Trey Dewitte Chatterton III

After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.

Justin Klein is a financial advisor with Klein Pavlis & Peasley Financial, Inc. in Irvine, CA, holding a Series 65 designation and 21 years of industry experience. He has been with Klein Pavlis & Peasley since 2003. Klein Pavlis & Peasley provides discretionary portfolio management primarily to individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. The firm also offers fee-based publications and public educational programming alongside its investment services.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Nickolaos Sigas is a financial advisor with Equitable Advisors in Irvine, CA. He holds a Series 66 designation and is affiliated with a firm that employs over 4,600 advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions.

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC provides discretionary portfolio management to individuals and high-net-worth clients, focusing on customized investment policies and ongoing portfolio supervision. The firm’s investment approach emphasizes fundamental analysis and may include small- and medium-cap securities, bonds, ETFs, and options strategies.

Nelson Wu is a financial advisor at Open Square Capital, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Open Square Capital since 2015, with prior experience at Open Insights Capital from 2022 to 2025. Open Square Capital provides discretionary portfolio management to high-net-worth individuals through separately managed accounts and serves as the general partner and manager of a private investment limited partnership. The firm employs a value-oriented, long-term investment approach that focuses on concentrated holdings and combines private fund sponsorship with pooled-vehicle management within a solo-practitioner structure.