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.

Blake Behunin is a financial advisor with LPL Financial in Camarillo, CA, holding a Series 66 license and eight years of industry experience. He is also affiliated with Householder Group Estate and Retirement Specialists, LLC, where he provides administrative services. Additionally, Behunin manages Sunset Wealth Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, 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 model portfolios.

Yolanda Franco is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 credential and has worked at several firms including Edward Jones and Wells Fargo. In addition to her advisory role, she is engaged in legal services through the Law Office of Robert M. Baskin, APC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

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.

Josh Lewensohn is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to his current roles at J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

Yesenia Martinez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Florencio Ayala is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has nine years of industry experience. He previously worked at Edward Jones and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a referee for junior college and community football games in Southern California. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Derek Marquis is a CFP® with 36 years of experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and its affiliates since 2009. Marquis is the founder and treasurer of The Jewel Levine Foundation and owns Legal Docs For You, a legal document assistance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and institutional consulting.

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.

Stephen Meli is a financial advisor with Wells Fargo Advisors in Newbury Park, CA, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Vice President of the Newbury Park High School Baseball Booster Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.