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.

Prab Marwah spent a decade in startup growth marketing before becoming a financial advisor — which means he has strong opinions about burn and churn rates, a soft spot for founders, and a firsthand understanding of what it's like to be great at your job and still feel completely lost when it comes to your money. He works at RYSE Financial, a firm his mother Opinder founded in Southern California. It's a small, relationship-first practice that works with high earners in tech and healthcare, business owners, and solopreneurs — people with real income, real complexity, and not nearly enough hours in the day to figure out what to actually do with it. He takes the work seriously. Himself, a little less so. Outside the office, you'll find him deep in a golf round he definitely could've played better, rewatching an anime he's already seen twice, or rekindling his love for music and DJing. He's based in Los Angeles and works with clients both virtually and in-person. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment tools and platforms to provide advisory and brokerage services through a large network of financial advisers.

Mathew Duvall is a financial advisor at Duvall Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Transamerica Financial Advisors, Inc. In addition to his advisory role, Duvall teaches math at Mt. San Antonio College and Bonita Unified School District. Duvall Wealth Management provides investment advisory and financial planning services to individual clients, managing approximately $1.25 million across about 27 accounts. The firm offers portfolio management with written investment policy statements, standalone financial plans, and advisory services for employer-sponsored retirement plans, utilizing a long-term trading approach based on fundamental analysis, modern portfolio theory, and quantitative methods.

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.

Omar Shallan is a financial advisor at Santa Cruz Financial with Series 65 and Series 66 designations. He has ten years of prior experience at Save In Insurance and has been with Santa Cruz Financial since 2025. Santa Cruz Financial serves individual clients by providing investment advice, non-discretionary portfolio management, and financial planning on an hourly basis. The firm employs a long-term, passive investment approach focused on diversified large-cap equities, dividend-growth stocks, and high-quality bonds, while avoiding speculative or highly leveraged instruments.

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.

Timothy Cheng is the principal of Cheng Wealth Management, LLC in San Dimas, CA, with 11 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Cheng has led his independent firm since 2014, applying his background in institutional research to his practice. Cheng Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm emphasizes strategic asset allocation and enhanced indexing with a focus on diversification, low-cost mutual funds, and the use of alternative assets, serving a small client base with quarterly portfolio monitoring and rebalancing.

Aleksandr Dyo is a financial advisor at Smart Portfolio with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Profectus Wealth Management and RGL Group Insurance and Financial Services, where he is a principal. Outside of advisory work, he is involved in managing and investing in qualified opportunity zone real estate assets and serves in leadership roles at several related business entities. Smart Portfolio primarily serves high-net-worth individuals and pension or profit-sharing plans, offering fee-based discretionary portfolio management and retirement plan investment services. The firm focuses on customized, rules-based, risk-adjusted strategies across various asset classes and integrates plan-level investment management with plan design through affiliated consulting and insurance 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.

Michael Carizzi is a financial advisor at Omnikey Investment Advisors with two years of industry experience. He holds a Series 65 designation and has worked as a professor at the Los Angeles Community College District since 2010, where he develops curricula and delivers course material. Omnikey Investment Advisors is a fee-only, single-advisor firm that provides comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm emphasizes education and real estate-focused planning through seminars, a Real Estate Investing Club, and tailored financial plans without discretionary portfolio management.

Edwin Chiang is the principal advisor of Edwin Chiang Investment Advisor, an independent firm. He holds a Series 65 designation and has three years of industry experience. In addition to his financial advisory role, he works full-time as a civil engineer with the Metropolitan Water District of Southern California, focusing on water quality compliance in engineering design. The firm offers as-needed financial planning and investment consultation to individuals and families, emphasizing passive, low-cost index funds and balanced asset allocation tailored to client risk tolerance. It operates on a fee-only, hourly basis without managing discretionary assets or accepting commissions.

Michael Martinez is a CFP® with 16 years of industry experience, currently serving as the sole advisor at LLG Wealth Management since 2017. He previously worked at Ameriprise Financial Services, Inc. for six years. Outside of financial advising, he owns and operates Document Protection Service, a document scanning and online storage business. LLG Wealth Management provides wealth management and financial planning services to individuals, trusts, charitable organizations, corporations, and other advisers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio principles and offers educational seminars in addition to personalized planning.

