Shannon Irwin is a financial advisor at LPL Financial with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, Partnervest Advisory Services, and Sorrento Pacific Financial. Outside of her advisory role, she is involved in direct sales with Le-Vel. 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 a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Tristan Dupont is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Crescendo Wealth Strategies and Marcum LLP. Dupont attended California Lutheran University for four years before beginning his career in financial services. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers a range of investment programs across affiliated entities.

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.

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.

Eric Brandenberg is a financial advisor with J.P. Morgan Securities in Ventura, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining J.P. Morgan, he worked at Northwestern Mutual and currently provides consulting services to Westlake Village Inn, advising on their food and beverage menus. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a broad range of investment capabilities.

Clarice Couey is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. In addition to her advisory role, she acts as an insurance agent offering accident/health, disability income, traditional life insurance, and fixed/indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of advisory and brokerage services supported by a model-based investment process and offers access to various portfolio management and alternative investment solutions.

Blake Behunin is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He has worked with the Householder Group Estate and Retirement Specialists, LLC since 2017, providing administrative services, and currently operates in Camarillo, California. 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 financial planning and investment management services, including access to third-party asset managers and model portfolios.

Craig Crawley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has previously worked at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, relying on research and modern portfolio theory to guide its 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, 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 a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Blakely Biederman is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2003, following five years at UBS Financial Services. 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 portfolio programs, third-party asset management, and institutional platforms, combining advisory services with various non-advisory financial activities.

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.

Merle Divita is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His career includes positions at Citigroup Global Markets and Morgan Stanley prior to joining LPL Financial in 2009. Outside of his advisory role, he operates The DiVita Group, LLC, a home-based business maintained for tax and investment purposes. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

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. Outside of her advisory role, she is involved with non-variable insurance products through various carriers. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

Edward Costello III is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America, Inc. and Foothill Securities, Inc. Costello is also a partial owner and tax preparer at Costello and Company CPA, Inc., where he is involved in tax preparation and planning for individual and fiduciary returns. OSAIC serves a diverse client base ranging from individual investors and retirement plans to charities and corporations. The firm offers a broad range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.