Travis Thomas is a Series 66 licensed advisor with 10 years of industry experience, currently with LPL Enterprise since 2024. Prior to this, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. He also spent five years affiliated with California State University, Northridge. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Peter Lindberg is a financial advisor with Wells Fargo Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes over a decade at Wells Fargo Advisors and Wells Fargo Clearing. He also owns Lindberg Private Wealth Management LLC, a separate wealth management practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Timothy Podell is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Western International Securities, Inc., Wedbush Securities Inc., and A. G. Edwards & Sons, Inc. Prior to joining LPL Financial in 2025, he spent seven years at Western International Securities and twelve years at Wedbush Securities. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Scott Watters is a financial advisor at Edward Jones with a Series 66 designation and over 12 years of industry experience, including roles at Bank of America and Apex Fintech Solutions. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Herrera is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Wescom Financial Services since 2011 and joined LPL Financial in 2025. Herrera operates under the trade name Wescom Wealth Management as part of his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joel Goldberg is a financial advisor with Wells Fargo Clearing in Ventura, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Chase Investment Services Corp., and Wamu Investments, Inc. Goldberg has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and adhering to diversification principles and modern portfolio theory.

Nicholas Yates is a financial advisor at Raymond James Financial with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James, he worked at JP Morgan Chase Bank and J.P. Morgan Securities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and is notable for its affiliation with a municipal advisor and its SIMPLE IRA Employer Advisory & Consulting Services program.

Devan Vellios is a financial advisor with LPL Financial in Ventura, CA, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior roles include positions at Citigroup, Edward Jones, and Raymond James Financial Services. He is also involved with Ventura County Credit Union in a wealth management capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, providing diverse advisory services supported by research and technology tools.

Adam Biederman is a financial advisor with Morgan Stanley in Oxnard, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he was involved with Copycat Copywriters, a copywriting and branding firm, where he remains a minority co-owner and board member. He has also worked with NBC Peacock Productions. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and managed within a large, diversified platform.

Lawrence Bushey is a financial advisor at Cetera with 33 years of industry experience. He has held roles at Concourse Financial Group Securities Inc and has operated Bushey Financial Services since 1987. In addition to financial planning, he is involved in tax return preparation through his ownership of BFNTS Inc. 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 various portfolio management and retirement services, supporting both discretionary and non-discretionary account management.

Omar Herrera is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, JPMC Bank NA, Bank of America, and Ventura County Credit Union. Outside of finance, he is involved in a health and fitness business offering personal training and nutritional guidance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Shalhoub is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with LPL Financial since 2013 and previously spent 10 years at Ameriprise. Shalhoub also operates Shalhoub Financial, a related business entity for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.

Frances Jones is a financial advisor with Edward Jones in Ventura, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Patrick is a financial advisor with Cambridge Investment Research Advisors in Ventura, CA, holding a Series 63 designation and over 30 years of industry experience. He has worked with The Renaissance Group for more than two decades and was previously associated with Cetera Advisors LLC. Outside of his advisory role, he serves as treasurer of a local church and is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of strategies and custody platforms tailored to client objectives.

Gewargis Betjoseph is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at 21st Century Fox for one year. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Janet Foley is a financial advisor with LPL Financial in Oxnard, CA, holding a Series 63 designation and 40 years of industry experience. She has worked at Linsco Private Ledger since 2000. 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 broad range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Kevin Folino is a CFP®-designated financial advisor at Cetera with three years of industry experience. Prior to his current role, he worked at Semtech Corporation for six years. He is also involved with Folino Tax & Financial Network, where he serves as a due diligence manager overseeing client transactions and office administration. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management.

David Soter is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Richard Frank is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes 14 years at Sagepoint Financial, Inc. He is also involved in community service through volunteer roles with the Boy Scouts of America and the American Youth Soccer Organization, where he holds board and committee positions. OSAIC serves a diverse client base, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports multiple advisory platforms, with portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Israel Santiago is a financial advisor with Edward Jones in Oxnard, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large network of advisors and branch offices.