Shad Roundy

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 financial advisor at King Financial with a Series 65 designation. He has experience at King Financial since 2024 and has held roles at Tim Wheeler Accountancy Corporation and Gravity Picks Inc. Outside of finance, he previously worked in the entertainment industry with Elite DJ. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, and specialized real estate advisory services. The firm uses a long-term, modern-portfolio-theory approach and offers tailored investment strategies including 1031 exchange and Qualified Opportunity Zone consulting.

Timothy Wheeler is a financial advisor at King Financial with three years of industry experience and a Series 65 credential. He previously worked for Bill Pollard CPA and runs his own CPA practice, Wheeler CPA Group PC, alongside his advisory role. King Financial is a small advisory firm serving primarily individual and high-net-worth clients, as well as certain corporate accounts. The firm employs long-term, modern portfolio theory strategies with diversified asset allocations and provides specialized services including pension consulting and Qualified Opportunity Zone advisory work.

Devin King is a financial advisor with King Financial in Lathrop, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at King Financial since 2015 and previously spent three years at Client One Securities. Outside of his advisory role, King is an independent licensed insurance agent and manages Damask Holdings, a business involved in buying and selling collectibles. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, pension consulting, and specialized real estate and Qualified Opportunity Zone advisory services. The firm uses a long-term, modern portfolio theory approach and tailors investment strategies to client goals and risk tolerances.

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 advisory role, he serves as a pastor at Christian Worship Center, an involvement he has maintained since 1995. Vaught is also engaged in insurance services through Vaught and Muela Insurance Services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers access to third-party sub-advisers and model portfolios, operates a web-based asset management platform, and makes alternative and private investment options available to eligible clients.