Amir Habib is the owner and sole advisor at Integrative Financial Strategies in Vacaville, CA, with 24 years of industry experience and a Series 66 designation. He has operated his independent firm since 2010 and 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 to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a structured asset-class investing framework with a focus on strategic asset allocation, long-term buy-and-hold strategies, and regular portfolio reviews, managing approximately $14.5 million in assets.

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 previously worked at Wealth Enhancement Group, JDA TSG, EY/Tapfin, Taxfyle, My Secure Advantage, Intuit, and H&R Block. Exemplar Wealth Advisors provides portfolio management and financial planning services for individuals, high-net-worth clients, and charitable organizations, investing client assets in private equity, real estate funds, REITs, venture capital, and other pooled vehicles for accredited investors. The firm employs a long-term trading orientation combining multiple analytic approaches and regularly uses third-party managers as part of its investment strategy.

Francisco Guerra is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Solano Wealth Advisors and has held prior roles at LPL Financial LLC and Wells Fargo. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wrap fee asset management and standalone financial planning, using an investment process focused on asset allocation and fundamental analysis across a variety of securities.

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 24 years of experience in the financial services industry. He currently serves at Solano Wealth Advisors and has previously worked at LPL Financial and Wells Fargo Advisors LLC. Mendoza is based in Fairfield, CA. 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 and offering wrap fee asset management and standalone financial planning engagements.

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 the Series 66 designation and has worked with various insurance carriers, Bridge Property Management, and Waddell & Reed, Inc. for over two decades. Epsilon Financial Group provides investment advisory and consulting services to individuals, corporations, and business entities. The firm utilizes a hybrid advisory model with investment recommendations grounded in Modern Portfolio Theory, incorporating diversified mutual funds and ETFs, while employing AI and machine learning tools reviewed by licensed professionals.

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 26 years of industry experience. She holds a Series 63 designation and has worked at firms including Cambridge Investment Research, OSAIC, Securities America, and HUB International. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Matthew Swanson is a financial advisor at Golden State Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Golden State Wealth Management and affiliated with LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of analytic approaches and offers discretionary portfolio management alongside standalone planning or consulting services.

Matthew Daugavietis is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Inspire Advisors, LLC since 2022 and previously spent 15 years at Ameriprise Financial Services, Inc. He is also a licensed independent insurance agent specializing in life, disability, long-term care insurance, and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing into its services and employs a variety of portfolio management strategies using proprietary tools and affiliated ETFs.

Justin Watson is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served six years in the United States Air Force and is currently a first officer at FedEx Express, where he flies global freight under FAA Part 121 operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using a centralized Investment Management Team to design and manage portfolios.

Brett Mccarty is a Series 66 licensed advisor with Citigroup Global Markets, where he has worked since 2008, accumulating 18 years of industry experience. He is based in Fairfield, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Alyssa Luchini is a CFP® professional with six years of industry experience, currently serving as an advisor at First Command Advisory Services. Her work history includes roles within multiple First Command entities since 2019 and prior experience with Raquel Salas and Victor Jones. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a notable focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Maecyn Larson is a financial advisor with First Command Advisory Services holding a Series 66 credential and six years of industry experience. Larson has worked at multiple affiliated First Command entities since 2019 and serves as an E-8 Reservist in the U.S. Navy Reserve, where he supervises junior enlisted sailors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Lucas Desautels is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining First Command, he worked at Family First Life and Advenire Wealth, and he serves as a volunteer firefighter with the Friberg Cooper Volunteer Fire Department. He also holds a board position as charitable treasurer with the Sheppard Spouses Club. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, managing client portfolios through a centralized investment team and wealth portfolio managers.

Efrain Acosta is a financial advisor with LPL Financial in Napa, California, holding a Series 66 designation. He began his career at LPL Financial in 2024 and has prior experience at Redwood Credit Union and Napa Valley College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Melissa Bruner is a financial advisor with Wells Fargo Advisors in Fairfield, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors starting in 2013. Outside of her advisory role, she is involved in a tax and accounting business with a minority ownership interest. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold and supports advisors with Wells Fargo research, planning tools, and simulation models.