Dan Ohlwiler

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

Strivent Financial provides fee-only, comprehensive financial planning advice, that follows the fiduciary standard, to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you. Meet in-person or virtually. Visit www.striventfinancial.com or call (800) 893-6783. Services include: • General Financial Planning – Cash flow, spending plan, saving strategies • Investment Management – Portfolio review, asset allocation, withdrawal strategies • Tax Planning – Tax mitigation strategies, Roth conversion strategies, employer benefits • Insurance Planning – Review of existing policies, auto, homeowner’s, health, disability, life, long term care • Retirement Planning – Retirement goal setting, retirement income analysis, social security, Medicare • Estate Planning – Create estate planning roadmap, wills, trusts, power of attorney • Assistance to Loved Ones – Gifting, education planning, 529 plans, caring for elderly • Special Services – Loss of spouse services, divorce services Kevin Henss is a Certified Financial Planner™ (CFP®) professional. He is the president and founder of Strivent Financial in Mission Viejo, CA. Kevin has been providing comprehensive financial planning advice for over twelve years. He is an avid speaker and presenter of financial planning concepts having presented to hundreds of financial advisors at the Financial Planning Association in Orange County and Santa Barbara chapters. Kevin served on the board of the Financial Planning Association in Orange County (FPA-OC) as the Director of Communications and was voted “Volunteer of the Year” in 2011 for his successful achievements and contributions. He continues to volunteer and is currently the leader of the FPA-OC’s Internship Program where he connects aspiring financial planners with host financial planning firms. Kevin resides in Ladera Ranch, California with his wife, Lauren, two daughters, Cadence and Haley.

David Carlson, President of Sound Investment Management, LLC, is a CERTIFIED FINANCIAL PLANNER™ professional with a deep commitment to delivering exceptional wealth management services. Known for his seasoned wisdom, strategic guidance, and genuine care for his client's well-being, David stands out among financial advisors. With over 25 years of experience, David offers a robust background in financial planning, investment management, estate planning, philanthropic planning, foundation and trust administration, corporate finance, and real estate. He holds an MBA in Finance and Investments from the University of Southern California's Marshall School of Business and is a Chartered Financial Consultant® (ChFC®) from The American College of Financial Services. Additionally, as a Certified Kingdom Advisor® (CKA®), David integrates biblically-wise financial advice into his practice, aligning his professional expertise with his clients' values. David also earned a Bachelor of Arts from the Moody Bible Institute in Chicago. David is actively involved in the financial community as a member of the XY Planning Network, the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network. Beyond his professional life, David enjoys traveling, outdoor activities, and cherishing time with his wife and their three children.

Austin is Founder and Owner of Lee Financial Group LLC, an independent, Fee-Only™ advisory firm. He graduated with a bachelors in Mathematics and Economics from the University of California, Irvine. He graduated with a Master’s in Business Administration from the University of Southern California and a is Certified Financial Planner™ professional. Prior to LFG, Austin served as a financial planner for The Ayco Company, the Personal Financial Management branch of Goldman Sachs. Many of his clients were executives for Fortune 500 company and involved complex planning strategies around investment, tax, and estate planning. Most recently, he served as an Investment Advisor for Transamerica Financial Advisor, working with families of diverse financial backgrounds to determine the best solution for each household. Austin’s experience also extends to being a Corporate Finance business partner for various medical device companies. Throughout his tenure, he has had the opportunity to connect with various colleagues and health care providers, specifically, physicians and dentists. It was in those conversations that he discovered the unique financial planning challenges each group encountered and how he is able to leverage his experience in both Corporate Finance and Financial Planning to assist.

Jeremy Portnoff is a Fee-Only financial planner with offices in Mission Viejo, CA and Metuchen, NJ and serving clients across the country. PortSalus Wealth Management provides comprehensive and objective financial planning, investment management, for pre-retirees within 5-10 years of and through retirement helping clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeremy Portnoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Tony T. Chan, CFP®, EA, was born in Hong Kong, China, and immigrated with his family to San Francisco, California, at the age of eight. After high school, he served six years in the Army Reserve as an Automatic Logistic Specialist. Following his acceptance into the ROTC program at California State University, Fullerton, Tony relocated to Orange County to continue his education. While balancing school and four part-time jobs, he recognized the value of personal financial planning and began attending the Financial Planning Association's quarterly meetings, where he first learned about the CFP® designation. Upon earning a Bachelor's Degree in Finance and a minor in Military Science from California State University, Fullerton, and receiving his commission through the university’s Army ROTC, Tony set his sights on becoming a Certified Financial Planner™ practitioner. He first obtained the Registered Paraplanner (SM) designation through the College of Financial Planning before achieving his goal. Today, Tony serves as a Fee-Only Financial Planner & Investment Adviser and holds the rank of 1st Lieutenant with the U.S. Army Reserve 326th Financial Management Center. With over fifteen years of experience in financial planning and tax services, Tony brings extensive expertise in advising clients across various income levels on comprehensive retirement plans, portfolio analysis, tax planning, debt and risk management, and estate planning. He is an active member of the Orange County Financial Planning Association and the National Association of Personal Financial Advisors. Tony has been honored with multiple awards and was a nominee for both the 2016 class of InvestmentNews 40 Under 40 and the 2018 class of CPA Practice Advisor 40 Under 40.