Mia Sulak is a financial advisor at Financial & Tax Architects, LLC with two years of industry experience. She holds a Series 65 designation and has operated The Mia Sulak Agency, Inc., an insurance sales business focused on life insurance, since 2014. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies with regular account reviews and offers additional services including retirement-plan consulting and educational seminars.

Nicholas Mcdonald is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with One Capital Management since 2012 and also has a teaching role at California State University Northridge starting in 2011. 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 provides wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, constructing customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

Ian Rennick is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2021 and previously worked at GlobalWide Media and American Vision Windows. Morton Wealth is a multi-advisor 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 volatility reduction through a range of investment vehicles including mutual funds, ETFs, and private alternatives.

Asher Witham is a CFP® professional with experience at Forum Financial Management, LP since 2023 and prior roles including positions at Aeg, Calix, and Becker Surf & Sport. His background also includes four years at Pepperdine University and work at Thousand Oaks High School. 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 based on a Modern Portfolio Theory approach.

Brad Barrett is a financial consultant and relationship manager at One Capital Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with One Capital since 2011. In addition to his role at One Capital, he is involved in financial planning and asset management through BSE & Associates, Inc. and has activities in insurance sales. 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 offers wealth management, financial planning, sub-advisory services, and acts as investment adviser to the FundX suite of ETFs, using a globally balanced investment approach guided by macroeconomic assessments and fundamental research.

Don Martin is a Certified Financial Planner® with 25 years of industry experience currently serving at Regal Investment Advisors LLC. His career includes roles at Merrill, Banc of America Investment Services, Wells Fargo Investments, and Horizon Advisors, where he continues to provide financial and insurance services. He serves as a board member for the Rotary Club of Westlake Village Sunrise, overseeing the stewardship of a fund used for the club’s fundraising efforts. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, executing trades and managing portfolios on behalf of its Primary Advisors.

Zachary Stein is a financial advisor at One Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and joined One Capital Management in 2025 after eight years with TIAA-CREF Individual & Institutional Services, LLC. Prior to that, he had a year-long role at AlliedUniversal Security-RTD Account. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, specializing in customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income.

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 financial advisor with Maia Wealth, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at Simplicity Wealth and is involved in dental business operations through Restored Smiles and Moorpark Dental Group and Orthodontics. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical trading and quarterly portfolio reviews. The firm integrates technology and third-party platforms, including robo-advisor services and specialized estate and tax coordination.

Andrew Martino is a financial advisor with Savvy, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Prudential affiliates. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term approach with customized investment plans and integrates third-party fintech tools, specialized sub-adviser strategies, and in-house tax and estate-planning services.

Michael Privett is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with Morton Wealth, where he has worked since 2019, following prior roles at Manning Wealth Management, Commonwealth Financial Network, The Gensler Group, and LPL Financial. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and business consulting services. The firm employs modern portfolio principles focused on diversification and risk management, and is notable for its involvement with pooled investment vehicles and its structured approach to managing potential conflicts of interest.

Sean Mckeon is a financial advisor with One Capital Management, LLC, holding a Series 65 credential and 20 years of industry experience. He previously worked for FundX Investment Group LLC for 32 years. 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 provides wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, including serving as adviser to the FundX family of exchange-traded funds.

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.