Nancy Morsy

Hi, I'm Louis Guajardo. I’m the founder of Moonshot Planning, a financial planning firm built specifically for creators, freelancers, and self-employed professionals - the people traditional finance tends to overlook. My journey started when I saw firsthand how the industry dismissed talented creators who didn’t fit the usual model. I watched a young creator making more than many people twice her age, yet she had no retirement plan, no tax strategy, and no financial roadmap. When I asked how we could help her, I was told to just ignore her. That stuck with me. After passing my CFP® exam and launching my own firm, Brighter Days Planning, I realized I’d built something safe and predictable - like everyone else. But when that same creator came back, signed up, and started referring her friends after we built her plan, everything changed. I realized this wasn’t just a niche; this was the entire point. So I burned it down and rebuilt, and that’s how Moonshot Planning was born. Today, I’m committed to serving the creators, freelancers, and self-employed people that the rest of the industry has overlooked, helping them build personalized financial plans that actually fit their lives and careers. Outside of work, I stay active and creative. I train in jiu-jitsu and boxing, skateboard, draw, and listen to music, all of which help me stay balanced, focused, and energized both personally and professionally.

Suzanne Chen is the principal of SEEN Consulting LLC, an independent advisory firm based in Ontario, California. She holds Series 63 and Series 65 licenses and has 27 years of industry experience, including prior roles at Golden State Advisors, LLC and Amber Systems Technologies. SEEN Consulting LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $52 million across about 32 accounts. The firm combines technical and fundamental analysis with modern portfolio theory to construct diversified portfolios and conducts monthly account reviews while offering financial consulting at no additional charge.

Ian Kasoff is a CERTIFIED FINANCIAL PLANNER™ professional and licensed investment advisor with three years of experience. He is the principal of Ikigai Planning, an independent firm, and also operates a solo law practice providing general counsel services to small businesses. His prior roles include positions at Heyman Wealth Management and Kasoff Financial Planning. Ikigai Planning serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities, with a focus on business owners and clients receiving equity compensation. The firm employs an evidence-based investment approach emphasizing strategic asset allocation and diversification through low-cost passive funds, alongside ongoing, client-specific financial planning.

Allen Drake is the sole advisor at Royale Investment Advisor LLC, an independent firm based in Lake Mathews, CA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to founding Royale in 2006, he has worked at UPS since 1988. In addition to advisory services, he sells life, health, and disability insurance to support clients' financial plans. Royale Investment Advisor LLC provides asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach while maintaining flexibility for shorter-term trades and manages most assets on a non-discretionary basis, requiring client approval for transactions.

Saad El Hajjaoui is a financial advisor with Xel Wealth Management, Inc. in Ontario, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Falcon Wealth and JPMorgan Chase Bank N.A. Outside of advising, he is a partner at Olve Branch Medical Corp, a medical billing and practice consulting firm where he assists with financial matters and relationship management. Xel Wealth Management is an independent, single-advisor firm managing approximately $8.5 million for around 34 clients, including individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management and financial planning services, employing a diversified investment approach that integrates fundamental, quantitative, technical analysis, and modern portfolio theory, along with a wrap fee program and tax planning services.

Minh Tran is a financial advisor at Lone Wolf Wealth Management in Ontario, CA. He holds Series 63 and 66 licenses and has experience working with Northwestern Mutual and International Tran Corp. His current role at Lone Wolf Wealth Management started in 2026. Lone Wolf Wealth Management serves individuals, families, small business owners, and employer retirement plan sponsors by providing investment management, comprehensive financial planning, and consulting. The firm focuses on customized portfolio construction, pension consulting, and includes charitable giving strategies within estate planning.