Lori Nicole Ong

Mark Alcorn Jr. is a CFP® professional with 22 years of experience in financial services. He leads Diversified Wealth Management Solutions, LLC and has prior experience with firms including Citigroup Global Markets and Morgan Stanley. In addition to his advisory role, he maintains an independent insurance practice. Diversified Wealth Management Solutions provides discretionary and non-discretionary asset management, financial consulting, and retirement-plan advisory services to individuals, corporations, charitable organizations, and government entities. The firm emphasizes institutional retirement-plan capabilities and serves state and municipal clients alongside corporate and individual accounts.

Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!

Jimmy Wong is a CFP® with 40 years of industry experience. He is currently affiliated with JSW Global Capital Group and has previously worked at LPL Financial LLC and Crown Capital Securities, LP. Wong also operates Ivory Global Capital Group, an independent investment advisory firm he started in 1990. JSW Global Capital Group is a small independent adviser serving individuals, pension and profit-sharing plans, and businesses. The firm provides financial planning and investment supervisory services primarily on a non-discretionary basis, employing various analytical methods and asset-allocation strategies while allowing clients to set investment restrictions.

David Hall is a financial advisor with Stride Financial Planning in Madera, CA, holding a Series 65 designation and four years of industry experience. His background includes roles at Money Vehicle and academic positions at CSU Fresno and Washington State University. Stride Financial Planning LLC provides fee-only financial planning primarily to individual and high-net-worth clients through comprehensive written plans and ongoing services. The firm focuses on cash flow, retirement, estate planning, insurance, tax strategies, and education funding while relying on fundamental analysis and Modern Portfolio Theory to guide investment recommendations using passive, low-cost mutual funds and ETFs.

Rodney Roque is the sole advisor at RR Financial Management LLC in Fresno, CA. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, Mr. Roque is the sole shareholder of Rodney Roque CPA APC, a CPA firm providing accounting and consulting services, and serves as the Acting Group CFO for Ruelas Enterprises Inc. RR Financial Management LLC offers investment portfolio management and financial planning to individuals, trusts, pension and retirement plan sponsors, and business entities, including nonprofit and governmental agencies. The firm manages assets on a discretionary basis, incorporating both fundamental and technical analysis, and integrates tax and accounting considerations into its investment approach.

Daniel Boulware is a financial advisor at The Institute with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Platinum Wealth Management LLC and Institute For Wealth Advisors, Inc. Outside of advising, he is also an insurance agent with various agencies on an infrequent basis. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm uses a team approach combining fundamental and technical analysis to construct diversified model portfolios, offering a range of strategies including ESG-focused ETFs, sector rotation, and alternative income, and manages over $1 billion in assets.