Daniel Rush is a financial advisor with SDM Advisors, LLC in San Francisco, CA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His career includes roles at ValMark Advisers, Inc., The Pasha Group, and Eagle Strategies. Outside of advising, he owns rental real estate property in Lakeport, CA. SDM Advisors provides consulting and financial planning services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans, focusing on pension consulting for plan sponsors. The firm does not manage client portfolios directly but refers clients to third-party money managers, emphasizing financial planning and retirement plan consulting.

Stephen Mayer is a financial advisor at SDM Advisors, LLC with 11 years of industry experience. He holds the Personal Financial Specialist (PFS™) designation and is also a Certified Public Accountant serving as managing partner of SD Mayer & Associates, LLP. Mayer serves on multiple boards including Presidio Bank, the San Francisco Chamber of Commerce, and several local educational and economic development organizations. SDM Advisors provides consulting and financial planning services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans, focusing on pension consulting for plan sponsors. The firm does not directly manage portfolios but refers clients to third-party money managers and emphasizes financial planning and retirement plan consulting.

Cody Martin is a financial advisor at SDM Advisors, LLC in San Francisco, CA, holding Series 63 and Series 65 registrations with seven years of industry experience. He has worked at Valmark Securities, Inc., Valmark Advisers, Inc., and SDM Advisors since 2019. Martin previously operated Cody Martin Golf, LLC for five years. He currently serves as a board member of the 5 Buckets Foundation, a nonprofit focused on promoting financial literacy. SDM Advisors provides consulting and financial planning services to individuals, corporations, trusts, estates, and employer-sponsored retirement plans, with a particular focus on pension consulting for plan sponsors. The firm does not manage client assets directly but refers clients to third-party money managers and emphasizes financial planning and retirement plan consulting, including plan assessments and investment oversight.