Marshall Quan is a financial advisor at Sierra Investment Management, LLC with 25 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management since 1999 and Ocean Park Asset Management since 2007. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and disciplined risk management, utilizing a range of mutual funds and ETFs across multiple program series, with daily program reviews and team-based decision making.

David Wright is a financial advisor at Sierra Investment Management, LLC with 36 years of industry experience. He holds a Series 65 designation and has worked at Sierra Investment Management, Inc. since 1992 and Ocean Park Asset Management, Inc. since 1989. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and provides limited financial planning for individuals, high-net-worth clients, trusts, retirement plans, and select institutional accounts. The firm uses a rules-based, tactical investment approach focused on trend-following and downside risk management, implementing allocations through multiple program options that include affiliated Ocean Park mutual funds and ETFs.

Nathan Brummel is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Sierra Investment Management, LLC since 2023 and previously held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2023. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and disciplined risk management, and it operates multiple program series that utilize affiliated and unaffiliated mutual funds and ETFs.

Kenneth Sleeper is a financial advisor with Sierra Investment Management, LLC in Santa Monica, CA, holding a Series 65 designation and bringing 36 years of industry experience. He has worked at Sierra Investment Management, Inc. since 1992 and at Ocean Park Asset Management, Inc. since 1989. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm uses a rules-based, tactical investment approach focused on trend-following and downside risk management, implementing daily program reviews and team-based decision making across multiple program series that include affiliated and unaffiliated funds.

Gira Patel is a financial advisor with Sierra Investment Management, LLC in Santa Monica, CA, holding a Series 65 credential and 10 years of industry experience. He has been with Sierra Investment Management since 2015. Sierra Investment Management is a team-based SEC-registered advisor that manages discretionary portfolios and offers limited financial planning to individuals, high-net-worth clients, trusts, retirement plans, and certain institutional accounts. The firm employs a rules-based, tactical investment approach focused on trend-following and downside risk management, utilizing a range of program options and affiliated mutual funds and ETFs through its affiliation with Ocean Park Asset Management.