Ingrid Yeh is a financial advisor at Destination Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked at Kestra Advisory Services, Mariner Wealth Advisors, and Hayes Financial. Destination Wealth Management provides discretionary investment management and financial planning services 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 longer-term thematic perspectives across various asset classes and offers specialized programs for alternative investments and estate-planning services.

Jason Russell is a Series 66-registered financial advisor with Kingswood Wealth Advisors, LLC, based in El Cerrito, CA. He has seven years of industry experience, including prior roles at Fremont Bank, LPL Financial, Edward Jones, and as a principal of JVJ Property Solutions LLC. Outside of advising, he maintains involvement in technology-related work with Real Time Cloud Solutions and AceFone. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutional clients, offering customized portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside its broader investment and consulting capabilities.

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.

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.

John Pogue is a financial advisor with KCM Investment Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with KCM Investment Advisors since 2003. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients including pension plans, foundations, and endowments, offering discretionary portfolio management and integrated financial planning. The firm provides customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, with a focus on tailored asset allocation, rebalancing, and a mix of long-term and trading strategies supported by fundamental and quantitative analysis.

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.

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.

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.

Rita Chan is a CFP® with 15 years of industry experience, currently serving as an advisor at Destination Wealth Management. She has been with the firm since 2015, contributing over nine years in total. Destination Wealth Management offers discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm’s investment approach is asset-allocation driven, combining fundamental research with thematic, longer-term perspectives and incorporates alternative investment offerings under committee oversight.

Raymond Randolph is a financial advisor at KCM Investment Advisors with 12 years of industry experience. He holds a Series 63 designation and has been with KCM Investment Advisors since 2005. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by providing discretionary portfolio management and integrated financial planning. The firm offers customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

George Reel is a Series 65 licensed advisor with eight years of industry experience, currently serving at Destination Wealth Management in Walnut Creek, CA. He has been with the firm since 2010. Destination Wealth Management provides discretionary investment management and financial planning services 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 incorporates fundamental research and thematic, long-term perspectives across various asset classes, while offering alternative investment opportunities and coordinated estate planning and tax services through strategic partnerships.

Reed Nothwang is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Compound Planning, Inc. and has previously been employed at Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. He serves on the board of RotaCare San Rafael, a nonprofit that provides medical care to uninsured families. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries. The firm employs a fiduciary, goals-based investment process utilizing a range of strategies from low-cost ETFs and direct indexing to professional options and synthetic lending, supported by technology partnerships and automated portfolio monitoring.

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.

Thomas Bennett is a CFP® with 25 years of industry experience, currently affiliated with RBC Securities, Inc. He has previously worked at City National Securities, Horter Investment Management, and UnionBanc Investment Services. Bennett serves as a director for the Financial Planning Association’s East Bay chapter, representing the local community at state and national levels. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates with a broad financial services group, providing financial planning, portfolio management, and access to an affiliated sub-advisor for asset allocation and portfolio implementation.

Kenneth Martinson is a financial advisor at Consolidated Portfolio Review Corp with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Vanderbilt Securities, LLC, KMS Financial Services, Inc., and Financial Resources, Inc. Outside of his advisory work, he serves as a partner at Martinson Stoller Advisors. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies implemented by independent advisors using various asset allocation approaches.

Shane Hixon is a CFP® professional with two years of industry experience, currently serving at Destination Wealth Management. Prior to this role, he worked with SES LLC and SEIA LLC. He is also a member of a city advisory committee in Santa Monica. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is asset-allocation driven, combining fundamental research with thematic, longer-term perspectives and includes alternative investment opportunities overseen by a dedicated committee.