Kenneth Bock is a CFP® with 28 years of experience in the financial services industry, currently with Mutual Advisors, LLC. His career includes roles at Mutual Securities, Inc. and Professional Planning. Outside of his advisory work, he is involved with New Generation Marketing, Inc., an insurance agency specializing in life insurance and annuities. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies supported by third-party tools and offers a range of discretionary and non-discretionary services.

Ellen Shearin is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Mutual Securities, Inc., Western International Securities, Inc., and Financial West Group. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, offering a range of services including asset management, financial consulting, ERISA plan advisory, and sub-advisory services, using a combination of passive and active investment strategies tailored to client objectives.

Matthew Stephenson is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include over a decade at TIAA-CREF. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, and various business entities, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm builds 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.

Sarah Slusher is a financial advisor at One Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, TIAA-CREF, and Tiaa prior to joining One Capital Management in 2025. Outside of her advisory role, she serves on the Allied Advisor Council for Phoenix Children's, supporting philanthropic efforts through event participation and sponsorship advocacy. One Capital Management, LLC manages approximately $8.5 billion for individuals, institutions, and trusts, offering wealth management, discretionary portfolio management, and advisory consulting. The firm emphasizes customized, globally balanced portfolios that combine active large-cap equities with ETFs and fixed income, and it also serves as adviser to the FundX family of exchange-traded funds.

Audra Masche is a financial advisor at One Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at TIAA-CREF, Scout & Cellar, and CommLoan. She serves as the Country Director for Regensberg, Germany, with Tempe Sister Cities, coordinating international cultural and educational exchange programs. 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, and advisory services, focusing on customized, globally balanced portfolios that blend active equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Ryan Disselhorst is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has 11 years of industry experience, having worked at firms including Coastal Wealth Advisors, Ameriprise Financial Services, and Mutual Securities. His current role at Thrivent Advisor Network and related Thrivent entities began in 2023. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, using a range of investment strategies that emphasize low-cost diversified funds alongside equities, bonds, and alternative investments.

Xinyu Huang is a financial advisor at One Capital Management, LLC with two years of industry experience and holds a Series 65 designation. Prior to joining One Capital Management, Huang worked at ATIF Inc. and has experience associated with Washington University in St. Louis as well as the University of California, San Diego. One Capital Management, LLC manages approximately $8.5 billion for a variety of clients including individuals, pension plans, and corporations. The firm builds customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income, and it serves as adviser to proprietary ETFs and the FundX family of exchange-traded funds.

Corey French is a financial advisor at One Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Treasury Wine Estates and Sonoma State University. One Capital Management, LLC manages approximately $8.5 billion for individuals—including high-net-worth clients—pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement solutions, and advisory consulting, using a blend of active large-cap equities, ETFs, and fixed income guided by a macroeconomic assessment and a written Investment Policy Statement.

Robert Walker is a ChFC® credentialed financial advisor at ON Investment Management CO with 34 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2012 and has worked in the financial sector since 1982. Outside of advisory services, he is involved in life and health insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of comprehensive plans, modular offerings, and access to third-party investment programs.

Terry Duhamel is a financial advisor with Planmember Securities Corporation in Camarillo, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has worked at Planmember Securities since 2013 and has owned Duhamel and Associates Insurance and Financial Services Inc. since 1999. His other business activity involves providing financial and insurance sales and services, including fixed, health, and term life insurance. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual-fund portfolios and offers education and support services such as seminars and personalized retirement planning.

Jonathan Johnen is a CFP® professional with six years of industry experience, currently serving at TLG Advisors, Inc. He has been associated with The Leaders Group, Inc. since 2020 and has also been involved with Farr Johnen & Associates since 2007. TLG Advisors, Inc. provides investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, portfolio diversification through fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer digital program called Starlight Portfolios.

Christopher Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses and possessing eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Comerica Securities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios provided by Morningstar Investment Management. The firm operates at scale with a focus on non-discretionary assets and does not target high-net-worth or corporate clients in its advisory programs.

Shane Hamashige is a CFP® professional with eight years of industry experience. He is currently affiliated with Osaic Advisory Services, LLC and has prior experience with Securities America Advisors and Arbor Point Advisors. He is also involved with Sabre Financial Services, LLC, which provides investment advice, financial planning, insurance, and corporate consulting. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of investment management and consulting services delivered through multiple program models and maintains custody arrangements primarily with Schwab and Fidelity.

James Miller is a financial advisor with Citigroup Global Markets in Newbury Park, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Outside of his advisory role, he is a certified scuba instructor providing open water and specialty scuba instruction. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Philip Ricasata is a CFP® with 26 years of industry experience, currently serving at Mariner since 2026. He previously worked at Creative Planning for eight years and Walpole Financial Advisors for two years. Outside of his advisory role, he co-owns an Amazon reselling business with his spouse. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services alongside its portfolio management capabilities.

Kevin Tolsma is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory. He previously worked at SagePoint Financial for ten years. Outside of his financial advisory role, he is the Camarillo Area Director for Young Life, a faith-based ministry focused on teenagers in his community. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse mix of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms with access to complex investment products.

Gene Coppa is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at C2 Financial Corp, Finance of America SBA Skyline Home Loan, and American Family Life Assurance Company, among others. Outside of advisory work, he is president of Coppa Law Group, where he practices law, and he provides real estate and mortgage consulting through The Financial Firm, Inc. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s investment approach primarily utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Vida Jatulis is a CFP® professional with seven years of industry experience, currently with Private Advisor Group, LLC. Her background includes roles at LPL Financial, Camber Wealth, and Mainstreet Financial Planning, among others. She serves as a board member and membership chairperson for the Financial Planning Association in Oak Park, CA. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and model portfolios supported by major strategists such as Fidelity and BlackRock.

Luke King is a financial advisor with PlanMember Securities Corporation in Ventura, CA, holding Series 65 and Series 63 licenses and having 15 years of industry experience. His prior work includes roles at Ceros Financial Services, Inc. and Main Management, LLC. In addition to his advisory work, he provides periodic business insights as a consultant through AlphaSights. PlanMember offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing investment options through risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with participant education and support services.

Alexandria Franco is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has four years of industry experience and has been with United Planners since 2018. In addition to her advisory role, she is a life-only insurance agent and is involved in tax preparation and accounting through associated firms in Thousand Oaks, CA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services using multiple custodians and third-party managers.