Wade Slome is a CFP® and CFA® with 17 years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2007. He is based in Newport Beach, CA, and holds a Series 63 license. Sidoxia Capital Management provides discretionary portfolio management, financial planning, and investment consulting primarily to individuals—including high-net-worth and accredited investors—as well as institutional clients. The firm employs a customized “Fusion” investment approach that integrates fundamental research, quantitative screening, and an internal cash-flow ranking system across multiple asset classes, managing both separate accounts and private pooled vehicles.

Keith Bong is a CFA® charterholder and holds a Series 66 license, with 23 years of industry experience. He has been with Sidoxia Capital Management, LLC since 2014. Outside of his advisory role, he provides accounting and tax services as a CPA, is a managing member of a private investment company, and may teach college-level finance courses. Sidoxia Capital Management offers discretionary portfolio management, financial planning, and investment consulting primarily to individuals and institutional clients. The firm employs a customized investment approach combining fundamental research and quantitative methods, managing both separate accounts and private pooled vehicles.

Kevin Weaver is a CFP® professional with eight years of industry experience, currently serving at Sidoxia Capital Management, LLC since 2014. Based in Newport Beach, CA, he works alongside one other advisor at the firm. Sidoxia Capital Management offers discretionary portfolio management, financial planning, and investment consulting primarily to individuals, including high-net-worth and accredited investors, as well as institutional clients. The firm employs a customized “Fusion” investment approach that integrates fundamental research, quantitative screening, and an internal cash-flow ranking system across various asset classes, managing both separate accounts and private pooled investment vehicles.