Sean Oneill is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently serves as a professional trustee for four separate trusts, managing investment allocation decisions, including for the Paquita Machris Trust since 2020. Sean is affiliated with Doheny Asset Management, L.L.C., where he has worked since 2010, following a brief tenure at Cordhaven Capital Management. Doheny Asset Management provides individualized portfolio management to individuals, high-net-worth clients, and select institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, managing approximately $164 million across 46 client relationships.

James Morton is a Series 65-licensed financial advisor at Doheny Asset Management, L.L.C. with five years of industry experience. He was previously a managing member at Maeya Capital, LLC, which is currently being wound down. Doheny Asset Management provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as pension plans, charitable organizations, and private businesses. The firm employs a client-specific investment approach utilizing fundamental, technical, and cyclical analysis across several defined strategies, managing roughly $185 million in assets with a small advisory team.