Sean O'Connor is a financial advisor at O'Connor Capital Advisory, LLC with one year of industry experience. He holds the Series 65 designation and has worked with the Stephen J. Wampler Foundation and Hermosa Surf, LLC. O'Connor Capital Advisory specializes in discretionary portfolio management and tailored financial planning for high-net-worth individuals, families, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build individualized investment programs, employing both long- and short-term trading strategies while managing roughly $112 million in assets under management.

James Oconnor II is a financial advisor with O'Connor Capital Advisory, LLC in Scottsdale, Arizona, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has served as owner and managing member of O'Connor Capital Advisory since 2010 and previously was involved with the Coronado Schools Foundation from 2013 to 2017. O'Connor Capital Advisory provides discretionary portfolio management and tailored financial planning primarily for high-net-worth individuals, families, and institutional clients. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized investment programs and maintains a small, supported advisory team focused on concentrated decision-making.