Aiden Clark is a financial advisor at One Capital Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining One Capital Management, he worked at Pepperdine University for four years. 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 and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by a written Investment Policy Statement.

Ronald Mendoza is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Brookstone Capital Management and has been self-employed in life insurance sales since 2002. Mendoza continues to operate as a licensed life insurance agent, focusing on marketing and sales of life insurance and fixed annuities. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, particularly those nearing or in retirement. The firm implements proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting, educational seminars, and ancillary services such as estate-planning assistance.

Elana Malekan is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. She previously worked at Eternity Financial and Golden Age Financial, Inc. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs tailored investment strategies across a broad menu of assets and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.

Randal Carson is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at KIPP Financial Group, Associated Planners Investment Advisory, and Associated Securities Corp. He has been with Mutual Advisors since 2013. Mutual Advisors serves a diverse client base including individuals, trusts, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored through multiple analytical approaches and offers services ranging from asset management to ERISA plan advisory.

Kenji Saito is a financial advisor at HBW Advisory Services LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Centaurus Financial, Inc. for 10 years. Outside of advising, he serves as president of FC Andrews Financial Education and teaches a financial education class for adult learners at Santa Barbara City College. 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 employs a blended investment approach, combining tactical allocation, fixed income, and multi-manager diversification, and offers sub-advisory, co-advisory, and online wrap-fee portfolio services.

Rick Harbus is an investment advisory representative at HBW Advisory Services LLC with 34 years of industry experience. He has worked at CETERA Advisor Networks LLC and HBW Securities LLC prior to his current roles. Outside of financial advising, Harbus owns and operates an automobile restoration business and is involved in several entrepreneurial ventures including a coffee company and automotive productions. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse range of clients including individuals, families, charitable organizations, and retirement plans. The firm employs a blended investment approach combining tactical asset allocation, fixed income, and multi-manager diversification, and offers sub-advisory and co-advisor services as well as online wrap-fee portfolios through Betterment Institutional.

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.

Kristin Dillon is a CFP® professional with five years of experience at Morton Wealth in Calabasas, CA. Prior to joining Morton Wealth, she spent nine years working at KD Hair. 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 employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction through diversified portfolios including mutual funds, ETFs, and alternative investments.

Daniel Cozano is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and nine years of industry experience. He previously worked for FundX Investment Group, LLC from 2005 to 2022. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm builds customized, globally balanced portfolios using active large-cap equity management combined with ETFs and fixed income, and it serves as the investment adviser to the FundX family of exchange-traded funds.

Tammy Taylor is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has held roles at multiple firms, including Oxford Tax Partners and Washington National Insurance Company. Taylor is a partner at Impact Leadership Network, where she trains and mentors insurance agents. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary and third-party model portfolios, and integrates retirement-plan and benefits services, supporting pension consulting alongside advisory offerings.

Richard Levin is a financial advisor with Mutual Advisors, LLC located in Camarillo, CA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Levin previously worked at Mutual Securities, Inc. and Morgan Stanley. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plan participants, and institutional clients. The firm manages portfolios using a combination of active and passive strategies with an emphasis on diversification and alignment with client objectives, and it is notable for its extensive institutional work, managing approximately $9.45 billion across 154 advisors.

Stacey Mckinnon is a financial advisor at Morton Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Morton Capital Management since 2015. Outside of her advisory role, she co-owns Studio BPM, where she serves as an instructor and handles bookkeeping. Morton Wealth provides investment management and financial planning services to individuals, families, retirement plans, and trusts, using a modern portfolio approach focused on diversification and risk management. The firm is notable for its involvement with pooled investment vehicles and offers tailored programs for both high-net-worth and younger clients.

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 25 years of industry experience. He holds the Series 66 designation and has been with One Capital since 2001. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm creates customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed-income, using a proprietary ranking system for its FundX family of exchange-traded funds.

Nadya Mets is a CFA® charterholder with eight years of industry experience. She is currently an advisor at Morton Wealth, where she has worked since 2022. Her prior experience includes roles at Salient Wealth Planning Group, Four Points Capital Partners LLC, Niagara International Capital Limited, Finestone Partners, and Options 4 You FS. 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 investment strategies tailored to client objectives with an emphasis on risk management and volatility reduction.

Adriane Lowe is a CFP® and ChFC® with 46 years of industry experience. She has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company from 1989 to 2017 before joining WCG Wealth Advisors, LLC and LPL Financial, LLC in 2017. She is based in Westlake Village, CA. WCG Wealth Advisors, LLC 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, trusts, and estates. The firm employs a tailored investment approach that integrates fundamental, technical, macroeconomic, and quantitative analysis and supports clients through multiple custodial platforms and sponsored programs.

Robert Chacon is a financial advisor at Cooper McManus with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc., LPL Financial, and Cambridge Investment Research Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, retirement-plan consulting, and access to various investment programs. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Evan Barrett is a CFP®, ChFC®, and Series 66 license holder with 18 years of experience in the financial advisory industry. He is affiliated with Mutual Advisors, LLC and serves as the owner and agent of Barrett Planning Group, Inc., a firm focused on insurance sales. Additionally, he has a background in acting and performing. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, employing a combination of active and passive investment strategies with a focus on diversification and alignment to client objectives.

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.