Daniel Beech is a financial advisor at IP Financial Advisory Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously been associated with Innovation Partners, LLC and Western International Securities, Inc. Outside of advisory work, he serves as a board member for Family Health Care Resources, a nonprofit providing assistance to low-income and elderly individuals, and is an author on investment philosophy. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers a range of services including portfolio management, financial planning, and consulting, utilizing various analytical approaches and discretionary portfolio management strategies.

Aaron Jasper is a financial advisor at Mutual Advisors, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mutual Advisors and Mutual Securities since 2015. Outside of his advisory role, he serves as Trustee and Managing Member of Aaron Jasper Single Family Trust Company, LLC, overseeing several family trusts. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, and a range of advisory services that combine active and passive investment strategies tailored to client objectives.

Kate Sweetman is a financial advisor at Stratos Wealth Advisors LLC with 12 years of industry experience. She previously worked at LPL Financial for eight years before joining Stratos Wealth Advisors. She holds the Series 63 and Series 65 certifications. In addition to her advisory role, she serves as Practice Manager for A. Carmi Financial, Inc. Stratos Wealth Advisors provides financial planning and portfolio management services to individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients. The firm delivers investment advice through a network of independent advisor representatives using customized and model portfolios, with integrated access to SEI-affiliated investment management and custody services.

Kevin Kowalczyk is a financial advisor at Cumberland Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cumberland Advisors in 2025, he worked at SmartTrust, Cakewalk, and Proshares. Cumberland Advisors serves individual investors and a range of institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes active municipal and taxable bond management alongside ETF-based equity strategies and includes a tactical trend strategy within its separately managed account platform.

Ryan Howard is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and six years of industry experience. His prior work includes positions at Arup and a brief tenure with the Los Angeles Rams. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm focuses on customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income.

Morris Symson is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Kestra Private Wealth Services and Kestra Investment Services since 2014. Symson also serves as a consultant and portfolio manager for Pacific Point Asset Management, an independent registered investment advisory firm. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients with a wide range of investment products and specialized offerings, supporting advisor-managed accounts with discretionary and non-discretionary arrangements.

Edward Stile is a financial advisor with Private Management Group Inc in Camarillo, CA, where he has worked since 2003. He holds seven years of industry experience and has been associated with the firm during that time. Prior to his advisory role, he was retired from 2007 onward. Private Management Group Inc provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a combination of long-term strategic frameworks and shorter-term tactical decisions in portfolio management.

Priscilla Brehm is a ChFC® with 28 years of industry experience, currently serving as an advisor at Morton Wealth since 2014. She is based in Calabasas, CA. 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 across a range of asset types.

Veronica Osmonov is a CFP® professional with 13 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. Her prior roles include positions at Peace of Mind Private Wealth Management and Horter Investment Management. She is also an insurance agent specializing in the sale of insurance and annuities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Jeffrey Borenstein is a financial advisor at Forum Financial Management, LP with 23 years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management and Lamia Financial Group, Inc. during his career. 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 with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Sheila Moore is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 66 designations and has professional involvement with Innovation Partners LLC, as well as academic roles at Woodbury University and Pepperdine University. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth retail investors and retirement plan participants, providing personalized portfolios and specialized advisory services including actuarial analysis, benefits consulting, and investment banking support.

James Wisdom is a CFP® professional with 14 years of experience in financial services. He is associated with Advisor Share Wealth Management, LLC and has worked at Harvest Investment Services, LLC for 11 years. Additionally, he owns James L. Wisdom Insurance Services, where he provides fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios and provides alternative investment options and a web-based practice platform for independent advisers.

Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. 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, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Joseph Bonanno is a financial advisor at HBW Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2015. In addition to his advisory role, he owns and operates a web application development business. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes multi-manager diversification, offering a high client load per advisor and a mix of retail, charitable, and institutional clients.

Andrew Whitehouse is a financial advisor at One Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and North Ranch Country Club. 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, retirement plan solutions, and advisory consulting, utilizing a macroeconomic and fundamental research-driven investment process.

Eric Swanson is a CFP® with 30 years of experience in the financial industry. He is currently with One Capital Management, LLC and has previously worked at EP Wealth Advisors, Transamerica Financial Advisors, and Reilly Financial Advisors. He has led Swanson & Associates, Inc. since 2001, primarily as a passthrough entity for commission trails from insurance products, which he no longer sells. One Capital Management, LLC serves individuals—including high-net-worth clients—as well as pensions, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, with a focus on customized, globally balanced portfolios that blend active equity management with ETFs and diversified fixed income.

Mark Miller is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining One Capital Management in 2022, he worked for First Trust Portfolios L.P. from 2013 to 2022. 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 follows a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

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.

Jeremy Cumbee is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Mission Wealth Management, LP and previously worked at Integrity Financial Corporation and Pepperdine University. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals, families, and institutional clients. The firm emphasizes customized, long-term investment strategies using a diverse range of investment vehicles and offers services through various tiered models tailored to client needs.

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.