Jessica Yates

Daniel Rohr is a financial advisor at Rohr Financial Advisors, LLC with 13 years of industry experience. He holds the PFS™ credential and has worked at firms including WealthSource Partners, LLC and OneDigital Investment Advisors LLC. Outside of financial advising, he is the managing shareholder of Rohr & Associates, Inc., a CPA firm providing accounting and tax preparation services. Rohr Financial Advisors is a state-registered firm offering comprehensive financial planning services to individuals, trusts, and estates. The firm delivers customized written plans and implementation recommendations without managing client assets, coordinating with third-party professionals for execution.

Zachary Seidman is a financial advisor at Phase Line Financial with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Barrett Financial Group, Thrive Mortgage, NEXA Mortgage, MML Investors Services, and MassMutual Life Insurance. He is also a licensed life insurance agent. Phase Line Financial is an independent investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm uses a diversified, largely passive investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analysis and outside managers when appropriate.

William Buckingham is a CFP® and holds a Series 63 license, operating as the sole advisor at W. C. Buckingham, CPA in Arroyo Grande, CA. He has been with the firm since 1993, totaling 33 years of experience in accounting and investment advisory services. W. C. Buckingham, CPA is a fee-only accounting and investment advisory practice serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach combining passive index funds and ETFs with selective active managers, and offers both project-based financial plans and ongoing advisory services integrated with accounting and tax considerations.

Justin Cook is a financial advisor at Ambition Financial LLC and holds a Series 65 designation. He has been with Ambition Financial since its founding in 2026 and has over a decade of experience at Cisco Systems. He also maintains a separate corporate finance role alongside his advisory work. Ambition Financial LLC is a fee-only independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on asset allocation and passive investment strategies, offering discretionary portfolio management, written financial plans, and coordination with third-party professionals.

Thorne O Connell is a financial advisor at X Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Pomona College, Sallie Mae, and Pennsylvania State Employees Credit Union. X Advisors, LLC is a seven-advisor team managing approximately $190 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of wealth management and financial planning services, employing fundamental, technical, quantitative, and sector analysis to construct and continuously monitor diversified portfolios.

Nicholas Mazorra is a CFP® professional with 9 years of industry experience, currently serving at Private Wealth Advisors since 2008. He is based in Pismo, CA, and works at a firm notable for its discretionary portfolio management and financial consulting services. Private Wealth Advisors provides tailored investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental analysis, long-term buy-and-hold strategies, and options for hedging and strategic purposes.