Mike Phan

Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

Christopher Fahey is a Series 65 licensed advisor with King Financial, where he has worked since 2024. He has over a decade of entrepreneurial experience, including founding Gravity Picks Inc and previously operating Elite DJ. Fahey also has a background in accountancy through Tim Wheeler Accountancy Corporation. King Financial offers investment and planning services to individuals, corporations, and retirement plans, utilizing a long-term investment approach based on modern portfolio theory. The firm integrates insurance and tax perspectives into client work and provides specialized advisory services such as 1031 exchange and Qualified Opportunity Zone fund analysis.

Timothy Wheeler is a Series 65-registered advisor at King Financial with three years of industry experience. He has a background in accounting, operating his CPA practice, Wheeler CPA Group PC, since 2017. Prior to this, he worked at Bill Pollard CPA for 14 years. King Financial provides investment and planning services to individuals, corporations, and retirement plans, offering portfolio management, financial planning, pension consulting, and real estate advisory services. The firm employs a modern portfolio theory approach with a long-term horizon and integrates insurance and tax/accounting expertise into its client services.

Devin King is a financial advisor at King Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Equitable Advisors before joining King Financial in 2015. Outside of his advisory role, he is involved in buying and selling collectibles through Damask Holdings. King Financial provides investment and planning services to individuals, corporations, and retirement plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a modern portfolio theory approach and integrates insurance and tax expertise into client strategies.

Vijay Malik is a financial advisor at Sophis Investments LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Everest Group LLC and Holliday Fenoglio Fowler, L.P. Outside of his advisory role, he serves as president of Middle America Capital, a Nebraska real estate investment company. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach with long-term holdings and uses performance-based fees for qualified clients, managing both individual accounts and pooled investment vehicles.

Shaun Vaught is a financial advisor at Advisor Share Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera Advisor Networks LLC since 2015. Outside of his financial career, Vaught serves as a pastor at the Christian Worship Center, a religious organization he has been involved with since 1995. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers a web-based asset management platform, utilizes third-party sub-advisers and model portfolios, and provides alternative and private investment options to eligible clients.