Sean Mckeon is a financial advisor at One Capital Management, LLC with 19 years of industry experience. He holds the Series 65 designation and has been affiliated with FundX Investment Group LLC since 1990. 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, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Eric Hamel is a CFP® with 20 years of experience in financial advising, currently serving at One Capital Management, LLC since 2020. His prior experience includes roles at Beacon Pointe Advisors, Pure Financial Advisors, Northwestern Mutual Investment Services, and The Telge Companies. Outside of his advisory work, he is an 80% owner and managing member of a real estate LLC based in New Hampshire. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm employs a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, guided by a written Investment Policy Statement and supported by proprietary fund ranking and research.

Jesus Ceja is a financial advisor at Genter Capital Management with a Series 65 designation and one year of industry experience. He has worked at several firms, including Westside Investment Management and Trilogy Financial, before joining Genter Capital Management in 2023. Genter Capital Management provides discretionary investment supervisory services to a range of individual and institutional clients, managing equity and fixed-income portfolios as well as serving as adviser and sub-advisor to investment funds and ETFs. The firm employs a multi-team advisory staff and uses a combination of fundamental and quantitative analysis in its investment approach.

David Klatt is a financial advisor at Genter Capital Management in Los Angeles, CA, holding a Series 65 designation with 21 years of industry experience. He has been with Genter Capital Management since 1999. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, high net worth households, pension and profit-sharing plans, foundations, endowments, trusts, corporations, investment companies, and government entities. The firm manages equity and fixed-income strategies, including municipal bonds, and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

David Yee is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 63 credential and bringing 31 years of industry experience. He has been with Kestra and its affiliated firm, KESTRA Investment Services, LLC, since 2012. Outside of his advisory role, he serves as an officer for Malama Investments, Inc. and Pacific Point Asset Management, both of which involve registered representative activities and investment advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of advisory and financial planning services with access to multiple investment platforms and third-party solutions.

Sage Casaga is a financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Gerber Kawasaki since 2020. Prior to that, he held roles at Glenn Burdette, Cal Poly, Gideon Strategic Partners, and Casaga Electric Inc. Casaga also provides accounting services through GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes individual households across wealth levels as well as institutional entities. The firm offers wealth management, financial planning, pension consulting, ETF sub-advisory services, and alternative investment access, managing portfolios with tailored strategies and ongoing monitoring.

Aida Mcnamara is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and 38 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1992. Outside of her advisory role, she is also an insurance agent specializing in life, health, annuities, group, property, and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

Carlos Salcedo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Morton Wealth. He previously worked at Rice Hall James & Associates, LLC and Dowling & Yahnke, LLC. Morton Wealth provides customized investment management and financial planning services to individuals, families, retirement plans, and trusts. The firm emphasizes modern portfolio principles, diversification, and risk management while offering discretionary portfolio management alongside ancillary services such as business consulting and retirement-plan consulting.

Lawrence Goodfriend is a financial advisor at Composition Wealth, LLC with 17 years of industry experience. He holds a Series 65 credential and has been with Composition Wealth since 2016. In addition to his advisory role, Goodfriend is a partner at Goodfriend & Jacobs, LLP, a CPA firm where he spends approximately half of his time. Composition Wealth is an SEC-registered investment adviser that provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and broker/dealers. The firm manages about $9.5 billion through a multi-advisor platform and uses a long-term, asset-allocation driven approach incorporating low-cost funds, individual securities, and alternative investments with ongoing oversight and rebalancing.

Gerard Tamparong is a CFP®, CFA®, and Series 63 credentialed financial advisor with 24 years of industry experience. He has worked at Composition Wealth, LLC since 2020 and previously spent 19 years at Payden & Rygel. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities, employing both fundamental and technical analysis.

Samuel Covert is a financial advisor at Kestra Private Wealth Services, LLC with 18 years of industry experience. He holds a Series 65 designation and previously worked at Alti Wealth Management (US International), Inc. and Noctua International WMG, LLC. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, retirement plan services, and access to both in-house and third-party managed solutions.

Andrew Curto is a Series 66-licensed financial advisor at Citizens Private Wealth with 13 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and First Republic Securities Company. He serves as a Successor Trustee for a client trust account. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside specialized services such as tax, estate structuring, and business consulting.

Thomas McCann is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Dynamic since 2018 and previously was with Steel Peak Wealth Management from 2015 to 2018. McCann is co-owner of Aculis Inc., a venture focused on using artificial intelligence to help advisors and support staff reduce administrative tasks. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other advisers. The firm emphasizes a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement services, and practice support for other financial advisors.

Patrick Bowen is a financial advisor with One Capital Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with One Capital Management since 2004. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with approximately $7.0 billion in discretionary assets under management. The firm employs a macroeconomic and fundamental research-driven investment process, managing globally balanced portfolios through active large-cap equity management, ETFs, and diversified fixed income strategies.

Mark Borough is a financial advisor at Belpointe Asset Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held leadership roles at several related firms, including serving as President and CEO of Borough Annuity and Insurance Center, Inc., and CEO of Tax Advisory Consortium, Inc., which provides tax preparation and bookkeeping services. Since 2020, he has also been President of Orion-Collaborative, Inc., a professional service provider and advisor peer network. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting using customized portfolios, model strategies, and third-party manager relationships.

Lina Sanchez is a financial advisor at Aspiriant, LLC with eight years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Aspiriant since 2022, following prior roles at StateTrust and Mg&A Wealth. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management alongside wealth planning, family office, and specialty services. The firm builds customized investment programs using a range of implementation options and offers accounting, banking, tax, and estate planning support as part of its broader wealth services.

Shawn Da Cruz is a Series 65-licensed financial advisor at Gerber Kawasaki Wealth & Investment Management with five years of industry experience. He has been with Gerber Kawasaki since 2021 and previously worked at Louis and Clark, Costco, CVS, and Walmart. In addition to his advisory role, he provides accounting services through GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base including individual households, retirement plans, trusts, corporations, and municipal clients. The firm offers wealth management, financial planning, pension consulting, and tax preparation services, employing an active management approach that combines fundamental and technical analysis with strategies such as systematic rebalancing and tax-loss harvesting.

Craig Valdes is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at J.P. Morgan Securities and First Republic Investment Management. Outside of his advisory work, he serves as a director-partner at Genesis Capital Management, an investment research company. 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 employs a macroeconomic and fundamental research-driven investment process, offering wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting.

Danilo Kawasaki is a CFP® professional with 24 years of experience in financial advisory. He has been with Gerber Kawasaki Wealth & Investment Management since 2010, with a prior nine-year tenure at LPL Financial, LLC. Outside of his advisory role, he is an investor in several businesses, including a tech startup and a resort, and is involved in investment-related webinars. Gerber Kawasaki Wealth & Investment Management serves a diverse client base that includes both individual and institutional investors. The firm offers tailored wealth management and financial planning services, employs active portfolio management techniques, and provides access to alternative investments and ETF sub-advisory services.

Anthony Lee is a financial advisor at Perennial Financial Services with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Unionbanc Investment Services and LPL Financial. Outside of his advisory role, he is the CEO of TASA Floral Couture LLC, a floral design business. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, using multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.