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.

Maryam Odom is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. She has previously worked at Poole Shaffery for five years and currently maintains a legal practice with Odom Law Group, APLC. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, financial planning, retirement plan consulting, and financial institution services for individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party money managers to align portfolios with client objectives.

Damon Simpson is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Mutual Securities, Inc., LPL Financial, Financial Security Management, Inc., and National Planning Corporation. Outside of advising, he is a tax preparer and owner of a tax preparation business, where he also serves as COO. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, high-net-worth clients, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing a combination of passive and active investment strategies tailored to client objectives.

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, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked with Meza Wealth Management, Cetera Wealth Services, and HBW Securities LLC, among others. Meza is also involved as a board member of the Santa Clarita Business Group, a local networking organization. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach using third-party money managers and sub-advisers, and offers a range of services including sub-advisory and wrap-fee portfolio options.

Jeffrey Eisenberg is a financial advisor with Prosperitas Financial, LLC, holding three years of industry experience. Prior to joining Prosperitas, he has been involved with Southern Oaks Mortgage, Inc. since 2004. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with a $812 million asset base. The firm offers a range of services including asset and portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses.

Gary Clark is a CFA® charterholder with 37 years of industry experience. He joined Prosperitas Financial, LLC in 2024 after 35 years as president of Clark Asset Management + Associates, Inc., a firm providing analytical support among other activities. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm offers asset management, financial planning, retirement plan consulting, and other services for individuals, trusts, pension plans, and businesses, utilizing a range of investment strategies and third-party managers.

Jamilah Mc Cluney is a financial advisor at Brookwood Investment Group with four years of industry experience and holds a Series 65 credential. She has worked at multiple firms including Redwood Private Wealth LLC, Redwood Tax Specialists, and Black Wealth Financial, LLC. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and operates a network of proprietary partner offices alongside several affiliated businesses.

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.

Scott Dunn is a financial advisor at Invst, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked with firms including Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved as an Airbnb property proprietor. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a blend of fundamental, technical, and cyclical analysis to construct diversified portfolios and serves over 2,100 clients with approximately $1.565 billion in assets under management.

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.

Grant Moulton is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial Services, Moulton Wealth Management, Belpointe Asset Management, and Key Bank. He is also affiliated with Blunt Wealth Services, where he works as a financial planning associate. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, portfolio management, financial planning, retirement plan consulting, and advisory services to individuals, trusts, pension plans, and businesses, using a diversified portfolio approach and engaging third-party money managers when appropriate.

Erica Zaragoza is a CFP® with seven years of industry experience. She is currently with Prosperitas Financial, LLC, where she has worked since 2025. Prior to this, she was with GWN Securities for seven years and also spent time at Tustin Unified School District. Outside of her advisory role, she is active as an insurance broker. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, financial planning, and consulting services to individuals, trusts, pension plans, and businesses, using a range of securities and third-party managers tailored to client objectives.

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. Ryan joined Prosperitas Financial in 2025 following his undergraduate education. Prosperitas Financial, LLC is a multi-team registered investment adviser managing assets for a diverse client base, including individuals, trusts, pension plans, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan consulting, and third-party adviser management, using a variety of securities and strategies tailored to client objectives.