Hubert Frederick is a financial advisor at New Talents Financial Services Inc and holds a Series 65 designation. He has one year of advisory experience, previously working in an investment club and spending 17 years at ADP. New Talents Financial Services is a family-owned, independent registered investment adviser that provides discretionary portfolio management and financial planning focused on portfolio-related matters for individuals, high-net-worth clients, and family trusts. The firm emphasizes diversified, long-term investment strategies with low trading frequency, uses third-party custodians, and offers a performance-based fee option for qualified clients.

Daniel Flores is a financial advisor at PDE Wealth Advisors, LLC in Rancho Cucamonga, CA, holding a Series 65 designation with 13 years of industry experience. He previously worked at Legacy Investment Services, LLC and has been involved with PDE Insurance Services, Inc. as an insurance agent since 2017. PDE Wealth Advisors, LLC provides fee-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm uses a variety of analytical methods and may engage third-party managers while maintaining discretionary trading authority and monitoring performance.

Kathleen Harney is a financial advisor at Pacific Wealth Care Inc. in Yorba Linda, CA, with 26 years of industry experience. She holds a Series 66 designation and has worked at Pacific Wealth Care since 2000, following a tenure at 1st Global Capital Corp. She also operates a CPA firm, Kathleen Harney Acct Corp, providing tax returns and tax planning services. Pacific Wealth Care Inc. offers financial planning and portfolio management to individuals and families, including high-net-worth clients, with an emphasis on client-directed, non-discretionary management. The firm integrates investment advisory with accounting services through its affiliated CPA practice.

Robert Brooks is a financial advisor with The Financial Group in Diamond Bar, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with The Financial Group since 2014 and is also an independent insurance agent specializing in fixed insurance products. The Financial Group provides investment advisory services to individuals, including high-net-worth clients, pension or profit-sharing plans, and business entities, offering comprehensive asset management and financial planning. The firm uses a combination of fundamental and technical analysis to manage portfolios employing a range of securities, with discretionary management and periodic reviews tailored to client goals.

Eric Aragon is a financial advisor with Aragon Advisors in Corona, CA, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge Investment Research Advisors and operates an accounting firm, Aragon Accounting Corp, where he is the founder and a CPA. In addition to his advisory work, he is active in accounting services. Aragon Advisors serves individuals, high-net-worth clients, business owners, and entities, providing investment advisory and financial planning services, including retirement-plan consulting. The firm integrates investment advice with affiliated accounting and insurance services, managing most assets on a non-discretionary basis and emphasizing ERISA 3(21) fiduciary support for plan sponsors.

Shahab Tabatabai is the sole advisor at S & L Financial Management, an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has over three years of industry experience, with prior roles including work at Heart for Serving and God's Pantry. Outside of his advisory work, he holds a compensated ministerial role. S & L Financial Management provides discretionary portfolio management and project-based financial counseling to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a concentrated value strategy focused on long-term capital appreciation and utilizes both fundamental and technical analysis within a tactical allocation framework.

Thomas Podgorski is a financial advisor at CAtrs Teachers Retirement Services LLC in Riverside, CA, holding Series 63 and Series 65 credentials with seven years of industry experience. He has worked at CAtrs Teachers Retirement Services since 2018 and previously spent 14 years with the Riverside Unified School District. CAtrs Teachers Retirement Services LLC provides financial planning and consulting primarily to educators and related professionals, focusing on investment planning, retirement, insurance, college, and debt/credit planning. The firm uses a structured analytical approach including cyclical and fundamental analysis and modern portfolio theory, offering tailored plans without managing client portfolios or accepting commissions.

Patrick Powers is a financial advisor at WealthWise Asset Management LLC with a Series 65 designation and one year of industry experience. He has been involved in entrepreneurial activities through PowersTech, Inc. and Newport Thin Film Laboratory, Inc. outside of his advisory role. WealthWise Asset Management provides investment advisory and wealth-planning services to individuals, families, corporate executives, business owners, and trusts. The firm offers non-discretionary advice with a focus on long-term planning, using an hourly, flat-fee billing model and providing educational seminars.