Aaron Bitran

Hi, I'm Louis Guajardo. I’m the founder of Moonshot Planning, a financial planning firm built specifically for creators, freelancers, and self-employed professionals - the people traditional finance tends to overlook. My journey started when I saw firsthand how the industry dismissed talented creators who didn’t fit the usual model. I watched a young creator making more than many people twice her age, yet she had no retirement plan, no tax strategy, and no financial roadmap. When I asked how we could help her, I was told to just ignore her. That stuck with me. After passing my CFP® exam and launching my own firm, Brighter Days Planning, I realized I’d built something safe and predictable - like everyone else. But when that same creator came back, signed up, and started referring her friends after we built her plan, everything changed. I realized this wasn’t just a niche; this was the entire point. So I burned it down and rebuilt, and that’s how Moonshot Planning was born. Today, I’m committed to serving the creators, freelancers, and self-employed people that the rest of the industry has overlooked, helping them build personalized financial plans that actually fit their lives and careers. Outside of work, I stay active and creative. I train in jiu-jitsu and boxing, skateboard, draw, and listen to music, all of which help me stay balanced, focused, and energized both personally and professionally.

Mathew Duvall is a financial advisor at Duvall Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Transamerica Financial Advisors, Inc. In addition to his advisory role, Duvall teaches math at Mt. San Antonio College and Bonita Unified School District. Duvall Wealth Management provides investment advisory and financial planning services to individual clients, managing approximately $1.25 million across about 27 accounts. The firm offers portfolio management with written investment policy statements, standalone financial plans, and advisory services for employer-sponsored retirement plans, utilizing a long-term trading approach based on fundamental analysis, modern portfolio theory, and quantitative methods.

Suzanne Chen is the principal of SEEN Consulting LLC, an independent advisory firm based in Ontario, California. She holds Series 63 and Series 65 licenses and has 27 years of industry experience, including prior roles at Golden State Advisors, LLC and Amber Systems Technologies. SEEN Consulting LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $52 million across about 32 accounts. The firm combines technical and fundamental analysis with modern portfolio theory to construct diversified portfolios and conducts monthly account reviews while offering financial consulting at no additional charge.

Omar Shallan is a financial advisor at Santa Cruz Financial in Rancho Cucamonga, CA. He holds Series 65 and Series 66 licenses and has over a decade of experience in the insurance and financial services industry, including ten years at Save In Insurance before joining Santa Cruz Financial in 2025. Santa Cruz Financial serves individual clients by providing investment advice, non-discretionary portfolio management, and comprehensive financial planning on an hourly basis. The firm follows a long-term, passive investment approach focused on diversified allocations to large-cap equities, dividend-growth stocks, and high-quality bonds, while emphasizing minimal trading and avoiding speculative instruments.

Saad El Hajjaoui is a CFP®-certified financial advisor with four years of industry experience. He currently leads Xel Wealth Management, Inc. in Ontario, CA, and has prior experience at Falcon Wealth and JPMorgan Chase Bank N.A. In addition to his advisory role, Saad is a partner in Olve Branch Medical Corp, a medical billing and practice consulting firm, where he provides financial consultation and relationship management support. Xel Wealth Management, Inc. offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities without account minimums. The firm employs a variety of analytical methods and investment strategies, including discretionary asset allocation and a combination of long- and short-term trading, options, derivatives, and private placements, alongside in-house tax preparation and the use of artificial intelligence tools.

Minh Tran is a financial advisor at Lone Wolf Wealth Management in Ontario, CA, with one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Minh worked at Northwestern Mutual in various capacities from 2025 to 2026 and was with International Tran Corp from 2011 to 2025. Lone Wolf Wealth Management serves individuals, families, small business owners, and employer retirement plan sponsors, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm emphasizes customized portfolios, pension consulting, retirement plan design, and integrates charitable giving strategies within estate planning.