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.

Old-school wealth management firms largely fall short of addressing the needs of small business owners. They typically require a minimum amount of investible assets, offer generic planning advice, and schedule infrequent reviews. I launched Two Palms Financial to provide an experience to business owners based on greater customization, deeper planning work, year-round reviews and a flexible fee structure. Time and attention are finite resources. Business owners know this all too well. I help business owners focus their time and energy on what they are passionate about and excel at. With year-round cash flow & tax planning, saving & investing, retirement planning, debt management, insurance reviews, trust & estate planning, I help business owners develop a plan to grow their business with intention, create long-term wealth, minimize taxes over their lifetime, and protect their assets from unforeseen threats. I also believe Life Planning is an integral part of the planning process. Through my training with the Kinder Institute of Life Planning, I use the EVOKE (Exploration, Vision, Obstacles, Knowledge & Execution) experience to help my clients build a financial plan around their unique vision of a fulfilled life.

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.

With a strategic eye fine-tuned over 25 years in the financial industry, JP Geisbauer is not just an advisor; he is a dual-certified powerhouse – both a CPA and CFP® professional – who guides his clients as they prepare for retirement. As founder of Centerpoint Financial Management, JP synthesizes his depth of knowledge with a personalized approach, charting a plan to help you realize your financial aspirations. Emerging from the esteemed ranks of PwC, JP honed his acumen at local CPA firms, cultivating specialized strategies for small business owners and their owners. His insight is particularly profound given his 11- year tenure as a CFO for an ultra-high-net-worth family office, mastering the intricacies of wealth preservation and legacy planning. Residing in beautiful Irvine, California, JP is more than a seasoned financial professional but also a lifelong learner, world traveler, and podcast enthusiast with a sharp sense of humor. For successful business owners and executives nearing retirement, JP is the financial architect you need – a visionary who constructs plans to create peace of mind. About Centerpoint Financial Management: Centerpoint Financial Management provides tax efficient retirement planning for California-based business owners and executives nearing retirement. We simplify the financial planning process and provide a 360-degree view of your entire financial life, giving you the peace of mind and freedom to focus on what matters most. We are focused on helping business owners and executives navigate the transition towards retirement. During our process, we will perform a deep-dive into the following service areas: Financial Planning, Investment Management, Social Security Strategies, Tax Planning, Insurance Analysis, and Legacy Planning. We can provide these services in the following formats: One-Time Financial Plan, Ongoing Financial Planning, Investment Management, and our most comprehensive offering Ongoing Financial Planning + Investment Management. We are based in Irvine, CA, and work with clients throughout Los Angeles and Orange Counties. Proud to be a California based business. Please visit our website to learn more. You may also book a complimentary 30-minute consultation at www.centerpointfm.com/connect. Take control of your retirement journey. Your tomorrow starts today.

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.

After spending 16 years working for global wealth management firms, I joined Mike Silane as a partner at 21 West Wealth Management in 2020. Our clients are all affluent individuals who have come into substantial wealth—sometimes suddenly, unexpectedly, or without a clear strategy for managing it. Many are business owners, inheritors, or those navigating major financial transitions, such as divorce. Our role is to help them protect, grow, and ultimately share their wealth in a way that aligns with their long-term goals and values. We approach our work with a deep sense of duty, care, and respect, treating our clients like family. Our culture is built on trust and long-term relationships, ensuring that we are there to support and guide you at every stage. Through advanced financial planning and disciplined investment strategies, we provide prudent, thoughtful guidance designed to create lasting financial security and peace of mind.

Most of my clients have already done the hard part. They’ve built successful careers or businesses and created meaningful wealth through years of focus and discipline. But once the dust settles, a new question usually comes up: how do we protect what we’ve built and make sure it truly supports our family, both now and in the future? That’s where my work begins. I help families bring order, strategy, and intention to their financial lives. It’s not just about investments or markets; it’s about aligning wealth with purpose. The goal is to simplify complexity, preserve what matters, and give clients the confidence that everything is working together in the right direction. At marrick wealth, we lead with tax strategy because that’s where so much long-term value is created. Every dollar saved in taxes is another dollar that can compound, buy freedom, or fund your family’s next chapter. Whether it’s structuring a liquidity event, managing concentrated stock, or coordinating gifting and estate plans, we focus on the after-tax outcome that helps you keep more of what you’ve earned. Our clients typically have between $2 million and $20 million in investable assets and value a relationship that feels more like a partnership than a transaction. We collaborate closely with their accountants, attorneys, and other advisors to make sure every piece of their financial life fits together. I co-founded marrick wealth to build something different: a boutique practice grounded in transparency, tax-smart strategy, and meaningful relationships. To me, wealth isn’t about accumulating more; it’s about creating options, protecting your time, and making sure the people and experiences that matter most always come first. That’s what our firm is about, for your family and for mine.