Tristan Dupont is a financial advisor with Osaic Wealth, Inc. located in Oxnard, CA. He holds the Series 66 designation and has one year of industry experience. His prior work includes positions at Crescendo Wealth Strategies and Marcum LLP. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes proprietary asset-allocation tools and supports multiple management platforms to construct diversified portfolios tailored to client risk tolerance.

Matthew Adams is a Series 66-registered financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Kevin Hrabovsky is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Nancine Hayden is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at Krummrich Engineering Corporation from 2014 to 2020. She also volunteers on the finance committee of the Ventura Land Trust, where she assists with budgeting and investment activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary wrap fee strategies along with access to separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in the industry.

Florencio Vega is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Investment Consultant and Wealth Management Service Specialist. Prior to joining Fidelity, he was a Financial Advisor at Edward Jones in 2022, and before that, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2021. He also held the position of Relationship Manager at Bank of America from 2017 to 2018. Florencio holds a California Insurance License. His professional focus is partnering with clients to understand their financial goals, exploring options, and building personalized financial plans to meet their unique needs. Outside of his professional work, Florencio enjoys camping, fitness, football, and hiking.

Dane Roach Lewis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes positions at the US Navy, Navy Federal Credit Union, and Primerica. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Anthony Chavez is a financial advisor at Morgan Stanley in Oxnard, CA, with five years of industry experience. He holds a Series 66 designation and previously worked at California Wealth Advisors and Education for Employment, an NGO. He also spent five years at the University of California. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Melanie Meyer is a financial advisor with Thrivent Investment Management in Oxnard, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Meyer serves on the boards of the Henry Mayo Newhall Hospital Foundation and the Santa Clarita Valley Committee on Aging, supporting community healthcare and senior services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority, and allowing clients to integrate planning with managed-account services under a consolidated billing option.

Eric Brandenberg is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, he works as a consultant for Westlake Village Inn, providing guidance on food and beverage menus. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting delivered through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with brokerage, distribution, and investment management capabilities.

Clarice Couey is a financial advisor at OSAIC with 21 years of industry experience. She previously worked at Lincoln Financial Advisors for 21 years before joining OSAIC in 2025. Couey holds a Series 66 designation and is also licensed as an insurance agent offering accident/health, disability income, traditional life insurance, and fixed/indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Craig Crawley is a financial advisor with Wells Fargo Clearing in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of advisory work, he is listed as an agent for Laguna Elixirs LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services including investment policy statement preparation, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Heidi Harvey is a financial advisor at Edward Jones in Carpinteria, California, with over 11 years at the firm and three years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has volunteered with the California Avocado Festival, assisting with various tasks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in providing advisory services.

Charles Oehmke is a financial advisor at Morgan Stanley in Oxnard, CA, holding a Series 66 designation with five years of industry experience. He has been with Morgan Stanley since 2015, including six years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, with a focus on tailored financial planning and broad investment services. The firm manages approximately $2.74 trillion in client assets and provides planning tools that incorporate advanced modeling techniques.

Scott Kelly is a financial advisor with LPL Financial in Ventura, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Blakely Biederman is a financial advisor with LPL Financial in Oxnard, CA, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options and access to model portfolios and research.

Bryant Huber is a financial advisor at Edward Jones in Ojai, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of The Sierra / Ojai Community Bank from 2016 to 2018. Outside of his advisory role, he serves as choir director and a finance council board member at Saint Thomas Aquinas Church and is a board member at Villanova Preparatory Academy, where he assists with financial oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

Deborah Zuniga is a financial advisor at Edward Jones in Camarillo, CA, holding Series 63 and Series 65 licenses with 37 years of industry experience. She has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Merle Divita is a financial advisor with LPL Financial in Ventura, CA, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with The DiVita Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Catherine Deutsch is a financial advisor with LPL Financial in Ventura, CA, holding a Series 63 designation and 38 years of industry experience. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Dalie is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2024. He previously worked at Oppenheimer for 22 years. Outside of his advisory role, he owns and rents a vacation cabin listed on Airbnb. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group.