Rodney Simms is a CFP® and ChFC® with 28 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked since 2014. The firm is a team advisory practice managing institutional-scale assets for individuals, high-net-worth clients, trusts, pension and corporate plan sponsors. Gradient Capital Advisors employs a combined fundamental and technical investment approach, offering services that include comprehensive portfolio management, financial planning, and retirement plan consulting.

Eric Yeager is a CFP® professional with 25 years of industry experience, currently serving at Gradient Capital Advisors, LLC since 2015. He holds the Series 66 designation and is based in San Diego, CA. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and pension and corporate plan sponsors. The firm employs a blend of fundamental and technical investment strategies, including option strategies, short sales, and margin transactions, offering comprehensive portfolio management, financial planning, and retirement plan consulting.

Eric Simms is a financial advisor with Gradient Capital Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Gradient Capital Advisors since 2014. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and pension and corporate plan sponsors. The firm employs a combination of fundamental and technical investment strategies, including option strategies, short sales, and margin transactions, and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Timothy Sagawa is a CFP®, CFA®, and Series 66 credentialed advisor with 22 years of industry experience. He is currently with Gradient Capital Advisors, LLC, where he has worked since 2014. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and pension and corporate plan sponsors. The firm employs a combination of fundamental and technical investment strategies, including option strategies and short sales, and offers comprehensive portfolio management, financial planning, and retirement plan consulting.

Trevor Shaw is a CFP® professional with four years of industry experience, currently serving at Gradient Capital Advisors, LLC. He has been with Gradient Capital Advisors since 2015, working continuously in various capacities within the firm. Gradient Capital Advisors is a team advisory firm managing institutional-scale assets for individuals, high-net-worth clients, trusts, and corporate plan sponsors. The firm employs a combined fundamental and technical investment approach, utilizing a range of strategies including options, short sales, and margin transactions, and provides comprehensive portfolio management, financial planning, and retirement plan consulting.