Jonathan Moffat is a financial advisor at Aligned Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Aligned Advisors since 2015. Outside of his advisory role, he serves as secretary and board member of Launch Dental, LLC, a company focused on operations management for dental practices, and is a partner at DSO CFO, LLC, which provides bookkeeping and payroll services to dental offices. Aligned Advisors offers financial planning and advisory services primarily to high-net-worth individuals through a structured Financial Road Map process. The firm provides advice without exercising investment discretion, with clients responsible for implementing recommendations and using their chosen custodians or managers for execution.

Michael Belgard is a financial advisor at Aligned Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed and Axiom Property Management. Outside of finance, he directs plays for small community theater companies. Aligned Advisors provides financial planning and advisory services primarily to high-net-worth individuals through a structured Financial Road Map process. The firm delivers advice without investment discretion and relies on clients for implementation and oversight.