Samuel Oceguera

Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.

Christopher Fahey is a financial advisor at King Financial with a Series 65 designation. He has experience at King Financial since 2024 and has held roles at Tim Wheeler Accountancy Corporation and Gravity Picks Inc. Outside of finance, he previously worked in the entertainment industry with Elite DJ. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, and specialized real estate advisory services. The firm uses a long-term, modern-portfolio-theory approach and offers tailored investment strategies including 1031 exchange and Qualified Opportunity Zone consulting.

Timothy Wheeler is a financial advisor at King Financial with a Series 65 designation and two years of industry experience. Prior to joining King Financial, he operated his own CPA practice and worked at Bill Pollard CPA for 14 years. He continues to manage his CPA business alongside his advisory role. King Financial serves individuals, high-net-worth clients, and business entities, offering portfolio management, financial planning, pension consulting, and specialized advisory services related to real estate and Qualified Opportunity Zones. The firm employs a long-term, modern-portfolio-theory approach and provides hands-on due diligence for 1031 exchanges and DST investments.

Devin King is a financial advisor with King Financial in Lathrop, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at King Financial since 2015 and previously spent three years at Client One Securities. Outside of his advisory role, King is an independent licensed insurance agent and manages Damask Holdings, a business involved in buying and selling collectibles. King Financial serves individuals, high-net-worth clients, and business entities by providing portfolio management, financial planning, pension consulting, and specialized real estate and Qualified Opportunity Zone advisory services. The firm uses a long-term, modern portfolio theory approach and tailors investment strategies to client goals and risk tolerances.

Vijay Malik is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Sophis Investments LLC since 2014 and previously at Everest Group LLC and Holliday Fenoglio Fowler, L.P. Outside of his advisory role, Malik serves as president of Middle America Capital, a Nebraska real estate investment company. Sophis Investments provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as trusts, endowments, and pooled investment vehicles. The firm focuses on concentrated, actively managed equity portfolios using a bottom-up fundamental research approach with an emphasis on low turnover.

Shaun Vaught is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked with Cetera Advisor Networks LLC since 2015 and operates Vaught and Muela Insurance Services, where he sells and services insurance products. Outside of his financial career, he serves as a pastor at Christian Worship Center, a role he has held since 1995. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based platform for independent advisers and emphasizes manager selection and oversight through quantitative and qualitative evaluations.