We are committed to bringing together advisors who share our values of integrity, personalized service, and excellence, and Michal exemplifies those qualities.”
As a CERTIFIED FINANCIAL PLANNER® professional and MBA graduate, Michal provides thoughtful, comprehensive guidance designed to help clients build, preserve, and transfer wealth through customized financial strategies.
Her addition reflects Sierra Ridge Advisor Group’s continued growth and investment in attracting experienced financial professionals who are dedicated to delivering exceptional client experiences.
Sierra Ridge Advisor Group remains focused on expanding its team of talented advisors while continuing to provide comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies to clients throughout California and across the country.
About Sierra Ridge Advisor Group
Sierra Ridge Advisor Group is an independent wealth management firm dedicated to helping individuals, families, and business owners pursue financial confidence through personalized planning, investment management, and ongoing guidance. The firm’s experienced advisors work closely with clients to develop customized strategies that evolve with their changing needs and long-term goals.
For more information about Sierra Ridge Advisor Group, visit SierraRidgeAdvisorGroup.com or call 916-900-1869.
Third Quarter 2026 Market Commentary: Stablecoins – An Old Tale with a New Chapter
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, CFA, explores:
- The difference between stablecoins and central bank digital currencies (CBDCs)
- How stablecoins could influence demand for U.S. Treasury securities and interest rates
- The current state of stablecoin adoption and where the technology may be headed
- Why investors should look beyond the headlines when evaluating digital assets
While stablecoins have generated significant attention from policymakers, financial institutions, and investors, their long-term impact will ultimately depend on practical real-world applications and continued regulatory development.
At Sierra Ridge Wealth Management, we believe understanding emerging trends is essential to making informed investment decisions. We invite you to read our full Third Quarter 2026 Market Commentary for a deeper look at one of today’s most talked-about innovations in finance.
Download the full Third Quarter 2026 Market Commentary below.
This version is SEO-friendly, professional, and serves as a strong introduction that encourages visitors to download and read the complete PDF rather than repeating all of its content.
Sierra Ridge Advisor Group Welcomes Austin Buhtz, Financial Advisor
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 family and look forward to the impact he will make for clients and the broader advisor community.
Austin brings a strong commitment to helping individuals and families work toward their financial goals through personalized guidance, meaningful relationships, and a client-first approach to wealth management. His addition reflects Sierra Ridge Advisor Group’s continued investment in building strong local teams that can provide exceptional service while creating opportunities for long-term growth.
At Sierra Ridge Advisor Group, we are committed to helping entrepreneurial financial advisors grow stronger businesses while maintaining the independence and flexibility needed to best serve their clients. Our platform is designed to provide advisors with collaborative leadership, operational support, advanced resources, marketing guidance, and access to a community focused on long-term success.
As the wealth management industry continues to evolve, more advisors are seeking partnership models that combine independence with scale, culture, and strategic support. Sierra Ridge Advisor Group was built specifically to meet that need.
We believe advisors perform best when they are surrounded by:
• A collaborative and growth-oriented community
• Experienced leadership and operational support
• Resources designed to help them scale efficiently
• Flexibility to build their business their own way
• A culture centered around relationships and long-term success
Austin’s addition reflects the continued momentum and growth of Sierra Ridge Advisor Group as we expand our presence and continue attracting high-quality advisors committed to delivering exceptional service and building lasting client relationships.
We are excited for what’s ahead and proud to welcome Austin to the Sierra Ridge family as we continue growing our presence in Northridge and beyond.
Sierra Ridge Advisor Group is proud to welcome Dennis DeYoung CFP® to our growing advisor community.
Dennis brings extensive experience and a deep commitment to helping clients pursue their financial goals through personalized planning, trusted relationships, and a client-first approach to wealth management. We are excited to support his continued growth and look forward to the value he will bring to both clients and our advisor network.
At Sierra Ridge Advisor Group, we are committed to helping entrepreneurial financial advisors grow stronger businesses while maintaining the independence and flexibility needed to best serve their clients. Our platform is designed to provide advisors with collaborative leadership, operational support, advanced resources, marketing guidance, and access to a community focused on long-term success.
As the wealth management industry continues to evolve, more advisors are seeking partnership models that combine independence with scale, culture, and strategic support. Sierra Ridge Advisor Group was built specifically to meet that need.
We believe advisors perform best when they are surrounded by:
• A collaborative and growth-oriented community
• Experienced leadership and operational support
• Resources designed to help them scale efficiently
• Flexibility to build their business their own way
• A culture centered around relationships and long-term success
Dennis’ addition reflects the continued momentum and growth of Sierra Ridge Advisor Group as we expand our presence and continue attracting high-quality advisors committed to delivering exceptional service and building lasting client relationships.
We are excited for what’s ahead and proud to welcome Dennis to the Sierra Ridge family.
Sierra Ridge Advisor Group Welcomes Sallie DeYoung CFP®
Sierra Ridge Advisor Group is proud to welcome Sallie DeYoung to our growing advisor community.
Sallie brings a strong passion for helping clients pursue their financial goals through personalized planning, trusted relationships, and a client-first approach to wealth management. We are excited to support her continued growth and look forward to the value she will bring to both clients and our advisor network.
At Sierra Ridge Advisor Group, we are committed to helping entrepreneurial financial advisors grow stronger businesses while maintaining the independence and flexibility needed to best serve their clients. Our platform is designed to provide advisors with collaborative leadership, operational support, advanced resources, marketing guidance, and access to a community focused on long-term success.
As the wealth management industry continues to evolve, more advisors are seeking partnership models that combine independence with scale, culture, and strategic support. Sierra Ridge Advisor Group was built specifically to meet that need.
We believe advisors perform best when they are surrounded by:
- A collaborative and growth-oriented community
- Experienced leadership and operational support
- Resources designed to help them scale efficiently
- Flexibility to build their business their own way
- A culture centered around relationships and long-term success
Sallie’s addition reflects the continued momentum and growth of Sierra Ridge Advisor Group as we expand our presence and continue attracting high-quality advisors who are committed to delivering exceptional service and building lasting client relationships.
We are excited for what’s ahead and proud to welcome Sallie to the Sierra Ridge family.
HD Vest Joins Sierra Ridge Advisor Group
Sierra Ridge Advisor Group (SRAG) is proud to announce the addition of the HD Vest team led by Dylan Hanson, CPFA®, marking another significant milestone in the firm’s continued national growth and advisor-first expansion strategy.
The team will join Sierra Ridge Advisor Group and partner closely with Shepherd Financial in Madison, led by Branch Manager Ryan Bell. This strategic partnership further strengthens SRAG’s growing Midwest presence while enhancing the firm’s ability to provide personalized financial planning, investment management, and high-touch client service through a collaborative and growth-oriented platform.
Dylan Hanson and his team bring extensive experience, strong client relationships, and a commitment to helping individuals, families, and business owners pursue their long-term financial goals through personalized planning and trusted advice.
At Sierra Ridge Advisor Group, we remain focused on building a platform designed to help independent financial advisors grow and scale their businesses through operational support, strategic resources, marketing guidance, leadership collaboration, and long-term flexibility.
The addition of Dylan Hanson and the HD Vest team reflects the continued momentum SRAG is building nationwide as more advisors seek partnership models that combine independence with scale, culture, and strategic support.
Read the full press release below.
