Hyun Soo Lee is a financial advisor at Taylor Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Taylor Advisory Group since 2017, following a year at OM Pacific Capital, LLC. Lee is also the sole owner of SV Capital LLC, a for-profit business focused on developing artificial intelligence software. Taylor Advisory Group is a state-registered investment adviser managing approximately $95 million for around 60 clients, including individual and high-net-worth investors, trusts, estates, and business clients. The firm offers discretionary investment management and financial planning, emphasizing fundamental analysis and a primarily long-term investment approach with tactical trading as needed.

Philip Taylor is a financial advisor with Taylor Advisory Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Whitehall-Parker Securities, Inc. and One Source Health & Wealth Management. Taylor also spends several hours weekly involved in life insurance and fixed annuity sales through the Stornetta Insurance Agency. Taylor Advisory Group is a state-registered investment adviser managing approximately $95 million for around 60 clients, including individuals, high-net-worth investors, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, focusing on fundamental analysis and long-term investing while allowing tactical trading for rebalancing or client needs.