Laura Zimmerman is a CFA® charterholder with 25 years of industry experience. She has been with One Capital Management, LLC since 2009. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by macroeconomic assessment and fundamental research.

Lance Messervy is a financial advisor at One Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with One Capital Management since 2013. One Capital Management serves individuals, retirement plans, trusts, corporations, and 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.

Sean Mckeon is a financial advisor with One Capital Management, LLC, holding a Series 65 credential and 20 years of industry experience. He previously worked for FundX Investment Group LLC for 32 years. 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, advisory consulting, and sub-advisory services, including serving as adviser to the FundX family of exchange-traded funds.

Sheri Ann Chang Yamaguchi is a CFP® professional with 16 years of industry experience. She is currently with One Capital Management, LLC and previously spent 22 years at First Republic Investment Management. She serves as Membership Chair for Soroptimist International Hawaii, an organization focused on improving the lives of women and girls through social and economic empowerment programs. 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, retirement plan solutions, and advisory consulting, utilizing a globally balanced investment approach that blends active large-cap equity management with ETFs and diversified fixed income.

Eric Hamel is a CFP® with 20 years of experience in financial advising, currently serving at One Capital Management, LLC since 2020. His prior experience includes roles at Beacon Pointe Advisors, Pure Financial Advisors, Northwestern Mutual Investment Services, and The Telge Companies. Outside of his advisory work, he is an 80% owner and managing member of a real estate LLC based in New Hampshire. 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 employs a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, guided by a written Investment Policy Statement and supported by proprietary fund ranking and research.

Patrick Bowen is a financial advisor with One Capital Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with One Capital Management since 2004. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with approximately $7.0 billion in discretionary assets under management. The firm employs a macroeconomic and fundamental research-driven investment process, managing globally balanced portfolios through active large-cap equity management, ETFs, and diversified fixed income strategies.

Brady Nance is a financial advisor at One Capital Management, LLC with 24 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 65 and Series 66 licenses. Prior to joining One Capital Management in 2026, he spent 23 years with TIAA-CREF. One Capital Management manages approximately $8.5 billion for a range of clients including high-net-worth individuals, pension plans, and trusts. The firm focuses on customized, globally balanced portfolios using active large-cap equity management alongside ETFs and fixed income to manage risk and pursue after-tax returns.

Kevin Boden is a financial advisor with One Capital Management, LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He was previously with Lincap Management Company for 15 years and hosted a radio program, MoneyTime with Kevin Boden, for 20 years. Outside of advisory work, he continues to provide broadcast content for his long-running radio show. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and sub-advisory services, typically constructing customized, globally balanced portfolios guided by written investment policies and macroeconomic assessments.

Craig Valdes is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Republic Investment Management. Outside of his advisory work, he serves as a director-partner at Genesis Capital Management, an investment research company. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a macroeconomic and fundamental research-driven investment process, offering wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting.

John Mabini is a CFP® with 20 years of industry experience, currently serving at One Capital Management, LLC since 2022. His prior experience includes roles at Tiaa, TIAA-CREF, Bank of America, Merrill, and Morgan Stanley. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm employs a customized, globally balanced investment approach that combines active large-cap equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Nicholas Gardner is a financial advisor at One Capital Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining One Capital Management in 2025, he worked at TIAA-CREF and TIAA from 2017 to 2025, and Fisher Investments from 2006 to 2017. One Capital Management, LLC manages approximately $8.5 billion for a range of clients including 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, employing a macroeconomic-guided approach that blends active large-cap equity management with ETFs and diversified fixed income.

Sean Bingham is a financial advisor at One Capital Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining One Capital, he worked at Wheatley Bingham & Baker Law Firm and held positions at Louisiana State University and the University of Arizona. 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.

Joshua O'Handley is a financial advisor at One Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities, First Republic, and Union Bank. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and businesses. The firm constructs customized, globally balanced portfolios using a blend of active large-cap equity management, ETFs, and diversified fixed income to manage risk and pursue after-tax returns.

Jason Nahoul is a financial advisor at One Capital Management, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Tiaa, Citigroup Global Markets, and Merrill. 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, portfolio management, retirement solutions, advisory consulting, and sub-advisory services, specializing in customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Timothy Sheldon is a CFP® professional with 12 years of experience in the financial industry. He is currently an advisor at One Capital Management, LLC and has previously worked at TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and serves as investment adviser to the FundX family of ETFs, using a globally balanced, customized approach that combines active equity management with ETFs and fixed income.

Daniel Kang is a CFP®, CFA®, and Series 66-licensed advisor with two years of industry experience. He is currently with One Capital Management, LLC, where he has worked since 2026. Prior to this, he spent over a decade with TIAA and TIAA-CREF from 2013 to 2026. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and serves as adviser to the FundX family of ETFs, employing a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Carl Mueller is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Nations Financial Group, Inc for 18 years before joining One Capital Management in 2021. Outside of his advisory role, he is involved in insurance sales through Target Insurance Services. 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, and retirement plan solutions, employing a macroeconomic and fundamental research-based investment process that integrates active management with ETFs and diversified fixed income.

Sheila Cimini is a financial advisor at One Capital Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at TIAA-CREF and Tiaa from 2007 to 2021. 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, and acts as investment adviser to the FundX suite of ETFs, using a macroeconomic and fundamental research-driven investment process.

Antonio Rhee is a CFP® professional with 21 years of industry experience. He has been with One Capital Management, LLC since 2026 and previously worked at TIAA-CREF from 2014 to 2026. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, emphasizing customized, globally balanced portfolios that blend active equity management with ETFs and fixed income to control risk and pursue after-tax returns.

Spencer Wood is a financial advisor at One Capital Management, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Pepperdine University, First Pointe Management Group, and FPMG Insurance Solutions. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers wealth management and planning, discretionary portfolio management, retirement plan solutions, and advisory consulting, with an investment approach that emphasizes globally balanced portfolios, active large-cap equity management, and proprietary strategies for ETF fund selection.