Thomas Vaughan is a financial advisor at Retirement Capital Strategies, Inc. in San Jose, CA, holding a Series 63 designation with 36 years of industry experience. He has been with Retirement Capital Strategies since 2016 and maintains an affiliation with LPL Financial LLC since 2015. Retirement Capital Strategies serves individual and high-net-worth clients, providing financial and retirement planning alongside discretionary investment management. The firm employs a passive, index-based approach using primarily ETFs across multiple risk levels and offers specialized services including management of variable annuity sub-accounts, 529 college-savings plans, and employer-sponsored retirement plan investments.

Easan Arulanantham is a financial advisor at Retirement Capital Strategies, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at Retirement Capital Strategies since 2020, following earlier roles at AcademyX and Innit. Retirement Capital Strategies provides financial and retirement planning along with discretionary investment management services to individuals and high-net-worth clients, as well as advisory services for employer-sponsored retirement plans, variable annuity sub-accounts, and 529 college-savings plans. The firm employs a predominantly passive, ETF-based approach with multiple customized model portfolios and uses tools such as MoneyGuidePro, RightCapital, Riskalyze, and iRebal for portfolio management and rebalancing.