Edrie Dalisay is a CFP® professional with three years of industry experience, currently serving at Hollencrest Capital Management in Newport Beach, CA. He has been with Hollencrest Capital Management since 2011. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and is notable for its management of private funds and direct private investment transactions.

Michelle Petersen is a financial advisor at Hollencrest Capital Management with 10 years of industry experience. She holds a Series 66 designation and has been with Hollencrest since 2014. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach is grounded in Modern Portfolio Theory and incorporates traditional equities, fixed income, alternatives, private investments, and tax-aware strategies.

Dale Sefarian is a financial advisor with Hollencrest Capital Management, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Hollencrest Securities, LLC since 1999. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach combines Modern Portfolio Theory with traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

Christopher Duong is a CFA® charterholder with 18 years of industry experience. He has worked with Hollencrest Capital Management since 2007. Outside of his advisory role, he provides occasional trade entry and administrative support to VIMTREK, LLC. Hollencrest Capital Management serves individuals, families, trusts, retirement plans, nonprofits, institutions, and business owners with tailored wealth management and consulting. The firm employs a Modern Portfolio Theory-based approach, utilizing traditional and alternative investments while focusing on client-specific strategies.

Kelly Hong is a financial advisor at Hollencrest Capital Management with nine years of industry experience. He holds a Series 66 designation and has been with Hollencrest Securities since 2015. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm combines traditional equities and fixed income with alternatives, private investments, and tax-aware strategies, and actively sponsors and manages private funds and direct private investment transactions.

Wesley Schuler is a financial advisor at Hollencrest Capital Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, PFG Advisors, and Securities America. Outside of finance, Schuler has experience in entrepreneurial ventures, including involvement with a food business and a lacrosse company. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach combines Modern Portfolio Theory with a mix of traditional and alternative investments, managing assets through both discretionary and non-discretionary strategies.

Cameron Akers is a financial advisor at Hollencrest Capital Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hollencrest since 2008. Outside of his advisory role, he provides part-time consulting support to VIMTREK, LLC. Hollencrest Capital Management offers wealth management and consulting services to individuals, families, trusts, business owners, retirement plans, and institutional clients. The firm employs a Modern Portfolio Theory-based investment process that combines traditional and alternative investments, managing accounts on both discretionary and non-discretionary bases while actively sponsoring private funds and direct investment transactions.

Susan Nakamura is a CFA® charterholder with 38 years of industry experience. She has been with Hollencrest Securities, LLC since 1999. Nakamura is based in Newport Beach, CA, and holds a Series 63 license. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm employs an investment process grounded in Modern Portfolio Theory, combining traditional assets with alternatives and private investments, and actively manages private funds and direct private investment transactions.

Robert Wolford is a financial advisor at Hollencrest Capital Management with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Double Eagle Partners, LLC for 16 years. Outside of his advisory role, he has served on the board of the USA Hockey Foundation. Hollencrest Capital Management provides wealth management and consulting services to a diverse client base, including high-net-worth individuals, families, trusts, nonprofits, and business owners. The firm employs a Modern Portfolio Theory-based investment process, incorporating traditional and alternative investments, and offers both discretionary portfolio management and non-discretionary consulting.

James Konon Jr. is a financial advisor with Hollencrest Capital Management, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Hollencrest since 2005. Hollencrest Capital Management provides wealth management and consulting services to individuals, high-net-worth and ultra-affluent families, trusts, business owners, retirement plans, and institutional clients. The firm’s investment approach integrates Modern Portfolio Theory with a combination of traditional equities, fixed income, alternatives, private investments, and tax-aware strategies, and it actively sponsors and manages private funds and direct private investment transactions.

Peter Pellizzon is a financial advisor at Hollencrest Capital Management with 39 years of industry experience. He holds the Series 63 designation and previously worked at Double Eagle Partners, LLC from 2003 to 2019. Outside of his advisory role, he is involved as an LLC member in several private investment entities and participates in general and administrative management duties. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth and ultra-affluent clients, trusts, retirement plans, nonprofits, institutional clients, and business owners. The firm employs a Modern Portfolio Theory-based investment process, incorporating traditional and alternative investments, and offers both discretionary portfolio management and non-discretionary consulting.

Kyle Fincher is a financial advisor at Hollencrest Capital Management with four years of industry experience. He holds a Series 65 designation and has worked in both financial and land management roles prior to joining Hollencrest. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth clients, trusts, retirement plans, nonprofits, institutions, and business owners. The firm employs a Modern Portfolio Theory-based investment process using equities, fixed income, alternatives, and private investments, and manages both discretionary and non-discretionary assets totaling over $2.8 billion.

Rachel Beier is a financial advisor at Hollencrest Capital Management in Newport Beach, CA. She holds a Series 65 designation and has recently transitioned into the industry. Her prior work experience includes roles at KOVA Intl & Biochemical Diagnostics, B Braun Medical Inc., and Kite Pharma. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth clients, trusts, retirement plans, nonprofits, institutional clients, and business owners. The firm combines Modern Portfolio Theory with client-specific investment policies and offers both discretionary and non-discretionary management, incorporating traditional and alternative investments.

Gregory Pellizzon is a financial advisor at Hollencrest Capital Management with 46 years of industry experience. He holds a Series 63 designation and has previously worked at Double Eagle Partners, LLC for 16 years. Pellizzon serves as a board member for Triple G Insurance, a nonprofit organization. Hollencrest Capital Management provides wealth management and consulting services to individuals, families, high-net-worth clients, trusts, retirement plans, nonprofits, institutions, and business owners. The firm employs a Modern Portfolio Theory-based investment process using traditional and alternative investments, with tailored policies and a strong emphasis on private investment due diligence and tax efficiency.

Nicholas Booth is a financial advisor at Hollencrest Capital Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Vic Partners, Sunwest Bank, and Chubb. Hollencrest Capital Management provides wealth management and consulting services to high-net-worth and ultra-affluent individuals and families, trusts, retirement plans, nonprofits, institutional clients, and business owners. The firm employs a Modern Portfolio Theory-based investment process with client-specific Investment Policy Statements, combining traditional equities and fixed income with alternative and private investments.