Kenneth Bock is a CFP® with 28 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2022. His prior experience includes roles at Mutual Securities, Inc., Professional Planning, Wealthcare Alliance, Inc., and Wealth Care Planning. He is also involved with New Generation Marketing, Inc., an insurance agency focused on life insurance and annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives, and is notable for its scale of institutional management and specialized offerings such as annuity access through an Outsource Insurance Desk.

Ellen Shearin is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at Mutual Securities, Inc., Western International Securities, Inc., and Financial West Group. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a mix of active and passive investment strategies tailored to client objectives. The firm manages approximately $9.45 billion across 154 advisors and is known for its extensive institutional work and operational features such as an Outsource Insurance Desk and relationships with third-party managers.

Matthew Stephenson is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining One Capital Management in 2025, he worked at TIAA-CREF and Tiaa for ten years and at Harrisdirect LLC for six years. One Capital Management manages approximately $8.5 billion across a range of clients, including high-net-worth individuals, pension plans, and corporations. The firm offers wealth management, portfolio management, retirement solutions, and advisory services, focusing on customized, globally balanced portfolios that blend active equity management with ETFs and fixed income.

Sarah Slusher is a financial advisor at One Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, TIAA-CREF, and Tiaa prior to joining One Capital Management in 2025. Outside of her advisory role, she serves on the Allied Advisor Council for Phoenix Children's, supporting philanthropic efforts through event participation and sponsorship advocacy. One Capital Management, LLC manages approximately $8.5 billion for individuals, institutions, and trusts, offering wealth management, discretionary portfolio management, and advisory consulting. The firm emphasizes customized, globally balanced portfolios that combine active large-cap equities with ETFs and fixed income, and it also serves as adviser to the FundX family of exchange-traded funds.

Audra Masche is a financial advisor at One Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at TIAA-CREF, Scout & Cellar, and CommLoan. She serves as the Country Director for Regensberg, Germany, with Tempe Sister Cities, coordinating international cultural and educational exchange programs. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities. The firm offers wealth management, discretionary portfolio management, and advisory services, focusing on customized, globally balanced portfolios that blend active equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Ryan Disselhorst is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has 11 years of industry experience with prior roles at Coastal Wealth Advisors, Ameriprise Financial Services, Alliance Advisory & Securities, and Mutual Securities. Ryan is based in Newbury Park, California. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers ongoing portfolio management and financial planning, utilizing diversified portfolios that include mutual funds, ETFs, individual equities, bonds, alternative investments, and other products.

Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Kestra Investment Services LLC since 2014 and Kestra Private Wealth Services, LLC since 2012. He is an officer and consultant at Pacific Point Asset Management, an independent RIA, where he is involved in money management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Michael Rudow is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2021, as well as work at Orangetheory Fitness between 2014 and 2017. 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 tailored to client objectives, focusing on risk management and volatility reduction through diversified portfolios that incorporate mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin.

Heidi Hershman is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked with HBW Advisory Services since 2011 and previously held positions at Cetera and Cetera Wealth Services. Outside of her advisory role, she serves as president of the board at Ilan Ramon Day School, a private Jewish day school. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting 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 provides sub-advisory, co-advisor, and wrap-fee portfolio services.

Xinyu Huang is a financial advisor at One Capital Management, LLC with two years of industry experience and holds a Series 65 designation. Prior to joining One Capital Management, Huang worked at ATIF Inc. and has experience associated with Washington University in St. Louis as well as the University of California, San Diego. One Capital Management, LLC manages approximately $8.5 billion for a variety of clients including individuals, pension plans, and corporations. The firm builds customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed income, and it serves as adviser to proprietary ETFs and the FundX family of exchange-traded funds.

Corey French is a financial advisor at One Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Treasury Wine Estates and Sonoma State University. One Capital Management, LLC manages approximately $8.5 billion for individuals—including high-net-worth clients—pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement solutions, and advisory consulting, using a blend of active large-cap equities, ETFs, and fixed income guided by a macroeconomic assessment and a written Investment Policy Statement.

Morrie Reiff is a CFP®-credentialed financial advisor with 41 years of industry experience, currently with Modern Wealth Management, LLC. His prior roles include positions at M.S. Howells & Company, Independent Financial Group, Quantitative Strategies Inc., and Planned Asset Management, LLC. Outside of investment advisory, he owns and operates insurance-related businesses focusing on life, disability, and long-term care products, as well as a travel agency. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and retirement plans, supported by a centralized Investment Committee and diverse portfolio management approaches.

Julia Andrews is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. She has four years of industry experience, including roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Monarch Wealth & Retirement Strategies. Andrews also operates as an independent insurance agent through Monarch Wealth & Retirement Strategies. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Brian Malkinson is a Series 65 licensed financial advisor with eight years of industry experience, currently serving at HBW Advisory Services LLC since 2018. He has held leadership roles including Chief Operating Officer at Jones Financial Network and President of TIG Wealth Management Inc., focusing on estate planning. He is also the President and owner of The Brayley Group, a management and business consulting firm, and works as a notary public. 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 pension plans. The firm employs a blended investment approach using third-party money managers and emphasizes diversification and downside protection, while also providing institutional and retirement plan services.

Robert Walker is a ChFC® credentialed financial advisor at ON Investment Management CO with 34 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2012 and has worked in the financial sector since 1982. Outside of advisory services, he is involved in life and health insurance sales. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of comprehensive plans, modular offerings, and access to third-party investment programs.

Robert Sullivan III is a financial advisor with HBW Advisory Services LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at multiple firms including Cetera Advisor Networks and Goldhorn Capital Management LLC, which he owns. Outside of financial advising, he is co-owner of Raghorn Ranch Land & Cattle Co LLC, where he assists with horse training and agricultural activities. HBW Advisory Services manages approximately $1.75 billion in client assets, providing 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 that incorporates tactical asset allocation and multi-manager diversification, and it offers sub-advisory and wrap-fee portfolio services through partnerships such as Betterment Institutional.

Ethan Samuels is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions with New York Life Insurance Co, Guardian Life Insurance Company, and Park Avenue Securities. Outside of advisory work, he is involved in insurance brokering and offers client referrals for estate planning and deferred sales trust services. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach.

Terry Duhamel is a financial advisor with Planmember Securities Corporation in Camarillo, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has worked at Planmember Securities since 2013 and has owned Duhamel and Associates Insurance and Financial Services Inc. since 1999. His other business activity involves providing financial and insurance sales and services, including fixed, health, and term life insurance. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual-fund portfolios and offers education and support services such as seminars and personalized retirement planning.

Christopher Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses. He has eight years of industry experience, including roles at Bank of America, Merrill, Wells Fargo, and Comerica Securities. Hernandez operates out of Camarillo, CA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement timing. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to tailor investment strategies and manages a large client base primarily through non-discretionary accounts.

Shane Hamashige is a CFP® and Series 66 licensed advisor at Osaic Advisory Services, LLC with eight years of industry experience. He has previously worked with Arbor Point Advisors and Securities America Advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a combination of fundamental and technical analysis alongside various investment strategies.