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 23 years of industry experience. She has worked at several firms, including Newport Coast Securities and Questar Asset Management, before founding Native Finance Investment Advisory in 2013. Outside of financial advising, she owns businesses involved in tax preparation, insurance, and financial policy development for tribal governments. Native Finance Investment Advisory is an independent, solo advisory firm that serves individual clients, primarily focused on insurance products and brokerage activities rather than discretionary portfolio management. The firm emphasizes privacy and data practices related to client information.

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.