Jeffrey Borenstein is a financial advisor at Forum Financial Management, LP with 23 years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management and Lamia Financial Group, Inc. during his career. 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 following a Modern Portfolio Theory approach.

Sheila Moore is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 66 designations and has professional involvement with Innovation Partners LLC, as well as academic roles at Woodbury University and Pepperdine University. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth retail investors and retirement plan participants, providing personalized portfolios and specialized advisory services including actuarial analysis, benefits consulting, and investment banking support.

Jeffrey Bannon is a financial advisor with Capital Analysts, holding a Series 66 license and 17 years of industry experience. He has professional affiliations with The Rawls Group, where he assists family-owned businesses with succession planning, and Pacific Southwest Financial, providing life insurance solutions. Bannon also serves as Vice President and CFO of the Sideline Supporters Boosters Club, a nonprofit supporting youth sports. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm integrates discretionary and non-discretionary investment management supported by an in-house research team and maintains institutional relationships to deliver a range of investment services.

James Wisdom is a CFP® professional with 14 years of experience in financial services. He is associated with Advisor Share Wealth Management, LLC and has worked at Harvest Investment Services, LLC for 11 years. Additionally, he owns James L. Wisdom Insurance Services, where he provides fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios and provides alternative investment options and a web-based practice platform for independent advisers.

Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. 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, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Joseph Bonanno is a financial advisor at HBW Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2015. In addition to his advisory role, he owns and operates a web application development business. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes multi-manager diversification, offering a high client load per advisor and a mix of retail, charitable, and institutional clients.

Andrew Whitehouse is a financial advisor at One Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and North Ranch Country Club. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, and trusts. The firm focuses on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income, and is known for its advisory role to proprietary ETFs and a monthly FundX newsletter featuring fund commentary and rankings.

Eric Swanson is a CFP® with 30 years of experience in the financial industry. He is currently with One Capital Management, LLC and has previously worked at EP Wealth Advisors, Transamerica Financial Advisors, and Reilly Financial Advisors. He has led Swanson & Associates, Inc. since 2001, primarily as a passthrough entity for commission trails from insurance products, which he no longer sells. One Capital Management, LLC serves individuals—including high-net-worth clients—as well as pensions, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting, with a focus on customized, globally balanced portfolios that blend active equity management with ETFs and diversified fixed income.

Mark Miller is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining One Capital Management in 2022, he worked for First Trust Portfolios L.P. from 2013 to 2022. 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 follows a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

Aiden Clark is a financial advisor at One Capital Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining One Capital Management, he worked at Pepperdine University for four years. 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 and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by a written Investment Policy Statement.

Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial and Securities America before joining Verus Capital Partners, where she has been an advisor since 2017. Outside of her advisory role, she is involved in a caregiver business and serves as a caretaker in a non-investment capacity. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, employs tactical adjustments and selective hedging, and provides ongoing account monitoring through multiple institutional platforms.

Jeremy Cumbee is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Mission Wealth Management, LP and previously worked at Integrity Financial Corporation and Pepperdine University. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals, families, and institutional clients. The firm emphasizes customized, long-term investment strategies using a diverse range of investment vehicles and offers services through various tiered models tailored to client needs.

Elana Malekan is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. She previously worked at Eternity Financial and Golden Age Financial, Inc. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs tailored investment strategies across a broad menu of assets and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.

Randal Carson is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at KIPP Financial Group, Associated Planners Investment Advisory, and Associated Securities Corp. He has been with Mutual Advisors since 2013. Mutual Advisors serves a diverse client base including individuals, trusts, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored through multiple analytical approaches and offers services ranging from asset management to ERISA plan advisory.

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 at Capital Analysts with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Lincoln Investment, Pruco Securities, LLC, Prudential Insurance Company of America, and Jack Keeter & Associates, Inc. Outside the financial sector, he has been involved in entrepreneurial activities with Elite Costumes and Rhinestone Dealer. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and internal investment management.

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.