Diego Reyes is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at Lbs Financial Credit Union and Loomis. Outside of his advisory work, he owns an e-commerce business selling general merchandise through online marketplaces. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its process.

Ronald Speakman is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Cetera and its affiliated firms since 2025. Prior to that, he spent over 15 years at 1ST Global Advisors and has been a CPA since 2004. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Johanna Trujeque is a financial advisor at Morgan Stanley in Oxnard, CA, holding a Series 66 designation with 18 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Jeffrey Beeh is a financial advisor with Thrivent Investment Management in Ventura, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on various topics, with options to combine planning with managed-account programs while keeping services separate.

Elio Martinez is a financial advisor with LPL Financial in Ventura, CA, holding a Series 66 designation. He has been with LPL since 2025 and has no prior industry experience before joining the firm. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Candelario Topete is a financial advisor with Wells Fargo Clearing in Ojai, CA, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at J.P. Morgan Securities, Merrill, Bank of America, and Wireless Plus, Inc. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Gerardo Melgar is a financial advisor at Merrill with 6 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Target. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Messner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, Citigroup Global Markets, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on customized investment strategies supported by advanced operational and research tools.

Patrick Reed is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including First Republic Securities Company and First Republic Investment Management. Reed serves as a board member for Pacific Oaks Academy, an elementary school in Camarillo, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Trent Greco is a financial advisor with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of finance, he is president of Stave Art by the Barrel, a business creating art from wine barrels. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools.

Christian Castelo is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, Bank of America, Banc of California, and MUFG Union Bank. Castelo is also involved in BMO Investment Services, a business related to his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment options to individuals, retirement plan participants, institutions, and banks, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Anthony Russo is a CFP®-designated financial advisor with Stifel, based in Oxnard, CA, and has 35 years of industry experience. He has been with Stifel Nicolaus since 2008. Outside of his advisory role, he serves as president of Referrals Unlimited, a networking group, and is a board member of the Island Forest Homeowners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services informed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Albert Cornel is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advisory work, he serves as a paralegal collecting trust-related documentation and teaches kickboxing and hot yoga classes. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Iliana Lozano is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Rene Randel is a CFP® and CPA with 26 years of experience in financial advising. He is currently with Cetera and has previously worked with Avantax Advisory Services and Avantax Insurance. In addition to his advisory role, he owns a tax preparation and accounting business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, corporate, charitable, and institutional accounts through a multi-manager platform offering diverse investment strategies and portfolio management services.

Ruben Segovia Jr. is a financial advisor with Ameriprise in Ventura, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns a business using Send Out Cards to send various greeting cards to clients and non-clients. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-smart strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

William Burke is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering comprehensive financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations as part of its standalone planning offerings.

Adonis Campillo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Allison Commercial Insurance Agency, Inc and International Enrollment Services, both from 2016 to 2023, as well as Tierra Sur, LLC from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jaclynn Sanchez is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her current role, she worked at Enterprise Vision Technologies Inc for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Marty Sasson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Cetera and its predecessor firms since 2011. Outside of advisory work, he owns Sasson Financial Group and has a small real estate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors.