David Hunt is a financial advisor at Hunt Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup Global Markets and Concert Wealth Management. Since 2017, he has been with Hunt Wealth Management Group, INC. Hunt Wealth Management provides discretionary investment management to approximately 180 individual clients, focusing on diversified portfolios of stocks, bonds, ETFs, and cash based on macroeconomic analysis and current market conditions. The firm emphasizes individualized trading, low transaction frequency, and integrates financial planning without separate billing.

John Wenzel is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers tailored financial planning, investment management, and family office services, managing approximately $330 million in client assets as of year-end 2024.

Eric Lai is a CFP® and holds a Series 65 license, with 22 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as various institutional clients. The firm offers comprehensive financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of the end of 2024.

Austin Jones is a financial advisor at Solano Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at First Command Advisory Services, Inc. and LPL Financial LLC. Outside of his advisory role, he assists a Certified Financial Planner with administrative and client support tasks. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers wrap fee asset management on a discretionary basis and standalone financial planning, emphasizing asset allocation and fundamental analysis across various investment vehicles.

Carlos Mendoza is a CFP® professional with 25 years of experience in financial advisory services. He is currently with Solano Wealth Advisors and has previously worked at LPL Financial and Wells Fargo Advisors. Mendoza holds Series 63 and Series 65 licenses. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on discretionary wrap fee asset management and standalone planning, utilizing asset allocation and fundamental analysis across a range of investment products.

Alvin Yam is a CFP® with 17 years of industry experience and is a managing member of Paraiba Wealth Management LLC. He worked at Stonemark Wealth Management for nine years before joining Paraiba Wealth Management in 2022. Paraiba Wealth Management LLC is a California-registered investment adviser serving primarily high-net-worth individuals. The firm manages customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and offers financial planning and retirement-rollover advice while acting as a fiduciary.

Michael Hathaway is a financial advisor at Epsilon Financial Group, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Epsilon Financial Group since 2018. Prior to that, he was employed at The Prudential Insurance Company of America and Pruco Securities, LLC, and was self-employed for four years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm emphasizes portfolio management and comprehensive financial planning based on Modern Portfolio Theory and integrates AI and machine learning tools alongside professional oversight.

Mark Sievers is a CFP® and Series 63 designated advisor with 23 years of industry experience. He has been with Epsilon Financial Group, Inc. since 2005. Outside of his advisory work, he is the owner of Il Fiorello Olive Oil Company. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities, emphasizing diversified portfolios typically composed of mutual funds and ETFs. The firm uses a hybrid advisory model supported by AI-driven platforms and licensed professionals who oversee all investment strategies.

Nily Levy is a financial advisor at Paragon Capital Management LLC with 40 years of industry experience. She has held roles at Charles Schwab and Charles Schwab Bank, totaling 25 years before retiring briefly and joining Paragon Capital Management in 2020. Levy holds the Series 63 and Series 66 designations. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach emphasizes fundamental analysis across a diverse mix of securities and typically pursues longer-term holdings with adaptive rebalancing based on client needs and market conditions.

Peter Mattei is a CFP® professional with 12 years of industry experience. He has been with Epsilon Financial Group, Inc. for 16 years. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm’s approach is grounded in Modern Portfolio Theory, emphasizing diversified mutual funds and ETFs, and incorporates AI and machine learning tools alongside professional oversight.

Brendan Fraleigh is a financial advisor at Moment Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining Moment Private Wealth in 2024, he worked at ICONIQ Capital and held various roles related to the University of Notre Dame. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management and financial planning. The firm focuses on long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory, with many client accounts managed on a discretionary basis.

Leo Martinez is a financial advisor at Epsilon Financial Group, Inc. with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. from 2003 to 2005. Martinez also has longstanding involvement with various insurance carriers and property management through Bridge Property Management. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and other business entities. The firm’s investment approach combines Modern Portfolio Theory with diversified mutual funds and ETFs, supported by AI and machine learning tools, while ensuring that licensed advisors review all strategies.

Tonya White is a financial advisor with CSP Financial Group LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held roles at multiple firms and is involved in creating a financial education course focused on heart, soul, and spirituality. Tonya also participates in non-investment ventures including essential oil sales and leading wellness workshops. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and uses third-party managers while also managing held-away workplace accounts with tax-efficient strategies.

Mark Angelo Mesina is a financial advisor at Secure Investment Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Secure Investment Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company and has experience in various roles including at RETAILCLOUD and World Wrapps. He also assists clients with fixed insurance products and annuities through Secure Income Management. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.

Brent Herrera is a CFP® with eight years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018, and previously at Fremont Bank and Jj's Pie Co. Herrera serves as a director of the Dublin Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, facilitating a range of managed account programs and model portfolios.

Richard Von Hurst is a financial advisor at LifeMark Securities Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LifeMark since 2018, following prior roles at Foresters Equity Services, Inc. and as an independent insurance agent. LifeMark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm emphasizes suitability-driven advice with risk assessments and manages accounts on both discretionary and non-discretionary bases, utilizing various managed account programs and platform tools.

Brian Ambrose is a CFP® professional with 25 years of industry experience. He is affiliated with CreativeOne Securities, LLC and has held roles at Client One Securities, LLC and Ambrose Financial & Insurance Services LLC. He is also the owner of Ambrose Financial and Insurance Services, LLC, an insurance sales and fixed annuities firm. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

David Pender is a Series 65-credentialed advisor at Compound Planning, Inc. in Benicia, CA, with seven years of industry experience. His prior roles include Fisher Investments and Ent Los Gatos. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional retirement services. The firm uses a fiduciary, goals-based investment process with risk-based model allocations and employs a range of strategies from low-cost ETFs to professional options while integrating technology for portfolio oversight.

James Brown Jr. is a financial advisor at First Advisors National, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Freedom Equity Group since 2012, where he also serves as Executive National Vice President focusing on insurance-related services, primarily life insurance and fixed annuities. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Elisabeth Mays is a financial advisor at The AmeriFlex Group with 27 years of industry experience. She holds a Series 63 designation and has worked at several firms including HUB International, Charles Schwab, and Securities America. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies through various asset allocation models and advisory programs.