Amir Habib is the owner and sole advisor at Integrative Financial Strategies in Vacaville, CA, with 24 years of industry experience and a Series 66 designation. He has operated his independent firm since 2010 and also teaches graduate and undergraduate finance courses part-time at the University of Phoenix. Integrative Financial Strategies provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a structured asset-class investing framework with a focus on strategic asset allocation, long-term buy-and-hold strategies, and regular portfolio reviews, managing approximately $14.5 million in assets.

Francisco Guerra is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Solano Wealth Advisors and has held prior roles at LPL Financial LLC and Wells Fargo. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wrap fee asset management and standalone financial planning, using an investment process focused on asset allocation and fundamental analysis across a variety of securities.

Carlos Mendoza is a CFP® professional with 24 years of experience in the financial services industry. He currently serves at Solano Wealth Advisors and has previously worked at LPL Financial and Wells Fargo Advisors LLC. Mendoza is based in Fairfield, CA. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis, managing client accounts on a discretionary basis and offering wrap fee asset management and standalone financial planning engagements.

Michael Hathaway is a financial advisor at Epsilon Financial Group, Inc. in Fairfield, CA, with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Epsilon Financial Group since 2018, following roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and offers collaborative client relationships with ongoing portfolio management and comprehensive financial planning.

Mark Sievers is a CFP® with 23 years of industry experience and has been with Epsilon Financial Group, Inc. since 2005. He is also the owner of Il Fiorello Olive Oil Company, a business he has managed since 2007. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and comprehensive financial planning. The firm operates as a small team of five advisors serving approximately 484 clients across three offices.

Peter Mattei is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with Epsilon Financial Group, Inc. since 2010. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and collaborative client relationships. The firm manages approximately $552 million across about 484 clients through a team of five advisors.

Leo Martinez is a financial advisor at Epsilon Financial Group, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked with various insurance carriers, Bridge Property Management, and Waddell & Reed, Inc. since 2003. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and collaborative client relationships. The firm manages approximately $552 million across about 484 clients through a small team of five advisors.

James Brown Jr. is a financial advisor at First Advisors National, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Freedom Equity Group since 2012, where he also serves as Executive National Vice President focusing on insurance-related services, primarily life insurance and fixed annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Elisabeth Mays is a financial advisor at The AmeriFlex Group with 26 years of industry experience. She holds a Series 63 designation and has worked at firms including Cambridge Investment Research, OSAIC, Securities America, and HUB International. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Matthew Swanson is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Golden State Wealth Management and LPL Financial since 2016 and was previously with Edward Jones from 2010 to 2016. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, financial planning, and retirement plan consulting. The firm employs diverse analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Matthew Daugavietis is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Inspire Advisors, LLC since 2022 and previously spent 15 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance agent specializing in life, disability, long-term care insurance, and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its services and employs a variety of portfolio management strategies using proprietary tools and affiliated ETFs.

William Barr is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. His prior work includes service as a U.S. Marine Corps member from 2010 to 2017 and roles at various First Command entities since 2017. Barr is also the owner of 8412 Financial Services LLC, a business he established in 2025. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships, including a structured 12-month Tailored Professional Services engagement and discretionary Asset Management Solutions based on in-house portfolio management.

Justin Watson is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials and no prior industry experience. Before joining the firm, he served six years in the United States Air Force and currently works as a First Officer at FedEx Express, flying global freight operations. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led financial coaching and structured 12-month planning engagements, with a focus on active-duty military clients and integrated support from affiliated entities.

Brett Mccarty is a Series 66 licensed advisor with Citigroup Global Markets, where he has worked since 2008, accumulating 18 years of industry experience. He is based in Fairfield, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Alyssa Luchini is a CFP® professional with six years of industry experience, currently serving as a financial advisor at First Command Advisory Services since 2019. Her prior experience includes roles with Raquel Salas and Victor Jones. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management through in-house investment models.

Johnathon Santopadre is a CFA® charterholder and Series 63 licensed advisor with two years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Verus Investments and CalPERS. Outside of his advisory roles, he has a background in behavioral analysis spanning over a decade. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through various management and advisory platforms.

Maecyn Larson is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked at several affiliated First Command entities since 2019. Larson also serves as an E-8 Reservist in the U.S. Navy Reserve, where he supervises junior enlisted sailors and fulfills monthly and annual training obligations. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured Tailored Professional Services engagements alongside discretionary asset management through its in-house Investment Management Team.

Lucas Desautels is a financial advisor with First Command Advisory Services and holds the Series 63 and Series 65 licenses. He has two years of industry experience and has worked at various affiliated firms within First Command since 2023. Outside of his advisory work, he is a volunteer firefighter with the Friberg Cooper Volunteer Fire Department and serves as the charitable treasurer for the Sheppard Spouses Club. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led financial coaching and offers structured engagement cycles alongside discretionary management of model portfolios by an in-house investment team.

Guneet Bains Ajmani is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at BMO Bank NA and BancWest Investment Services Inc. He is also a senior advisor at BMO Bank NA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and investment management solutions supported by an in-house research team.

Tiffany Lam Balfour is a financial advisor with LPL Financial in Napa, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Bank of America, Merrill, NerdWallet, Truliant Federal Credit Union, and currently Redwood Credit Union. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.