William Rutherford is a financial advisor with Rutherford Investment Management in Palm Springs, CA, holding 24 years of industry experience. He has worked at multiple firms bearing the Rutherford name since 2000, including W D Rutherford LLC and Sentinel Rock Wealth Management LLC. Rutherford Investment Management is an SEC-registered, fee-only advisory firm serving individual and institutional clients, including retirement plan investors. The firm provides discretionary portfolio management using a mix of fundamental and technical analysis and manages a Multi-Cap Growth Fund focused on U.S. equities. It also acts as Investment Manager for a collective investment trust maintained by Alta Trust, serving qualified employer-sponsored defined contribution plans.

Joan Lamb is a financial advisor at Rutherford Investment Management and holds a Series 65 designation with 11 years of industry experience. She has worked at Rutherford since 2014 and has been self-employed since 1990. Joan serves as a board member of the College of the Desert Foundation, where she helps oversee the management of the foundation’s investment assets. Rutherford Investment Management is an SEC-registered, fee-only advisory firm that offers discretionary portfolio management and related services to individual and institutional clients, including retirement plans. The firm employs a blend of fundamental and technical analysis across a range of investment strategies and manages a Multi-Cap Growth Fund, as well as a collective investment trust for qualified defined contribution plans.

James Cook is a Series 65-credentialed financial advisor with 23 years of industry experience. He has worked at Rutherford Investment Management since 2001, including its predecessor entities, with a brief tenure at Sentinel Rock Wealth Management in 2012-2013. Rutherford Investment Management is an SEC-registered, fee-only advisory firm serving individual and institutional clients, including retirement plans. The firm provides discretionary portfolio management using a combination of fundamental and technical analysis and acts as Investment Manager to a collective investment trust maintained by Alta Trust.

Adam Brzeczek is a financial advisor with Rutherford Investment Management in San Francisco, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Merrill Lynch and Telescope Partners. Outside of his advisory role, he is co-founder and co-CEO of Aestuary, Inc., a company that sells consumer packaged goods online. Rutherford Investment Management is a fee-only firm that provides discretionary portfolio management and investment advisory services to individuals and institutional accounts. The firm manages separate accounts and pooled vehicles, including a Multi-Cap Growth Fund focused on U.S. equities, and serves as investment manager to a collective investment trust for qualified employer-sponsored defined contribution plans.