Carole Meitler is a financial advisor at Cedarstone Advisors in Thousand Oaks, CA, holding a Series 65 designation with six years of industry experience. She has been with Cedarstone Advisors since 2019 and worked as a homemaker from 2010 to 2019. Cedarstone Advisors provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses diversified asset-allocation models primarily through no-load mutual funds and ETFs, offering discretionary portfolio management and serving as a fiduciary for retirement accounts.

Steve Coker is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Cedarstone Advisors since 2014. He holds a Series 65 license and works out of Thousand Oaks, CA. Cedarstone Advisors provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified asset-allocation models using primarily no-load mutual funds and ETFs, combining fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and discretionary management.