Trent Greco is a financial advisor with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of finance, he is president of Stave Art by the Barrel, a business creating art from wine barrels. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools.

Christian Castelo is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. His prior work includes roles at Morgan Stanley, BMO Harris Bank, Bank of America, Merrill, Banc of California, and MUFG Union Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, serving individuals, retirement plan participants, banks, trust companies, and other institutions.

Anthony Russo is a CFP®-designated financial advisor with Stifel, based in Oxnard, CA, and has 35 years of industry experience. He has been with Stifel Nicolaus since 2008. Outside of his advisory role, he serves as president of Referrals Unlimited, a networking group, and is a board member of the Island Forest Homeowners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services informed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Albert Cornel is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has operated Independent Capital Management since 2004. Outside of his financial advisory work, Cornel teaches kickboxing and hot yoga classes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a variety of managed account programs, supported by its scale and integrated network of affiliated firms.

Iliana Lozano is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and 13 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Todd Smith is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at National Planning Corporation and Cetera Wealth Services. Outside of his advisory work, he is involved in music as a DJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations.

Rene Randel is a CFP® and CPA with 26 years of experience in financial advising. He is currently with Cetera and has previously worked with Avantax Advisory Services and Avantax Insurance. In addition to his advisory role, he owns a tax preparation and accounting business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, corporate, charitable, and institutional accounts through a multi-manager platform offering diverse investment strategies and portfolio management services.

Ruben Segovia Jr. is a financial advisor with Ameriprise in Ventura, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns a business using Send Out Cards to send various greeting cards to clients and non-clients. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-smart strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

William Burke is a financial advisor with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 1997, including the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market simulations.

Adonis Campillo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Allison Commercial Insurance Agency, Inc and International Enrollment Services, both from 2016 to 2023, as well as Tierra Sur, LLC from 2015 to 2018. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jaclynn Sanchez is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her current role, she worked at Enterprise Vision Technologies Inc for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Marty Sasson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Cetera and its predecessor firms since 2011. Outside of advisory work, he owns Sasson Financial Group and has a small real estate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors.

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.

Wan Yu is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. Wan has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in partnership with advisors to deliver tailored retirement income recommendations.

Andrew Gonzalez is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2017. Outside of his advisory role, he owns Bethasaph Productions, a content creation business focused on music performance and video and audio editing for local venues and nonprofit organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screens and qualitative research with a focus on eligible strategies and ESG considerations.

Peter Lindberg is a financial advisor at Wells Fargo Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Banc of America Investment Services, Inc. He also owns Lindberg Private Wealth Management LLC, a private wealth advisory practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and planning tools.

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 at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CUSO Financial Services, LP and Wescom Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Sarah Reznick is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. She previously worked at Edward Jones for 12 years and Merrill for 2 years. Reznick serves on the board of directors for Carden Conejo, a community organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income and tax-aware withdrawal strategies through its Premier Retirement Income service.

Joel Goldberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Wamu Investments, Inc. He is based in Ventura, CA. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.