Robert Jacques is a CFP®-designated financial advisor with 27 years of industry experience. He has worked at Destination Wealth Management since 1999, with prior roles at U.S. Bancorp Advisors, LLC and Citigroup Global Markets. Jacques is based in Walnut Creek, CA. Destination Wealth Management serves a range of clients including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing model portfolios that combine equities, fixed income, ETFs, alternative investments, and other strategies, with a focus on committee-reviewed alternative investments and coordinated estate and tax services through third-party partners.

Michael Frazier is a financial advisor at BlueSpring Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. BlueSpring Wealth Management serves a diverse client base, including individuals, business owners, trusts, estates, and pension and profit-sharing plans. The firm uses a customized investment process overseen by an Investment Committee and offers services such as discretionary investment management, financial planning, retirement plan consulting, and access to independent managers and private placement opportunities.

Rita Chan is a Certified Financial Planner® with 14 years of industry experience. She has been with Destination Wealth Management since 2015. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation approach informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

George Reel is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation with seven years of industry experience. He has been with Destination Wealth Management since 2010. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes a core-and-tactical allocation approach informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Reed Nothwang is a CFP® with nine years of industry experience, currently affiliated with Compound Planning, Inc. He has held positions at several financial firms, including Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. Outside of his advisory work, he serves on the Board of Directors for RotaCare San Rafael, a nonprofit providing medical care to uninsured families. Compound Planning serves individuals, families, businesses, and retirement plans with a combination of discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm emphasizes customized, risk-based model allocations using a variety of investment strategies and leverages technology partnerships to enhance its offerings.

Joseph Kalinowski is a financial advisor at Earned Wealth Advisors, LLC with 27 years of industry experience and holds the PFS™ designation. His prior work includes roles with Thomas Doll CPA's, PensionOne Advisors, and Td Payroll, among others, spanning over three decades in accounting and advisory services. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm primarily implements client portfolios through independent managers and model portfolios, utilizing advanced tools and maintaining integration with a family of affiliated businesses across accounting, payroll, insurance, and publishing.

Ali Oromchian is an advisor at Earned Wealth Advisors, LLC with one year of industry experience. He also serves as CEO and President of The America HR Group, Inc., an HR software company, and works as an attorney at Dental & Medical Counsel, PC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach supported by financial planning tools and independent investment managers.

Joel Everett is a financial advisor with Transce3nd LLC in Walnut Creek, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Transce3nd in 2025, he worked at Realta Equities Inc., Freedom Proxy, Proxy Freedom LLC, and Uniter Planners' Financial Services of America. Outside of finance, he owns and instructs at GID Martial Arts, a martial arts school he has been involved with since 2013. Transce3nd LLC serves a diverse client base including individuals, trusts, foundations, and institutions, providing investment management, financial planning, and retirement consulting. The firm’s investment approach emphasizes strategic asset allocation and utilizes third-party managers and advanced risk-profiling tools.

Kenneth Martinson is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Consolidated Portfolio Review Corp since 2020 and has prior experience at Vanderbilt Securities, LLC, Kms Financial Services, Inc, and Financial Resources, Inc. Martinson serves as President and Managing Executive of Financial Resources, Inc. and is a partner at Martinson Stoller Advisors. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to independent third-party sub-advisors.

Mark Mc Mechen is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation with eight years of industry experience. He has been with Destination Wealth Management since 2009. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a core-and-tactical allocation framework informed by long-term fundamental and macroeconomic research and manages over $4.1 billion in discretionary assets.

Dustin Tong is a CFP® professional with 15 years of industry experience, currently serving at Destination Wealth Management since 2012. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation approach informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Marci Kerr is a financial advisor at Aprio Wealth Management, LLC in Walnut Creek, CA, holding a Series 65 credential with four years of industry experience. She previously worked at BNY Mellon from 2014 to 2022 before joining Aprio. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside techniques such as dollar-cost averaging and technical analysis and coordinates referrals with an affiliated registered CPA firm while maintaining separate accounting and advisory services.

Dana Deroque is a Series 65-licensed advisor with 11 years of industry experience, currently serving at Destination Wealth Management since 2013. She is based in Walnut Creek, CA. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation approach informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Benjamin Musson is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Destination Wealth Management since 2012. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a core-and-tactical allocation framework informed by thematic research and macroeconomic analysis and manages over $4.1 billion in discretionary assets.

Dilnoor Kaur is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She concurrently serves as a senior tax accountant at Chahal & Associates LLC, an accounting firm where she has worked since 2015. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm combines financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers, model portfolios, and a third-party consultant to guide diversified, buy-and-hold investment strategies.

Byron Valles is a CFP® with eight years of experience in the financial industry, currently serving at Mission Wealth Management, LP. His previous roles include positions at LPL Financial, First Republic Investment Management, and Fidelity Brokerage Services. Outside of his advisory work, he is a business owner of Rimova Real Estate. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services including financial planning, investment implementation, and consulting.

John Neeley is a financial advisor with Destination Wealth Management in Walnut Creek, CA. He holds the CFP® and ChFC® designations and has eight years of industry experience. His prior work history includes roles at Nationwide Securities LLC, Securities America Advisors, and Cambridge Investment Research Advisors, Inc. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management and financial planning, coordinating estate-planning and tax services through third-party partners, and employs a diversified investment approach using model portfolios that include equities, fixed income, ETFs, alternative investments, and options as appropriate.

Amir Barar is a financial advisor at Concurrent Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, LPL Financial, Merrill, and Morgan Stanley. Barar is also a licensed real estate agent and serves as CEO of a support company that partly owns Laurus Financial Group, a DBA of Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services, supported by a network of approximately 286 advisors.

Justin Amit is a CFA® charterholder with 10 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, LLC, Charles Schwab & Co., Inc., Bank of America, N.A., and Merrill. Outside of his advisory work, he officiates baseball and football games in Phoenix, AZ. BlueSpring Wealth Management is a multi-team firm serving a diverse client base. The firm emphasizes customized investment strategies and offers a range of financial planning, retirement consulting, and investment management services.

Christopher Eagles Smith is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Destination Wealth Management since 2015. Prior to his financial advisory career, he was involved with West America Tae Kwon Do for 11 years. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation framework based on thematic and macroeconomic research and manages over $4.1 billion in discretionary assets.