Derek Lee

Mark Alcorn is a CFP® and holds a Series 66 license with 21 years of industry experience. He is the sole advisor at Diversified Wealth Management Solutions, LLC and has previously worked at M Holdings Securities Inc. and Purshe Kaplan Sterling Investments. In addition to his advisory role, he operates an insurance agency as a sole proprietor. Diversified Wealth Management Solutions provides discretionary and non-discretionary investment management and financial consulting to individual and institutional clients, including corporations, charitable organizations, and state or municipal entities. The firm offers tailored investment programs and ERISA retirement-plan services, managing approximately $74 million in client assets and providing both traditional advisory services and affiliated insurance products.

Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!

Jimmy Wong is a CFP® with 40 years of industry experience. He is currently affiliated with JSW Global Capital Group and has previously worked at LPL Financial LLC and Crown Capital Securities, LP. Wong also operates Ivory Global Capital Group, an independent investment advisory firm he started in 1990. JSW Global Capital Group is a small independent adviser serving individuals, pension and profit-sharing plans, and businesses. The firm provides financial planning and investment supervisory services primarily on a non-discretionary basis, employing various analytical methods and asset-allocation strategies while allowing clients to set investment restrictions.

Rodney Roque is the principal and sole advisor at RR Financial Management LLC in Fresno, CA, holding a Series 65 designation with five years of industry experience. He has prior experience at Sampson Sampson Patterson and currently operates a CPA firm, Rodney Roque CPA APC, where he provides accounting and consulting services. Additionally, he serves as acting Group CFO at Ruelas Enterprises Inc. RR Financial Management LLC offers investment portfolio management and financial planning to individuals, trusts, pension and retirement plan sponsors, and various business entities, including nonprofits and governmental agencies. The firm integrates tax and accounting considerations into its discretionary asset management and planning services, leveraging Mr. Roque’s background in accounting and financial management.

Robert Domm Jr. is a financial advisor at Clovis Wealth Partners, LLC with three years of industry experience. He holds a Series 65 credential and has a background that includes ownership and brokerage services at Kern Capital Real Estate and a vice president role at San Joaquin Chemicals, Inc. He also creates financial education content through a YouTube channel and provides online education to students. Clovis Wealth Partners, LLC is a registered investment adviser serving qualified high-net-worth clients and institutional mandates. The firm employs quantitative analysis and active management strategies, including an advanced options program called the Synthetic Dragon Strategy, to seek income while managing downside risk.

Ozeme Bonnette Cooley is a financial advisor with Tri-Quest Investment Advisors in Fresno, CA, holding a Series 66 designation and 21 years of industry experience. Cooley has been with Solomon Group III, Inc. since 2005. Outside of advisory services, Cooley is involved in real estate investment and property management. Tri-Quest Investment Advisors primarily serves individual investors, including high-net-worth and trust clients, offering financial planning and discretionary portfolio management with a conservative, low-turnover approach. The firm emphasizes fundamental security analysis and provides tailored services such as written plans, consulting, and educational workshops.