John O'connor

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.

Timothy Cheng is the principal of Cheng Wealth Management, LLC in San Dimas, CA, with 11 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Cheng has led his independent firm since 2014, applying his background in institutional research to his practice. Cheng Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm emphasizes strategic asset allocation and enhanced indexing with a focus on diversification, low-cost mutual funds, and the use of alternative assets, serving a small client base with quarterly portfolio monitoring and rebalancing.

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.

Maya Pocker is a financial advisor at Scout Wealth Advisors LLC in Pasadena, CA, holding a Series 65 designation. She has three years of industry experience, including roles at Scout Financial, Inc. and Tzohar LaTohar. Scout Wealth Advisors LLC provides discretionary asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting to individuals, high net worth individuals, trusts, pension plans, and business entities. The firm uses a long-term investment approach with fundamental and technical analysis to build tailored portfolios, and offers integrated financial planning services covering investment, retirement, tax, estate, and charitable planning.