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.

Scott Thomas is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 29 years of industry experience. His prior work includes roles at First Allied Advisory Services and First Allied Securities. He operates a sole proprietorship under ST Wealth Management and works as an independent contractor in fixed insurance. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services across multiple program structures, combining affiliated and third-party managers with discretionary and non-discretionary authorities.

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.

Tyson Lundring is a financial advisor with Thrivent Investment Management in Newbury Park, California. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked with the Los Angeles Rams and California Lutheran University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning across various topics and offers these services through a network of advisors without discretionary trading authority.

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.

Skyler Lundring is a Series 66-licensed financial advisor with Thrivent Investment Management in Thousand Oaks, CA. Lundring has been with Thrivent Financial and Thrivent Investment Management since 2025 and has prior experience including roles with the LA Clippers and TCU Athletics. 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 covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing structure.

John Bell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, while also working with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct agreements and employer-sponsored plans.

Candice Carrizales is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Acosta Wealth Management and Geico. Outside of advising, she works as an insurance agent offering fixed and indexed annuities, accident, disability, long-term care, and traditional life insurance products. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple platforms, offering brokerage and advisory services that include financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

Jeremy Cole is a financial advisor with LPL Financial in Ventura, California, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2014. In addition to his advisory role, he serves as a servicing agent for non-variable insurance trails. 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 a range of advisory programs, financial planning, and brokerage services, utilizing a combination of proprietary and third-party research and model portfolios to support client investment strategies.

Richard Jeffery is a financial advisor with Cetera, holding a Series 63 designation and bringing 44 years of industry experience. He has been associated with various Cetera entities since 1994 and currently operates out of Ventura, CA. In addition to advising, he works as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform featuring affiliated and third-party model portfolios.

Robert Walczuk is a financial advisor with Thrivent Investment Management in Thousand Oaks, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Walker Franks is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. He has worked with several firms, including Avanatax Advisory Services and Michael Drews CPA, and currently serves as president of Franks & Associates LLC, which provides tax preparation, tax planning, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Andrew Grieder is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his current role, he held positions in various fields including food and grocery delivery services and higher education. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based analyses and broad financial planning topics without discretionary portfolio management.

Derek Newell is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America and Merrill, along with various positions outside the financial industry. 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 institutional investors.

Kristen Lopez is a financial advisor with Merrill in Newbury Park, CA, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at Merrill since 2018 and previously at Farmers Financial Solutions, LLC from 2015 to 2018. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, incorporating strategic asset allocation and tax-aware options.

Dominic Pino is a financial advisor at Edward Jones in Camarillo, CA, with five years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and Ameriprise Financial Services LLC. Prior to his financial services career, he was involved with Deer Lodge Tavern and Instrumental Music Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, operating under a fiduciary standard.

Gabriel Swan is a financial advisor with LPL Financial in Ventura, CA, holding a Series 66 credential and 14 years of industry experience. He previously worked at Western International Securities, Ameritas Investment Corp., and PHP Agency, and he operates Swan Retirement Planning. Outside of advisory work, he is involved in Flying Axe Distillery LLC, an entity established to secure the distillery's trademark. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Murphy is a financial advisor with Primerica Advisors in Camarillo, CA, holding Series 63 and Series 65 credentials and with 35 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.