Frank Louis Koucky III

Billy Potter is the sole advisor at Knight of California LLC, an independent firm based in Carmel, CA. He holds a Series 65 designation and has 19 years of experience with Knight of California LLC and 10 years in the industry overall. Knight of California LLC provides discretionary portfolio management and wealth-management advice primarily to individual and high-net-worth clients. The firm combines fundamental analysis, modern portfolio theory, technical and charting analysis, and both long- and short-term trading, including option-writing and margin strategies, with a focus on risk management.

Thomas Ogden Sr. is a financial advisor with Ogden, Thomas, holding a Series 65 designation and four years of industry experience. He has operated his own law practice since 2007. Ogden’s legal background is a notable aspect of his professional profile. Ogden, Thomas provides investment management and advisory services primarily to institutional clients and plan sponsors, including retirement plans, businesses, trusts, and charitable organizations. The firm offers wealth management, financial planning, and retirement-plan advisory, employing both fundamental and technical analysis with a long-term orientation, and manages potential conflicts arising from its affiliation with the advisor’s legal practice.

Mark Wilson is a financial advisor based in Pebble Beach, CA, with 11 years of industry experience. He holds a Series 65 designation and operates his own firm, Wilson, Mark Henry. In addition to his advisory work, Wilson maintains a full-time CPA accounting practice and is a part-time California real estate broker. He has served on the Monterey Peninsula Airport District since 2022. Wilson, Mark Henry provides comprehensive financial planning and related services to individual clients, including retirement and education planning, tax preparation, and estate-document review. The firm combines financial planning with an active accounting practice and affiliated real estate brokerage, using fundamental analysis for investment advice and billing on an hourly or fixed-fee basis without managing client assets or recommending specific securities.

Jacques Bolivar is a CFP® with 27 years of industry experience, currently serving as the sole advisor at Pharaoh Financial Group, Inc., an independent firm he has led since 2000. He has also worked with LPL Financial since 2009. Bolivar holds Series 63 and 65 licenses and provides financial planning and consulting services primarily on an hourly or flat-fee basis. Pharaoh Financial Group, Inc. offers financial planning and consulting to individuals, families, small business owners, and various institutional clients. The firm emphasizes comprehensive, life-centered planning and client education without managing client assets directly, utilizing an affiliated broker-dealer and insurance brokerage for implementation of recommendations.

Catherine Hawley is a financial advisor at Hawley Personal Finance in Monterey, CA, with 14 years of industry experience. She holds Series 63 and Series 65 designations and has been practicing as a CFP® since 2012. Hawley Personal Finance offers financial planning and investment consultation to individuals, families, and small businesses, focusing on cash flow, retirement, tax strategies, education funding, and estate planning. The firm emphasizes fundamental analysis and asset allocation with long-term, buy-and-hold strategies, providing recommendations without managing or executing trades on client assets.

Robert Bacon is the sole advisor at Bacon & Company, an independent firm based in Carmel, CA. He holds 14 years of industry experience and has been associated with Bacon & Company since 1992. Bacon & Company manages discretionary portfolios for individuals, families, family trusts, and personal retirement plans, focusing on long-term exposure to quality growth equities combined with investment-grade bonds. The firm serves a modest client base with a tailored investment approach that emphasizes low turnover, quantitative security selection, and client-specific risk tolerance alignment.