Clay Kinnard is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Greenville Financial Group, Sagepoint Financial, and Securian Financial Services. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm builds portfolios tailored to client objectives and risk tolerance, regularly monitoring accounts and often delegating investment management to independent managers or turnkey asset management programs.

Richard Thomas is a CFP® and ChFC® with 31 years of industry experience. He is affiliated with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc., serving as an investment advisor representative and registered representative since 2022. Prior to this, he held roles at Sagepoint Financial, First Allied Advisory Services, First Allied Securities, and Greenville Financial Group. Outside of his advisory work, Thomas serves as Treasurer for the Concord Soccer Association, a nonprofit focused on youth development through soccer. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular reviews.

John Taylor is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with Perigon Wealth Management, LLC and has previously worked at Greenville Financial Group, SagePoint Financial, and First Allied Advisory Services. Outside of his advisory role, he holds a 25% ownership interest in Deer Park Picnic, LLC, an entity unrelated to investment activities. Perigon Wealth Management provides customized wealth management and investment advisory services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and due diligence.