Charles Marcus Coleman

Qubera Wealth Management is a fee-only fiduciary RIA in Pasadena, California, serving clients nationally since 2012. I work mainly with tech executives and professionals who hold RSUs, ESPPs, and concentrated company stock, along with physicians, business owners, and women in tech. The core of the practice is planning around equity compensation and the tax strategy that goes with it: timing vesting and sales, reducing a concentrated position without triggering unnecessary tax, and using tools like exchange funds, oil and gas deductions, QSBS, and Qualified Opportunity Zones where they fit. Portfolios are built with quantitative models and factor-based frameworks, and my own retirement assets are invested in the same strategies I build for clients. I offer hourly planning starting at $350, comprehensive plans from $1,600 to $7,500, and ongoing management on a published fee schedule. No commissions, no product sales. Every client has my direct line, and I sign a fiduciary pledge for each one. Qubera Wealth Management serves individuals, high-net-worth clients, and corporate clients. The firm focuses on strategic asset allocation using Modern Portfolio Theory, primarily employing low-cost index funds and selected individual securities, with global diversification and ongoing portfolio monitoring.

Kathleen Phan is a financial advisor with Stirlingshire Investments, holding Series 7 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at LPL Financial LLC and National Planning Corporation. She also sells variable annuities through RetireOne Investment Services LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses and offers access to a wide range of investment types, including mutual funds, ETFs, fixed income, REITs, private placements, and alternative vehicles.

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

Sevada Zadooryan is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.