Lloyd Jon Engleman

Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.

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.

Binjie Li is a CFA charterholder and holds a Series 63 license, with six years of industry experience. He is currently with XFO Capital and GT Securities, Inc., having previously worked at Northwestern Mutual and MSQ Ventures among other firms. XFO Capital provides investment management, financial planning, and consulting services to a diverse client base including high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations. The firm employs a broad mix of investment types using both active and passive strategies, offering discretionary management with a long-term orientation as well as specialized services such as direct indexing and laddered bond strategies.

Allen Drake is the sole advisor at Royale Investment Advisor LLC, an independent firm based in Lake Mathews, CA. He holds Series 63 and Series 65 licenses and has 20 years of experience in financial advisory services, having led Royale since 2006. In addition to his advisory role, he sells life, health, and disability insurance as an agent with EMC Insurance Services. Royale Investment Advisor LLC provides asset management and financial planning services primarily to individual and high-net-worth clients. The firm offers tailored portfolios and planning across various areas, including retirement, estate, charitable giving, tax and corporate structuring, and specialized analyses, managing assets largely on a non-discretionary basis with a focus on fundamental analysis and a long-term buy-and-hold strategy.

Yao Jin is a financial advisor at Aurevia Capital Inc. with a Series 65 designation and one year of industry experience. Prior to joining Aurevia Capital in 2026, Yao's background includes work at Dynasty International Foods and periods as a student. Aurevia Capital Inc. is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm employs a combination of fundamental and technical analysis alongside long-term strategies and portfolio monitoring.

Percy Kandukira is a financial advisor with FTIB Asset Management LLC in Irvine, CA, holding Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Ornate Investment Managers LLC and Finalis Securities LLC. Kandukira also serves as a managing member of Ornate, focusing on investment banking deal origination and execution. FTIB Asset Management LLC is a state-registered investment adviser offering tailored portfolio management and pension consulting to individual, business, and institutional clients. The firm employs an IPS-driven process emphasizing planning, monitoring, and rebalancing, and provides services exclusively on a non-discretionary basis to a broad institutional client base.