Richard Moon is a financial advisor with Ascendant Capital Management in La Palma, CA, holding a Series 65 credential and 13 years of industry experience. Prior to joining Ascendant in 2015, he worked at Oaktree Wealth Group Inc. from 2013 to 2015. He is also a licensed insurance agent and an accountant, occasionally providing insurance and accounting services alongside his advisory role. Ascendant Capital Management offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and corporate entities. The firm utilizes a multi-method investment approach and manages accounts primarily on a discretionary basis, incorporating third-party advisers and administrative providers.

Charles Armendarez is a CFA® charterholder with six years of industry experience. He has worked at Ascendant Capital Management since 2019 and previously at One Source Capital Group and Canyon Holdings. Ascendant Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm integrates modern portfolio theory with fundamental and technical analysis to construct tailored portfolios that are reviewed quarterly and may include a range of securities such as stocks, bonds, ETFs, and private securities.