Drew Marinelli

Amr El Moselhy is the sole advisor at AM Wealth Solutions, LLC in Irvine, CA, holding a Series 65 designation with experience beginning in 2025. His prior roles include positions at Liberty Mutual Investments and the Boston Consulting Group. He is also the founder and CEO of AM Advisory, LLC, a strategy consulting firm serving both for-profit and nonprofit organizations, which he currently operates on a limited basis outside regular hours. AM Wealth Solutions, LLC is a fee-only investment advisory firm serving individuals, high-net-worth clients, and nonprofit institutions. The firm provides discretionary portfolio management with a focus on equities, ETFs, and fixed income, utilizing tactical asset allocation and risk management techniques, and also offers separate financial planning and consulting services.

Brian Seaman is a CFP® and ChFC® with 37 years of experience in financial advising. He is a principal at Capital Planning Group, LLC in Costa Mesa, CA, where he has worked since 2000. Seaman also serves as a board member of the Lutheran Church of the Master. Capital Planning Group, LLC provides portfolio management and comprehensive financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $69.4 million for about 144 clients and operates with two advisors, offering client-specific asset allocation plans and recommending third-party managers.

Jordan Miotto is the sole advisor at Miotto, Jordan Philip, an independent financial firm based in Anaheim, CA. He holds a Series 65 designation and has experience working with Accurate Circuit Engineering, Inc., Target Corporation, and Champion Power Equipment Inc. In addition to his advisory work, Miotto maintains a full-time position outside the financial industry. Miotto, Jordan Philip offers one-time financial planning and portfolio review services to individuals, trusts, and estates. The firm provides written reports with asset-allocation and investment recommendations using a top-down, fundamental approach focused on strategic asset allocation and broad-based, liquid instruments such as ETFs and mutual funds. Services are non-discretionary and billed via a one-time flat fee, with no ongoing account management or third-party compensation accepted.

Aleksandr Dyo is a financial advisor at Smart Portfolio with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Profectus Wealth Management and RGL Group Insurance and Financial Services, where he is a principal. Outside of advisory work, he is involved in managing and investing in qualified opportunity zone real estate assets and serves in leadership roles at several related business entities. Smart Portfolio primarily serves high-net-worth individuals and pension or profit-sharing plans, offering fee-based discretionary portfolio management and retirement plan investment services. The firm focuses on customized, rules-based, risk-adjusted strategies across various asset classes and integrates plan-level investment management with plan design through affiliated consulting and insurance services.

Percy Kandukira is a financial advisor at Ornate Investment Managers LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ornate Investment Managers and Finalis Securities LLC. He is also a managing member involved in investment banking activities related to deal origination and execution. Ornate Investment Managers provides discretionary and non-discretionary portfolio management and pension consulting services to a diverse range of institutional and pooled clients. The firm employs a blend of top-down and bottom-up analysis within a planning–execution–feedback framework, investing across multiple asset classes tailored to client objectives and risk tolerance.

Zhe Feng Zhang is a financial advisor at OZ Wealth Management LLC in Irvine, CA, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Prosperity Wealth Management Inc. Zhang also dedicates time to insurance-related activities. OZ Wealth Management LLC provides discretionary asset management primarily to individual investors, high-net-worth individuals, and small business owners. The firm constructs portfolios using ETFs, mutual funds, individual bonds and equities, and traded REITs, applying Modern Portfolio Theory alongside fundamental and technical analysis in a long-term, customized investment approach.