Lawrence Grossman is a CFP®-designated financial advisor with 28 years of industry experience. He is the principal of Grossman Financial Management, an independent firm he has led since 1997. Prior to establishing his own firm, he worked at Archvest Wealth Advisors. Grossman Financial Management provides investment management and consulting services primarily for pooled vehicles and institutional-type clients, utilizing both fundamental and technical analysis. The firm offers tailored, non-discretionary advisory services, including financial planning and investment supervisory services, often on a fixed-fee or hourly basis.

Amir Habib is the principal and owner of Integrative Financial Strategies in Vacaville, CA, with 25 years of industry experience. He has held positions at Principal Financial Services and Stonehurst Securities before founding his independent advisory firm in 2010. Habib also teaches graduate and undergraduate finance courses part-time at the University of Phoenix. Integrative Financial Strategies provides discretionary portfolio management and comprehensive financial planning mainly for individual investors, trusts, estates, and retirement plan sponsors. The firm uses a Structured Asset Class Investing approach focused on diversified asset allocation and long-term investment, managing portfolios on a discretionary basis with regular monitoring and rebalancing.

Randy Benning is a CFP®-certified financial advisor with 33 years of industry experience. He is the principal of Benning Financial Group, LLC, an independent firm he has led since 2002. Prior to founding his firm, he worked at Triad Advisors, Inc. for nine years. In addition to his advisory work, he is also an insurance broker and owner, licensed with several carriers. Benning Financial Group provides discretionary portfolio management for individual investors, corporate entities, charitable organizations, and pension and profit-sharing plans. The firm employs a combination of fundamental and cyclical analysis and utilizes long-term, short-term, and trading strategies, including derivatives and option strategies, tailored to client objectives.

Darrell Doi is a financial advisor at INVESDID with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Park Avenue Securities LLC. In addition to his advisory role, he operates as a licensed insurance broker. INVESDID provides financial planning and consulting services to individuals, businesses, and nonprofit organizations, offering retirement plan services and public educational seminars. The firm typically acts as a co-advisor with third-party money managers and focuses on fixed-fee or hourly consulting engagements.

Landon Spring is a financial advisor at MultiPolar Capital LLC with two years of industry experience. He holds Series 65 and Series 66 registrations and previously worked at firms including Graphene Capital, Morgan Stanley, and Citigroup Global Markets. MultiPolar Capital LLC provides discretionary investment management to individuals, retirement account holders, trusts, and legal entities. The firm uses a single multi-asset-class strategy combining fundamental, thematic, and quantitative analysis, managing accounts fully on a discretionary basis with a focus on long-term performance and risk management.

Bridget Harkins is a CFP® with 12 years of industry experience and is currently an advisor at Wheels Up Wealth, Inc., where she has worked since 2020. Prior to that, she spent three years at Dimensional Fund Advisors LLC. Wheels Up Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary investment management, using a long-term, passive investment approach grounded in Modern Portfolio Theory. The firm integrates held-away assets into its portfolio management through third-party aggregation and employs automated rebalancing for certain client segments.

James Brandon is a financial advisor at Exemplar Wealth Advisors, LLC with three years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at Wealth Enhancement Group, JDA TSG, EY/Tapfin, Taxfyle, My Secure Advantage, Intuit, and H&R Block. Exemplar Wealth Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of analytical approaches and modern portfolio theory, often incorporating third-party managers, to manage discretionary portfolios aligned with documented client goals and risk tolerances.

Noah Intara is a financial advisor at MultiPolar Capital LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Graphene Capital LLC, SB Value LP, and LPL Financial. Noah’s career spans roles in both advisory and capital management firms. MultiPolar Capital LLC provides discretionary investment management primarily to individuals, retirement accounts, trusts, and legal entities using a single, research-driven multi-asset strategy focused on a five-year investment horizon. The firm manages client assets on a fully discretionary basis with an emphasis on long-term performance and risk management.

Francisco Guerra is a CFP® with nine years of industry experience, currently serving at Solano Wealth Advisors. His prior roles include positions at Wells Fargo Bank and Clearing, as well as LPL Financial. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis, managing client accounts on a discretionary basis with an investment approach that incorporates mutual funds, ETFs, equities, fixed income, and structured products.

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.

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.

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.

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.

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.

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.

Matthew Parker is a financial advisor at Madison Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at firms including Wedbush Securities, LPL Financial, Bancwest Investment Services, Merrill, and Valic Financial Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes a customized fiduciary approach using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.