Douglas Jankowski is a financial advisor at RS Crum, Inc. in Newport Beach, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RS Crum since 2016. RS Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses individualized asset-allocation models emphasizing cost minimization and employs formalized policies such as mutual fund share-class selection and transaction-fee analyses.

Jon Theriault is a CFP® professional with 15 years of industry experience, currently serving at RS Crum Inc. since 2008. He holds the Series 63 designation and is based in Newport Beach, CA. RS Crum Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm emphasizes individualized asset allocation and cost minimization, with formalized practices such as mutual fund share-class selection policies and use of third-party AI tools under supervisory review.

Eric Papa Jr. is a CFP® professional with six years of industry experience, currently serving at RS Crum, Inc. He previously worked at Wealth Coast Wealth Management and FormulaFolio Investments. RS Crum, Inc. offers discretionary investment management, financial planning, and business-consulting services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm emphasizes cost minimization in portfolio construction and employs formalized practices such as documented mutual fund share-class selection and systematic transaction-fee analysis.

Daniel Sexton is a CFP® with 15 years of industry experience and has been with RS Crum Inc. since 1996. He is based in Newport Beach, CA, and is part of a six-advisor team. RS Crum, Inc. provides discretionary investment management, financial planning, and business-consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, pension plans, and small businesses. The firm emphasizes individualized asset-allocation models, cost minimization, and employs formalized practices such as a mutual fund share-class selection policy and systematic transaction-fee analyses.

John Christensen is a CFP® professional with three years of industry experience, currently serving as an advisor at RS Crum, Inc. He has worked at RS Crum from 2020 to 2025 and again from 2026 to the present, with prior experience at Pure Financial Advisors, LLC and KPMG LLP. RS Crum, Inc. provides discretionary investment management, financial planning, and business consulting services to a diverse client base including individuals, trusts, charitable organizations, and small businesses. The firm employs individualized asset-allocation models emphasizing cost minimization and utilizes formalized policies such as mutual fund share-class selection and systematic transaction-fee analysis to support its investment approach.

Mark Rylance is a CFP® and holds a Series 66 license with 20 years of experience in the financial industry. He has been with RS Crum Inc. since 2003, working at the Newport Beach, CA-based firm as part of a six-advisor team. RS Crum, Inc. provides discretionary investment management, financial planning, and business consulting services to a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses individualized asset-allocation models focused on minimizing investment costs and employs formalized policies such as mutual fund share-class selection and transaction-fee analysis, along with supervised use of third-party artificial intelligence tools.