Logan Garretson is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2024. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers customized investment solutions and retirement-plan consulting, with an emphasis on non-high-net-worth individuals.

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.

Jason Dow is a financial advisor with Verus Capital Partners, LLC in Ventura, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked at Securities America Advisors Inc and Securities America Inc from 2014 to 2021 before joining Verus Capital Partners in 2021. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax situations.

Daniel Cozano is a Series 65 licensed financial advisor with nine years of industry experience. He currently works at One Capital Management, LLC and has prior experience at FundX Investment Group, LLC, where he has been associated since 2005. 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 wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, using customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Gordon Faerber is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Ventura, CA, where he has worked since 2018. He has seven years of industry experience and also owns Black Stallion Insurance, an insurance services business. Additionally, he operates Smart Asset Plan, a retirement and financial planning service. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using various analytical tools to guide portfolio decisions.

Richard Levin is a financial advisor with Mutual Advisors, LLC in Camarillo, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Mutual Advisors since 2013 and previously with Mutual Securities, Inc. from 2012 to 2023. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Logan Sanders is a CFP® professional with five years of industry experience, currently serving at Forum Financial Management, LP since 2019. His prior experience includes roles at Lamia Financial Group, Inc. and Northwestern Mutual, as well as involvement with the YMCA of Thousand Oaks. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios grounded in Modern Portfolio Theory and supports independent advisors through its turn-key asset-management and back-office platform.

Donald Mcdonald is a financial advisor at One Capital Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has been with One Capital Management since 2001. 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.

Juan Ros is a CFP® professional with 14 years of industry experience, currently serving at Forum Financial Management, LP. He has held roles at Forum Financial Management since 2018 and is the owner and founder of Financially Zen, LLC, where he develops financial education content and consults on charitable giving strategies. Additionally, Ros is involved in philanthropic education and professional organizations, including teaching financial planning at CSU Long Beach Research Foundation and serving on the board of the National Association of Estate Planners and Councils. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, utilizing model portfolios managed primarily with DFA mutual funds and ETFs in accordance with Modern Portfolio Theory.

Kevin Johnson is a financial advisor at One Capital Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Professional Planning and Mutual Securities, Inc. Johnson serves as an associate portfolio manager, actively managing client accounts and implementing investment decisions. 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, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

John Williams is a CFP® with eight years of experience and currently serves as an advisor at Citizens Private Wealth. He has held positions at firms including First Republic Investment Management, J.P. Morgan Securities, and The Leaders Group Inc. Outside of his advisory role, he is a managing director at Blue Ocean Companies, a business consulting firm. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management supported by quantitative and qualitative research.

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.

Laura Leach is a financial advisor with The AmeriFlex Group in Westlake Village, CA, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Financial Transition Partners. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary manager relationships, and multiple wrap program options.

Jason Thomas is a CFP® professional with 17 years of industry experience, currently serving as an advisor at One Capital Management, LLC. His background includes roles at Avantax Investment Services and Pure Financial Advisors, as well as teaching part-time in CFP programs at Grantham University and the University of California, Los Angeles. He also provides financial education to military service members through a rotational assignment with Magellan. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers customized, globally balanced portfolios and serves as adviser to the FundX family of ETFs, employing a blend of active equity management and diversified fixed income to pursue risk-controlled, after-tax returns.

Arnold Samuel is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cambridge Investment Research, OSAIC, and Sagepoint Financial. The AmeriFlex Group serves individuals, corporations, and retirement plans through a network of advisory affiliates, providing portfolio management, financial planning, manager selection, and retirement consulting. The firm customizes client strategies using model allocations and manager relationships, conducting ongoing account monitoring with various custodians.

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.

Aura Carmi is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2024. Prior to joining Stratos, she held advisory roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Stratos Wealth Advisors serves a diverse range of clients, including high-net-worth individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through customized and model portfolios. The firm leverages its affiliation with SEI-affiliated businesses to provide integrated investment management and custody solutions.

Phillip Olney is a financial advisor at Regal Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Regulus Financial Group, Questar Asset Management, and National Planning Corporation. Outside of his advisory role, he is also an insurance agent specializing in fixed life insurance products through American Senior Benefits. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Jeffrey Harley is a financial advisor at Fiduciary Financial Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Pierpont Financial Advisors LLC and The Trade Desk, Inc. Outside of advising, he provides consulting services focused on technology, operations, and finance, and he is involved in producing educational content distributed on multiple learning platforms. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trust services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments across various asset classes and also provides individual professional trustee services and access to private alternative funds.

Scott Holder is a financial advisor with Verus Capital Partners, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Reward Path Recovery LLC and Sprouts Market. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax considerations.