Brad Barrett – Managing Director
Brad is a Managing Director with One Capital Management.   He advises private individuals and families on their personal investment and advanced planning needs.   In addition, he oversees the firms Retirement and Corporate Services practice.   Previously, Mr. Barrett spent four years as an Investment Advisor with a boutique private wealth management firm in Los Angeles.   Brad was head of Corporate Services Business Development for American Financial Network for three years.   His experience and knowledge as head of the firm’s Corporate Services division has allowed him to provide essential research, analysis, and strategy recommendations for high net worth individuals and the companies they own or represent.   Brad earned his Bachelor degree in Economics and Political Science from Arizona State University.

Gary K. Dorfman, Principal – Managing Director
Gary is a Managing Director responsible for client relationships throughout California and Texas. He brings over 30 years of investment and wealth management experience to the company. Prior to joining One Capital Management, LLC, he was a Managing Director and Partner at Beacon Pointe Wealth Advisors. In 2009, Gary founded a predecessor firm, Pacific Pointe Advisors. Gary created wealth management platforms for Lincoln Financial Advisors and Robertson Stephens after launching the first regional office for Sanford C. Bernstein & Co. Gary received his Bachelor of Arts from the University of Santa Barbara, with a dual emphasis in Business Economics and Political Science. Gary serves on the Board of Directors for the LEAP Foundation. Gary is the proud father of Tyler, Ava, and Colby.
Wayne Baxter - Executive Director
Wayne joined One Capital Management upon the merger of ONE Advanced Planning into One Capital in 2018. In 2012, Wayne co-founded ONE Advanced Planning as a strategic alliance with One Capital. Wayne works with families, residing in the U.S. and Canadian residents with U.S. investment assets. He advises wealthy families on growing, protecting and ultimately distributing their wealth in an effective and efficient manner according to their personal goals. His efforts aim to optimize the integration of a wealth management plan that encompasses the complexities of capital markets returns, risk management, tax and liquidity management that having assets on both sides of the border brings.

Prior to immigrating to the U.S., Wayne founded The Baxter Team in 2002, one of the original practices with the Investment Planning Counsel (IPC) in Ontario, Canada. The Baxter Team grew from one location to four Southern Ontario locations in Etobicoke, North York, Georgetown and Newmarket. He started his career in 1994 with the original practice that started IPC.
Joe Caballero - Executive Director
Joseph works with families and provides customized services to each family’s unique needs.   He understands the complexities of multigenerational wealth, having extensive experience in all aspects of stewardship. Previously, he was a Partner of Fiduciary Investment Council and served as its Chief Operating Officer.   He was responsible for the management of services for client portfolios by working with the firm’s Investment Managers.   Joseph was a Founding Partner at Perigon Wealth Management and before that a Senior Vice President at First Hawaiian Bank's investment management unit, Bishop Street Capital Management, where he managed private client relationships.   Joseph was a Vice President and Client Manager at JP Morgan Private Bank (formerly Chase Manhattan Private Bank) where he helped manage approximately $1 Billion of private client portfolios.   Joseph also served as an Investment Associate at Northern Trust Bank working with a senior portfolio management team overseeing $700 million in private client assets after starting his career as an analyst in the trust division of Santa Barbara Bank & Trust.   A native of Santa Barbara, California, Joseph holds a B.A. from the University of California at Santa Barbara, and also did graduate study in Political Science at U.C. Santa Barbara..

Eric Hamel, CFP®, CLU®, AEP®, AIF® | Executive Director
Eric is responsible for advising private families on a national scope from our Westlake Village office. Prior to joining One Capital Management, LLC, Eric was a Senior Wealth Advisor with an $11 billion investment management firm and as a Managing Director of a $2 billion firm responsible for managing the Los Angeles market. Eric started his financial services career in 2006 with a boutique advisory firm in New England. Eric is a Veteran of the U.S. Army Corp. of Engineers. Eric is a Certified Financial Planner™, Accredited Estate Planner, Chartered Life Underwriter, and an Accredited Investment Fiduciary. He graduated with honors earning a Bachelor of Science in Business (Finance) from Southern New Hampshire University. Eric is married and a proud father, and lives in Thousand Oaks, California.
Tobie Rodriguez - Executive Director
Tobie Rodriguez is an Executive Director at One Capital Management, LLC, providing families financial advice through an educational lens. Prior to joining OCM, Tobie was with a boutique wealth management firm in Los Angeles. He primarily focuses on providing advice to first responders and their families - taking into account the need for long range planning and having the awareness of the risks these men and women take every day.
Zamir Siddiqi – Executive Director
Zamir Siddiqi is an Executive Director in the Private Client Group.   After honorably serving our country as a Captain, Army Ranger and Aeromedical Evacuation Blackhawk pilot, he spent two years in business development in Johnson & Johnson's Cardiology Services business segment.   He joined Sanford C. Bernstein & Co., Inc. in 2000 and spent eight years as a Senior Vice President serving affluent families by bringing in depth research and expertise to their complex wealth management situations.   He earned the distinction as a Partner and Principal with the firm.

He was a Senior Vice President with the Private Bank of Wells Fargo in Beverly Hills, where he advised wealthy families and private corporations.   Prior to that, Zamir was a Director and Investment Advisor with the Wealth and Investment Management Group at Barclays Capital.

Nicholas McDonald – Director
Nick is a Director at One Capital Management, where he is responsible for helping you and your family determine your investment objectives.  He and his team develop a wealth management and investment plan tailored to the client’s situation and goals.  He reviews your portfolio with you against your plan and ensures the entire firm is working on your behalf, making sure our deep resources are brought to bear for you and your family.

Nick also works with many of our sub-advisor relationships to bring the firm’s resources to their private client practices.  He started with the firm as an intern during university and continued with us beyond graduation as a client services associate.  Nick earned his B.A. Communication Studies from California State University, Northridge. He has served as a volunteer with the California State Parks Foundation annual Malibu Creek cleanup.
Bobby Nichols – Director | One Sports + Entertainment Group
Prior to joining One Capital Management, LLC, Bobby spent nine years working for the University of Kansas men's basketball team helping with all academic needs - importantly helping first-generation college students graduate. As a Director of Wealth Management for the One Sports + Entertainment Group, Bobby will establish the professional basketball division. Bobby has a Ph.D. from Kansas University and currently teaches in the Curriculum and Instruction Department. Bobby teaches both the graduate and undergraduate courses for Multicultural Education. He also consults with several local diversity, equity, and inclusion committees and initiatives. He lives with his wife and three children in Lawrence, Kansas.
Josh Pollard, CFP® – Director | One Sports + Entertainment Group
Josh is a Director of Wealth Management at One Capital Management, LLC providing wealth management advice to private clients primarily for One Sports + Entertainment Group, focusing on professional athletes. Josh started his education at the University of Kansas where he played on the Division I basketball team. He completed his education at Utah Valley University earning his Bachelor of Arts in Personal Financial Planning. Josh is a Certified Financial Planner™ and a Level II CFA candidate. He lives with his wife in Southern California.