Steven M Felton

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 worked previously at Barrett Financial Group, Thrive Mortgage, NEXA Mortgage, MML Investors Services, and MassMutual Life Insurance Company. He is also a licensed life insurance agent. Phase Line Financial is an independent, state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment strategy centers on diversified, largely passive portfolios guided by Modern Portfolio Theory, complemented by fundamental and technical analysis and the use of 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 in Nipomo, CA. He holds a Series 65 designation and has over 12 years of combined experience, including his corporate finance role at Cisco Systems since 2015. Ambition Financial LLC is an independent firm that provides fee-only wealth management and financial planning services primarily to individuals and high-net-worth clients. The firm’s investment approach emphasizes modern portfolio theory, asset allocation, and passive strategies using mutual funds and ETFs, along with access to third-party managers and model 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.

Paul Kramer is a financial advisor at Miles Brown Asset Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Kramer Wealth Management, Miles Brown and Associates, and several companies outside of finance, such as OhmConnect Inc and Vision Dental Plan Inc. Miles Brown Asset Management provides fee-only, fiduciary advisory services to individuals, families, trusts, and retirement and profit-sharing plans. The firm offers discretionary investment management using individual securities, mutual funds, ETFs, and options, along with a proprietary automated ETF-only platform for smaller accounts.