John A. Brajevic

Oakhurst Capital Management LLC (OCA) is a SEC-registered investment advisor headquartered in Washington, DC. The firm was founded in 2019 and jointly owned by Lido Advisors LLC and Rowhouse Capital Partners LLC. OCA provides investment management services to mutual funds and through separately managed accounts.

Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA

Magis Capital Management LLC is an American company that focuses on investment management. The private company's philosophy is to think more, which is reflected in its name, "Magis," which means "more" in Latin.

California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA.

HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients.

Whalen Wealth Management Inc. is a private company headquartered in Las Vegas, NV. The firm provides investment advice. Andrew Joseph Whalen is currently the CEO of the company.