Hugh Roberts is a CFP® with 41 years of industry experience, currently affiliated with Capital Analysts. He has worked with Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 2006. Roberts is involved in advising family-owned businesses on succession planning and is the owner of H.B. Roberts Company, which provides counseling and coaching for family business transitions. He is also an author and serves as secretary for the Melton Leadership Foundation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management supported by an in-house investment management team and uses proprietary fund screening tools, allowing for customized investment advisory solutions.

Tobie Rodriguez is a financial advisor at One Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HBW Advisory Services LLC, Tamar Securities, LLC, and Purshe Kaplan Sterling Investments. He has been with One Capital Management since 2019. 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 provides wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, while managing globally balanced portfolios guided by a written Investment Policy Statement.

James Nitchke is a CFP® and CFA® with 17 years of industry experience. He is currently with One Capital Management, LLC and previously spent 15 years at TIAA and TIAA-CREF Individual & Institutional Services, LLC. Outside of his advisory role, he owns and manages a short-term rental property through Airbnb. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Nicholis Bowser is a CFP® professional with one year of experience at Kestra Private Wealth Services, LLC. He previously spent ten years at Capital Group Private Client Services, Inc. There are no additional outside activities noted. Kestra Private Wealth Services, LLC provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutions, managing approximately $13.45 billion in client assets across about 208 advisors. The firm offers a broad range of investment products and specialized services, combining operational features such as trust company affiliation and support for retirement plan work.

Hayden Barre Henuset is a financial advisor at One Capital Management, LLC with a Series 65 designation and experience beginning in 2021. Prior to joining One Capital Management in 2024, he worked at Aspire Financial Services – Sun Life Insurance Company and Freedom 55 Financial – Canada Life Insurance Company. His earlier career includes a role at Vision Automotive. 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, and acts as investment adviser to the FundX suite of ETFs.

Liam O'hara is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining One Capital Management in 2025, he worked at Morton Wealth from 2022 to 2025 and had roles at Archon Capital, LLC, Lowes Companies, LLC, and other organizations. 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, advisory consulting, and sub-advisory services, specializing in customized globally balanced portfolios and proprietary ETF strategies.

Michael Ryne is a Series 66-licensed financial advisor with Mutual Advisors, LLC, based in Moorpark, CA, and has five years of industry experience. His work history includes multiple roles within Mutual Advisors and Mutual Securities, as well as positions at Cedarstone Advisors and Monarch Plan Advisors. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a combination of passive and active investment strategies tailored to client objectives.

Derek Schwartz is a CFP® and CFA® with eight years of industry experience. He is currently with One Capital Management, LLC and has previously worked at firms including TIAA, Charles Schwab, Cornerstone Advisors Asset Management, and BlackRock. He is based in Denver, CO. 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 provides 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.

David Seery is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2018. He previously worked at Lamia Financial Group, Inc. from 2013 to 2019. Outside of his advisory role, he is the Vice President of the Board of Directors for the Mountain Meadows Quailridge II Homeowners Association. 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 serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Sepehr Hosseini is a financial advisor at Foundations Investment Advisors LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Foundations in 2023, he worked at Madison Avenue Securities and Woodbury Financial Services. Outside of his advisory role, Hosseini is president of Hoss Retirement and Insurance Services and is an inventor of a fire protection device. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses model portfolios with an asymmetric rebalancing approach and employs a combination of fundamental, technical, and cyclical analysis alongside third-party sub-advisers.

Dan Stridsberg is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with One Capital Management, LLC since 2003 and also serves as Chief Compliance Officer and Chief Investment Officer at RSG Wealth Management, LLC, where he provides compliance support and investment due diligence. 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 globally balanced investment approach combining active large-cap equity management with ETFs and diversified fixed income, supported by a proprietary fund ranking system and a macroeconomic-driven investment process.

Steven Katz is a financial advisor with Gibbs Wealth Management, LLC in Agoura Hills, CA, holding a Series 65 designation and six years of industry experience. He has worked with the Evergreen Team Wealth Management and Evergreen Team Insurance Marketing since 2015. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on assessing clients’ financial situations, goals, and risk tolerance to select and monitor third-party model portfolios rather than managing individual securities.

Gregg Turkin is a financial advisor with NWF Advisory Services Inc in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Cetera Advisors LLC, and First Allied Advisory Services. Outside of financial advising, Turkin is involved in real estate and home design businesses, including ownership of G&D Home Designs and partnerships in related ventures. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs through an open-architecture wealth management platform that combines advisor-managed portfolios and third-party model portfolios.

Venkata Janga is a financial advisor at HBW Advisory Services LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience with Chargeback 360, Shock Media Group, and EZ 2 Technologies Inc. Outside of his advisory role, he serves as president of Chargeback 360 and is a governor overseeing the endowment at California State University Fullerton. HBW Advisory Services manages approximately $1.75 billion in client assets and provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using tactical asset allocation and multi-manager diversification, and offers services including sub-advisory arrangements and an online wrap-fee portfolio option through Betterment Institutional.

Changhao Meng 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, Meng held roles at Harvey & Company and studied at the University of Southern California and the University of California, Santa Barbara. One Capital Management, LLC manages approximately $8.5 billion across a range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm offers customized, globally balanced portfolios combining active large-cap equity management with ETFs and fixed income, and serves as adviser to the FundX family of exchange-traded funds.

Mark Walter is a financial advisor with IP Financial Advisory Services LLC in Westlake Village, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes 12 years at Western International Securities, Inc. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and employs a range of analyses to construct and monitor customized portfolios, often using discretionary authority.

Bruce Tyson is a Series 65-licensed advisor with Morton Wealth in Calabasas, CA, where he has worked since 2015. He has 10 years of industry experience. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Telma Provencio is a financial advisor at HBW Advisory Services LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2021. Her prior experience includes roles at Cetera Advisor Networks LLC and HBW Securities LLC. She is also licensed as an insurance agent, selling life, disability, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach, using third-party money managers and model portfolios, and serves a large client base through retail, charitable, and institutional relationships.

Joel Hahn is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC for 13 years. Outside of his advisory role, Hahn volunteers with Shepherd of the Valley, a nonprofit organization focused on fundraising for education costs. 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, managing globally balanced portfolios that combine active large-cap equity management, ETFs, and diversified fixed income.

Samantha Bakke is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Outside of finance, she was involved with Awakened Yoga Global Healing Center for three years. 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 employs a globally balanced investment approach that combines active management of large-cap equities, ETFs, and diversified fixed income guided by macroeconomic analysis and fundamental research.