John Paul Guimaraes Jr. is a financial advisor at The Wealth Consulting Group with a Series 66 credential and no prior industry experience. His background includes roles at LPL Financial LLC and work at North Ranch Country Club and San Ramon Golf Club, alongside completing full-time studies at California Lutheran University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers customized investment strategies using both active and passive approaches and provides a combination of legal support, model portfolios, and advisor-enhanced algorithmic services.

Laura Zimmerman is a CFA® charterholder with 26 years of industry experience. She has worked at One Capital Management, LLC since 2009 and previously spent nine years at Payden & Rygel. 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 that combine active large-cap equity management with ETFs and diversified fixed income, guided by a written Investment Policy Statement and ongoing portfolio monitoring.

Lance Messervy is a financial advisor at One Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with One Capital Management since 2013. 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 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.

Tyson Kunst is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Steel Peak Wealth Management, LLC before joining HBW in 2018. Kunst also serves as an insurance advisor with Income Planning Associates, where he recommends annuities and insurance products for planning purposes. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party managers, emphasizes multi-manager diversification and downside protection, and serves a large client base across retail, institutional, and intermediary segments.

Andrew Martino is a financial advisor at Savvy with 12 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at Agia, Valic Financial Advisors, Pruco Securities LLC, Prudential Insurance Company of America, Morgan Stanley, Merrill, and Edward Jones. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while integrating specialized sub-adviser strategies, technology platforms, and tax-aware solutions.

Michael Privett is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with Morton Wealth, where he has worked since 2019, following prior roles at Manning Wealth Management, Commonwealth Financial Network, The Gensler Group, and LPL Financial. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and business consulting services. The firm employs modern portfolio principles focused on diversification and risk management, and is notable for its involvement with pooled investment vehicles and its structured approach to managing potential conflicts of interest.

Sean Mckeon is a financial advisor with One Capital Management, LLC, holding a Series 65 credential and 20 years of industry experience. He previously worked for FundX Investment Group LLC for 32 years. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm provides wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, including serving as adviser to the FundX family of exchange-traded funds.

Eric Hamel is a CFP® with 21 years of industry experience, currently serving as a financial advisor at One Capital Management, LLC. His prior roles include positions at Beacon Pointe Advisors, Pure Financial Advisors, and Northwestern Mutual Investment Management. Outside of his advisory work, he is an owner and managing member of a real estate LLC. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, institutions, and business entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and advisory services, employing a customized, globally balanced investment approach that combines active equity management with ETFs and diversified fixed income.

David Yee is a financial advisor with Kestra Private Wealth Services, LLC, holding the Series 63 designation and 32 years of industry experience. He has worked at Kestra Investment Services and Kestra Private Wealth Services since 2012. Outside of his advisory role, he serves as an officer and partner in investment-related businesses including Malama Investments, Inc. and Pacific Point Asset Management. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a wide range of investment products and platforms while overseeing advisor recommendations within a defined menu.

Kaisee Pelino is a financial advisor at Prosperitas Financial, LLC with two years of industry experience. In addition to advising, Kaisee has operated Kaisee's Bookkeeping Service since 2005. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across a range of investment strategies, employing analytical approaches such as fundamental and technical analysis to build and monitor individualized portfolios.

Carlos Salcedo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Morton Wealth. He previously worked at Rice Hall James & Associates, LLC and Dowling & Yahnke, LLC. Morton Wealth provides customized investment management and financial planning services to individuals, families, retirement plans, and trusts. The firm emphasizes modern portfolio principles, diversification, and risk management while offering discretionary portfolio management alongside ancillary services such as business consulting and retirement-plan consulting.

Samuel Covert is a financial advisor at Kestra Private Wealth Services, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Kestra since 2025. Prior to that, he was with Alti Wealth Management (US International), Inc. for one year and Noctua International WMG, LLC for 12 years. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages approximately $13.45 billion in client assets across about 208 advisors and offers services through various platforms and investment products, supporting both discretionary and non-discretionary arrangements.

Robert Clark is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He holds the Series 65 designation and has prior experience at PGT and Petersen International. Clark also supports employee benefits brokers by providing individual insurance solutions for executives. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients, managing approximately $812 million across diverse portfolios using a combination of analytical approaches and third-party money managers.

Patrick Bowen is a financial advisor with One Capital Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with One Capital Management since 2004. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with approximately $7.0 billion in discretionary assets under management. The firm employs a macroeconomic and fundamental research-driven investment process, managing globally balanced portfolios through active large-cap equity management, ETFs, and diversified fixed income strategies.

Craig Valdes is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Republic Investment Management. Outside of his advisory work, he serves as a director-partner at Genesis Capital Management, an investment research company. 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 macroeconomic and fundamental research-driven investment process, offering wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting.

Racquel Wilder is a financial advisor with Prosperitas Financial, LLC in Valencia, CA, holding one year of industry experience. She has been involved with Two Wilder Inc. since 2015. Prosperitas Financial is a multi-team registered investment adviser managing approximately $812 million for around 1,745 clients, including individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm offers a range of services including asset management and financial planning, using a variety of analytical approaches and individualized portfolio construction.

John Mabini is a CFP® with 20 years of industry experience, currently serving at One Capital Management, LLC since 2022. His prior experience includes roles at Tiaa, TIAA-CREF, Bank of America, Merrill, and Morgan Stanley. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm employs a customized, globally balanced investment approach that combines active large-cap equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Matthew Montefusco is a financial advisor at Golden State Wealth Management, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Miracle Mile Advisors, Wells Fargo Bank, Pinnacle Capital Management, Bowen Advisors, and served in a role at the University of California, Los Angeles. Montefusco also provides administrative support to Golden State Wealth Management through a related business activity. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and utilizes various analytical approaches and third-party managers, mainly billing clients based on assets under management.

Nicholas Gardner is a financial advisor with One Capital Management, LLC and holds Series 65 and Series 63 licenses. He has 15 years of industry experience, including prior roles at Fisher Investments and TIAA-CREF. Gardner has been with One Capital Management since 2025. One Capital Management, LLC manages approximately $8.5 billion for a range of clients including individuals, pension plans, and trusts. The firm offers wealth management, discretionary portfolio management, and advisory consulting, typically building globally balanced portfolios that blend active large-cap equity, ETFs, and diversified fixed income.

Robert Venezia is a financial advisor with SteelPeak Wealth, LLC in Encino, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining SteelPeak in 2023, he spent 15 years at Key Asset Advisors and 16 years with the Key Investment Team. SteelPeak Wealth serves a diverse client base, including individual investors, pension plans, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary model portfolios and conducting due diligence on privately placed securities for eligible clients.