Karen Cassidy

Paul Crosbie is a financial advisor at WealthMap Planning with Professional Financial Planner (PFS™) and Series 65 credentials. He has no prior industry experience but holds a concurrent role as Vice President of Finance and Strategy at Harris Farms, Inc., a farming and hospitality business where he has worked since 2014. WealthMap Planning offers fee-only financial planning services to individual and high-net-worth clients, focusing on comprehensive written plans, year-end tax planning, and ongoing hourly support. The firm emphasizes modern portfolio theory concepts and asset allocation in its recommendations, but does not provide portfolio management or discretionary investment services.

Cole Stevens is a financial advisor at Burkart & Stevens Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Burkart & Stevens Wealth Management since 2016, with prior experience at H.D. Vest Advisory Services and Burkart & Associate. In addition to his advisory role, Stevens serves as president of an affiliated accountancy corporation that provides accounting, tax preparation, and payroll services. Burkart & Stevens Wealth Management offers financial planning and portfolio management primarily on a non-discretionary basis to individual clients, including high-net-worth households. The firm integrates comprehensive financial planning with accounting and tax services through its affiliated accountancy corporation, and it collaborates with third-party managers to provide tailored investment solutions.

Brooke Salvini is a CFP® and PFS™ credentialed advisor with 16 years of experience. She is the principal of Salvini Financial Planning, a single-advisor firm she has led since 2020, following prior work at Salvini Financial Planning/Consulting. Salvini serves on several professional committees, including the California Society of CPAs Investment Committee and the AICPA Personal Financial Planning Executive Committee, and is president of The All-Star Financial Group, a nonprofit personal financial planning study group. Salvini Financial Planning provides asset management, financial planning, retirement plan consulting, and tax preparation services for individuals, families, small businesses, and employee benefit plans. The firm uses strategic asset allocation with a preference for no-load mutual funds and ETFs, offers discretionary portfolio management, and integrates tax compliance into its advisory services.

Daniel Rohr is a financial advisor at Rohr Financial Advisors, LLC with 13 years of industry experience. He holds the PFS™ credential and has worked at firms including WealthSource Partners, LLC and OneDigital Investment Advisors LLC. Outside of financial advising, he is the managing shareholder of Rohr & Associates, Inc., a CPA firm providing accounting and tax preparation services. Rohr Financial Advisors is a state-registered firm offering comprehensive financial planning services to individuals, trusts, and estates. The firm delivers customized written plans and implementation recommendations without managing client assets, coordinating with third-party professionals for execution.

Zachary Seidman is a financial advisor at Phase Line Financial with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Barrett Financial Group, Thrive Mortgage, NEXA Mortgage, MML Investors Services, and MassMutual Life Insurance. He is also a licensed life insurance agent. Phase Line Financial is an independent investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm uses a diversified, largely passive investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analysis and outside managers when appropriate.

Robert Hather is a financial advisor with 32 years of industry experience, currently operating under his own firm, HATHER, Robert K, in San Luis Obispo, CA. He holds Series 63 and Series 65 licenses and has worked with Wachovia Securities, LLC since 2003. He also serves as a trustee for several family trusts. Hather provides discretionary and non-discretionary investment management primarily for high-net-worth individuals, corporations, and retirement accounts. The firm employs a value-oriented, security-specific investment approach, constructing concentrated portfolios and tailoring strategies to client objectives and risk profiles.