Conner Hufnagel is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation. He has been with Morton Wealth since 2026. His prior experience includes roles at Autaly and Southern New Hampshire University, along with service in the Oklahoma Army National Guard from 2016 to 2022. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and retirement-plan consulting. The firm emphasizes diversification and risk management through a blend of mutual funds, ETFs, fixed income, and alternatives, and is notable for its involvement with pooled investment vehicles and private fund opportunities.

Laura Leach is a financial advisor with The AmeriFlex Group in Westlake Village, CA, holding a Series 66 designation and seven years of industry experience. Her work history includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Financial Transition Partners. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary manager relationships, and multiple wrap program options.

Jorge Meza Jr. is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked with Meza Wealth Management, Cetera Wealth Services, and HBW Securities LLC, among others. Meza is also involved as a board member of the Santa Clarita Business Group, a local networking organization. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach using third-party money managers and sub-advisers, and offers a range of services including sub-advisory and wrap-fee portfolio options.

Morgan Jul is a financial advisor at Morton Wealth with one year of industry experience. He holds the Series 65 designation and has held prior roles at BBC Worldwide Productions, United Spirit Association, Deeper Than Money, and NBCUniversal. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm applies modern portfolio principles with an emphasis on diversification and risk management, and it is notable for its involvement with pooled investment vehicles and private fund opportunities.

Jason Thomas is a CFP® professional with 17 years of industry experience, currently serving as an advisor at One Capital Management, LLC. His background includes roles at Avantax Investment Services and Pure Financial Advisors, as well as teaching part-time in CFP programs at Grantham University and the University of California, Los Angeles. He also provides financial education to military service members through a rotational assignment with Magellan. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers customized, globally balanced portfolios and serves as adviser to the FundX family of ETFs, employing a blend of active equity management and diversified fixed income to pursue risk-controlled, after-tax returns.

Brittany Yudkowsky is a CFP® professional with eight years of industry experience, currently serving as an advisor at Morton Wealth since 2015. She works out of 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 offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, emphasizing risk management and customized portfolios based on standardized strategies.

Arnold Samuel is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cambridge Investment Research, OSAIC, and Sagepoint Financial. The AmeriFlex Group serves individuals, corporations, and retirement plans through a network of advisory affiliates, providing portfolio management, financial planning, manager selection, and retirement consulting. The firm customizes client strategies using model allocations and manager relationships, conducting ongoing account monitoring with various custodians.

Adele Young is a CFA® charterholder with one year of industry experience, currently advising at One Capital Management, LLC. She previously worked at TIAA for 14 years. Outside of her advisory role, she serves as Vice President in a volunteer capacity for the Sycamore Shark Fund, a 501(c)(3) organization associated with her child's school. One Capital Management manages approximately $8.5 billion for individuals, pension plans, trusts, and other entities, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm emphasizes customized, globally balanced portfolios combining active equity management with ETFs and fixed income, and acts as adviser to proprietary ETFs within the FundX family.

Aura Carmi is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2024. Prior to joining Stratos, she held advisory roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Stratos Wealth Advisors serves a diverse range of clients, including high-net-worth individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through customized and model portfolios. The firm leverages its affiliation with SEI-affiliated businesses to provide integrated investment management and custody solutions.

Jared Markham is a financial advisor at RBC Securities, Inc. with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, Merrill, Citibank/Citigroup, and the Santa Fe Natural Tobacco Company. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates financial planning and portfolio management with a broad financial services group, including affiliated banking and trust entities.

Glenn Davidow is a CFP® professional with 25 years of experience currently at IP Financial Advisory Services LLC. He previously worked at Davidow Financial & Insurance Services for over four decades and is involved with Innovation Partners, LLC. He serves on the board of directors for the Commercial Industrial Buildings Owners Alliance, overseeing financials and benefits. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and specialized consulting services including actuarial and insurance consulting. The firm emphasizes personalized portfolio construction and offers discretionary management options alongside a range of analytical and operational investment approaches.

Michael Difiore is a financial advisor at HBW Advisory Services LLC in Simi Valley, CA, holding a Series 65 designation. He has one year of industry experience, joining HBW Advisory Services in 2025 after roles at United Wholesale Lending, Wells Fargo, and JPMorgan Chase. HBW Advisory Services manages approximately $1.75 billion in assets, serving individuals, families, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary asset management, financial planning, and consulting. The firm uses a blended investment approach incorporating tactical asset allocation, fixed income, and multi-manager diversification, and it provides sub-advisory and co-advisory services along with an online wrap-fee portfolio through Betterment Institutional.

Keith Martel is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 designation and over 21 years of industry experience. He has been with Golden State Wealth Management since 2016 and also affiliated with LPL Financial since 2015. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management, utilizing a range of analytic approaches and third-party managers to tailor portfolios.

Lisa Gilmore is a financial advisor at HBW Advisory Services LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with HBW Advisory Services since 2021, following prior roles at HBW Partners, Cetera Advisor Networks LLC, and HBW Securities LLC. HBW Advisory Services manages approximately $1.75 billion in assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach incorporating tactical asset allocation, fixed income, and multi-manager diversification, and offers sub-advisory, co-advisor, and online wrap-fee portfolio services.

Kevin Rex is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 65 credential and 11 years of industry experience. He has been with Morton Capital Management, LLC since 2015. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled investment vehicles by providing customized investment management, financial planning, and ancillary services. The firm emphasizes modern portfolio principles, diversification, and risk management, and is notable for its involvement in private funds and tailored client offerings.

Alison Roth is a CFP® and CFA® with five years of industry experience. She is currently with Mariner Independent and has worked at several firms including Mariner Wealth Advisors, AdvicePeriod, LLC, Apexium Financial, Altfest Personal Wealth Management, and Payden & Rygel. 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 and retirement plan resources through affiliated entities and third-party partnerships.

Linda Sherman is a financial advisor at Blackridge Asset Management, LLC with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ClearBridge Investments and Cheviot Value Management. Sherman is also co-founder of Financially Empowered, LLC, a training and consulting business. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management through an online platform, often utilizing affiliated turnkey asset management solutions and a variety of discretionary and non-discretionary arrangements.

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.