Thomas Owens is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Roof Eidam Maycock Peralta LLC since 2025 and previously held positions at Burton Enright Welch, Garde Capital, and Seattle University. Prior to entering financial advising, he spent four years at Look Left Marketing. Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations, and institutional clients with discretionary investment management, financial planning, and retirement plan consulting. The firm manages all client assets in-house, offering customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program that covers trading costs for clients.

Juan Carlos Peralta is a CFP® with 28 years of industry experience, currently serving at Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 license. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages all client assets in-house, creating customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for clients.

Gary Roof is a CFP® professional with 29 years of experience in the financial industry. He has been with Roof Eidam Maycock Peralta LLC since 2009. The firm advises individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. Roof Eidam Maycock Peralta LLC manages all client assets in-house, constructing customized portfolios using fundamental, technical, and cyclical analysis, and operates a wrap-fee program that covers trading costs for its clients.

Randall Maycock is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Roof Eidam Maycock Peralta LLC since 2009, where he is part of a five-advisor team based in San Francisco, CA. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages client assets in-house, using customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for its clients.

Don Eidam Jr. is a CFP® with 29 years of industry experience and has been with Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 designation. Roof Eidam Maycock Peralta LLC serves individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, technical, and cyclical analysis and manages accounts exclusively on a wrap-fee basis, covering trading costs for wrap clients.