Damon Simpson is a financial advisor with Mutual Advisors, LLC in Valencia, CA, holding Series 63 and Series 66 certifications and bringing 32 years of industry experience. His prior roles include positions at Mutual Securities, Inc., LPL Financial, Financial Security Management, Inc., and National Planning Corporation. Outside of his advisory work, he owns and operates a tax preparation business where he serves as COO and enrolled agent. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plan participants, and institutional investors. The firm provides both discretionary and non-discretionary advisory services, using a combination of active and passive investment strategies tailored to clients’ objectives, and manages a substantial asset base across multiple sectors.

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.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.

Jorge Meza Jr. is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at HBW Advisory Services since 2010 and is also the owner of Meza Wealth Management and Coast to Coast, Inc., where he is involved in financial services and insurance sales. Additionally, Meza serves as a board member of the Santa Clarita Business Group, participating in decisions on policy, membership, and philanthropy. 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, and institutional clients. The firm uses a blended investment approach with third-party money managers and sub-advisers, supported by AI tools for operational efficiency, and features a client servicing model that includes retail, charitable, and intermediary relationships.

Jeffrey Eisenberg is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He has been with Prosperitas Financial since 2023 and also has a long-standing role at Southern Oaks Mortgage, Inc. since 2004. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and consulting services using a range of analytical approaches and investment vehicles.

Gary Clark is a CFA® charterholder with 37 years of industry experience. He is currently with Prosperitas Financial, LLC and was previously president of Clark Asset Management + Associates, Inc., where he worked for 35 years. Outside of his advisory work, he maintained analytical support activities through his prior firm. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages roughly $812 million across 39 advisers and employs a range of analytical approaches to build and monitor individualized portfolios.

Jamilah Mc Cluney is a financial advisor with Brookwood Investment Group in Northridge, CA, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Redwood Private Wealth LLC and Blue Ocean Capital Management, among others. She has been involved with Black Wealth Financial, LLC since 2021 and operates her own advisory practice since 2017. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

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 Certified Financial Planner® with 17 years of experience, currently serving as an advisor at One Capital Management, LLC. His prior roles include positions with Avantax Investment Services and Pure Financial Advisors. He also teaches part-time courses in employee benefits through CFP Board programs at both Grantham University and the University of California, Los Angeles. Additionally, he provides financial education to military service members in a rotational capacity with Magellan. 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 customized, globally balanced portfolios using a combination of active large-cap equity management, ETFs, and diversified fixed income, with a focus on risk control and after-tax returns.

Grant Moulton is a financial advisor at Prosperitas Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial Services and Edward Jones. Outside of his advisory role, he is involved with Blunt Wealth Services, where he provides financial planning support. 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, and financial planning using a range of investment vehicles and both fundamental and technical analytical approaches.

Erica Zaragoza is a CFP® with eight years of industry experience, currently serving as an advisor at Prosperitas Financial, LLC since 2025. Prior to joining Prosperitas, she worked at GWN Securities for seven years and was employed by the Tustin Unified School District for two years. She is also active as an insurance broker. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across 39 advisers, offering asset management and comprehensive financial planning supported by a mix of analytical approaches and selective use of third-party money managers.

Gary Frazeur is a financial advisor at Hilltop Securities Inc. with 29 years of industry experience. He holds a Series 63 designation and has been with Hilltop Securities since 2008. Outside of his advisory role, he owns a small residential real estate investment consisting of a three-unit apartment building. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutional investors. The firm offers a range of portfolio management programs and fiduciary services, supported by an open-architecture platform and specialized municipal bond strategies.

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.

Ryan Mittelman is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has one year of industry experience. He began his career at Prosperitas Financial in 2025 after completing his undergraduate education. Prosperitas Financial is a multi-team registered investment adviser with 39 advisers managing approximately $812 million for around 1,745 clients, including individuals, trusts, retirement plans, and corporate entities. The firm offers asset management, portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and maintaining regular portfolio monitoring and rebalancing.

Aura Carmi is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2024. Her prior experience includes roles at Financial Engines Advisors L.L.C., Edelman Financial Services LLC, and Securities America Advisors, Inc. Carmi also operates A. Carmi Financial, Inc., a financial services business. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

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.