Mark Turner

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.

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.

Kathleen Stapleton is a CFP® professional with 39 years of industry experience, currently serving as the sole advisor at CHOICE Financial & Insurance Services, Inc. She has worked at the firm since 2002, with prior experience at PlanMember Securities Corporation and GWN Securities, Inc. In addition to her advisory role, she provides tax preparation services. CHOICE Financial & Insurance Services, Inc. serves individuals and families, including some high-net-worth clients, offering discretionary asset management, financial planning, and consulting. The firm employs both fundamental and technical analysis and uses third-party platforms to implement tailored investment programs.

Loc Tran is the sole advisor at JHL Investment Firm Inc in Westminster, CA, holding a Series 65 license with seven years of industry experience. He has operated JHL Investment Firm since 2018 and is also involved in the insurance industry through his roles at Tran Insurance Agency and Lords Insurance Agency, where he sells life, health, and property casualty insurance. Additionally, he works seasonally as a tax preparer. JHL Investment Firm Inc provides non-discretionary asset management, financial planning, and consulting services primarily to individual clients. The firm’s investment approach centers on fundamental analysis and customized strategies aligned with client goals, with client approval required before executing trades.

Michael Dekovner is a CFP® professional with 21 years of experience in financial advisory services. He has been with Mrd, Inc. since 2001, serving as the firm's sole advisor. Mrd, Inc. provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts and estates, businesses, charitable organizations, and plan participants. The firm focuses on diversified, target asset-allocation portfolios using a combination of passive and active mutual funds and ETFs, incorporating less liquid and alternative vehicles such as interval funds and non-traded REITs.