Robert Coady is a financial advisor with Wealthmark Advisory Group, LLC in San Clemente, CA. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to founding Wealthmark Advisory Group in 2013, he has been associated with Wealthmark Financial & Insurance Services, Inc. since 1991. He is also an independent insurance agent specializing in disability, life, accident, and health insurance. Wealthmark Advisory Group is a single-advisor registered investment adviser providing discretionary portfolio management and financial planning to individuals and a select number of institutional clients, including corporations and retirement plans. The firm offers customized portfolio allocations using individual securities and mutual funds and delivers ERISA and retirement-plan consulting services.

Jonathan Moffat is a financial advisor with Aligned Advisors in Oceanside, CA, holding a Series 66 license and bringing 19 years of industry experience. He has been with Aligned Advisors since 2013 and also operates Moffat Financial and Insurance Services Corp, which he founded in 2004. Outside of advisory work, he serves as secretary and board member for Launch Dental, LLC, a dental practice operations management company, and is a partner at DSO CFO, LLC, which provides bookkeeping and payroll services to dental practices. Aligned Advisors offers financial planning, practice consulting, and coaching primarily to high-net-worth individuals and business clients such as dental service organizations. The firm provides flat-fee consulting, fractional CFO services, and management support, focusing on a non-custodial, consultative approach rather than traditional portfolio management.

Michael Belgard is a financial advisor at Aligned Advisors with Series 63 and Series 65 licenses and 10 years of industry experience. Prior to joining Aligned Advisors, he worked in property management, credit services, and auto sales. Outside of finance, he directs plays for small community theater companies. Aligned Advisors provides financial planning and consulting services primarily to high-net-worth individuals and business clients such as dental service organizations. The firm focuses on flat-fee consulting, fractional CFO services, and management support, operating in a consultative, non-custodial capacity rather than managing client portfolios directly.