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.

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.

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.

Jason Thomas is a Certified Financial Planner® with 17 years of experience, currently serving as an advisor at One Capital Management, LLC. His prior roles include positions with Avantax Investment Services and Pure Financial Advisors. He also teaches part-time courses in employee benefits through CFP Board programs at both Grantham University and the University of California, Los Angeles. Additionally, he provides financial education to military service members in a rotational capacity with Magellan. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm offers customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income, with a focus on risk control and after-tax returns.

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.

Laura Zimmerman is a CFA® charterholder with 26 years of industry experience. She has worked at One Capital Management, LLC since 2009 and previously spent nine years at Payden & Rygel. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm offers customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income, guided by a written Investment Policy Statement and ongoing portfolio monitoring.

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.

Eric Hamel is a CFP® with 21 years of industry experience, currently serving as a financial advisor at One Capital Management, LLC. His prior roles include positions at Beacon Pointe Advisors, Pure Financial Advisors, and Northwestern Mutual Investment Management. Outside of his advisory work, he is an owner and managing member of a real estate LLC. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, institutions, and business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory services, employing a customized, globally balanced investment approach that combines active equity management with ETFs and diversified fixed income.

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.

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 with One Capital Management, LLC and holds Series 65 and Series 63 licenses. He has 15 years of industry experience, including prior roles at Fisher Investments and TIAA-CREF. Gardner has been with One Capital Management since 2025. One Capital Management, LLC manages approximately $8.5 billion for a range of clients including individuals, pension plans, and trusts. The firm offers wealth management, discretionary portfolio management, and advisory consulting, typically building globally balanced portfolios that blend active large-cap equity, 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.