Blue Sky Capital Consultants Group, Inc.

Leilani Harwood is a CFP® professional at Blue Sky Capital Consultants Group, Inc. with 15 years of industry experience. She has held roles at multiple firms, including Independent Financial Group, LLC and Fortune Financial Services, Inc. Outside of financial advising, Harwood serves as a volunteer executive board member for the American Youth Soccer Organization in Aliso Viejo, overseeing local soccer programs. Blue Sky Capital Consultants Group, Inc. manages approximately $248 million for individuals, pension plans, charitable organizations, and corporations. The firm employs a discretionary portfolio management approach using various investment methods, including options and leveraged instruments, and offers tailored strategies that may include margin and derivatives.

Tyler Goglia is a CFP® professional with seven years of experience at Blue Sky Capital Consultants Group, Inc. and five years at Capital Financial Consultants Group, Inc. Prior to his financial advisory career, he worked at Gateway Physical Therapy & Spinal Center and Green Thumb Garden Center. Blue Sky Capital Consultants Group, Inc. manages approximately $248 million for individuals, pension plans, charitable organizations, and corporations. The firm employs discretionary portfolio management combined with financial and pension consulting, utilizing a variety of investment techniques including derivatives and leverage, and offers clients tailored investment strategies with the option to impose restrictions.

Alondra Zepeda Ochoa is a CFP® professional with four years of industry experience. She currently serves at Blue Sky Capital Consultants Group, Inc. and previously worked at D.M. Brenner, Inc. for four years. Blue Sky Capital Consultants Group, Inc. manages approximately $248 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods, including discretionary portfolio management and the use of derivatives and margin strategies, to tailor allocations and risk parameters for its clients.

Scott Nabb is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of experience. He is currently with Blue Sky Capital Consultants Group, Inc. and has held roles at Capital Financial Consultants Group, Inc. and Independent Financial Group, LLC. At Blue Sky, he serves as Lead Planner and Client Services Manager. Blue Sky Capital Consultants Group, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $248 million. The firm offers discretionary portfolio management and financial planning, utilizing a diverse range of investment strategies including options and leveraged products.

Larry Steckler is a CFP® with 30 years of industry experience, currently serving at Blue Sky Capital Consultants Group, Inc. He has held positions at Capital Financial Consultants Group, Inc. and Independent Financial Group, LLC. Steckler volunteers with the Financial Planning Association, providing pro bono financial planning to wounded veterans. Blue Sky Capital Consultants Group, Inc. manages approximately $248 million for individuals, pension plans, charitable organizations, and corporations. The firm employs tailored, discretionary portfolio management using a variety of investment methods, including derivatives and margin strategies, to set allocations and risk parameters.

Michelle Lin is a CFP® professional with 16 years of industry experience. She is currently with Blue Sky Capital Consultants Group, Inc., where she serves as a client service manager. Her prior experience includes roles at Capital Financial Consultants Group, Inc. and Independent Financial Group. Blue Sky Capital Consultants Group, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $248 million across several hundred accounts. The firm offers discretionary portfolio management and financial planning, using a variety of investment methods and strategies, including option writing and margin borrowing, to tailor portfolios to client needs.

Matthew Goldberg is a CFP® and holds a Series 65 license, currently serving as an advisor at Blue Sky Capital Consultants Group, Inc. with three years of industry experience. His prior roles include working at D.M. Brenner, Inc. and positions at San Diego State and Grossmont Community College. Blue Sky Capital Consultants Group, Inc. manages approximately $248 million across several hundred client accounts, offering discretionary portfolio management, financial planning, and advisory consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a variety of investment strategies, including derivatives and margin use, to tailor portfolios according to client specifications.