Richard Hachigian is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, and previously spent seven years at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Christine Wale is a financial advisor with LPL Financial in Carlsbad, California, holding a Series 66 designation and 6 years of industry experience. She has worked with LPL Financial since 2014 and also operates Wale Advisory Group Inc, which has been active since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and model portfolio programs. The firm supports its network of advisors with various investment tools and platforms, overseeing over $819 billion in discretionary assets.

Paul Wendee is the owner and Chief Investment Officer of Paul M. Wendee & Associates with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Wendee has previously worked at firms including Entoro Capital, Exemplar Capital, and Silber Bennett Financial. He serves as an adjunct professor at California Baptist University and California State University Los Angeles and is the owner, editor, and publisher of the Intrinsic Value Wealth Report newsletter. Paul M. Wendee & Associates provides discretionary investment management primarily for pooled investment vehicles and institutional clients. The firm uses in-house analytical methods including security ratings and limited market timing and may engage sub-advisors to manage accounts.

Cynthia Tam is a CFP® with 24 years of experience in the financial industry. She is the principal and sole advisor at Native Finance Investment Advisory, an independent firm she has led since 2013. Prior to founding Native Finance, she held roles at firms including Newport Coast Securities and Questar Asset Management. Outside of advisory services, she owns and operates a tax preparation business, an insurance agency, and the Native Finance Institute, which conducts compensation research and financial policy development for tribal governments. Native Finance Investment Advisory serves individual clients with a focus on financial products, particularly insurance, and emphasizes privacy and data practices in its client relationships. The firm’s business model centers on product facilitation and brokerage activities rather than discretionary portfolio management.

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.