Meghan Pinchuk is a CFP® and CFA® with 16 years of industry experience. She 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 business consulting services, using standardized strategies customized to client objectives with a focus on risk management and volatility reduction.

Joseph Harris is a financial advisor at Dynamic with nine years of industry experience. He holds a Series 65 designation and has been with Dynamic Wealth Advisors since 2024. Harris is also the owner of Harris Accounting Corporation, a CPA and tax preparation firm he has operated since 2013. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides integrated technology and operational support to unaffiliated registered investment advisers.

Jeffrey Wright is a financial advisor with Mutual Advisors, LLC and Mutual Securities, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He worked at LPL Financial for 12 years prior to joining Mutual Advisors in 2018. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Bryan Phelan is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with one year of industry experience. Before joining Morton Wealth, he worked in various roles including at US-LBM and Flanders Inc, and spent five years at Phelan Auto Group. Outside of finance, he is a partner in a portable restroom trailer rental business serving events in the Lake Tahoe area. 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 uses standardized investment strategies tailored to client objectives, focusing on risk management and reduced volatility through diverse portfolio options.

Stan Dungca is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Mutual Advisors since 2019 and previously held positions at Mutual Securities, Vanderbilt Securities, LLC, and Financial West Group. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering tailored portfolios through active and passive strategies.

James Lopes is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Cetera Advisor Networks and HBW Securities, alongside managing Lopes Financial Services since 2007. Lopes is also involved in estate planning services, referring clients for trust and estate document preparation. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and is notable for its high client-to-advisor ratio and its institutional and intermediary service offerings.

Dillon Determan is a Series 65-licensed financial advisor at HBW Advisory Services LLC with one year of industry experience. Prior to his advisory role, he has worked in the restaurant industry, including as a server at Ruths Chris Steakhouse since 2021. HBW Advisory Services manages approximately $1.75 billion in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and sub-advisers, and it serves a large client base across retail and institutional segments.

Robert Kulle Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. He is president of Heritage Capital Strategies, Inc., where he provides life insurance and financial services. Kulle also serves as a board member of the Exit Planning Institute, contributing to local chapter membership and meeting content development. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Eddie Khachikian is a financial advisor at The Wealth Consulting Group with a Series 65 license and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Gal Sherman, and various academic and service-related roles at Pepperdine Graziadio Business School and the University of Iowa. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs both active and passive investment strategies tailored to client goals and risk tolerances, combining advisor oversight with algorithmic and outsourced management solutions.

Parviz Pourfarid is a financial advisor at IP Financial Advisory Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western International Securities, Inc. for 15 years. His other business activities include acting as an agent in accident and health, life, and variable insurance. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates insurance consulting and risk management alongside traditional investment advisory services.

Christopher Lamia is a CFP® professional with 23 years of industry experience. He has been with Forum Financial Management, LP since 2018 and also serves as president of Lamia Financial Group, Inc., a tax and accounting services firm. Additionally, Lamia is a board member of the GoFundMe Giving Fund, a charity funding organization. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, employing a Modern Portfolio Theory approach primarily through DFA institutional mutual funds and ETFs.

James Selu is a Certified Financial Planner® with 18 years of industry experience, currently serving as an advisor at OneSeven since 2024. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of finance, he owns an e-commerce business selling household products through Walmart, Amazon, and Shopify. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, typically employing diversified mutual funds, ETFs, and individual securities within a primarily long-term investment approach.

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.