Zachary Stein is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at TIAA-CREF Individual & Institutional Services, LLC and TIAA, in addition to a prior role at AlliedUniversal Security-RTD Account. 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’s investment approach combines macroeconomic analysis with fundamental research, active management of large-cap equities, ETFs, and diversified fixed income, supported by proprietary fund ranking systems and written Investment Policy Statements.

Elana Yaffe is a CFP® professional with two years of industry experience, currently affiliated with Vicus Capital, Inc. She has held roles at Defrate & Paavola LLC and Morton Wealth, among others. Yaffe serves as a financial planning specialist at Defrate & Paavola LLC in addition to her work at Vicus Capital. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.

Jeffrey Sarti is a CFA® charterholder with 17 years of industry experience. He 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 consulting, and business consulting services, using standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Patrice Bening is a CFP® and Series 63 credentialed advisor at Morton Wealth with three years of industry experience. Prior to joining Morton Capital Management in 2019, Patrice worked at CIT Bank and has longstanding affiliations with Bank of America and Banc of America Investment Services dating back to 2005. 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, interval funds, private alternatives, and selective use of options or margin strategies.

Chad Francis is a financial advisor at HBW Advisory Services LLC with eight years of industry experience. He holds a Series 65 designation and has worked at HBW Advisory Services since 2018, following seven years at Gordon Biersch. Outside of his advisory role, Francis serves as president of Thrive Stewardship Financial Advisors, Inc., where he provides notary public and trust services, and he assists clients with revocable living trusts through Encorestate Plans on a non-compensated basis. HBW Advisory Services manages approximately $1.75 billion in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to a diverse client base including individuals, families, charitable organizations, and institutional plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and it is notable for its high client load per advisor and its combination of retail, charitable, and institutional services.

John Paul Guimaraes Jr. is a financial advisor at The Wealth Consulting Group with a Series 66 credential and no prior industry experience. His background includes roles at LPL Financial LLC and work at North Ranch Country Club and San Ramon Golf Club, alongside completing full-time studies at California Lutheran University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers customized investment strategies using both active and passive approaches and provides a combination of legal support, model portfolios, and advisor-enhanced algorithmic services.

Laura Zimmerman is a CFA® charterholder with 25 years of industry experience. She has been with One Capital Management, LLC since 2009. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through 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 investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by macroeconomic assessment and fundamental research.

Lance Messervy is a financial advisor at One Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with One Capital Management since 2013. 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 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.

Tyson Kunst is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Steel Peak Wealth Management, LLC before joining HBW in 2018. Kunst also serves as an insurance advisor with Income Planning Associates, where he recommends annuities and insurance products for planning purposes. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party managers, emphasizes multi-manager diversification and downside protection, and serves a large client base across retail, institutional, and intermediary segments.

Jedediah Huss is a Series 65-licensed advisor at Maia Wealth with one year of industry experience. Outside of his advisory role, he has been involved with Restored Smiles since 2018 and Moorpark Dental Group and Orthodontics since 2013. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory services, and institutional consulting. The firm uses a blend of fundamental, technical, and cyclical analysis to implement portfolios through mutual funds, ETFs, individual securities, and model portfolios tailored to client objectives.

Andrew Martino is a financial advisor at Savvy in Westlake Village, CA, with 11 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior roles include positions at Agia, Valic Financial Advisors, The Prudential Insurance Company of America, and Morgan Stanley. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and technology platforms.

Michael Privett is a financial advisor at Morton Wealth with 32 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Morton Capital Management and Manning Wealth Management, Inc. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm emphasizes modern portfolio principles, diversification, and risk management, and is notable for its involvement with pooled investment vehicles and private fund offerings.

Sean Mckeon is a financial advisor at One Capital Management, LLC with 19 years of industry experience. He holds the Series 65 designation and has been affiliated with FundX Investment Group LLC since 1990. 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 offers wealth management, financial planning, sub-advisory, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Eric Hamel is a CFP® with 20 years of experience in financial advising, currently serving at One Capital Management, LLC since 2020. His prior experience includes roles at Beacon Pointe Advisors, Pure Financial Advisors, Northwestern Mutual Investment Services, and The Telge Companies. Outside of his advisory work, he is an 80% owner and managing member of a real estate LLC based in New Hampshire. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, guided by a written Investment Policy Statement and supported by proprietary fund ranking and research.

Carlos Salcedo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Morton Wealth. He previously worked at Rice Hall James & Associates, LLC and Dowling & Yahnke, LLC. Morton Wealth provides customized investment management and financial planning services to individuals, families, retirement plans, and trusts. The firm emphasizes modern portfolio principles, diversification, and risk management while offering discretionary portfolio management alongside ancillary services such as business consulting and retirement-plan consulting.

Eric Smith is a CFP® with 26 years of industry experience, currently affiliated with LPL Financial in Ventura, CA. He has held roles at Cornerstone Wealth Management and Lifetime Planning, Inc., where he also serves as an attorney providing estate planning and legal document services. In addition to his advisory work, he sells fixed life insurance products. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers various delivery options supported by an in-house research team and a platform that integrates advisory and brokerage services alongside insurance and credit products.

Samuel Covert is a financial advisor at Kestra Private Wealth Services, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Kestra since 2025. Prior to that, he was with Alti Wealth Management (US International), Inc. for one year and Noctua International WMG, LLC for 12 years. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets across about 208 advisors and offers services through various platforms and investment products, supporting both discretionary and non-discretionary arrangements.

Thomas McCann is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Dynamic since 2018 and previously was with Steel Peak Wealth Management from 2015 to 2018. McCann is co-owner of Aculis Inc., a venture focused on using artificial intelligence to help advisors and support staff reduce administrative tasks. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other advisers. The firm emphasizes a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement services, and practice support for other financial advisors.

Patrick Bowen is a financial advisor with One Capital Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with One Capital Management since 2004. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with approximately $7.0 billion in discretionary assets under management. The firm employs a macroeconomic and fundamental research-driven investment process, managing globally balanced portfolios through active large-cap equity management, ETFs, and diversified fixed income strategies.

Mark Borough is a financial advisor at Belpointe Asset Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held leadership roles at several related firms, including serving as President and CEO of Borough Annuity and Insurance Center, Inc., and CEO of Tax Advisory Consortium, Inc., which provides tax preparation and bookkeeping services. Since 2020, he has also been President of Orion-Collaborative, Inc., a professional service provider and advisor peer network. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting using customized portfolios, model strategies, and third-party manager relationships.