Christopher Tyler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Alliance Advisory & Securities, LLC. His work history includes roles at Raymond James Financial Services, INC, D. Canada Financial Group, Davies Financial Advisors, and prior tenure at Alliance Advisory & Securities, Inc. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio management alongside financial planning and held-away account services.

Jack Harrington is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Hillcrest Financial Group, he worked at Wood Ranch and has a background that includes roles in both the financial sector and other industries while completing his education. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, corporations, and employee benefit plans. The firm manages over $567 million in discretionary assets, employing a diversified investment approach based on Modern Portfolio Theory and tailored client portfolios.

Nicholas Giannakopoulos is a financial advisor at Total Wealth Services, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Total Wealth Tax, PC, as well as experience in public relations and nutrition industries. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations with financial planning, consulting, and discretionary wealth and portfolio management. The firm uses a manager- and style-agnostic approach, typically allocating assets to independent subadvisors and tailoring portfolios to client circumstances.

Jeffery Sorensen is a financial advisor with OverRidge Wealth Advisors, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Triad Advisors Inc., Transamerica Financial Advisors, and Summit Financial Consultants, Inc. He is a member of Provisors, a professional networking group. OverRidge Wealth Advisors serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning and consulting. The firm manages diversified portfolios and employs a combination of charting, fundamental, and technical analysis to allocate and monitor assets.

Spencer Maccuish is affiliated with Alliance Advisory & Securities, LLC and holds a Series 65 credential. He has four years of experience in the financial industry and previously worked at Eternity Bible College for 18 years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations based on modern portfolio theory and manages portfolios with regular reviews and rebalancing.

Randall Sanada Jr. is a Certified Financial Planner (CFP®) with 30 years of experience currently serving at Alliance Advisory & Securities, LLC. He has been with Alliance Advisory & Securities and its affiliated firm, Alliance Financial Group, Inc., since the mid-1990s. He also holds management roles at Alliance Financial Group, Inc. and Westlake Professional Building Partners, LLC. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as to trusts, pension plans, and charitable organizations. The firm uses diversified model allocations rooted in modern portfolio theory and offers both discretionary and non-discretionary portfolio management alongside standalone financial plans and held-away account management.

Amir Tavakol is a financial advisor at Morton Wealth with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at California Capital Management and Northwestern Mutual Wealth Management Company. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management and comprehensive financial planning. The firm follows modern portfolio principles with an emphasis on diversification and risk management, and is notable for its direct involvement with pooled investment vehicles and private fund opportunities.

Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She previously worked for Manchester Financial, Inc. from 2015 to 2023. Caruso holds Series 63 and Series 65 licenses. Morton Wealth serves individuals and families, retirement plans, and trusts with customized investment management and financial planning. The firm emphasizes diversification and risk management through modern portfolio principles and is notable for its direct involvement in pooled investment vehicles and private fund offerings.

Brooks White is a CFP® professional with six years of industry experience. He is currently with Forum Financial Management, LP, where he has worked since 2019, following three years at Lamia Financial Management. Forum Financial Management, LP provides investment advisory and related services to individuals—including high-net-worth clients—retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Sean Righter is a financial advisor at One Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 provides wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, with a focus on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Joseph Seetoo is a CFP® and CFA® with 19 years of industry experience, currently serving as an advisor at Morton Wealth since 2013. He holds the Series 63 designation and is based in Calabasas, CA. Morton Wealth provides customized investment management and financial planning services to individuals and families, retirement plans, trusts, and pooled vehicles. The firm integrates modern portfolio principles focused on diversification and risk management, combining mutual funds, ETFs, fixed income, and alternatives to meet client objectives.

William Rudkin is a financial advisor at HBW Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Bianchi AG Services Inc. since 2010. Outside of his advisory role, he is involved in accounting farm management services and trust asset management through separate business activities. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers, emphasizes multi-manager diversification, and offers a high client load per advisor alongside institutional and intermediary services.

Roy Moon is a financial advisor at The Wealth Consulting Group with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual and corporate clients, retirement plans, and trusts. The firm employs both active and passive investment strategies, combining fundamental and quantitative analysis, and offers services that include discretionary portfolio management, financial planning, and access to third-party managers across multiple custodial platforms.

Benjamin Garvin is a CFA® charterholder with 23 years of industry experience. He has worked at One Capital Management, LLC since 2017 and previously spent over four decades at Lincap Management Company. Garvin is based in Westlake Village, California. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for a diverse client base including individuals, pension plans, trusts, and corporations. The firm constructs customized, globally balanced portfolios using active large-cap equity management combined with ETFs and fixed-income strategies, and it serves as adviser to the FundX family of exchange-traded funds.

Lawrence Schechter is a financial advisor with Modern Wealth Management, LLC, holding Series 65 and Series 66 licenses and 22 years of industry experience. He previously worked at M. S. Howells & Co., Planned Asset Management, Independent Financial Group, and AFA Advisor Services LLC. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a centralized Investment Committee and a mix of model portfolios and third-party managers to guide investment decisions.

Linda Bruininga is an investment advisor representative at NWF Advisory Services Inc with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including U.S. Bancorp Advisors, FSC Securities Corp, Triad Advisors, The Ameriflex Group, and OSAIC. Linda is also the founder of BRUCO Investment Group, where she provides clients with guidance on life insurance and long-term care needs. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisory representatives, serving primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting services.

Richard Hansen is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Mariner Independent and serves as Managing Director at RGH Wealth Advisors, LLC. Hansen is a member of the Board of Directors for the Spastic Children's Endowment Foundation, overseeing its investment endowment. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional affiliations and specialized resources for retirement plan sponsors and participants.

Riley Lopez is a financial advisor at One Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Amerihome Mortgage Company, LLC and studied at Pepperdine University. 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 employs a globally balanced, actively managed investment approach supported by fundamental research and proprietary tools, and acts as adviser to the FundX suite of ETFs.

Brent Johnson is a CFP® with 27 years of industry experience, currently serving at Mutual Advisors, LLC. He previously worked at LPL Financial for 16 years before joining Mutual Advisors in 2018. Outside of advisory work, he is involved in managing his family trust as a trustee. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies tailored to clients’ objectives, supported by multiple analytical approaches and third-party tools.

Marcus Silver is a financial advisor with NWF Advisory Services Inc and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. Silver serves as president of Silverberg Wealth Management and Marcus and Kelton LLC, providing financial guidance and managing business expenses. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients with a technology-driven, open-architecture platform offering diversified portfolio management, model allocations, and retirement plan consulting.