Nicholas Lentini is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Triad Advisors, and Signator Investors, Inc. In addition to his advisory role, he has owned and operated Lentini Financial Advisory since 1996 and serves as an instructor at College of the Canyons. Continuum Advisory serves individual and institutional clients with financial planning, consulting, and discretionary portfolio management. The firm utilizes mutual funds, ETPs, individual securities, model portfolios, and third-party managers, and offers retirement plan consulting including ERISA fiduciary services.

Linda Anschultz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Golden State Wealth Management since 2017 and previously at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 18 years. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily provides discretionary portfolio management, constructing tailored portfolios through various analytic approaches and utilizing third-party managers and model portfolios.

Amy Fontinelle is a financial advisor at Core Planning with over 20 years of experience in the industry. She holds a Series 65 designation and has been associated with her own practice since 2006 before joining Core Planning in 2026. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Katherine Ehlers is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at D.A. Davidson & Co. for nine years before joining Hilltop Securities in 2022. Outside of finance, she owns and operates Katyerin Photography, providing event and wedding photography services. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs through an open-architecture platform with both adviser-managed and model-based options.

Byron Alvarado is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Prosperitas in 2024, he worked at several firms including Oneamerica Securities and American United Life. He also serves as CEO and agent of FWDTHINK Insurance & Alt Solutions, focusing on fixed insurance products and life settlements. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides asset management, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses, using a broad range of securities and ongoing portfolio monitoring.

Wayne Baxter is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with One Capital Management since 2012 and is also the owner of Baxter Financial Services, operating since 2002. 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, retirement plan solutions, and sub-advisory services, employing globally balanced portfolios guided by a written Investment Policy Statement and a macroeconomic assessment.

Kami Molin is a financial advisor at Mission Wealth Management, LP with over 25 years of experience. She holds a Series 63 designation and operates the Kami L. Molin Corporation, a tax and accounting services business. She has also been associated with HBW Securities LLC since 2010. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized, long-term wealth management and financial planning services using a range of investment options and typically manages client accounts on a discretionary basis.

Kushal Shah is a financial advisor with Dynamic who holds a Series 66 designation and has 17 years of industry experience. He has worked at Dynamic since 2019 and was previously with MMWKM Advisors, LLC / Retirement Planners of America from 2015 to 2019. Dynamic serves a broad range of clients including individuals, trusts, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on long-term, client-specific portfolio construction and support for other advisers through technology, operational, and compliance services.

Beau Wirick is a financial advisor at Morton Wealth with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services and Southwestern Investment Group. Outside of his advisory role, he is the president and owner of Wirick Media, a media business he has operated since 2021. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $3 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.

Jeremy White is a financial advisor at One Capital Management, LLC with 15 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining One Capital in 2020, he worked at Ameriprise Financial and Alliance Advisory & Securities, Inc. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and sub-advisory services, employing a globally balanced investment approach guided by written policy statements and macroeconomic assessments.

Paul Tokar is an advisor at Golden State Wealth Management, LLC with one year of industry experience. He has worked at Golden State Trial Attorneys since 2024 and has nine years of experience at Beitchman & Zekian PC, as well as running his own law office 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 and utilizes a variety of analytic approaches and third-party managers to construct tailored portfolios.

Niklas Axelsen is a financial advisor at One Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously studied at California Polytechnic State University San Luis Obispo. 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’s investment approach combines macroeconomic assessment and fundamental research to guide globally balanced portfolios that blend active large-cap equity management with ETFs and diversified fixed income.

Krikor Demirjian is a financial advisor with Vanderbilt Advisory Services in Encino, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Western International Securities, Inc. for 16 years before joining Vanderbilt Financial Group in 2024. Outside of his advisory role, he serves as a caretaker for his elderly mother and is involved in insurance and fixed annuity sales. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Mc Eathren Herrera is a financial advisor with Prosperitas Financial, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Prosperitas in 2023, Herrera worked in athletics and recreation at the University of California, Santa Cruz for four years. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides asset management, financial planning, retirement plan consulting, and third-party adviser management services to individuals, trusts, pension plans, and businesses.

Parker Dubreuil is a Series 65-licensed advisor at Dynamic with four years of industry experience. He has worked at Dynamic Wealth Advisors dba Crestview Capital Management since 2022 and previously held roles at Paysafe Group, Abercrombie & Fitch, and California Lutheran University. Outside of advising, he owns a 1% stake in Aculis Inc., a venture focused on using artificial intelligence to assist advisor and support staff with administrative tasks. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support, with a particular emphasis on supporting other advisers through technology platforms and outsourced solutions.

Michele Fortney Leach is a financial advisor with The AmeriFlex Group in Westlake Village, CA, holding a Series 63 designation and 34 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc., OSAIC, and Sagepoint Financial, Inc. She is also involved with Financial Transition Partners, a business focused on insurance and benefits. 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 retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Cranston Gesell is a CFP® with over 40 years of experience in financial advising. He is currently with One Capital Management, LLC and has held advisory roles at Mutual Securities Inc, Professional Planning, and Sun Financial Group. Gesell serves as a board member of the Simi Sunrise Rotary Charitable Foundation. 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, retirement plan solutions, and acts as adviser to the FundX suite of ETFs.

Brian Altounian is a financial advisor with Vanderbilt Advisory Services in Calabasas, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Vanderbilt, he was with Miramontes Capital, LLC and has been self-employed since 2015. He is also the owner and founder of Harbor Light Financial Strategies, LLC, where he is involved in insurance sales and financial education. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors and digital platforms, and combines fundamental, technical, and charting analysis in its investment approach.

Steven Cowley is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Cowley has been with One Capital Management since 2004. 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 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.

Meghan Pinchuk is a CFP® and CFA® with 16 years of industry experience. She 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 business consulting services, using standardized strategies customized to client objectives with a focus on risk management and volatility reduction.