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.

Michael Natzic is a financial advisor at Hilltop Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. from 2013 to 2021. Outside of his advisory role, he serves as Finance Chair for Bear Valley Church and as Vice-Chairman for DOVES of Big Bear Valley, a domestic violence education and services organization. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs through an open-architecture platform and unique operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody capabilities uncommon among enterprise advisers.

Robert Schultz is a financial advisor at NWF Advisory Services Inc with 25 years of industry experience. He holds a Series 66 designation and has been with NWF Advisory Group and NWF Advisory Services since 2005. Outside of his advisory role, he is involved in selling life, health, disability, and long-term care insurance through New World Financial & Insurance Services and markets himself under the DBA Artisan Capital Partners. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Ralph Dexter is a financial advisor at Prosperitas Financial, LLC with 40 years of industry experience. He holds a Series 66 designation and has worked at firms including Centaurus Financial and RDD Wealth Management. Outside of financial advising, he owns and operates a small tax and accounting business. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a range of investment strategies, employing analytical approaches such as fundamental, technical, sector, and cyclical analysis.

Audrey Pierson is a financial advisor at RFG Advisory, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Cetera Advisors. Pierson is also involved in life insurance sales through her business, Clarity to Prosperity. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a range of model strategies and third-party platforms.

Jeremy Leibowitz is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Prosperitas Financial, LLC, where he has been since 2023. His prior experience includes roles at GWN Securities, Inc. and Axa Advisors, LLC. Leibowitz also works as a consultant and financial planner advising clients on disability and long-term care insurance and participates as a Dave Ramsey SmartVestor Pro, offering financial planning and retirement guidance. Prosperitas Financial is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages diversified portfolios using stocks, bonds, ETFs, mutual funds, options, and structured instruments, employing various analytical approaches and third-party managers as needed.

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 industry experience, currently serving as an advisor at Mutual Advisors, LLC since 2022. His prior experience includes roles at Mutual Securities, Inc., Professional Planning, Wealthcare Alliance, Inc., and Wealth Care Planning. He is also involved with New Generation Marketing, Inc., an insurance agency focused on life insurance and annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives, and is notable for its scale of institutional management and specialized offerings such as annuity access through an Outsource Insurance Desk.

Amir Jamsheed is affiliated with Legacy Wealth Management, LLC and holds no prior experience in the financial advisory industry. He has been involved with Amir H. Jamsheed, Professional Dental Corporation since 2007. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations and third-party managers, including alternative investments, and offers customized strategies based on clients’ objectives and risk tolerances.

Ellen Shearin is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes roles at Mutual Securities, Inc., Western International Securities, Inc., and Financial West Group. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a mix of active and passive investment strategies tailored to client objectives. The firm manages approximately $9.45 billion across 154 advisors and is known for its extensive institutional work and operational features such as an Outsource Insurance Desk and relationships with third-party managers.

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. Prior to joining One Capital Management in 2025, he worked at TIAA-CREF and Tiaa for ten years and at Harrisdirect LLC for six years. One Capital Management manages approximately $8.5 billion across a range of clients, including high-net-worth individuals, pension plans, and corporations. The firm offers wealth management, portfolio management, retirement solutions, and advisory services, focusing on customized, globally balanced portfolios that blend active equity management with ETFs and fixed income.

Tyler Malinger is a Series 66-licensed financial advisor with Hilltop Securities Inc., where he has worked since 2019. He has six years of industry experience, including seven years at Move Inc. prior to joining Hilltop. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a variety of portfolio management programs through an open-architecture platform, with capabilities including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

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.

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.

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 worked at Kestra Investment Services LLC since 2014 and Kestra Private Wealth Services, LLC since 2012. He is an officer and consultant at Pacific Point Asset Management, an independent RIA, where he is involved in money management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings.

Christopher Ingram is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Next Financial Group Inc, Guardian Life, Woodbury Financial Services, Inc., and Morgan Stanley DW Inc. Ingram is also involved in tax planning through a planned partnership with an accounting firm and promotes nutritional supplements as a sponsored athlete. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across various asset classes using a mix of analytical approaches and offers comprehensive portfolio management and consulting services.

Michael Rudow is a financial advisor with Morton Wealth in Calabasas, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at JPMorgan Securities and JPMorgan Chase Bank from 2017 to 2021, as well as work at Orangetheory Fitness between 2014 and 2017. 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 employs standardized investment strategies tailored to client objectives, focusing on risk management and volatility reduction through diversified portfolios that incorporate mutual funds, ETFs, interval funds, private alternatives, and selective use of options or margin.