Paul Stenard is a financial advisor with Investment Advisor Associates, Inc. in Mill Valley, CA, holding Series 63 and Series 66 credentials and bringing 48 years of industry experience. His career includes positions at Bank of America, Merrill, RBC Capital Markets, and Morgan Stanley. Investment Advisor Associates, Inc. provides fee-only investment management and financial planning primarily to individual clients, including high-net-worth households. The firm customizes portfolios using written investment policy statements and employs both fundamental and technical analysis alongside global diversification, utilizing a variety of strategies such as discretionary trading, margin, short sales, and option writing.

Alan Shorr is a financial advisor at Investment Advisor Associates, Inc. in Boston, MA, holding the ChFC® and Series 63 designations with 44 years of industry experience. His prior work includes positions at Independent Financial Group, AFA Advisor Services LLC, and Sentra Securities Corporation. Outside of his advisory role, he is involved as a 20% owner of 253 Organic LLC and serves as CEO of Almar Productions Inc., which produces live theater globally. Investment Advisor Associates, Inc. provides fee-only investment management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $37 million across about 70 clients, employing customized portfolios that utilize fundamental and technical analysis, global diversification, and a range of trading strategies including derivatives and leverage.