After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.

Daniel Mcclory is a ChFC® credentialed financial advisor with 26 years of industry experience, affiliated with Sutter Capital Partners, LLC in Irvine, CA. He has held roles at multiple firms, including Boustead Capital Markets, LLP and Sutter Securities Clearing, LLC. Outside of advisory work, Mcclory serves as President and Secretary of Cadogen & Cie Limited, a business consulting firm, and is involved in various other business ventures internationally. Sutter Capital Partners offers investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, generally providing non-discretionary advisory services, and supports consultant and intermediary relationships without maintaining investor accounts for those managers.

Ryan Thomas is a financial advisor at Thomas Investment Advisors LLC in Orange, CA. He holds a Series 65 designation and has worked in the financial and accounting industries since 2018, including roles at Baker Tilly US, LLP, and Chapman University. He co-founded Thomas Investment Advisors LLC in 2025 and also has experience with Thomas & Thomas. Thomas Investment Advisors LLC provides discretionary investment management and wealth management services to individuals and high-net-worth clients. The firm focuses on long-term, fundamentally based portfolio construction using low-cost mutual funds, ETFs, and occasionally individual securities, while also offering separate tax and accounting services through an affiliated practice.

Charles Fish is the principal of Charles Fish Investments, Inc. in Irvine, California, with 30 years of industry experience. He has been with Charles Fish Investments since its founding in 1996. Charles Fish Investments, Inc. provides discretionary investment management primarily focused on fixed income, especially municipal bonds, serving individuals, high-net-worth clients, trusts, estates, retirement accounts, and select institutions. The firm also offers sub-advisory and consulting services, employing an active investment approach supported by internal research and industry relationships.

Jerome Slusiewicz is a financial advisor at Pacific Financial Planners, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western International Securities, Inc. for 13 years prior to his current role. He also conducts financial education workshops and seminars. Pacific Financial Planners provides investment management, financial planning, and consulting services to individuals, pension plans, estates, trusts, charitable organizations, corporate, and institutional clients. The firm employs a documented, purpose-based investing process focused on publicly traded securities and serves a diverse client base including banking institutions, insurance companies, and government entities.

John O'Neill III is a financial advisor at O'Neill Financial Management, Inc. in Lake Forest, CA, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2016. O'Neill Financial Management provides investment advisory and financial planning services to individual and high-net-worth clients, employer retirement plans, and business clients. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing broadly diversified, mainly passive mutual funds and ETFs, and offers additional tax preparation and accounting services through a CPA principal.

Eric Henrickson is a financial advisor at Solomon and Associates LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Solomon and Associates since 2021. Henrickson also serves as a professor at Argosy University and is president of Build America Management Company. Solomon and Associates provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, and small businesses. The firm uses asset-allocation driven strategies and employs fundamental, technical, and charting analysis to manage portfolios on a discretionary basis.

Navy Klomsue is a financial advisor with Financial Equations Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining his current firm in 2020, he worked at Wealthsource Partners, LLC and Ameriprise Financial Services, Inc. Financial Equations Advisors serves individual and business clients, providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses an asset-allocation framework combined with technical analysis and may engage third-party sub-advisers while maintaining oversight, and it offers both wrap-fee and non-wrap advisory options.

Richard Lewis is a CFA charterholder with seven years of industry experience. He has worked at White Stork Asset Management LLC since 2018 and previously at Raj Vasudevan LLC from 2016 to 2018. He is based in Irvine, CA. White Stork Asset Management provides discretionary investment management to individuals, non-profit organizations, and institutions, focusing mainly on equities and U.S. Treasury securities. The firm’s bottom-up, fundamental investment approach emphasizes undervalued market leaders for long-term holding, active allocation, and risk controls at the position level, serving a client base that includes a notable share of non-U.S. investors.

Michael Vaughn is a Series 65-licensed financial advisor with Vaughn Investment Advisors Inc. in Tustin, CA, where he has worked since 2007. He has 12 years of industry experience. Vaughn Investment Advisors Inc. is a fee-only registered investment adviser managing approximately $74.85 million in assets. The firm serves individuals, retirement accounts, trusts, pensions, profit-sharing plans, and corporations, using a team-based investment process that combines top-down macro analysis with bottom-up security selection and emphasizes diversification through ETFs and ETNs.

