Sean Smith

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.

Gary Miller is a CFP®-certified financial advisor with 14 years of industry experience. He is the principal of Trusted Financial Advisors, an independent firm located in Laguna Niguel, CA, and previously worked at Noble Wealth Management, Inc. from 2016 to 2021. Trusted Financial Advisors serves primarily individuals and families, managing approximately $61 million in assets across 46 client relationships. The firm provides fee-only financial planning and discretionary portfolio management, using a bottom-up fundamental investment approach that incorporates both fundamental and technical analysis.

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.

Clark Wilson is a financial advisor based in San Clemente, CA, with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at R. W. Towt & Associates for three years. Outside of advisory work, he is active as a mortgage loan originator. Wilson, Clark Allen is an independent firm serving individual and institutional clients, including trusts, investment companies, and pension plans. The firm employs an active, rules-based investment approach centered on the CANSLIM methodology, incorporating frequent portfolio monitoring, hard stop-loss rules, and a combination of long and short positions using stocks, ETFs, and options. It offers portfolio management alongside proprietary algorithmic tools for defined-contribution and annuity products, and it provides subscription-based data services and is developing web and mobile applications.

Michael Templeman is a CFP® professional with five years of experience at Templeman Wealth Management Inc. and over two decades leading Michael S Templeman Inc. In addition to his advisory work, he owns Paradigm Table Games, Inc., which licenses proprietary casino table game content, and T Lot Realty LLC, a commercial real estate holding company. Templeman Wealth Management Inc. provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients, utilizing a combination of fundamental, quantitative, technical, and charting analysis within a long-term trading framework. The firm operates as a solo practice managing approximately $52 million in discretionary assets.