Wade Slome is a financial advisor at Sidoxia Capital Management, LLC, holding the CFP®, CFA®, and Series 63 designations with 18 years of industry experience. He has been with Sidoxia since 2007. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional clients. The firm employs Fusion strategies that blend low-cost ETFs, equities, and fixed income with a focus on longer holding periods and tax-aware approaches, managing accounts on a discretionary basis.

Keith Bong is a CFA® charterholder with 24 years of industry experience. He has worked at Sidoxia Capital Management, LLC since 2014 and previously spent 12 years at Topper Capital Management, Inc. Bong is also a CPA who provides accounting and tax services seasonally and may teach college-level finance courses. Additionally, he serves as a managing member of a private investment company, Portola Capital Group LLC. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional accounts. The firm employs Fusion strategies that combine low-cost ETFs, individual equities, and fixed income, emphasizing long-term holding periods and tax-aware management.

Kevin Weaver is a CFP® professional with nine years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2014. He is based in Newport Beach, CA. Sidoxia Capital Management provides investment advice primarily to individual investors, including high-net-worth and accredited clients, as well as select institutional entities. The firm employs Fusion strategies combining ETFs, equities, and fixed income with an emphasis on tax-aware, longer-term management and discretionary portfolio oversight.