Charles Mann is a financial advisor with Professional Financial Advisors Inc in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Professional Financial Advisors Inc since 1983 and is also associated with Independent Financial Group, LLC and NPB Financial Group, LLC. Mann holds officer and director positions at Professional Financial Advisors, Inc and Pacific Corporate Consultants, Inc, the latter providing pension-related services. Professional Financial Advisors, Inc serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate and tax-focused analyses, portfolio asset management, and ongoing consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise within its advisory model.

Robertina Gama is a financial advisor at GAMA Wealth Management, LLC in Irvine, CA, holding a Series 65 designation with six years of industry experience. She has been with GAMA Wealth Management since 2019. GAMA Wealth Management serves high-net-worth individuals through discretionary asset management via its wrap-fee program. The firm manages approximately $29.6 million in assets, emphasizes individualized portfolios with continuous supervision, and employs various strategies including fundamental analysis, options writing, and margin transactions.

Ryan Dugan is a Series 65-registered advisor at Morgan Stevens Asset Management, LLC with three years of industry experience. His background includes roles in mortgage lending and retail prior to joining Morgan Stevens. Morgan Stevens Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and corporate entities. The firm employs a diversified investment approach that integrates fundamental, technical, cyclical, and quantitative analysis along with modern portfolio theory to manage asset allocation and risk.

Lora Rommel is a CFP® professional with 30 years of industry experience, currently serving at Ehrlich Financial Group. She previously worked at Ameriprise Financial Services, Inc. for 17 years. In addition to her advisory role, she is involved in insurance sales. Ehrlich Financial Group is a four-advisor team that provides discretionary investment management, financial planning, retirement-plan advisory, and insurance consulting to individuals, trusts, estates, businesses, and retirement plans. The firm employs a customized, long-term oriented investment approach using low-cost funds, individual securities, and independent managers, supported by fundamental and quantitative research methods.

Clifford Kolson is a financial advisor with Generational Wealth Strategies in Irvine, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Advantage Asset Management, Inc. since 1994. Outside of advising, Kolson is a licensed California real estate broker and also works as an insurance agent. Generational Wealth Strategies provides discretionary investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, non-public businesses, and charitable entities. The firm employs a structured investment approach that incorporates portfolio management, alternative exposures, and family-oriented services.

Bryan Ugalde is a financial advisor at FDP Wealth Management, LLC in Irvine, CA, with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with FDP Wealth Management, Executive Insurance Agency, FDP Insurance Services, and Valmark Securities since 2010. Outside of advising, he serves as COO of FDP Insurance Services, overseeing the operation of the insurance and advisory business. FDP Wealth Management provides investment consulting and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement plans, and institutional clients. The firm delivers non-discretionary advice focused on fundamental analysis and diversification, featuring a specialized life-insurance trust analysis process known as the TOLI Expert System.

Shiyi Zhang is a financial advisor at Illumine Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Leju USA LLC and in academic roles at the University of California and Walla Walla University. Outside of advising, Zhang has experience as an assistant manager in the retail sector. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients, providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and customizes allocations based on client objectives and risk tolerances.

Nitai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors in Irvine, CA, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he worked at Tillys Inc and Chokshi & Shah CPA. Outside of advising, he serves as an assurance partner at Nitai & Company Financial Group, providing audit and accounting services. Chokshi & Queen Wealth Advisors serves individual investors, trusts, retirement plans, and institutions with asset management, financial planning, and retirement consulting. The firm combines fundamental, technical, and quantitative analysis in managing portfolios that include stocks, bonds, ETFs, mutual funds, and derivatives, and offers both discretionary management and standalone financial plans.

James Skorheim is a financial advisor at Skorheim Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has been involved in wealth management through various firms since 2010. Outside of his advisory role, Skorheim is the CFO of a CPA firm, where he performs managerial and accounting duties including business valuation. Skorheim Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental analysis and modern portfolio theory to manage diversified portfolios, offering both long- and short-term trading strategies.

Christopher Baum is a CFA® and holds a Series 65 license with 13 years of industry experience. He has worked at Coastal Capital Advisors since 2020 and previously spent seven years at Private Management Group, INC. Christopher operates out of Irvine, CA. Coastal Capital Advisors serves individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans by providing discretionary investment management alongside comprehensive financial planning and wealth management. The firm employs a blend of active and passive, long-term, value-based asset allocation using customized portfolios and integrates outside specialists and services into client programs.