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.

Michael Peel is a financial advisor with Sowell Management in Livermore, CA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Sowell, he worked at the Sunnyvale Department of Public Safety and Tennyson Electric Inc. He is also the managing partner of Safe-Hold Storage, LLC, a company involved in public storage facilities and commercial real estate management. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm utilizes a range of management styles and model portfolios while providing comprehensive support services to over 100 independent advisory representatives.

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.

Daniel Copenhagen is an advisor at Continuum Advisory, LLC with two years of industry experience. He has worked at Mindshare Group Benefits & Insurance Services, Inc. since 2001, where he is president and owner of a full-service health insurance and benefits consulting firm. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients, including high-net-worth individuals and pension plans. The firm integrates professional services such as tax preparation and estate planning, while utilizing a centralized technology platform for client reporting and portfolio management.

Steven Gasparini is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding the CFP® and CFA® designations with 10 years of industry experience. His prior roles include positions at Creative Planning, LLC, Sullivan, Bruyette, Speros & Blayney, LLC, Eaglestone Wealth Advisors, Inc., and Triad Advisors, Inc. Destination Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term perspectives and provides estate planning and tax services through strategic partner relationships.

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 experience in the financial industry. He is currently with OneAscent Financial Services LLC and has previously worked at Life & Wealth Advisors, Inc. and Chauner Securities, Inc. Gardner has also 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, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Martin Mercado is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential with two years of industry experience. Prior to joining Mission Wealth Management, he worked in the hospitality sector, including at Rosewood Miramar Beach Hotel and Domino's Pizza. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment management services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering customized portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Christopher Barlow is a financial advisor at Sepio Capital, LP with 29 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Sepio Capital since 2018. Prior to that, he was with Lombard Street Partners, LLC for 12 years and Merrill for 9 years. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, charitable organizations, and institutional investors. The firm employs a long-term, fundamentals-driven approach using proprietary strategies and independent managers across various asset classes, including mutual funds, ETFs, individual securities, private funds, and digital assets.

Lee Levy is a financial advisor at Savvy with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations, offering a range of portfolio management and fiduciary services. The firm emphasizes diversified, index-based investment strategies enhanced by quantitative models and integrates advanced technology such as artificial intelligence and machine learning to support client communications and planning.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., First Republic Securities Company Co LLC, Alaska Airlines, and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business involving painting and modeling. 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 investment strategies that incorporate proprietary and third-party sub-advisers, managing a range of assets including equities, fixed income, mutual funds, ETFs, private placements, and certain digital asset exposures.

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.

Brett Le Mmon is a financial advisor at Earned Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Thomas Doll for ten years before joining Earned Wealth and then Earned Wealth Advisors. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and advanced tools such as Monte Carlo analysis and automated tax-loss harvesting to manage assets.

Michael Harris is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. He holds the Series 65 designation and has worked previously 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 retirement plans. The firm offers investment management, financial planning, and retirement plan consulting with a customized investment approach overseen by an Investment Committee.

Robert Jacques is a CFP® professional with 27 years of experience in financial advising. He has worked at Destination Wealth Management since 1999, with a break between 2007 and 2014 during which he was employed at Citigroup Global Markets and U.S. Bancorp Advisors, LLC. He holds Series 63 and Series 65 licenses. Destination Wealth Management provides discretionary investment management and financial planning to a broad range of clients including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic long-term perspectives across multiple asset classes, and it maintains a formal program for alternative and private investments with committee oversight.

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.