Lois Gough Lopez is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Berthel Fisher since 2003 and also has experience with BFC Planning, Inc. Outside of her advisory role, Lopez is involved in fitness consulting, provides business training and workshops, writes fictional stories, and sells artwork through an online storefront. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets and offering a range of tailored investment management and consulting solutions.

Sean Bingham is a financial advisor at One Capital Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining One Capital, he worked at Wheatley Bingham & Baker Law Firm and held positions at Louisiana State University and the University of Arizona. One Capital Management serves individuals, retirement plans, trusts, corporations, and other 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.

Katherine Cooper is a CPA and financial advisor at Prosperitas Financial, LLC with one year of experience at the firm and over a decade of experience as a certified public accountant. She has been operating her own CPA practice since 2014. Prosperitas Financial is a multi-team registered investment adviser with 39 advisors managing approximately $812 million for individuals, trusts, retirement plans, and corporate entities. The firm offers a wide range of services including asset management and financial planning, employing a mix of analytical approaches and individualized portfolio strategies.

Zohreh Ghaissari is a CFP® professional with 29 years of industry experience, currently serving at Modern Wealth Management, LLC. Her prior experience includes 15 years at Mutual of America Securities Corporation and Mutual of America Life Insurance Company. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Joshua O'Handley is a financial advisor at One Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at J.P. Morgan Securities, First Republic, and Union Bank. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and businesses. The firm constructs customized, globally balanced portfolios using a blend of active large-cap equity management, ETFs, and diversified fixed income to manage risk and pursue after-tax returns.

Thomas Mooney is a CFP® professional at Morton Wealth with one year of industry experience. Prior to joining Morton Wealth, he held roles at Crestwood Advisors and Pilgrim Security. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles with customized investment management and financial planning services. The firm emphasizes diversification and risk management within a modern portfolio framework and is notable for its involvement with private funds and a range of client programs tailored by wealth level.

Sean Denich is a financial advisor at Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has been with Prosperitas since 2026. Prior to joining the firm, he worked in behavioral health and education-related roles. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across various asset classes using a combination of analytical approaches and may engage third-party money managers to implement client strategies.

Bhagwati Mahendru is a financial advisor with Realta Investment Advisors, Inc. and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. Mahendru serves as a board member for the nonprofit counseling organization Valley Family Center. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and utilizes a wide range of investment strategies across multiple asset classes, supported by its NOVA platform and third-party manager programs.

Victor Mastrella is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Royal Alliance Associates and Cetera Advisors. Outside of his advisory role, he operates a sole proprietorship as an attorney providing legal consultation and representation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing while also offering tactical strategies and access to third-party advisory models.

Jordan Williams is a financial advisor at Golden State Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC and Merrill. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management using various analytical approaches and third-party managers.

Jason Nahoul is a financial advisor at One Capital Management, LLC with 11 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Tiaa, Citigroup Global Markets, and Merrill. He is based in Westlake Village, CA. One Capital Management, LLC manages approximately $8.5 billion in assets for individuals, pension plans, trusts, corporations, and other entities. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, with a focus on customized, globally balanced portfolios that blend active large-cap equity management with ETFs and fixed income.

Eliot Lehrman is a Series 65-licensed advisor at Encompass More Asset Management LLC with one year of industry experience. Prior to joining the firm, he worked as a contractor and business strategy consultant for Unified Wealth, LLC, where he focused on business structuring, retirement planning, and tax strategy. Before transitioning to financial services, he spent several years at Marvel Studios. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

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 at HBW Advisory Services LLC with seven years of industry experience. She holds a Series 65 credential and has held positions at HBW Advisory Services since 2019, with prior experience at Starbucks and Cornerstone. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a diverse client base through retail, charitable, and institutional relationships.

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.

Jeffrey Margolis is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 41 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, Margolis serves as a board member of the Calabasas Country Club Men's Club, where he volunteers to run tournaments and maintain golf rules. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers an open-architecture investment platform with multiple adviser-managed and model-based programs, along with unique operational capabilities such as custody services and municipal bond strategies co-advised with Franklin Templeton Group.

Lynne Witmer is a financial advisor at Meridian Wealth Management, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked with firms including Southport Capital, Integrated Asset Management, and PNC Wealth Management. In addition to her advisory role, she is involved as an insurance producer with Meridian Insurance LLC, where she consults and sells annuities and life insurance. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis.

Rita Schwartz is a financial advisor with Siebert AdvisorNXT, LLC, holding a Series 63 designation and 45 years of industry experience. She has worked at Muriel Siebert & Co., LLC since 2019 and previously spent 11 years at Stockcross Financial Services, Inc. She works full time split between Muriel Siebert & Co., LLC and Siebert AdvisorNXT, LLC, both under common ownership. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm operates a web-based AdvisorNXT platform that uses Modern Portfolio Theory and a risk-tolerance questionnaire to build and rebalance ETF/ETN-based portfolios, combining automated MPT strategies with access to sub-advisers and specialized transition strategies.