Todd Erskine is a CFP®, CFA®, and Series 63 credentialed advisor with 12 years of industry experience. He is currently with Chapman Financial Group, doing business as Kokua Capital Management, where he has worked since 2016. Chapman Financial Group, operating as Kokua Capital Management, provides discretionary wealth management to individual and high-net-worth clients and offers separate-account fixed-income sub-advisory services to other investment adviser firms. The firm employs an actively managed, long-term approach combining fundamental and technical analysis, and it utilizes a range of instruments and trading arrangements that extend beyond typical retail wealth management.

Wheeler Chapman III is a financial advisor at Kokua Capital Management with 29 years of industry experience. He has worked at Kokua Capital Management since 2016 and concurrently at Chapman Financial Group since 2013. Chapman Financial Group, doing business as Kokua Capital Management, provides discretionary wealth management services to individual and high-net-worth clients, as well as fixed-income sub-advisory services to other investment adviser firms. The firm employs an actively managed, long-term investment approach that incorporates both fundamental and technical analysis to tailor portfolios to clients’ objectives and risk tolerance.