Brent Johnson is a CFP® with 27 years of industry experience, currently serving at Mutual Advisors, LLC. He previously worked at LPL Financial for 16 years before joining Mutual Advisors in 2018. Outside of advisory work, he is involved in managing his family trust as a trustee. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies tailored to clients’ objectives, supported by multiple analytical approaches and third-party tools.

Daniel Carter is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously spent 10 years at Safeguard Investment Advisory Group, LLC, and serves as president of Crescendo Insurance Solutions, Inc., where he is involved in life and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, offering a range of investment strategies including ETFs, mutual funds, and options.

Fikry Lansing is a CFP® and CFA® with 31 years of industry experience. He is currently affiliated with Momentum Independent Network Inc. and has worked at Sws Financial Services since 2004. Lansing is also a licensed life and health insurance agent in California and serves as a notary public on a limited basis outside of business hours. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet to provide customized investment advisory programs and integrated cash management solutions.

David Hooks is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with IHT Wealth Management LLC and has held previous positions at LPL Financial, Cetera Advisor Networks, Summit Financial Group, and 1st Global Capital Corp. In addition to his advisory work, he owns Hooks Wealth & Tax Solutions, a tax preparation and accounting business. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates.

Thomas Carroll is a financial advisor at Verus Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. since 2014. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios according to client objectives, risk tolerance, and tax considerations.

Joseph Harris is a financial advisor at Dynamic with nine years of industry experience. He holds a Series 65 designation and has been with Dynamic Wealth Advisors since 2024. Harris is also the owner of Harris Accounting Corporation, a CPA and tax preparation firm he has operated since 2013. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides integrated technology and operational support to unaffiliated registered investment advisers.

Jeffrey Wright is a financial advisor at Mutual Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 12 years at LPL Financial before joining Mutual Advisors and Mutual Securities in 2018. Mutual Advisors serves a diverse client base including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm uses a blend of active and passive strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Edward Stile is a financial advisor with Private Management Group Inc in Camarillo, CA, where he has worked since 2003. He holds seven years of industry experience and has been associated with the firm during that time. Prior to his advisory role, he was retired from 2007 onward. Private Management Group Inc provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a combination of long-term strategic frameworks and shorter-term tactical decisions in portfolio management.

Jason Dow is a financial advisor with Verus Capital Partners, LLC in Ventura, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked at Securities America Advisors Inc and Securities America Inc from 2014 to 2021 before joining Verus Capital Partners in 2021. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax situations.

Gordon Faerber is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and eight years of industry experience. He has been with Gradient Advisors since 2018 and owns Black Stallion Insurance, providing insurance services since 2007. He also operates under the name Smart Asset Plan, offering retirement and financial planning services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Richard Levin is a financial advisor with Mutual Advisors, LLC located in Camarillo, CA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Levin previously worked at Mutual Securities, Inc. and Morgan Stanley. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plan participants, and institutional clients. The firm manages portfolios using a combination of active and passive strategies with an emphasis on diversification and alignment with client objectives, and it is notable for its extensive institutional work, managing approximately $9.45 billion across 154 advisors.

Phillip Olney is a financial advisor at Regal Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Regulus Financial Group, Questar Asset Management, and National Planning Corporation. Outside of his advisory role, he is also an insurance agent specializing in fixed life insurance products through American Senior Benefits. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Jeffrey Harley is a financial advisor at Fiduciary Financial Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Pierpont Financial Advisors LLC and The Trade Desk, Inc. Outside of advising, he provides consulting services focused on technology, operations, and finance, and he is involved in producing educational content distributed on multiple learning platforms. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trust services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments across various asset classes and also provides individual professional trustee services and access to private alternative funds.

Scott Holder is a financial advisor with Verus Capital Partners, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Reward Path Recovery LLC and Sprouts Market. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax considerations.

Eric Smith is a CFP® professional with 27 years of industry experience. He is currently with Cornerstone Wealth Management, LLC, where he has worked since 2018, and has prior experience at LPL Financial and Lifetime Planning, Inc. He is also a practicing attorney who provides estate planning services through his own legal practice. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, quantitative, and qualitative analysis, offering tailored account supervision and a variety of advisory programs through the LPL platform.

Carolyn Bishop is a CFP® professional with 39 years of industry experience, currently serving at Creativeone Wealth, LLC. She has held roles at ChangePath, LLC, Sorrento Pacific Financial, LLC, and Partnervest Advisory Services LLC over her career. Outside of her advisory work, she acts as a successor trustee for a family trust. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Jason Griffith is a financial advisor with Simplicity Wealth holding a Series 66 credential and 19 years of industry experience. He has worked at Hoffman & Associates Financial and Estate Advisors, Inc. in various roles over 12 years and was also affiliated with LifePro Asset Management, LLC and Girard Securities, Inc. Griffith is a registered insurance agent involved in insurance planning and sales alongside his advisory work. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios alongside technology and operational support for other advisers through a managed account platform.

George Tyo Jr. is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Gradient Advisors, LLC and has prior experience at Strategic Path Financial Group, KKG, Inc., and Seaview Properties. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, focusing on a largely non-discretionary model and employing multiple analytical approaches in portfolio management.

Kelsey Aranha is a financial advisor at Facet with four years of industry experience and holds the Series 66 designation. Prior to joining Facet, Kelsey worked at Merrill for five years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a wide range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a technology-driven approach and uses a flat subscription fee model rather than percentage-of-assets-under-management fees.

Terry Duhamel is a financial advisor with Planmember Securities Corporation in Camarillo, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has worked at Planmember Securities since 2013 and has owned Duhamel and Associates Insurance and Financial Services Inc. since 1999. His other business activity involves providing financial and insurance sales and services, including fixed, health, and term life insurance. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual-fund portfolios and offers education and support services such as seminars and personalized retirement planning.