Laura Zimmerman is a CFA® charterholder with 25 years of industry experience. She has been with One Capital Management, LLC since 2009. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by macroeconomic assessment and fundamental research.

Lance Messervy is a financial advisor at One Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with One Capital Management since 2013. 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, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Scott Fellmeth is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 17 years of industry experience. He has worked at Westmount Asset Management since 2014, following prior roles at Certuity, LLC and Luminous Capital, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm customizes portfolios using mutual funds, managed strategies, and private fund allocations, and is noted for its role as a private fund adviser and for managing multi-manager private funds launched since 2019.

Timothy Lonergan is a CFP® with eight years of industry experience, currently serving at Westmount Partners, LLC. His prior experience includes roles at Fidelity Investments, Morgan Stanley Private Bank, Morgan Stanley, and Boston Private Wealth LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management to individual and institutional clients, utilizing tailored asset allocation primarily through mutual funds and managed strategies. The firm is also notable for acting as a private fund adviser and sub-advisor, managing multi-manager private funds and allowing alternative share classes for certain investors.

Houlin Yun is a financial advisor at RBC Securities, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, as well as trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

Tyson Kunst is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Steel Peak Wealth Management, LLC before joining HBW in 2018. Kunst also serves as an insurance advisor with Income Planning Associates, where he recommends annuities and insurance products for planning purposes. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party managers, emphasizes multi-manager diversification and downside protection, and serves a large client base across retail, institutional, and intermediary segments.

Cassie Kang is a CFP® with 19 years of experience in the financial industry. She is currently with Brookwood Investment Group and Brookwood Insurance Group, having previously worked at Belpointe Asset Management and Cambridge Investment Research Advisors. Outside of finance, she has experience with Krav Maga United. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and a network of affiliated businesses to support its clients.

Jedediah Huss is a financial advisor with Maia Wealth, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at Simplicity Wealth and is involved in dental business operations through Restored Smiles and Moorpark Dental Group and Orthodontics. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical trading and quarterly portfolio reviews. The firm integrates technology and third-party platforms, including robo-advisor services and specialized estate and tax coordination.

Andrew Martino is a financial advisor with Savvy, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Prudential affiliates. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term approach with customized investment plans and integrates third-party fintech tools, specialized sub-adviser strategies, and in-house tax and estate-planning services.

Michael Privett is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with Morton Wealth, where he has worked since 2019, following prior roles at Manning Wealth Management, Commonwealth Financial Network, The Gensler Group, and LPL Financial. Morton Wealth serves individuals, families, retirement plans, and trusts by providing customized investment management, financial planning, and business consulting services. The firm employs modern portfolio principles focused on diversification and risk management, and is notable for its involvement with pooled investment vehicles and its structured approach to managing potential conflicts of interest.

Denis Massey is a financial advisor at Westmount Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westmount Asset Management, LLC since 2016. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to a diverse client base, including individuals, institutions, and non-profits. The firm focuses on tailored asset allocation using mutual funds and managed strategies, and it manages multi-manager private funds with a distinctive fee structure.

Amy Johnson is a financial advisor at Perennial Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses with 12 years of industry experience. She previously worked at Edward Jones for five years before joining Perennial Investment Advisors, LLC and LPL Financial in 2019. Outside of her advisory role, she acts in a fiduciary capacity for an estate and is involved with Perennial Legacy Insurance Solutions as a non-variable insurance agent. 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 with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor client portfolios and retirement plan consulting.

Daniel Amaradio is a CFP® with 39 years of industry experience. He is currently with SEIA and has held prior roles at Select Money Management, Inc., Securities Equity Group, and Select Portfolio Management, Inc. Amaradio is a partner at SEIA LLC and SMM Inc., both registered investment advisory firms. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm utilizes a combination of strategic asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of investment management and consulting services.

Sean Mckeon is a financial advisor with One Capital Management, LLC, holding a Series 65 credential and 20 years of industry experience. He previously worked for FundX Investment Group LLC for 32 years. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. The firm provides wealth management, discretionary portfolio management, retirement plan solutions, advisory consulting, and sub-advisory services, including serving as adviser to the FundX family of exchange-traded funds.

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.

Michael Macauley is a financial advisor at SEIA with 16 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including SES LLC, Royal Alliance Associates, and SII. He is a partner/shareholder in TML Advisors and owns Macauley Holdings LLC, where he manages bookkeeping and tax filing. 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 via an in-house Investment Solutions Group and Investment Committee, managing assets primarily on a non-discretionary basis.

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 the Series 63 designation and 32 years of industry experience. He has worked at Kestra Investment Services and Kestra Private Wealth Services since 2012. Outside of his advisory role, he serves as an officer and partner in investment-related businesses including Malama Investments, Inc. and Pacific Point Asset Management. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a wide range of investment products and platforms while overseeing advisor recommendations within a defined menu.

Elijah Cooksey is a financial advisor with RBC Securities, Inc. in Beverly Hills, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at City National Securities, Wealth Enhancement group entities, RBC Capital Markets, and AXA-Advisors. Outside of finance, he is a self-published fiction author and a general partner developing a mobile puzzle math game called Ribbon. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management from its affiliated sub-advisor RBC Rochdale with a broad financial services platform including banking, trust, and municipal advisory services.