Amir Mohammed Habib

James Brandon is a financial advisor at Exemplar Wealth Advisors, LLC with three years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Wealth Enhancement Group, JDA TSG, EY/Tapfin, Taxfyle, My Secure Advantage, Intuit, and H&R Block. Exemplar Wealth Advisors provides portfolio management and financial planning services for individuals, high-net-worth clients, and charitable organizations, investing client assets in private equity, real estate funds, REITs, venture capital, and other pooled vehicles for accredited investors. The firm employs a long-term trading orientation combining multiple analytic approaches and regularly uses third-party managers as part of its investment strategy.

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.

Austin Jones is a financial advisor at Solano Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at First Command Advisory Services, Inc. and LPL Financial LLC. Outside of his advisory role, he assists a Certified Financial Planner with administrative and client support tasks. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers wrap fee asset management on a discretionary basis and standalone financial planning, emphasizing asset allocation and fundamental analysis across various investment vehicles.

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. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Epsilon Financial Group since 2018. Prior to that, he was employed at The Prudential Insurance Company of America and Pruco Securities, LLC, and was self-employed for four years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm emphasizes portfolio management and comprehensive financial planning based on Modern Portfolio Theory and integrates AI and machine learning tools alongside professional oversight.

Mark Sievers is a CFP® and Series 63 designated advisor with 23 years of industry experience. He has been with Epsilon Financial Group, Inc. since 2005. Outside of his advisory work, he is the owner of Il Fiorello Olive Oil Company. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities, emphasizing diversified portfolios typically composed of mutual funds and ETFs. The firm uses a hybrid advisory model supported by AI-driven platforms and licensed professionals who oversee all investment strategies.