Andrew Whitehouse is a financial advisor at One Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and North Ranch Country Club. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base including individuals, pension plans, and trusts. The firm focuses on customized, globally balanced portfolios that combine active large-cap equity management with ETFs and fixed income, and is known for its advisory role to proprietary ETFs and a monthly FundX newsletter featuring fund commentary and rankings.

Eric Swanson is a financial advisor with One Capital Management, LLC, holding CFP® certification and Series 63 and 65 licenses. He has 30 years of industry experience, including roles at EP Wealth Advisors, Transamerica Financial Advisors, and Reilly Financial Advisors. He is also president of Swanson & Associates, Inc., a passthrough entity for commission trails related to insurance products, though he is no longer active in insurance sales. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement solutions, and advisory consulting, with a focus on globally balanced, customized portfolios that blend active equity management and diversified fixed income.

Theresa Ngo is a financial advisor at SEIA with one year of industry experience. She holds a Series 66 designation and has worked previously at Electrameccanica and BT Western Corporation. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of strategic and tactical asset allocation supported by an Investment Solutions Group and offers a variety of portfolio management and financial planning services.

Robert Curtiss is a financial advisor at SEIA with 28 years of industry experience. He holds CFP® and Series 66 designations and has worked with firms including Merrill, D.A. Davidson & Co., and Royal Alliance Associates. Curtiss is also involved with Signature Estate & Investment Advisors LLC, an RIA sales and service entity. SEIA is an SEC-registered, multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a structured investment process combining strategic asset allocation with tactical adjustments and offers a range of portfolio management and financial planning services.

Todd Goldman is a CFP® with 13 years of industry experience, currently serving at Westmount Partners, LLC. His prior experience includes roles at Westmount Asset Management, LLC, Telemus Capital, LLC, RBC Securities, Inc., and Merrill. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to both individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm specializes in tailored asset allocation primarily through mutual funds and managed strategies, with additional exposure to private and interval funds, and manages a series of multi-manager private funds launched since 2019.

Audra Mallow is a financial advisor with Integrated Advisors Network LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her career includes roles at Longcourse Capital, Composition Wealth, Barclays Capital, and Morgan Stanley. She serves as a trustee for the College of William & Mary Foundation and as president of the University of Chicago Booth School of Business LA Alumni Board. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative approaches, with access to third-party managers and customized investment strategies.

Aiden Clark is a financial advisor at One Capital Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining One Capital Management, he worked at Pepperdine University for four years. 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 offers wealth management, financial planning, sub-advisory and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by a written Investment Policy Statement.

Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial and Securities America before joining Verus Capital Partners, where she has been an advisor since 2017. Outside of her advisory role, she is involved in a caregiver business and serves as a caretaker in a non-investment capacity. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, employs tactical adjustments and selective hedging, and provides ongoing account monitoring through multiple institutional platforms.

Jeremy Cumbee is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He previously worked at Integrity Financial Corporation for six years and has held roles at Pepperdine University. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Matthew Oliveira is a financial advisor at Citizens Private Wealth with five years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets and De Sousa Contracting. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, and business consulting services within an open-architecture investment framework.

Heather Scully is a financial advisor at NWF Advisory Services Inc with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Royal Alliance Associates, Inc. and OSAIC. Scully also serves as chief compliance officer for NWF Advisory Services Inc. and NWF Advisory Group, overseeing compliance and regulatory matters. She markets herself as a financial professional under the DBA Artisan Capital Partners. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and employs an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing with access to tactical strategies and specialized advisory services.

Kyle Demshki is a financial advisor at SEIA with nine years of industry experience. He holds the CFP® and Series 66 designations. His prior firms include Royal Alliance Associates, Joel Isaacson & Co., and SES LLC. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm combines strategic and tactical asset allocation with quantitative and qualitative security selection, offering a range of portfolio management and financial planning services across various account structures.

Brandon Thuott is a financial advisor at Carnegie Investment Counsel with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Rnc Genter Capital Management and Telos Capital Management, Inc. Thuott is based in Los Angeles, CA. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, independent trust companies, government entities, and other investment advisers. The firm’s investment approach incorporates fundamental, technical, cyclical, charting, and ESG analysis and employs both long- and short-term trading strategies with discretionary and non-discretionary portfolio management options.

Michael Karp is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory work, Karp is associated with Shanks Crowfoot Limited Partnership, a sports facility in Calgary, Canada. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers an open-architecture investment platform with a range of managed account programs and distinctive operational features including municipal bond strategies co-advised by Franklin Templeton Group and custody services uncommon among enterprise advisers.

Brandon Schwartz is a financial advisor with Perennial Financial Services in Los Angeles, CA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Perennial Investment Advisors since 2017 and is also affiliated with LPL Financial. In addition to his advisory work, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, emphasizing individualized portfolio management through multiple platform relationships and integration of ERISA retirement plan consulting with licensed insurance activities.

Joseph Brandolino is a financial advisor at SteelPeak Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at All World Ventures and Tarantula Hill Brewing Co. SteelPeak Wealth, LLC serves a diverse range of clients including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, utilizing proprietary model portfolios and conducting due diligence on private investments for accredited clients.

Barbara Frenkel is a financial advisor with Hilltop Securities Inc. in Sherman Oaks, CA, holding a Series 63 designation and 45 years of industry experience. She has been with Hilltop Securities since 1981. Hilltop Securities serves a diverse client base including individual, high-net-worth, and institutional clients. The firm offers a range of advisory and brokerage services through an open-architecture platform, combining custody, banking, and market-making capabilities alongside both firm-sponsored and third-party investment strategies.

Sandra Cho is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Golden State Wealth Management since 2016 and also maintains a longstanding role with LPL Financial since 2015. Outside of her advisory work, she is involved with the San Fernando Valley Rescue Mission. Golden State Wealth Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and businesses with asset management, portfolio management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and tailors portfolios using various analytic approaches, often incorporating third-party managers and model portfolios.

Alex Kim is a financial advisor at SEIA with seven years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance and Payden & Rygel. He also serves as Chief Compliance Officer for SEIA, overseeing RIA sales and service supervision. SEIA is a multi-team advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a six-step investment process combining strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Brian Johnson is a financial advisor with Composition Wealth, LLC in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Composition Wealth since 2020, and previously at Miracle Mile Advisors, LLC and TrustCore. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a variety of clients, including high-net-worth individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by other asset types, and offers fiduciary retirement plan services with a multi-advisor structure managing billions in discretionary assets.