Randal Carson is a financial advisor at Mutual Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Mutual Advisors since 2013. Prior to that, he worked at Mutual Securities Inc. starting in 2012. 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, employing a combination of passive and active investment strategies tailored to client objectives.

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 with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at CETERA Advisor Networks LLC and HBW Securities LLC. Outside of his financial advisory career, Harbus owns a business specializing in automobile restoration and is involved in several entrepreneurial ventures, including partnerships in coffee and consulting firms. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that combines tactical asset allocation, fixed income, and multi-manager diversification, with a notable client servicing model that includes institutional and intermediary roles as well as unique offerings like 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.

Michael Kriechbaum is a financial advisor with Capital Analysts in Woodland Hills, CA, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Lincoln Investment, Pruco Securities, Prudential Insurance Company of America, and Jack Keeter & Associates. Outside of financial services, he has been involved with Elite Costumes and Rhinestone Dealer. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, leveraging an in-house Investment Management & Research team and proprietary screening processes.

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 Series 65 licensed financial advisor with nine years of industry experience. He currently works at One Capital Management, LLC and has prior experience at FundX Investment Group, LLC, where he has been associated since 2005. 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 advisory consulting, using customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Tammy Taylor is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and with 10 years of industry experience. Her prior roles include positions at Oxford Tax Partners, Washington National Insurance Company, and multiple advisory and insurance firms. She is also a partner at Impact Leadership Network, where she trains and mentors new insurance agents. Vanderbilt Advisory Services serves a wide range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services with an investment approach that combines strategic asset allocation and multiple analytical techniques.

Richard Levin is a financial advisor with Mutual Advisors, LLC in Camarillo, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Mutual Advisors since 2013 and previously with Mutual Securities, Inc. from 2012 to 2023. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

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 24 years of industry experience. He holds the Series 66 designation and has been with One Capital Management since 2001. 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.

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® and ChFC® with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., and also owns Barrett Planning Group, Inc., an insurance sales business. Prior to his current roles, he worked at Axa Advisors, LLC and several other firms. Outside of finance, he is involved in acting and performance. 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 plans, using a combination of passive and active investment strategies tailored 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.

Todd Penrod is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with HBW Advisory Services since 2015 and has been affiliated with Cetera Advisor Networks LLC since 2017. Penrod also serves as a compliance officer within the HBW organization. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of investment management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it serves a large client base with a notable emphasis on institutional and intermediary roles.

Kevin Johnson is a financial advisor at One Capital Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Professional Planning and Mutual Securities, Inc. Johnson serves as an associate portfolio manager, actively managing client accounts and implementing investment decisions. 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, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.