James Nitchke is a CFP® and CFA® with 17 years of industry experience. He is currently with One Capital Management, LLC and previously spent 15 years at TIAA and TIAA-CREF Individual & Institutional Services, LLC. Outside of his advisory role, he owns and manages a short-term rental property through Airbnb. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income.

Jennifer Kim is a CFP® with 33 years of experience in the financial industry. She is affiliated with SEIA and has held various roles at firms including Signator Investors, Royal Alliance Associates, and SES LLC. Kim is involved in several community organizations, serving on the finance committee of AVIVA, the Korean American Museum auxiliary board, and as president of the Harvard Westlake Korean American Parent Association. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic asset allocation with tactical adjustments, and while it operates discretionary platforms, most assets are managed on a non-discretionary basis.

Paul Ryan is a financial advisor at Genter Capital Management with 23 years of industry experience. He holds the Series 66 designation and has been associated with RNC Capital Management LLC since 2001. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension plans, foundations, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, managing over $7 billion in assets and serving more than 3,800 clients.

Nicholis Bowser is a CFP® professional with one year of experience at Kestra Private Wealth Services, LLC. He previously spent ten years at Capital Group Private Client Services, Inc. There are no additional outside activities noted. Kestra Private Wealth Services, LLC provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutions, managing approximately $13.45 billion in client assets across about 208 advisors. The firm offers a broad range of investment products and specialized services, combining operational features such as trust company affiliation and support for retirement plan work.

Ryan Applegate is a financial advisor with Carnegie Investment Counsel in Los Angeles, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Carnegie, he worked in the medical services field, including roles at Colchis Medical Services PC and David Lortscher MD PC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm’s investment approach incorporates fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Hayden Barre Henuset is a financial advisor at One Capital Management, LLC with a Series 65 designation and experience beginning in 2021. Prior to joining One Capital Management in 2024, he worked at Aspire Financial Services – Sun Life Insurance Company and Freedom 55 Financial – Canada Life Insurance Company. His earlier career includes a role at Vision Automotive. One Capital Management serves individuals, retirement plans, trusts, corporations, and 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, and acts as investment adviser to the FundX suite of ETFs.

Liam O'hara is a financial advisor with One Capital Management, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining One Capital Management in 2025, he worked at Morton Wealth from 2022 to 2025 and had roles at Archon Capital, LLC, Lowes Companies, LLC, and other organizations. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion 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, specializing in customized globally balanced portfolios and proprietary ETF strategies.

Barry Horowitz is a financial advisor at Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. In addition to his advisory work, he is president of Barry I. Horowitz, CPA, a professional corporation specializing in accounting, tax preparation, payroll, and consulting services. Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and government entities. The firm’s investment approach emphasizes passive, no-load mutual funds and ETFs, applying Modern Portfolio Theory with a long-term, buy-and-hold strategy supported by periodic rebalancing.

Richard Brown is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 21 years before joining Arete Wealth Advisors and Arete Wealth Management in 2019. Outside of his advisory role, he teaches continuing education classes on fixed insurance for CPAs and attorneys. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, utilizing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

Maddox De Nunzio is a financial advisor at Perennial Financial Services with a Series 66 designation and experience beginning in 2024. His prior roles include positions at LPL Financial and Asset Preservation Strategies, as well as teaching at Cal Poly San Luis Obispo. He also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolio allocations and retirement plan solutions.

Vito Roberto is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Prudential Insurance Company of America. In addition to his advisory work, Roberto is also licensed as an insurance agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, integrating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

John Rasic is a CFP® with 10 years of industry experience, currently serving as an advisor at SEIA. His prior experience includes roles at SES LLC, Royal Alliance Associates, Inc., and Signator Investors Inc. He is also involved with Signature Estate & Investment Advisors LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments using quantitative and qualitative research and offers a mix of discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting services.

Derek Schwartz is a CFP® and CFA® with eight years of industry experience. He is currently with One Capital Management, LLC and has previously worked at firms including TIAA, Charles Schwab, Cornerstone Advisors Asset Management, and BlackRock. He is based in Denver, CO. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm provides 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.

Dalia Dardoon is a financial advisor at SteelPeak Wealth, LLC with a Series 65 credential and one year of industry experience. She previously worked at Morton Wealth and Strategic Valuation Group, among other roles. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, using proprietary model portfolios and conducting due diligence on private funds for eligible clients.

Ryan Saidi is a financial advisor at SteelPeak Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with SteelPeak Wealth Management since 2016. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and access to alternative strategies through proprietary and custom model portfolios, as well as private placement investment consulting.

Fernando Sanchez is a CFP® professional with three years of industry experience. He has worked at Aspiriant, LLC since 2019 and previously spent four years at Wealth Management Lab. Sanchez is based in Los Angeles, CA. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing a customized investment approach supported by internal research and diverse implementation options.

Brandon Mc Auslen is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining SteelPeak Wealth, he worked at Coldstream Wealth Management and Freestone Capital. His background also includes roles outside the financial industry, such as positions in the food service sector and at Seattle University. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm provides financial planning, portfolio management, alternative investment consulting, and uses proprietary model portfolios overseen by its Institute of Portfolio Management & Economic Strategy.

David Seery is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2018. He previously worked at Lamia Financial Group, Inc. from 2013 to 2019. Outside of his advisory role, he is the Vice President of the Board of Directors for the Mountain Meadows Quailridge II Homeowners Association. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Levine is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Lincoln Investment and GLP Investment Services. Outside of advising, he supports his son’s eCommerce clothing business by assisting with its launch and management. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, with investment decisions driven by an in-house research team using proprietary screening processes and model portfolios.

Sepehr Hosseini is a financial advisor at Foundations Investment Advisors LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Foundations in 2023, he worked at Madison Avenue Securities and Woodbury Financial Services. Outside of his advisory role, Hosseini is president of Hoss Retirement and Insurance Services and is an inventor of a fire protection device. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses model portfolios with an asymmetric rebalancing approach and employs a combination of fundamental, technical, and cyclical analysis alongside third-party sub-advisers.