Steven Cowley is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Cowley has been with One Capital Management since 2004. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Ryan Howard is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and six years of industry experience. His prior work includes positions at Arup and a brief tenure with the Los Angeles Rams. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm focuses on customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income.

Andrew Whitehouse is a financial advisor at One Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and North Ranch Country Club. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, and trusts. The firm focuses on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income, and is known for its advisory role to proprietary ETFs and a monthly FundX newsletter featuring fund commentary and rankings.

Sara Henson is a Financial Services Advisor at Merrill Lynch Wealth Management. She serves as a Personal Investment Advisor (PIA), focusing on connecting clients to the people, plans, and processes that align with their individual ambitions. Sara assists clients in areas such as funding education, planning for retirement, managing potential healthcare costs, and creating personalized strategies to meet long-term family goals. Her approach incorporates clients' personal perspectives and priorities, aiming to simplify the complexities of investing. She holds a Bachelor's Degree from the University of Arkansas System.

Eric Swanson is a financial advisor with One Capital Management, LLC, holding CFP® certification and Series 63 and 65 licenses. He has 30 years of industry experience, including roles at EP Wealth Advisors, Transamerica Financial Advisors, and Reilly Financial Advisors. He is also president of Swanson & Associates, Inc., a passthrough entity for commission trails related to insurance products, though he is no longer active in insurance sales. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement solutions, and advisory consulting, with a focus on globally balanced, customized portfolios that blend active equity management and diversified fixed income.

Aiden Clark is a financial advisor at One Capital Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining One Capital Management, he worked at Pepperdine University for four years. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by a written Investment Policy Statement.

Mark Binder is a financial advisor with One Capital Management, LLC in Alpharetta, GA, holding a CFP® designation and Series 63 and Series 66 licenses. He has 30 years of industry experience, including 12 years at TIAA-CREF prior to joining One Capital Management in 2026. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, utilizing a globally balanced and customized investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Bryce Fehmel is a financial advisor with One Capital Management, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in diverse roles including with Major League Baseball's San Francisco Giants and at Agoura High School. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and businesses, offering wealth management, portfolio management, and advisory services. The firm builds customized, globally balanced portfolios using a combination of active equity management and ETFs, and serves as adviser to the FundX family of exchange-traded funds.

Daniel Cozano is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and nine years of industry experience. He previously worked for FundX Investment Group, LLC from 2005 to 2022. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm builds customized, globally balanced portfolios using active large-cap equity management combined with ETFs and fixed income, and it serves as the investment adviser to the FundX family of exchange-traded funds.

Donald Mcdonald is a financial advisor at One Capital Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with One Capital since 2001. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm creates customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed-income, using a proprietary ranking system for its FundX family of exchange-traded funds.

Ross Lloyd is a financial advisor at One Capital Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at TIAA and TIAA-Cref Individual & Institutional Services, LLC for 12 years. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

Michael Chisick is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an advisor at One Capital Management, LLC and previously worked at TIAA and TIAA-CREF. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, typically constructing globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Kevin Johnson is a financial advisor at One Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at One Capital Management since 2020, following six years at Professional Planning and over a decade with Mutual Securities, Inc. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, specializing in customized, globally balanced portfolios that blend active equity management with ETFs and diversified fixed income.

Chad Kessler is a financial advisor at One Capital Management, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2013 to 2021. Outside of his advisory role, he serves on the board of the ALS Association Orange County Chapter, participating in fundraising and awareness activities. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities, offering customized wealth management and investment solutions. The firm builds globally balanced portfolios using a combination of active equity management and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Jared Osborne is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF and Bank of America. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Jason Thomas is a CFP® professional with 17 years of industry experience, currently serving at One Capital Management, LLC. His career includes roles at Avantax Investment Services and Pure Financial Advisors, among others. Thomas also teaches courses in the CFP program at both Grantham University and the University of California, Los Angeles, primarily focusing on employee benefits. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers customized, globally balanced portfolios integrating active large-cap equity management with ETFs and diversified fixed income, and serves as adviser to the FundX family of exchange-traded funds.

Adele Young is a CFA® charterholder with one year of industry experience, currently advising at One Capital Management, LLC. She previously worked at TIAA for 14 years. Outside of her advisory role, she serves as Vice President in a volunteer capacity for the Sycamore Shark Fund, a 501(c)(3) organization associated with her child's school. One Capital Management manages approximately $8.5 billion for individuals, pension plans, trusts, and other entities, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm emphasizes customized, globally balanced portfolios combining active equity management with ETFs and fixed income, and acts as adviser to proprietary ETFs within the FundX family.

Nicholas Mcdonald is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with One Capital Management since 2012 and also has a teaching role at California State University Northridge starting in 2011. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm provides wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, constructing customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Brad Barrett is a financial consultant and relationship manager at One Capital Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with One Capital since 2011. In addition to his role at One Capital, he is involved in financial planning and asset management through BSE & Associates, Inc. and has activities in insurance sales. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory services, and acts as investment adviser to the FundX suite of ETFs, using a globally balanced investment approach guided by macroeconomic assessments and fundamental research.

Zachary Stein is a financial advisor at One Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and joined One Capital Management in 2025 after eight years with TIAA-CREF Individual & Institutional Services, LLC. Prior to that, he had a year-long role at AlliedUniversal Security-RTD Account. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, specializing in customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.