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.

Jo Anne Jessee is a financial advisor at Abacus Wealth Partners with one year of industry experience. She holds a Series 66 designation and has worked previously at firms including The Leaders Group Inc and several Cetera entities. Jessee is based in Santa Monica, CA. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive, asset-class focused investment approach using institutional funds, fundamental manager analysis, and ESG screening when requested, while also managing private fund investments through its role with the Align Impact private fund.

Anthony Blueford is a financial advisor with Arax Advisory Partners in Santa Monica, CA, holding a Series 65 credential and nine years of industry experience. Prior to joining Arax in 2025, he spent nine years with Georgina Asset Management. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in regulatory assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and carried interest structures.

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.

Elan Solomon is a financial advisor at One Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Chapman University, Ambry Genetics, and Redica Systems. 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 advisory consulting, using customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income to control risk and pursue 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 over 14 years of industry experience, currently serving as a financial advisor at One Capital Management, LLC. Prior to joining One Capital in 2025, she worked at TIAA for 14 years. She holds a volunteer role as Vice President of the Sycamore Shark Fund, a nonprofit associated with her child's school. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm combines macroeconomic analysis and fundamental research to manage globally balanced portfolios using active equity management, ETFs, and diversified fixed income, and acts as investment adviser to the FundX suite of ETFs.

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.

Jana Davis is a CFP® and Registered Investment Adviser with 20 years of industry experience. She has been with Abacus Wealth Partners since 2015. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities by providing financial planning, consulting, and investment management services. The firm employs a primarily passive, asset-class investment approach tailored to client risk profiles and offers services including held-away account management and cash management options.

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 at Morton Wealth with 10 years of industry experience. He holds a Series 65 designation and has been with Morton Capital Management, LLC since 2015. Morton Wealth is an SEC-registered, 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 across a range of asset types.

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 with Blackridge Asset Management, LLC who holds Series 63 and Series 65 designations and has 37 years of industry experience. Her prior roles include positions at ClearBridge Investments LLC, Legg Mason & Co LLC, and Cheviot Value Management. She is also a co-founder of Financially Empowered, LLC, a training and consulting business. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, utilizing tailored asset allocation strategies supported by vendor analytics and approved sub-managers.

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 Series 65-licensed financial advisor with 10 years of industry experience, currently serving at One Capital Management, LLC since 2012. He has also been affiliated with California State University Northridge since 2011. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a globally balanced investment approach combining active management of large-cap equities, ETFs, and diversified fixed income, guided by macroeconomic assessments and fundamental research.