James Harold Yocom III

Justin Klein is a financial advisor with Klein Pavlis & Peasley Financial, Inc. in Irvine, CA, holding a Series 65 designation and 21 years of industry experience. He has been with Klein Pavlis & Peasley since 2003. Klein Pavlis & Peasley provides discretionary portfolio management primarily to individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. The firm also offers fee-based publications and public educational programming alongside its investment services.

Nickolaos Sigas is a financial advisor with Equitable Advisors in Irvine, CA. He holds a Series 66 designation and is affiliated with a firm that employs over 4,600 advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions.

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.

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

Amr El Moselhy is the sole advisor at AM Wealth Solutions, LLC in Irvine, CA, holding a Series 65 designation with experience beginning in 2025. His prior roles include positions at Liberty Mutual Investments and the Boston Consulting Group. He is also the founder and CEO of AM Advisory, LLC, a strategy consulting firm serving both for-profit and nonprofit organizations, which he currently operates on a limited basis outside regular hours. AM Wealth Solutions, LLC is a fee-only investment advisory firm serving individuals, high-net-worth clients, and nonprofit institutions. The firm provides discretionary portfolio management with a focus on equities, ETFs, and fixed income, utilizing tactical asset allocation and risk management techniques, and also offers separate financial planning and consulting services.