Nicholas Damiani is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Mutual Advisors since 2013, also affiliated with Mutual Securities Inc. Damiani serves as trustee and managing member of a family trust company and manages a financial consulting LLC. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm provides asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a range of investment strategies tailored to client objectives.

Robert Mills is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Mills manages investment advisory services primarily through Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and utilizes a variety of analytic approaches and third-party managers to construct tailored investment portfolios.

Michele Farrell is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Oregon Pacific Financial Advisors and The Financial Architects Wealth Management LLC. Outside of her advisory work, Michele serves as a Support Director for Inland Valleys Networking, Inc., where she trains on BNI topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports a network of 169 investment advisor representatives across 154 offices and uses a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Debra Reda Cappos is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 credentials and has 40 years of industry experience. Prior to joining Momentum Independent Network in 2022, she worked for Western International Securities, Inc. from 2008 to 2022. Outside of her advisory role, she serves as a board member of the Agricultural Committee for the Morrison Estates Homeowners Association and works occasionally as a Certified Divorce Financial Analyst consultant. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm utilizes a platform model with third-party managers and Envestnet for investment advice, offering managed accounts, financial planning, retirement plan consulting, and integrated cash management solutions.

Jason Perez is a financial advisor at Capital Analysts with 20 years of industry experience. He holds a Series 66 credential and has worked at Lincoln Investment since 2012 and Capital Analysts since 2007. Outside of advisory services, Perez owns Cal Pacific Wealth Management, which focuses on the sales and service of fixed insurance products, and is involved in several businesses including non-medical care services for individuals with disabilities, photography and film production, and operating pickleball leagues and events. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management utilizing in-house investment research, third-party managers, and customizable advisory services.

Robert Wheatley Jr. is a CFP® with 30 years of industry experience, currently affiliated with Sovran Advisors, LLC. His prior roles include positions at LPL Financial, Trilogy Capital, and Envisage Wealth Management, where he serves as CEO and President. He is also an elected board member of 100 Black Men of America, contributing to oversight of policies and membership for the Los Angeles chapter. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering customized portfolio management and financial planning supported by multiple platform relationships and a variety of investment strategies.

Sophie Leahy is a CFP® professional with five years of experience in financial advising. She currently works at Morton Wealth and previously held roles at Burt Wealth Advisors and Obsidian Planning Solutions. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management, financial planning, and consulting services. The firm employs a modern portfolio approach emphasizing diversification and risk management and is notable for its involvement with private funds and pooled investment vehicles.

Christopher Galeski is a financial advisor at Morton Wealth with 16 years of industry experience. He holds a Series 66 designation and has worked at Morton Capital Management since 2018, following seven years at Fidelity Investments. Outside of finance, he is involved in commercial and radio advertising as an actor. Morton Wealth is a 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 and financial planning services, implementing standardized investment strategies customized to client objectives with a focus on risk management and reduced volatility.

Antonio Rhee is a CFP® professional with 21 years of industry experience. He has been with One Capital Management, LLC since 2026 and previously worked at TIAA-CREF from 2014 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 advisory consulting, emphasizing customized, globally balanced portfolios that blend active equity management with ETFs and fixed income to control risk and pursue after-tax returns.

Spencer Wood is a financial advisor at One Capital Management, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Pepperdine University, First Pointe Management Group, and FPMG Insurance Solutions. One Capital Management is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers wealth management and planning, discretionary portfolio management, retirement plan solutions, and advisory consulting, with an investment approach that emphasizes globally balanced portfolios, active large-cap equity management, and proprietary strategies for ETF fund selection.

Matthew Francis is a financial advisor at HBW Advisory Services LLC with a Series 65 designation. He has no prior industry experience but has worked in media and video production, including as a video director for Bayside Church since 2021 and running Matty Fran Media since 2008. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and sub-advisers, and it offers institutional and intermediary services alongside retail client management.

Kenneth Bock is a CFP® with 28 years of experience in the financial services industry, currently with Mutual Advisors, LLC. His career includes roles at Mutual Securities, Inc. and Professional Planning. Outside of his advisory work, he is involved with New Generation Marketing, Inc., an insurance agency specializing in life insurance and annuities. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies supported by third-party tools and offers a range of discretionary and non-discretionary services.

Ellen Shearin is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Mutual Securities, Inc., Western International Securities, Inc., and Financial West Group. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, offering a range of services including asset management, financial consulting, ERISA plan advisory, and sub-advisory services, using a combination of passive and active investment strategies tailored to client objectives.

Matthew Stephenson is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include over a decade at TIAA-CREF. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, and various business entities, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and fixed income, and serves as adviser to the FundX family of exchange-traded funds.

Spencer Sherman is a CFP® with 31 years of industry experience and has been with Abacus Wealth Partners since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Sherman is president of Sherman Financial, where he speaks about emotional intelligence and money. Abacus Wealth Partners serves individuals, families, pension plans, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm uses a passive-oriented, asset-class investment approach with ESG screening options and offers both discretionary and non-discretionary portfolio management.

Sarah Slusher is a financial advisor at One Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, TIAA-CREF, and Tiaa prior to joining One Capital Management in 2025. Outside of her advisory role, she serves on the Allied Advisor Council for Phoenix Children's, supporting philanthropic efforts through event participation and sponsorship advocacy. One Capital Management, LLC manages approximately $8.5 billion for individuals, institutions, and trusts, offering wealth management, discretionary portfolio management, and advisory consulting. The firm emphasizes customized, globally balanced portfolios that combine active large-cap equities with ETFs and fixed income, and it also serves as adviser to the FundX family of exchange-traded funds.

Brittany Huie is a financial advisor at Abacus Wealth Partners with a Series 65 credential and one year of industry experience. Prior to joining Abacus, she held roles in various industries including healthcare operations and hospitality. Abacus Wealth Partners serves a wide range of clients including individuals, families, and organizations, providing financial planning and investment management with a focus on a passive, asset-class-based approach that incorporates ESG screening and manager selection.

Audra Masche is a financial advisor at One Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at TIAA-CREF, Scout & Cellar, and CommLoan. She serves as the Country Director for Regensberg, Germany, with Tempe Sister Cities, coordinating international cultural and educational exchange programs. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and business entities. The firm offers wealth management, discretionary portfolio management, and advisory services, focusing on customized, globally balanced portfolios that blend active equity management with ETFs and fixed income to manage risk and pursue after-tax returns.

Ryan Disselhorst is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has 11 years of industry experience, having worked at firms including Coastal Wealth Advisors, Ameriprise Financial Services, and Mutual Securities. His current role at Thrivent Advisor Network and related Thrivent entities began in 2023. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, using a range of investment strategies that emphasize low-cost diversified funds alongside equities, bonds, and alternative investments.

Jeffrey Mramor is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 26 years of industry experience. He has been associated with Kestra Private Wealth Services since 2012 and Kestra Investment Services since 2014. Mramor is also an officer and consultant at Pacific Point Asset Management, an independent registered investment advisory firm. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers a range of advisory services such as advisor-managed portfolios, financial planning, wrap-fee programs, and 529 plan advisory, utilizing multiple platforms and investment options.