Joseph Seetoo is a CFP®, CFA®, and Series 63-registered financial advisor with Morton Wealth in Calabasas, CA. He has 18 years of industry experience and has worked at Morton Capital Management since 2013. 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 employs standardized investment strategies developed by an internal committee, customizing portfolios to client objectives with an emphasis on risk management and volatility reduction.

William Rudkin is a financial advisor at HBW Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Bianchi AG Services Inc. since 2010. Outside of his advisory role, he is involved in accounting farm management services and trust asset management through separate business activities. 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 using third-party money managers, emphasizes multi-manager diversification, and offers a high client load per advisor alongside institutional and intermediary services.

Zane Zent is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior work includes roles at Protection Point Advisors and Virgin Orbit, as well as experience with Price Waterhouse Coopers and Penn State University. 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 range of investment strategies that combine passive and active approaches tailored to client objectives.

Roy Moon is a financial advisor at The Wealth Consulting Group with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services and Mass Mutual Life Insurance Company. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual and corporate clients, retirement plans, and trusts. The firm employs both active and passive investment strategies, combining fundamental and quantitative analysis, and offers services that include discretionary portfolio management, financial planning, and access to third-party managers across multiple custodial platforms.

Benjamin Garvin is a CFA® charterholder with 22 years of industry experience. He has been with One Capital Management, LLC since 2017 and has also been associated with Lincap Management Company since 1976. Based in Santa Rosa, CA, Garvin’s career spans over two decades in financial advisory roles. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7 billion in discretionary assets. The firm employs a globally balanced investment approach that combines macroeconomic assessment, fundamental research, active large-cap equity management, ETFs, and fixed income, and is notable for advising the FundX suite of ETFs.

Lawrence Schechter is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked at M. S. Howells & Co., Planned Asset Management, and Independent Financial Group. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax, estate, and insurance services.

Alfonso Valdez is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Trilogy Capital, Inc., LPL Financial, and National Planning Corporation. He is also licensed to sell fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies and utilizes multiple platform relationships to tailor investment solutions to client objectives.

Finn Case is a financial advisor at RMR Wealth Builders, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining RMR, he worked in various educational roles, including positions at the University of California Santa Barbara, Santa Barbara City College, Malibu High School, and Malibu Middle School. He also operated Malibu Delivery from 2023 to 2025. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, digital-asset management, and a range of advisory program options.

Linda Bruininga is an investment advisor representative at NWF Advisory Services Inc with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Fsc Securities Corp, Triad Advisors, OSAIC, and The Ameriflex Group. Additionally, she is the founder of Bruco Investment Group, where she focuses on client consultations regarding life insurance and long-term care needs. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement plan consulting services.

Richard Hansen is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Mariner Independent and serves as Managing Director at RGH Wealth Advisors, LLC. Hansen is a member of the Board of Directors for the Spastic Children's Endowment Foundation, overseeing its investment endowment. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional affiliations and specialized resources for retirement plan sponsors and participants.

Riley Lopez is a financial advisor at One Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Amerihome Mortgage Company, LLC and studied at Pepperdine University. 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 employs a globally balanced, actively managed investment approach supported by fundamental research and proprietary tools, and acts as adviser to the FundX suite of ETFs.

Brent Johnson is a CFP® with 27 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC. His prior experience includes 16 years at LPL Financial before joining Mutual Securities, Inc. and Mutual Advisors in 2018. Outside of his advisory work, he is an owner and principal of Vision Wealth Inc. and serves as trustee for a family trust. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion 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, utilizing a combination of passive and active investment strategies tailored to client objectives.

Marcus Silver is a financial advisor with NWF Advisory Services Inc in Westlake Village, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. In addition to his advisory work, he serves as president of Silverberg Wealth Management, a registered DBA. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that incorporates advisor-managed and third-party model portfolios with a focus on strategic long-term investing.

Richard Jones is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at HBW Advisory Services since 2010 and previously was affiliated with CETERA Advisor Networks LLC and HBW Securities LLC. Outside of his advisory role, Jones serves as treasurer for the Gator Wrestling Club and is involved in athletic endorsements. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, with a notable client servicing model that supports a high client load per advisor and includes institutional and intermediary services such as sub-advisory arrangements and retirement-plan subscription offerings.

Hugh Roberts is a financial advisor at Capital Analysts with 41 years of industry experience. He holds the CFP® designation and Series 63 license and has worked with Lincoln Investment since 2012 and Capital Analysts Incorporated since 2006. Roberts also provides advisory services related to family business succession and is the author of a book on the subject. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through multiple delivery programs. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools and model portfolios, with advisors providing tailored consultations and portfolio solutions.

Tobie Rodriguez is a financial advisor at One Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HBW Advisory Services LLC, Tamar Securities, LLC, and Purshe Kaplan Sterling Investments. He has been with One Capital Management since 2019. 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 provides wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, while managing globally balanced portfolios guided by a written Investment Policy Statement.

Mordechai Taylor is a financial advisor at Avantax Planning Partners, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to joining Avantax Planning Partners in 2022, he has been associated with Premier Accounting & Tax Services, Inc. since 2009. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays, and operates within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

James Nitchke is a CFP® and CFA® with 17 years of industry experience. He is currently with One Capital Management, LLC and previously spent 15 years at TIAA and TIAA-CREF Individual & Institutional Services, LLC. Outside of his advisory role, he owns and manages a short-term rental property through Airbnb. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Nicholis Bowser is a CFP® professional with one year of experience at Kestra Private Wealth Services, LLC and ten years at Capital Group Private Client Services, Inc. He is based in Westlake Village, CA. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to multiple platforms and third-party managed solutions.

Hayden Barre Henuset is a financial advisor at One Capital Management, LLC with a Series 65 designation and experience beginning in 2021. Prior to joining One Capital Management in 2024, he worked at Aspire Financial Services – Sun Life Insurance Company and Freedom 55 Financial – Canada Life Insurance Company. His earlier career includes a role at Vision Automotive. 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, and acts as investment adviser to the FundX suite of ETFs.