Marques Guy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Debtmerica and Revolution Financial Management and serves as a program manager at Tri Counties Regional Center, a nonprofit providing crisis prevention services to developmentally disabled individuals. He also oversees operations as a district manager for Stephanie Young Consultants Inc., a mental health counseling organization. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party management approach through multiple platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in regulatory assets under management.

Howard Kreutzinger is a financial advisor with D.A. Davidson & Co. in Ventura, CA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Dustin Dockter is a CFP® with 15 years of industry experience, currently with Private Advisor Group, LLC. He has previously worked at Mariner Independent Advisor Network, Summit Wealth Management Group, Inc., and LPL Financial. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies.

Randall Patrick is a CFP® professional with 16 years of industry experience, currently affiliated with PlanMember Securities Corporation. He has been involved in both securities and insurance sales through his roles at Mindful Wealth Insurance Solutions and Mindful Wealth Planners, LLC since 2021, as well as operating as a self-employed financial agent since 2016. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary. The firm employs a strategic asset allocation framework and risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Jessica Anseth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at WCG Wealth Advisors, Cornerstone Wealth Management, LPL Financial, and Bank of America. She provides investment advisory services through Wealth Enhancement Group, an independent registered investment advisor. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic allocation approach that combines passive and active managers supported by quantitative and fundamental research.

Francisco Rodriguez is a financial advisor with Wells Fargo Clearing in Camarillo, CA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2010. Outside of his advisory role, he owns a commercial landscaping business in Oxnard, CA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Chadwick Kingi is a financial advisor with Edward Jones in Thousand Oaks, CA, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2021, he worked in various roles within the insurance industry, including with Taylor Formico Insurance and Farmers Insurance Group. Outside of his advisory work, he is involved in coaching volleyball, providing lessons and clinics alongside his wife, and serves as the head coach for the LAVA West Volleyball Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Miccal Jackson is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Erin Burke is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, N.A. in Oxnard, California. 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 structured discovery and advanced analytical tools.

Marcelino De Los Santos is a financial advisor with J.P. Morgan Securities in Thousand Oaks, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes five years at Herbalife Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

David Hughes is a financial advisor with LPL Financial in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at NBC Securities Inc, Wells Fargo Clearing, Citigroup Global Markets, and several other firms. 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 financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies across multiple account types.

Christopher Debbini is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has previously worked at Avantax Advisory Services and operates his own tax preparation and accounting practice as a CPA. In addition to his advisory work, he serves as a fiduciary trustee and provides insurance sales through his independent agency. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Sandra Matson is a financial advisor with Ameriprise in Newbury Park, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for seven years. Outside of her advisory role, she has involvement in single-family real estate ownership in Klamath Falls, OR. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Noah Jones is a financial advisor with Edward Jones in Ventura, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at the University of California Santa Barbara and in behavioral wellness and industrial supply roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Michael Miskel is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a 15-year tenure at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Debra Hart Gomez is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has been with Merrill since 1976 and also worked at Bank of America, N.A. from 2011 to the present. Merrill, together 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 to a range of clients including individuals, high-net-worth clients, and institutions.

William Walters is a financial advisor with LPL Financial in Camarillo, California, holding 43 years of industry experience. He previously worked at Lifetime Planning, Inc. for 15 years before joining LPL Financial in 2011. Outside of his advisory role, Walters operates a part-time handyman business called Jubilee Repair. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 advisors.

James Parker Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of advising, he is involved in sales of group disability and critical care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.

Barbara Shufani is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Sathers Insurance Agency, Sagepoint Financial, Inc., and Icm. Outside of her advisory work, she serves as a homeowner association board member and provides in-home care for her daughter with a disability. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its large scale, complex affiliate network, and recent consolidation activities.

Morgan Lange is a Series 66–licensed advisor with four years of industry experience, currently with J.P. Morgan Securities in Thousand Oaks, CA. His prior experience includes roles at Bank of America Merrill Lynch, Northwestern Mutual Life Insurance Company, and State Farm. Lange also owns a performance coaching business focused on helping athletes with performance anxiety. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice and customized reporting, serving clients with minimum portfolio sizes.