David Aanderud

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.