Charles Lee

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Ryan Miyamoto is a CFP® professional with 20 years of industry experience. He is the principal advisor at Derive Wealth, where he has worked since 2016. Prior to this, he was with USAA Financial Advisors Inc. for six years and StashClass LLC for two years. Derive Wealth provides comprehensive financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds combined with targeted sector or passive satellite holdings and offers a fixed advisory fee model without transaction commissions or performance-based fees.

Noah Damsky is a CFA® charterholder with nine years of industry experience. He is currently the sole advisor at Marina Wealth Advisors, where he has worked since 2020. His prior experience includes roles at Los Angeles County Employee Retirement Association, Goldman Sachs, UCLA Anderson School of Management, T. Rowe Price, and Bessemer Trust. Marina Wealth Advisors is a California-registered firm managing approximately $29.7 million for a small client base of primarily individual and high-net-worth clients. The firm offers discretionary investment management and financial planning services, combining fundamental and cyclical analysis with both passive and active investment vehicles, and integrates tax preparation through a third-party accounting firm as part of ongoing client engagements.

Norman Wahab is a financial advisor at Quid Capital in Los Angeles, CA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quid Capital since 2019, following five years at Tetrad Capital. Quid Capital provides portfolio management through separately managed accounts tailored to individuals, trusts, estates, charitable organizations, corporations, partnerships, and other business entities. The firm employs a variety of analytical methods, including charting, fundamental, technical, cyclical, and quantitative approaches, and may use both long-term and short-term trading strategies.

Matthew Lam is the principal of Matthew H. Lam, CPA, where he has provided tax and accounting services since 2015. He holds a Series 65 designation and has six years of experience in the financial industry. His prior experience includes roles at several accounting firms and a brief tenure at Intuit Inc. The firm offers discretionary portfolio management alongside accounting services under the same business name. Matthew H. Lam, CPA serves individuals, corporate pension and profit-sharing plans, charitable trusts, foundations, and other trusts. The firm’s investment approach is based on fundamental analysis and a long-term, buy-and-hold strategy with periodic rebalancing and tax-loss harvesting available upon request.