Stacey Mckinnon is a financial advisor at Morton Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Morton Capital Management since 2015. Outside of her advisory role, she co-owns Studio BPM, where she serves as an instructor and handles bookkeeping. Morton Wealth provides investment management and financial planning services to individuals, families, retirement plans, and trusts, using a modern portfolio approach focused on diversification and risk management. The firm is notable for its involvement with pooled investment vehicles and offers tailored programs for both high-net-worth and younger clients.

Mark Petersen is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 license and five years of industry experience. He previously worked at NEXT Financial Group and Petersen International Underwriters. Outside of advising, he is involved in a marketing and graphic design business, Intensify Marketing LLC. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through 39 advisors. The firm provides asset management, financial planning, retirement plan consulting, and third-party adviser services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and ongoing portfolio monitoring.

Logan Sanders is a CFP® professional with five years of industry experience, currently serving at Forum Financial Management, LP since 2019. His prior experience includes roles at Lamia Financial Group, Inc. and Northwestern Mutual, as well as involvement with the YMCA of Thousand Oaks. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios grounded in Modern Portfolio Theory and supports independent advisors through its turn-key asset-management and back-office platform.

Donald Mcdonald is a financial advisor at One Capital Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has been with One Capital Management since 2001. 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.

Nadya Mets is a CFA® charterholder with eight years of industry experience. She is currently an advisor at Morton Wealth, where she has worked since 2022. Her prior experience includes roles at Salient Wealth Planning Group, Four Points Capital Partners LLC, Niagara International Capital Limited, Finestone Partners, and Options 4 You FS. 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 investment strategies tailored to client objectives with an emphasis on risk management and volatility reduction.

Adriane Lowe is a CFP® and ChFC® with 46 years of industry experience. She has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company from 1989 to 2017 before joining WCG Wealth Advisors, LLC and LPL Financial, LLC in 2017. She is based in Westlake Village, CA. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment approach that integrates fundamental, technical, macroeconomic, and quantitative analysis and supports clients through multiple custodial platforms and sponsored programs.

Robert Chacon is a financial advisor at Cooper McManus with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc., LPL Financial, and Cambridge Investment Research Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, retirement-plan consulting, and access to various investment programs. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Evan Barrett is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., and also owns Barrett Planning Group, Inc., an insurance sales business. Prior to his current roles, he worked at Axa Advisors, LLC and several other firms. Outside of finance, he is involved in acting and performance. 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 plans, using a combination of passive and active investment strategies tailored to client objectives.

Juan Ros is a CFP® professional with 14 years of industry experience, currently serving at Forum Financial Management, LP. He has held roles at Forum Financial Management since 2018 and is the owner and founder of Financially Zen, LLC, where he develops financial education content and consults on charitable giving strategies. Additionally, Ros is involved in philanthropic education and professional organizations, including teaching financial planning at CSU Long Beach Research Foundation and serving on the board of the National Association of Estate Planners and Councils. 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 acts as a sub-advisor and turnkey asset management platform for independent RIAs, utilizing model portfolios managed primarily with DFA mutual funds and ETFs in accordance with Modern Portfolio Theory.

Todd Penrod is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with HBW Advisory Services since 2015 and has been affiliated with Cetera Advisor Networks LLC since 2017. Penrod also serves as a compliance officer within the HBW organization. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of investment management, financial planning, and consulting services 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 serves a large client base with a notable emphasis on institutional and intermediary roles.

Kevin Johnson is a financial advisor at One Capital Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Professional Planning and Mutual Securities, Inc. Johnson serves as an associate portfolio manager, actively managing client accounts and implementing investment decisions. 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, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Nicholas Valaika is a CFP® professional with four years of experience currently with Morton Wealth. His prior experience includes roles at Jimmy Dorian Insurance Agency, Inc. and the Pittsburgh Pirates. 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 strategies developed by an internal Investment Committee, customizing portfolios with an emphasis on risk management and volatility reduction.

John Williams is a CFP® with eight years of experience and currently serves as an advisor at Citizens Private Wealth. He has held positions at firms including First Republic Investment Management, J.P. Morgan Securities, and The Leaders Group Inc. Outside of his advisory role, he is a managing director at Blue Ocean Companies, a business consulting firm. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Eric Abrahamian is a financial advisor at Prosperitas Financial, LLC with a Series 65 designation and two years of industry experience. His background includes roles at Whole Foods, the Office of Congressman Mike Garcia, and Legacy Cristian Academy. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients, offering services including asset management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses.

Austin Overholt is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 designation with four years of industry experience. He has been with Morton Capital Management since 2019 and previously worked at Oaks Christian School from 2013 to 2019. 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, and offers a range of portfolio management and consulting services.

Dulce Vazquez is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. She has been with Prosperitas Financial since 2023 and has a concurrent role at Park Regency dating back to 2005. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Chad Kessler is a financial advisor at One Capital Management, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2013 to 2021. Outside of his advisory role, he serves on the board of the ALS Association Orange County Chapter, participating in fundraising and awareness activities. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities, offering customized wealth management and investment solutions. The firm builds globally balanced portfolios using a combination of active equity management and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Shawn Mcelderry is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and SII Investments, Inc. He owns Monarch Wealth & Retirement Strategies and is involved in insurance, benefits, and human resources activities. 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.

Gal Sherman is a CFP® professional with 27 years of industry experience, currently serving as an investment advisory representative at The Wealth Consulting Group. He has held roles at Naviguide Wealth Partners Inc., Cetera Advisor Networks, and CWM, LLC, among others. Sherman is also president and founder of Naviguide Wealth Partners, Inc., and is involved in insurance sales and management of commercial real estate properties. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

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.