Ana Chena Davila is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She has prior experience working at Thomas Doll CPAs, where she serves as a Tax Manager. Davila also worked at Saint Mary's College of California and Cisco Systems earlier in her career. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and model portfolios supported by third-party consultants and advanced portfolio tools.

Christopher Snyder is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 16 years at Pillar Wealth Management, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and integrates technology such as AI and machine learning to support portfolio construction and client communications.

Christopher Chatto is a financial advisor at Encompass More Asset Management LLC with 11 years of industry experience. He holds a Series 66 designation and has held various roles within the Encompass More affiliated entities since 2022, as well as prior positions at Verity Asset Management and Client One Securities. Outside of investment advisory, he is involved with Appreciation Financial, a fixed insurance agency in Danville, CA. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers across a range of investment options, including equities, fixed income, private placements, and certain digital asset exposures.

Ralph Studley is a financial advisor at Concentric with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life and Schroder Investment Management North America. Studley serves on the board of the Westfield State University Foundation, which supports the university through fundraising and community engagement. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, using quantitative portfolio-optimization software combined with qualitative oversight to tailor investment solutions. The firm is notable for delivering most services through sub-advisory relationships, focusing on servicing other RIAs rather than direct retail clients.

Wanchira Disyaboot is a financial advisor at Encompass More Asset Management LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Encompass More, she worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of advising, she serves as a financial officer for the Thai American Chamber of Commerce of California and is involved in other business activities including IT consulting and insurance operations. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset exposures.

Deborah Mitchell is a CFP® and CFA® with 13 years of industry experience. She currently works at BlueSpring Wealth Management, LLC and previously spent 11 years at Bedell Frazier Investment Consulting before joining Kestra Financial, Inc. in 2026. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process is guided by a proprietary application and an Investment Committee, offering customized portfolios that include mutual funds, ETFs, individual securities, derivatives, and independent managers.

Ryan Noxon is a CFP® and ChFC® with seven years of industry experience. He is currently an advisor at Destination Wealth Management, where he has worked since 2025. Prior to this, he spent seven years at Edward Jones and held roles at Health Plan of San Joaquin and The Permente Medical Group. 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, and businesses. The firm employs a core-and-tactical allocation investment approach informed by thematic and macroeconomic research, managing over $4.1 billion in discretionary assets.

John Healy is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 24 years of industry experience. He holds a Series 66 designation and previously worked with LPL Enterprise, LLC and Bank of the West. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, offering discretionary investment management and financial planning. The firm employs a diversified asset allocation approach using model portfolios that include equities, fixed income, ETFs, alternative investments, and where appropriate, options and sub-advisers.

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.

Mary Avella is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Golden State Equity Partners, Kestra Advisory Services, Kestra Investment Services, Bank of America, and Merrill Lynch. She also provides consulting services through Financial Advisors Research. Ascentis Independent Advisors offers investment advisory services to individuals, trusts, retirement plans, and businesses, providing tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes sub-advisory arrangements and a Private Direct Investments program to manage client 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.

Kevin Sweeney is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation and Series 66 license, and has 25 years of industry experience. His career includes roles at several Avantax entities since 2019 and prior experience at 1ST Global Advisors, Inc. He is also a partner at Sweeney Kovar LLP, a public accounting firm, and chairs the Investment Sub-committee at Moreau Catholic High School. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and retirement plan services to a diverse client base, including high-net-worth individuals, businesses, and charitable organizations. The firm operates primarily through a network of CPA firms and registered advisors, offering tax-intelligent strategies and managing approximately $7.57 billion in assets.

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.