David Hovik Hakobian

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.

David Meagher is a financial advisor at Flyway Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is the CEO of RedTeal, Inc., a technology consulting firm, and serves as Vice President of Engineering at Fireclay Tile. Flyway Advisors provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, charitable organizations, and employer-sponsored retirement plans. The firm blends institutional retirement-plan consulting with individual wealth management, employing a strategy that combines fundamental and technical analysis across various investment types.

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 worked previously at Wealth Enhancement Group, JDA TSG, EY/Tapfin, Taxfyle, My Secure Advantage, Intuit, and H&R Block. Exemplar Wealth Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of analytical approaches and modern portfolio theory, often incorporating third-party managers, to manage discretionary portfolios aligned with documented client goals and risk tolerances.

Greg Skinner is a financial advisor at Financial Celebrations with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and National Planning Corp. He oversees hiring and operations for Financial Celebrations and provides loan products and home financial brokerage services. Financial Celebrations offers individualized asset management and consulting primarily for individual clients, utilizing fundamental, technical, and cyclical analysis to build tailored portfolios that may include stocks, bonds, ETFs, mutual funds, options, and municipal debt. The firm provides ongoing portfolio monitoring and rebalancing, with a flexible approach to client-imposed trading restrictions.

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.

Kory Labarga is a financial advisor at Financial Celebrations with six years of industry experience. He holds the Series 66 designation and previously worked for LPL Financial LLC for ten years. Outside of his advisory work, Labarga is actively involved in writing and publishing novelettes. Financial Celebrations is a newly registered firm that provides individualized asset management and consulting primarily for individual clients, using a combination of fundamental, technical, and cyclical analysis to construct tailored portfolios that may include stocks, bonds, ETFs, mutual funds, options, and municipal debt.