Diana J Wei

Amir Habib is the principal and owner of Integrative Financial Strategies in Vacaville, CA, with 25 years of industry experience. He has held positions at Principal Financial Services and Stonehurst Securities before founding his independent advisory firm in 2010. Habib 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 mainly for individual investors, trusts, estates, and retirement plan sponsors. The firm uses a Structured Asset Class Investing approach focused on diversified asset allocation and long-term investment, managing portfolios on a discretionary basis with regular monitoring and rebalancing.

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, Meagher serves as Vice President of Engineering at Fireclay Tile and is CEO of RedTeal, Inc., which provides technology consulting. Flyway Advisors offers discretionary investment management and financial planning to individuals, high net worth clients, trusts, charitable organizations, and retirement plans. The firm combines institutional retirement-plan consulting with individual wealth management and distributes a quarterly market commentary newsletter.

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.

Francisco Guerra is a CFP® with nine years of industry experience, currently serving at Solano Wealth Advisors. His prior roles include positions at Wells Fargo Bank and Clearing, as well as LPL Financial. 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 with an investment approach that incorporates mutual funds, ETFs, equities, fixed income, and structured products.

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 25 years of experience in financial advisory services. He is currently with Solano Wealth Advisors and has previously worked at LPL Financial and Wells Fargo Advisors. Mendoza holds Series 63 and Series 65 licenses. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on discretionary wrap fee asset management and standalone planning, utilizing asset allocation and fundamental analysis across a range of investment products.