Jared Nelson is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding a PFS™ designation and a Series 65 license with 17 years of industry experience. His prior work includes roles at Thomas Doll CPA's, P.C. and Td Payroll, Inc. He currently maintains a long-term association with Thomas Doll CPA's, P.C., a firm involved in accounting services. 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 provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and a structured investment process that emphasizes diversification and a buy-and-hold approach.

Craig Gentry is a financial advisor at Destination Wealth Management with nine years of industry experience. He holds a Series 65 designation and has been with Destination Wealth Management since 2004. 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 employs a core-and-tactical allocation framework informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Todd Rouleau is a CFP®, CFA®, and holds a Series 63 license with 24 years of industry experience. He has worked at Thomas Doll from 2016 to 2025 and joined Earned Wealth Advisors, LLC in 2025. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, employing third-party investment managers and advanced tools such as Monte Carlo analysis and tax-loss harvesting.

Ingrid Yeh is a Series 65-licensed financial advisor with three years of industry experience, currently practicing at Destination Wealth Management in Walnut Creek, CA. Her prior roles include positions at Mariner Wealth Advisors and Kestra Advisory Services. Destination Wealth Management serves a diverse clientele including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach that integrates equities, fixed income, ETFs, alternative investments, and options, with a focus on ongoing committee oversight and due diligence for alternative offerings.

John Dwyer is a financial advisor with Belpointe Asset Management LLC in Walnut Creek, CA, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior work includes roles at Lynx Capital, Fairway Financial, Stonecastle, and Integro. Outside of his advisory role, he is involved in commercial and personal insurance brokerage through Diablo Valley Insurance. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a range of advisory relationships.

Shawn Stifle is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. He has worked at Thomas Doll CPAs PC since 1995, where he serves as a CPA focusing on tax preparation. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with particular emphasis on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

Conrad Walker is a financial advisor at Verity Asset Management with eight years of industry experience. He holds a Series 65 credential and has worked at Verity since 2018. Outside of his advisory role, he is an insurance agent with Teacher's Pension and Insurance Services, Inc., selling insurance and annuity products. Verity Asset Management is an SEC-registered multi-team advisory firm serving individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process with an emphasis on tactical asset allocation and offers a range of portfolio management and retirement consulting services.

Denise Mitchell is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. She has worked as a Tax Manager at Thomas Doll CPAs since 1995, focusing on tax preparation. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing diversified asset allocation informed by third-party consultants and an internal committee.

Andrew Wachner is a financial advisor with RBC Securities, Inc. in Concord, CA, holding a Series 66 designation and 13 years of industry experience. He has been with City National Securities, Inc. since 2014. Outside of his advisory role, Wachner serves as a board member for the Gehringer Park Recreation Club in his community. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor for portfolio management and integrates a broad range of financial services through its affiliation with a bank parent and related entities.

Steven Gasparini is a CFP® and CFA® with 10 years of industry experience. He is currently with Destination Wealth Management and has previously worked at Creative Planning, Sullivan, Bruyette, Speros & Blayney, Eaglestone Wealth Advisors, and Triad Advisors. Destination Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary investment management and financial planning, employing a model portfolio approach that includes equities, fixed income, ETFs, alternative investments, and options, with a distinctive alternative investment program subject to ongoing committee review.

John Werhan is a financial advisor with Earned Wealth Advisors, LLC, holding the PFS™ designation and Series 65 license. He has 26 years of industry experience, including previous roles at Capital Performance Advisors LLP and PensionOne Advisors, Inc. Outside of his advisory work, he is involved with TWD Payroll, Inc., a business he has been associated with for over a decade. 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 provides financial planning, discretionary wealth management, and specialized retirement-plan advisory services, utilizing a diversified investment approach informed by both internal and third-party expertise.

Brenda Simson is a financial advisor at Founders Financial Securities LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Transamerica Financial Advisors, Inc. and Visa Inc. She also works as an independent contractor writing and selling Medicare insurance policies. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm supports a broad network of advisors managing approximately $4.1 billion in client assets and offers multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting.

Cameron Jamison is a financial advisor at BlueSpring Wealth Management, LLC with two years of industry experience. He previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, and Bedell Frazier Investment Counseling, LLC. Outside of his advisory career, he has been involved with the Lamorinda Water Polo Club for eight years. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm’s investment approach emphasizes customized policies developed with clients and includes a range of strategies such as mutual funds, ETFs, individual securities, and specialized option overlay and hedging techniques.

Gary Gardner is a CFP® with 49 years of industry experience, currently affiliated with OneAscent Financial Services LLC. He has previously worked at Life & Wealth Advisors, Inc. and Chauner Securities, Inc., and has operated his own firm, Gary Gardner & Company, since 1975. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions using individualized asset allocation, model-based platforms, and outsourced services.

Martin Mercado is a financial advisor at Mission Wealth Management, LP with one year of industry experience. He holds a Series 65 designation and previously worked in hospitality roles at Rosewood Miramar Beach Hotel and Domino's Pizza. Mission Wealth Management is a multi-team SEC-registered advisory firm that serves affluent individuals, families, and institutional clients through personalized wealth management, financial planning, and portfolio management. The firm employs customized, long-term strategies using a range of investment vehicles and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Christopher Barlow is a financial advisor at Sepio Capital, LP with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Lombard Street Partners, LLC for 12 years before joining Sepio Capital in 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis with a generally long-term investment approach.

Nancy Hairsine is a CFP®-certified financial advisor with 37 years of industry experience. She has worked with Lifetime Planning dba for 18 years and has been an independent insurance agent for over 26 years. She serves as a board member of the Pittsburg Chamber of Commerce. Nancy works with Lifemark Securities Corp., a multi-team firm serving individual investors and sponsors of participant-directed retirement plans. The firm offers fee-based investment advisory services and financial planning, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts tailored to client suitability and risk assessments.

Lee Levy is a financial advisor with Savvy, holding Series 65 and Series 63 licenses and 21 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware strategies, integrating third-party sub-advisers and fintech tools.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, First Republic Securities, and previously in the airline industry with Alaska Airlines and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business focused on selling paintings and modeling. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with specialized retirement account management.

Seema Saini is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She has been associated with Chahal & Associates since 2011. Outside of her advisory work, she is a passive partner in SSG Restaurant Inc., a Mountain Mike Pizza franchise, where she manages accounting and taxes. 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 provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by both internal and third-party expertise.