Donald Mcdonald is a financial advisor at One Capital Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with One Capital since 2001. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, corporations, and other entities. The firm creates customized, globally balanced portfolios that combine active large-cap equity management with ETFs and diversified fixed-income, using a proprietary ranking system for its FundX family of exchange-traded funds.

Paul Wunsch is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. He holds the Series 63 designation and has been with Hilltop Securities since 1989. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities with an open-architecture platform.

Nadya Mets is a CFA® charterholder with nine years of industry experience and is currently an advisor at Morton Wealth. Her prior roles include positions at Salient Wealth Planning Group, Four Points Capital Partners LLC, Niagara International Capital Limited, and Finestone Partners. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, retirement-plan consulting, and business consulting. The firm employs modern portfolio principles focused on diversification and risk management and is notable for its involvement with pooled investment vehicles, including private funds and tender-offer funds.

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®, ChFC®, and Series 66 license holder with 18 years of experience in the financial advisory industry. He is affiliated with Mutual Advisors, LLC and serves as the owner and agent of Barrett Planning Group, Inc., a firm focused on insurance sales. Additionally, he has a background in acting and performing. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, employing a combination of active and passive investment strategies with a focus on diversification and alignment to client objectives.

Craig Steinhauer is a financial advisor with NWF Advisory Services Inc. in Encino, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with NWF Advisory Services and NWF Advisory Group since 2005 and has been associated with OSAIC since 1990. Outside of his advisory work, he serves as president of Temple Or Ami, a 501(c)(3) Jewish temple, where he participates in financial oversight and board governance. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform offering both discretionary and non-discretionary account programs.

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 11 years of industry experience. He holds the Series 66 designation and has worked at One Capital Management since 2020, following six years at Professional Planning and over a decade with Mutual Securities, Inc. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, specializing in customized, globally balanced portfolios that blend active equity management with ETFs and diversified fixed income.

Nicholas Valaika is a CFP® with Morton Wealth in Calabasas, CA, and has two years of industry experience. Prior to joining Morton Wealth, he worked for Jimmy Dorian Insurance Agency, Inc. and held positions with the Pittsburgh Pirates and the University of California Los Angeles. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm employs modern portfolio principles focused on diversification and risk management, combining mutual funds, ETFs, fixed income, and alternatives, and is notable for its direct involvement with pooled investment vehicles.

John Williams is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Citizens Private Wealth and has previously worked at firms including J.P. Morgan Securities and First Republic Investment Management. Williams is also a Managing Director at Blue Ocean Companies, where he provides business consulting services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm offers discretionary and non-discretionary investment management, tax and estate structuring, and recently added Business Consulting Services focused on multigenerational family and closely held business matters.

Eric Abrahamian is a financial advisor at Prosperitas Financial, LLC, holding a Series 65 designation with two years of industry experience. His prior roles include work at Whole Foods and the Office of Congressman Mike Garcia. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a range of investment instruments and analytical approaches.

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 affiliated with Prosperitas Financial since 2023 and previously worked at Park Regency starting in 2005. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, financial planning, retirement consulting, and third-party adviser management using a variety of analytical approaches and individualized portfolio strategies.

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.

Gali Sherman is a financial advisor with Mutual Advisors, LLC, holding a CFP® designation and over 28 years of industry experience. She has worked at several firms including Naviguide Wealth Partners and Cetera Advisor Networks. Sherman is president and founder of Naviguide Wealth Partners, Inc., and is involved in managing fixed insurance businesses as well as commercial real estate ownership. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm provides advisory services employing both active and passive strategies, emphasizing diversification and tailored portfolio management through various analytical approaches and third-party platforms.

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.

Maryam Odom is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. Prior to joining Prosperitas in 2025, she worked for Poole Shaffery from 2016 to 2021 and has been associated with Odom Law Group, APLC since 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million through 39 advisers and offers asset management, financial planning, retirement plan consulting, and third-party adviser management, employing a range of analytical approaches and individualized portfolio strategies.