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.

Sasan Faiz is a financial advisor with Morton Wealth, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morton Capital Management since 2008. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized strategies set by an internal Investment Committee while customizing portfolios to client objectives, focusing on risk management and volatility reduction.

Anthony Turcotte Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes 15 years at Massmutual and MML Investors Services, followed by roles at WCG Wealth Advisors and LPL Financial since 2017. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through advisor-attorney relationships and third-party referrals.

Linda Anschultz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Golden State Wealth Management since 2017 and previously at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 18 years. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily provides discretionary portfolio management, constructing tailored portfolios through various analytic approaches and utilizing third-party managers and model portfolios.

Amy Fontinelle is a financial advisor at Core Planning with over 20 years of experience in the industry. She holds a Series 65 designation and has been associated with her own practice since 2006 before joining Core Planning in 2026. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

David Hooks is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with IHT Wealth Management LLC and has held previous positions at LPL Financial, Cetera Advisor Networks, Summit Financial Group, and 1st Global Capital Corp. In addition to his advisory work, he owns Hooks Wealth & Tax Solutions, a tax preparation and accounting business. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates.

Wayne Baxter is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with One Capital Management since 2012 and is also the owner of Baxter Financial Services, operating since 2002. One Capital Management, LLC manages 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, employing globally balanced portfolios guided by a written Investment Policy Statement and a macroeconomic assessment.

Kami Molin is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds the Series 63 designation and has worked previously with HBW Securities LLC since 2010. Outside of her advisory role, she owns and operates Kami L. Molin Corporation, a tax and accounting services business. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, and investment management services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and third-party resources tailored to client needs.

Kushal Shah is a financial advisor with Dynamic who holds a Series 66 designation and has 17 years of industry experience. He has worked at Dynamic since 2019 and was previously with MMWKM Advisors, LLC / Retirement Planners of America from 2015 to 2019. Dynamic serves a broad range of clients including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on long-term, client-specific portfolio construction and support for other advisers through technology, operational, and compliance services.

Beau Wirick is a financial advisor at Morton Wealth with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services and Southwestern Investment Group. Outside of his advisory role, he is the president and owner of Wirick Media, a media business he has operated since 2021. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $3 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction.

Jeremy White is a financial advisor at One Capital Management, LLC with 15 years of industry experience. He holds the Series 66 and Series 65 designations. His prior experience includes roles at Ameriprise Financial and Alliance Advisory & Securities, Inc. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for a range of clients including individuals, pension plans, trusts, and corporations. The firm focuses on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income, guided by written Investment Policy Statements and macroeconomic assessments.

Niklas Axelsen is a financial advisor at One Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously studied at California Polytechnic State University San Luis Obispo. 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’s investment approach combines macroeconomic assessment and fundamental research to guide globally balanced portfolios that blend active large-cap equity management with ETFs and diversified fixed income.

Parker Dubreuil is a Series 65-licensed advisor at Dynamic with four years of industry experience. He has worked at Dynamic Wealth Advisors dba Crestview Capital Management since 2022 and previously held roles at Paysafe Group, Abercrombie & Fitch, and California Lutheran University. Outside of advising, he owns a 1% stake in Aculis Inc., a venture focused on using artificial intelligence to assist advisor and support staff with administrative tasks. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support, with a particular emphasis on supporting other advisers through technology platforms and outsourced solutions.

Michele Fortney Leach is a financial advisor with The AmeriFlex Group in Westlake Village, CA, holding a Series 63 designation and 34 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, Inc. She is also involved with Financial Transition Partners, a business focused on insurance and benefits. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Cranston Gesell Jr. is a financial advisor with One Capital Management, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 43 years of industry experience and has held advisory positions at firms including Mutual Securities Inc, Professional Planning, and Sun Financial Group. Gesell serves as a board member of the Simi Sunrise Rotary Charitable Foundation. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, retirement solutions, and advisory services. The firm specializes in customized, globally balanced portfolios that blend active large-cap equity management with ETFs and fixed income, and serves as adviser to the FundX family of exchange-traded funds.

Brian Altounian is a financial advisor at Vanderbilt Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2026, following a year at Miramontes Capital, LLC and over a decade of self-employment. Outside of his advisory role, he is the owner and founder of Harbor Light Financial Strategies, LLC, which focuses on insurance and annuity sales as well as financial education. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, using a strategic asset allocation process supported by fundamental, technical, and charting analysis, with an integrated adviser, broker, and plan-administration structure.

Daniel Dominguez is a financial advisor at Mutual Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Content Labs, LLC, California Lutheran University, and Chatsworth Charter High School. Mutual Advisors, LLC serves a broad client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to each client's objectives. The firm is notable for its scale of institutional work and its use of multiple analytical approaches and third-party tools to customize client allocations.

Steven Cowley is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Cowley has been with One Capital Management since 2004. 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.

Meghan Pinchuk is a CFP® and CFA® with 16 years of industry experience. She has been with Morton Capital Management since 2013. 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 services, using standardized strategies customized to client objectives with a focus on risk management and volatility reduction.

Joseph Harris is a financial advisor at Dynamic with nine years of industry experience. He holds a Series 65 designation and has been with Dynamic Wealth Advisors since 2024. Harris is also the owner of Harris Accounting Corporation, a CPA and tax preparation firm he has operated since 2013. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides integrated technology and operational support to unaffiliated registered investment advisers.