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.

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 19 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes roles at Cetera Advisor Networks, Summit Financial Group, 1st Global Capital Corp., and Folino Tax & Financial Network. He owns Hooks Wealth & Tax Solutions, a tax preparation and accounting business based in Camarillo, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

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 over 25 years of experience. She holds a Series 63 designation and operates the Kami L. Molin Corporation, a tax and accounting services business. She has also been associated with HBW Securities LLC since 2010. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized, long-term wealth management and financial planning services using a range of investment options and typically manages client accounts on a discretionary basis.

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 65 and Series 66 designations. Prior to joining One Capital in 2020, he worked at Ameriprise Financial and Alliance Advisory & Securities, Inc. 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, and sub-advisory services, employing a globally balanced investment approach guided by written 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 is a CFP® with over 40 years of experience in financial advising. He is currently with One Capital Management, LLC and has held advisory roles at 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 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, retirement plan solutions, and acts as adviser to the FundX suite of ETFs.

Brian Altounian is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Vanderbilt, he was with Miramontes Capital, LLC and has been self-employed since 2015. He is also the owner and founder of Harbor Light Financial Strategies, LLC, where he is involved in insurance sales and financial education. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and digital platforms, and combines fundamental, technical, and charting analysis in its investment approach.

Daniel Dominguez is a financial advisor at Mutual Advisors, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Mutual Securities, Inc., Content Labs, LLC, California Lutheran University, and Chatsworth Charter High School. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across a network of 123 advisors, serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

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.