Richard Robinett is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo firms since 2009. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party data.

Victor Portillo is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Citigroup, and MUFG Union Bank. Victor is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and has distinctive roles including registration as a commodity pool operator and advisory services to multiple registered investment companies.

Ian Brown is a financial advisor at Thrivent Investment Management with nine years of industry experience. He has held positions at Thrivent Financial since 2019 and previously worked at J.P. Morgan Securities LLC and West Oak Capital, LLC. Brown holds the Series 63 and Series 65 designations. 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 planning and managed-account programs, emphasizing planning without discretionary trading authority and conducting periodic reviews of recommendations.

Melanie Martinez is a financial advisor with Ameriprise in Camarillo, CA, holding a Series 66 designation and nine years of industry experience. She has worked under Peter A. Hockenmaier at Ameriprise Financial, a firm with over three decades of presence in the industry. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-supported retirement advice through a centralized consulting team.

Adam Oehmke is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 license and has worked at various Morgan Stanley entities since 2023. Oehmke also serves in the United States Air Force, where he has been active since 2011. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and proprietary tools, offering both direct client services and corporate financial planning agreements.

Moaniala Valdez is a financial advisor at Morgan Stanley in Oxnard, CA, holding a Series 66 designation with 19 years of industry experience. Valdez has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment services.

Christopher Bannon is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 66 designation and previously worked at Unionbanc Investment Services for seven years before joining Edward Jones in 2021. He serves as a director and secretary for Excelta Corporation, a family business in Buellton, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, combining a large advisor network with affiliated capabilities such as trust services and securities-based lending.

James Hardy Jr. is a financial advisor at Merrill with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Merrill since 1990 and Bank of America since 2009. He serves as an advisory board member for the Boys and Girls Club of Camarillo. 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 for individuals, high-net-worth clients, and various institutional investors.

Lydia Hopps is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in fundraising for the Community Memorial Hospital Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Allen Sheals is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 2019 following a career spanning over 20 years in financial risk management, project finance, and investment structuring. Allen's professional experience encompasses a range of traditional and alternative markets, including commodities, foreign exchange, credit, fixed income, real estate, and equity indices. Allen holds a Bachelor's degree in Mathematics and Applied Science with an emphasis in Economics from the University of California, Los Angeles, and an MBA from the Massachusetts Institute of Technology's Sloan School of Management. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Certified Investment Management Analyst (CIMA) designation, and the Personal Investment Advisor (PIA) designation. His background includes roles in investment banking across the US, Europe, and Asia, as well as experience as a CFO of a small company. Beyond his professional work, Allen lives in Ventura, California, and is involved in coaching youth soccer in AYSO Region 4 and Region 9. He enjoys biking, surfing, and swimming in his personal time.

Robert Skaar is a financial advisor with LPL Financial in Oxnard, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Ankita Maitra is a financial advisor at Merrill, holding a Series 66 designation with four years of industry experience. She has previously worked at Bank of America and has been with Merrill since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Cynthia Wren Burke is a financial advisor at Stifel with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Harrell is a financial advisor with OSAIC in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Sagepoint Financial, Meador and Associates, MFA Wealth Services, and United Planners' Financial Services. Outside of advisory work, he serves as President of the Board for the Atlas Education Foundation and is active in the Rotary Club of Camarillo, where he has held leadership roles focused on philanthropic initiatives. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios and supports multiple platforms and third-party managed account solutions.

Benjamin Hopps is a financial advisor with Morgan Stanley in Oxnard, California, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a partner in a real estate business based in Ventura, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Qiu Xue Yang is a CFP® certificant with 10 years of industry experience, currently advising at Stifel since 2025. Prior to joining Stifel, Yang worked at Oppenheimer for 13 years. Yang co-authored a chapter in the book "Powerful Female Immigrants," with all proceeds donated to charity. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Pedro Telles Vasquez is a financial advisor at Edward Jones in Oxnard, CA, with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at T-Mobile USA and Cal State University Channel Islands. 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 range of advisory programs and investment strategies under a fiduciary standard.

Stephen Tarin is a financial advisor with Ameriprise in Camarillo, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jorge Zambrano is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at Royal Alliance Associates, Inc. for 23 years before joining Osaic in 2023. Outside of his advisory work, he sells auto insurance for travel to Mexico through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients via a large network of advisers and advisory platforms, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs advanced asset-allocation tools and multiple third-party solutions to construct portfolios managed on discretionary or non-discretionary bases.

Karen Kinrose is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of her advisory role, she is involved with Sage Scholars, Inc., an organization that facilitates tuition reduction programs with private colleges and universities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.