Craig Kelley is a CFP® professional with 16 years of industry experience, currently with RBC Securities, Inc. in Los Angeles, CA. He has been associated with City National Bank since 2000. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group and offers financial planning, portfolio management, and ongoing reporting.

Hugh Roberts is a financial advisor with Capital Analysts, holding the CFP® designation and Series 63 license, with 41 years of industry experience. He has been affiliated with Capital Analysts since 2006 and also has a long tenure with Lincoln Investment beginning in 2012. Roberts has experience advising family businesses on succession planning and is the owner of H. B. Roberts Company, which focuses on generational business transfer and estate planning. He is also an author and serves as secretary for the Melton Leadership Foundation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and businesses, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment strategies supported by an in-house research team and proprietary fund screening process.

Tobie Rodriguez is a financial advisor at One Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HBW Advisory Services LLC, Tamar Securities, LLC, and Purshe Kaplan Sterling Investments. He has been with One Capital Management since 2019. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through 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, while managing globally balanced portfolios guided by a written Investment Policy Statement.

Jeffrey Zuanich is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Royal Alliance Associates and Signator Investors. He also holds a California insurance license in a non-producer capacity. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable entities through a multi-team advisory platform. The firm offers investment management, financial planning, and consulting services, with an investment process that combines strategic asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis.

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.

Michael Ryne is a financial advisor with Mutual Advisors, LLC in Moorpark, CA, holding a Series 66 credential and six years of industry experience. His career includes multiple roles at Mutual Advisors, LLC and Mutual Securities, Inc., as well as prior experience at Cedarstone Advisors and Monarch Plan Advisors. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs both active and passive investment strategies with an emphasis on diversification and uses a variety of analytical methods to tailor portfolios, managing approximately $9.45 billion across 154 advisors.

Barry Horowitz is a financial advisor at Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealth Management since 2018. Prior to that, he held roles at HD Vest Insurance Agency Inc and related entities from 2011 to 2018. Horowitz is also president of Barry I. Horowitz, CPA, A Professional Corp., which provides tax preparation, accounting, payroll, bookkeeping, and software consulting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and uses a long-term, buy-and-hold investment approach.

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.

Nicholas Anduze is a financial advisor at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, holding a Series 65 credential with six years of industry experience. He previously worked at Neilson Financial Services and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a liaison between clients and the CPA department at GK Tax and Accounting, where he refers clients and provides financial planning advice. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm employs tailored portfolio strategies with active management techniques and offers a range of services including wealth management, financial planning, pension consulting, and access to alternative investments.

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.