Timothy Sheldon is a CFP® professional with 12 years of experience in the financial industry. He is currently an advisor at One Capital Management, LLC and has previously worked at TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. One Capital Management, LLC manages 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 serves as investment adviser to the FundX family of ETFs, using a globally balanced, customized approach that combines active equity management with ETFs and fixed income.

Kyra King is a financial advisor with HBW Advisory Services LLC, holding a Series 65 credential and six years of industry experience. She has been with HBW Advisory Services since 2019 and previously worked at Starbucks and Cornerstone. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, and businesses. The firm uses a blended investment approach with third-party money managers and offers services such as financial planning, sub-advisory arrangements, and retirement-plan subscription options.

Michael Ray Norton is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and one year of industry experience. Prior to joining The AmeriFlex Group and Cambridge Investment Research, he held roles at NYLIFE Securities LLC, New York Life Insurance Company, and has experience working in education and food service industries, including at Loyola Marymount University and Chipotle. 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, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and various wrap program solutions.

Dylan Druian is a financial advisor at Morton Wealth with a Series 65 designation and three years of industry experience. Prior to joining Morton Wealth in 2023, he worked at Jersey Mikes from 2021 to 2023. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles with customized investment management, financial planning, and business consulting services. The firm uses a modern portfolio approach emphasizing diversification and risk management, and is notable for its involvement with pooled investment vehicles and private funds.

Daniel Kang is a CFP®, CFA®, and Series 66-licensed advisor with two years of industry experience. He is currently with One Capital Management, LLC, where he has worked since 2026. Prior to this, he spent over a decade with TIAA and TIAA-CREF from 2013 to 2026. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and serves as adviser to the FundX family of ETFs, employing a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Deron Mccoy is a CFP® and CFA® credentialed advisor with 29 years of industry experience, currently serving at Axxcess Wealth Management, LLC. His prior roles include positions at Royal Alliance Associates, Inc. and multiple LLCs focused on investment advisory services. He also serves as Chief Investment Officer of SEIA LLC, an investment-related entity. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm is known for its customized multi-asset portfolios and its distinctive Third-Party Asset Management Platform, providing operational support and consolidated reporting for multiple third-party managers.

Rose Brink Capriola is a CFP® certificant with five years of industry experience, currently advising at Abacus Wealth Partners since 2021. Prior to her financial advisory role, she held positions in agricultural and farming enterprises, including DaVero Farms and Winery and Singing Frogs Farm. Abacus Wealth Partners serves individuals, families, institutions, and charitable organizations with financial planning and investment management services. The firm employs a passive, asset-class-based investment approach, incorporates ESG screening upon request, and offers private fund opportunities to qualified clients.

Wael Elkhalafawi is an investment advisor representative at Avantax Planning Partners, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax Planning Partners since 2022. Wael is also the chief executive officer of Moskowitz and Company, Inc., a CPA firm providing accounting, tax preparation, and CFO services. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based discretionary portfolio management approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Andrew Johnson is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SWS Financial Services since 2004. Momentum Independent Network serves a broad range of clients including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and Envestnet for model delivery and account management.

Barrett Porter is a Certified Financial Planner™ (CFP®) with 24 years of industry experience. He has been with Abacus Wealth Partners since 2009. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive, asset-class–based investment approach with ESG screening options and manages private fund interests through its role in the Align Impact private fund.

Lynne Witmer is a financial advisor at Meridian Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Southport Capital (Livingston Group Asset Management Company) for eight years. In addition to her advisory role, she is involved with Meridian Insurance LLC, where she consults on and sells life insurance and annuities. Meridian Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing a range of investment vehicles guided by personalized investment policies and ongoing portfolio reviews.

Rita Schwartz is an investment advisor representative with Siebert AdvisorNXT, LLC and Muriel Siebert & Co., LLC, holding a Series 63 designation and bringing 45 years of industry experience. She worked at Stockcross Financial Services, Inc. for 11 years before joining Muriel Siebert & Co., LLC in 2019. Siebert AdvisorNXT provides investment management primarily to individuals, families, trusts, and certain business entities through a web-based platform and access to third-party managers. The firm combines algorithmic portfolio construction using Modern Portfolio Theory with discretionary and non-discretionary management, offering a range of managed programs including specialized strategies such as a covered-call transition approach.

Ryan Gunn is a CFP® professional at Wealthcare Advisory Partners LLC with 18 years of industry experience. He has held roles at Gunn Financial Associates, Royal Alliance, OSAIC, and American VA Loans. He is also involved in insurance services, providing consulting and selling life, long-term care, disability, and fixed annuity products. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct diversified, long-term portfolios.

Diego Guerrero is a financial advisor at Morton Wealth in Calabasas, CA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at IEQ Capital, LLC and UBS. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and business consulting services. The firm emphasizes diversified, risk-managed portfolios guided by modern portfolio principles and is notable for its direct involvement with pooled investment vehicles and private funds.

Paul Okawa is a CFA® charterholder with 29 years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2025. His prior experience includes roles at M. S. Howells & Co., Independent Financial Group, Quantitative Strategies, and Planned Asset Management. Outside of advisory services, he is also a licensed life and health insurance agent. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax planning, estate planning, and insurance solutions.

Robert Lipp is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He previously spent 25 years at Georgina Asset Management, LLC. Outside of his advisory work, he serves on the advisory board of sports media company SGG Media, Inc. and is a board member of Fast Ball Media, Inc. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering financial planning, portfolio management, and advisory services through a combination of internal and external investment approaches.

Alecsander Zari is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Dynamic and previously worked at Steel Peak Wealth Management, Uber, and Wokcanos. His outside activities include offering insurance products through his business in California. Dynamic serves a wide range of clients, including individuals, trusts, estates, and businesses, providing portfolio management, financial planning, and retirement plan services. The firm emphasizes a client-specific investment approach and offers extensive support to other advisers through technology, compliance, and research resources.

Eddie Rivera is a financial advisor at Mutual Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual Advisors and its affiliated firm Mutual Securities, Inc. since 2015. Outside of his advisory role, Rivera serves as an assistant coach for a youth soccer team with AYSO-68 Camarillo. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Eric Selter is a financial advisor at Morton Wealth with 27 years of industry experience. He holds the Series 66 designation and has been with Morton Capital Management since 2006. 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 offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, utilizing standardized investment strategies that are customized to client objectives with an emphasis on risk management and volatility reduction.

Gabriel Cena is a CFP® professional with 10 years of experience in financial advisory services. He has been with Archer Investment Corporation since 2015 and also operates GDC Tax Solutions Inc. outside of his advisory role. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm manages approximately $900 million on a primarily discretionary basis, offering a range of services from comprehensive financial assessments to model-based strategies utilizing mutual funds and ETFs.