John Robertson is a CFP® with eight years of industry experience, currently serving as an advisor at Greystone Financial & Estate Services, Inc. He previously worked at Securities America Advisors, Inc. and KMS Financial Services Inc. In addition to his advisory role, Robertson operates as an independent insurance agent, providing sales and consulting services related to life insurance and annuities. Greystone Financial & Estate Services serves individual and high-net-worth clients and offers retirement plan consulting to plan sponsors and fiduciaries. The firm provides discretionary portfolio management and tailored financial consulting, managing approximately $103.6 million across about 196 clients.

Cleona Hernandez is a financial advisor at Greystone Financial & Estate Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Securities America, Inc. and KMS Financial Services, Inc. prior to her current role. Hernandez is based in Kirkland, WA. Greystone Financial & Estate Services serves individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, retirement plan consulting, and tailored financial planning services. The firm employs a fiduciary-oriented investment process combining fundamental and technical analysis with diversified portfolios and ongoing account monitoring.