Jacob Meis

Nelson Wu is a financial advisor with Open Square Capital, LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Open Square Capital since 2015 and at Open Insights Capital since 2022. Open Square Capital provides discretionary portfolio management to a limited number of high-net-worth individuals through separately managed accounts and manages a private investment limited partnership. The firm employs a value-oriented, fundamental analysis approach with a long-term investment horizon, focusing on concentrated, high-conviction positions.

Linda Walker is a Certified Financial Planner® with 45 years of experience in the financial services industry. She has operated her independent advisory firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her practice includes some involvement with long-term care insurance in coordination with a colleague approved by LPL. Her firm provides financial planning and investment advice to individuals, trusts, and corporations, generally on an hourly or fixed-fee basis. The advisory work focuses on budget analysis, retirement, education, and tax projections, emphasizing asset allocation modeling with client-directed rebalancing and consultative advice rather than discretionary management or custody of client assets.

Stephen Kim is a financial advisor with Sierra Madre Partners LLC in Cerritos, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 12 years with Sierra Madre Partners. Sierra Madre Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, focusing on a proprietary global all-cap strategy aimed at long-term capital appreciation. The firm employs a combination of fundamental and technical research and manages accounts on a discretionary basis with client-specific investment guidelines.

Kevin Hsu is a Series 65 licensed advisor at Summit Gates Capital with seven years of industry experience. His work history includes roles at Vaco LLC, Exploding Kittens Inc., Broadata Communications, and Clean Energy Fuels Corp. Kevin has been with Summit Gates Capital since 2018. Summit Gates Capital is an independent investment adviser that provides discretionary portfolio management for individual and high-net-worth clients. The firm focuses on a concentrated portfolio of primarily U.S. equities, combining fundamental and technical analysis to identify companies trading below intrinsic value.

Matthew Lam is the principal of Matthew H. Lam, CPA, where he has provided tax and accounting services since 2015. He holds a Series 65 designation and has six years of experience in the financial industry. His prior experience includes roles at several accounting firms and a brief tenure at Intuit Inc. The firm offers discretionary portfolio management alongside accounting services under the same business name. Matthew H. Lam, CPA serves individuals, corporate pension and profit-sharing plans, charitable trusts, foundations, and other trusts. The firm’s investment approach is based on fundamental analysis and a long-term, buy-and-hold strategy with periodic rebalancing and tax-loss harvesting available upon request.

Jordan Miotto is the sole advisor at Miotto, Jordan Philip, an independent financial firm based in Anaheim, CA. He holds a Series 65 designation and has experience working with Accurate Circuit Engineering, Inc., Target Corporation, and Champion Power Equipment Inc. In addition to his advisory work, Miotto maintains a full-time position outside the financial industry. Miotto, Jordan Philip offers one-time financial planning and portfolio review services to individuals, trusts, and estates. The firm provides written reports with asset-allocation and investment recommendations using a top-down, fundamental approach focused on strategic asset allocation and broad-based, liquid instruments such as ETFs and mutual funds. Services are non-discretionary and billed via a one-time flat fee, with no ongoing account management or third-party compensation accepted.