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.

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.

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.

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.

Daniel Bodemeijer is a financial advisor with Ameriprise in Camarillo, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Edward Costello III is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and previously worked at Securities America, Inc. and Foothill Securities, Inc. In addition to his advisory role, he is a tax preparer and minority owner of an accounting firm, Costello and Company CPA, Inc., where he is involved in tax planning and preparation for individual and fiduciary returns. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and managed-account solutions, utilizing firm-provided tools and third-party platforms to construct portfolios that may include a range of asset types.

Daniel Biederman is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 1993. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that includes use of planning tools and modeling techniques without offering individual security recommendations as part of standalone planning services.

James Gray is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice using proprietary research and third-party data.

Ray Dean Mize is a financial advisor with LPL Financial in Oxnard, CA, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he receives royalties from television and operates a fixed insurance business under the name White Swan Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by in-house and third-party research.