Pelorus Capital Management, LLC

Glenn Stoddard is a financial advisor at Pelorus Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Morgan Stanley. Outside of his advisory role, he serves as a Director at Large for the Association for Corporate Growth Orange County. Pelorus Capital Management serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans with investment management, financial planning, and retirement plan consulting. The firm utilizes a personalized, discovery-based process and offers both discretionary portfolio management and non-discretionary advisory services, employing a combination of active and passive strategies.

Joseph Volz is a CFP® and holds a Series 66 license with 28 years of experience in the financial industry. He is currently affiliated with Pelorus Capital Management, LLC, where he has worked since 2026. Prior to this, he spent 10 years at Wells Fargo Advisors and 17 years at Merrill. Outside of his advisory role, Volz has a minority ownership interest in Alpha Sports LLC, a soccer training business. Pelorus Capital Management, LLC serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs a personalized, discovery-based process and offers a mix of active and passive strategies, including discretionary and non-discretionary advisory services.

Matthew Jen is a CFP® with three years of industry experience, currently affiliated with Pelorus Capital Management, LLC. His prior work includes roles at Wells Fargo Advisors and Fidelity Investments. Pelorus Capital Management, LLC is a newly registered investment adviser that plans to serve individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process to provide discretionary portfolio management and non-discretionary advisory services, employing a mix of active and passive strategies across equities, ETFs, and mutual funds.

Denise Healy is a CFP® professional with 20 years of industry experience. She is currently with Pelorus Capital Management, LLC and has previously worked at Wells Fargo Advisors, Perigon Wealth Management, Baker & Associates, and Mass Mutual Investors Services. Pelorus Capital Management, LLC is a newly registered investment adviser that plans to serve individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans. The firm offers a personalized, discovery-based process with discretionary portfolio management and non-discretionary advisory services, using a mix of active and passive strategies across equities, ETFs, and mutual funds.

Anne Norris is a financial advisor at Pelorus Capital Management, LLC in Irvine, CA, holding a Series 66 designation with 14 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network, LLC for 10 years and Merrill for 4 years. Pelorus Capital Management, LLC serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process and employs a mix of active and passive strategies across equities, ETFs, and mutual funds, including discretionary portfolio management and non-discretionary advisory services for retirement plans.

Christana Freerks is a financial advisor at Pelorus Capital Management, LLC with 33 years of industry experience. She holds a Series 63 designation and has worked at firms including Wells Fargo Advisors and Morgan Stanley. Outside of advising, she serves as a notary public in Irvine, CA. Pelorus Capital Management is a newly registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm uses a personalized, discovery-based process to provide discretionary portfolio management and non-discretionary advisory services, combining active and passive strategies and occasionally employing third-party independent managers.

Bryan Clark is a financial advisor at Pelorus Capital Management, LLC, holding a Series 66 designation with six years of industry experience. His prior roles include six years at Wells Fargo Advisors and eight years with Lighting Supply Guy. He has a 50% ownership interest in Clark Stoddard, LLC, an investment-related business. Pelorus Capital Management, LLC serves individuals, high-net-worth clients, trusts, businesses, and retirement plans with investment management, financial planning, and consulting. The firm employs a personalized, discovery-based process and uses a combination of active and passive strategies, including discretionary portfolio management and non-discretionary advisory services.

Summer Miller is a financial advisor with Pelorus Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Merrill, and J.P. Morgan Securities. Pelorus Capital Management serves individuals, high-net-worth clients, trusts, businesses, and participant-directed retirement plans with investment management, financial planning, and retirement plan consulting. The firm uses a personalized, discovery-based process and offers discretionary portfolio management alongside non-discretionary advisory services for retirement plans, employing a mix of active and passive strategies across various asset types.

William Hargrove is a financial advisor at Pelorus Capital Management, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for 10 years and Merrill for 11 years. He serves as a trustee for Pelorus Capital Management’s 401(k) plan and manages financial affairs as attorney-in-fact for a family trust. Pelorus Capital Management, LLC is a newly registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm uses a personalized, discovery-based process and offers discretionary portfolio management alongside retirement plan consulting, employing a combination of active and passive strategies across various asset types.