Mohammed Halabi

Matthew Pederson is the sole advisor at MP3 Finance LLC in Cameron Park, CA. He holds Series 63 and Series 65 licenses and has one year of experience in financial advising. Prior to founding MP3 Finance, he worked at Life Time Fitness and Sutter Health. Outside of finance, he is involved with MP3 Fitness, a separate business he has operated since 2020. MP3 Finance primarily serves individual clients, focusing on pre-retirees and younger investors. The firm offers portfolio management, financial planning, coaching, and tax optimization with an investment approach that combines fundamental and technical analysis and emphasizes long-term allocations to stocks, bonds, and ETFs.

Kathleen Faulkner is the principal of Faulkner Financial Planning, LLC, an independent advisory firm, with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has operated her firm since 2012. In addition to her advisory work, she owns Divorce Advisory Services, LLC, which provides financial analysis and mediation related to divorce, and serves on the board of directors for Summitview Child Treatment Center. Faulkner Financial Planning primarily serves individual and household clients, as well as high-net-worth and corporate clients, offering comprehensive financial planning. The firm employs a non-discretionary approach by creating individualized plans and selecting third-party asset managers to implement and adjust portfolios, while maintaining ongoing investment oversight and client reviews.

Dorete Ben David is a CFP® professional with 8 years of industry experience, operating Ben-David Financial Planning since 2003. She leads an independent firm based in Shingle Springs, CA, serving a small roster of clients. Ben-David Financial Planning provides financial planning and portfolio management to individuals, couples, families, and business owners, using primarily no-load mutual funds along with bonds and alternative investments tailored to client goals. The firm emphasizes a collaborative approach with quarterly reviews and a fee-only retainer billing model without third-party compensation.

Paul Burke is a financial advisor at Vortalis Wealth Management LLC with a Series 65 designation and over a decade of experience in the financial sector. He has worked at Helios Quantitative Research since 2020 and previously held roles at Patra Corporation and the El Dorado Union High School District. Vortalis Wealth Management provides discretionary investment management and project-based financial planning services to individuals and high-net-worth clients. The firm’s investment approach integrates fundamental, technical, cyclical, and charting analysis with Modern Portfolio Theory, employing a mix of passive and active strategies and offering socially conscious investment options.

Mark Harris is the sole advisor at Mark Harris Services in Cameron Park, CA, holding a Series 66 designation with 5 years of industry experience. He has operated Mark Harris Services since 2001. The firm provides continuous investment supervisory services and incidental financial planning to individuals, high net worth clients, and a range of institutional clients including charitable institutions and municipalities. Its investment process combines fundamental and technical analysis with a 12- to 18-month time horizon, generally operating on a non-discretionary basis and tailoring programs to client objectives and restrictions.

Adarsh Shyamsundar is a financial advisor at Polaris Capital Management LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Micron Technology Inc. for twelve years. Polaris Capital Management provides individualized investment management and financial planning to individual and high-net-worth clients, managing a small, boutique book of business. The firm builds tailored portfolios based on client goals, risk tolerance, and tax considerations, and is notable for offering performance-based fee arrangements with hurdle and high-water-mark provisions.