Roscoe Harris III is an advisor at Infinity Financial Services Advisory with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at NYLIFE Securities LLC and New York Life and has experience with firms including Charles Schwab and freelance work. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach incorporating both long- and short-term trading styles and uses a range of investment products including mutual funds, ETFs, options, and complex alternatives.

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.

Sherry Hu is a CFP® professional with three years of experience at Simplicity Wealth. She has been involved with Beyond Academy since 2015, providing college admission counseling, college planning, and financial aid application services as CEO of Global Greenlife Inc. Hu also serves as a City Council Member for the City of Dublin. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and supports advisers with technology and operational solutions through its managed account platform.

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.

John Zamboanga is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, TD Ameritrade, Morgan Stanley, and UBS Financial Services. He is also CEO of Tri-Valley Wealth Management, an independent insurance and securities business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for over 600 clients. The firm serves individual and high-net-worth clients, employing a multi-method investment approach that incorporates various analytical techniques and complex investment products.

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.

Audrey Grubman is a CFP® professional with 29 years of industry experience. She is currently with NorthRock Partners, LLC and previously worked at Parkside Advisors LLC and managed her own firm, Grubman Wealth Management. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach that integrates broad asset allocation, diversification, private market allocations, and the use of AI tools alongside human oversight.

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 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.

Aaron Phillips is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Infinity Financial Services since 2016 and has also engaged in tax preparation through an affiliation with a tax services provider since 2015. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients through 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes charting, fundamental and quantitative analysis, and the use of complex investment products such as options.

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.