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.

Heriberto Rojo is a financial advisor with Wells Fargo Clearing in Oxnard, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2007 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has worked as a sortation associate for Amazon. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions.

Jorge Zambrano is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Royal Alliance Associates, Inc. for 23 years before joining OSAIC in 2023. Outside of his advisory role, Zambrano sells auto insurance for travel to Mexico through a sole proprietorship. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization with a range of programs including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting.

Shruti Kohli is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2013. Prior to this, she worked at Chase Investment Services Corp. and held roles at Quality Inn and Suites and Country Inn & Suites. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and maintains broader derivatives and commodities capabilities compared to many institutional advisory programs.

Ja Nelle Mattson is a financial advisor with J.P. Morgan Securities in Moorpark, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. Her work history includes roles at Lyft, Inc., SpeedVixen LLC, and Wayward Wicks. 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 through a centralized due diligence process.

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.

Peter Hernandez is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. He has worked with both Merrill and Bank of America, N.A. since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Shannon Irwin is a financial advisor at LPL Financial with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, Partnervest Advisory Services, and Sorrento Pacific Financial. Outside of her advisory role, she is involved in direct sales with Le-Vel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Tristan Dupont is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Crescendo Wealth Strategies and Marcum LLP. Dupont attended California Lutheran University for four years before beginning his career in financial services. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers a range of investment programs across affiliated entities.

James Bruckner is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Avantax entities from 1989 to 2025 before joining Cetera in 2025. Outside of his advisory role, he serves as treasurer for the Ventura Improv Company, a local theater group. 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 large network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Matthew Adams is a Series 66-registered financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Kevin Hrabovsky is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

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 with J.P. Morgan Securities in Ventura, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining J.P. Morgan, he worked at Northwestern Mutual and currently provides consulting services to Westlake Village Inn, advising on their food and beverage menus. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a broad range of investment capabilities.

Clarice Couey is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. In addition to her advisory role, she acts as an insurance agent offering accident/health, disability income, traditional life insurance, and fixed/indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of advisory and brokerage services supported by a model-based investment process and offers access to various portfolio management and alternative investment solutions.

Blake Behunin is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He has worked with the Householder Group Estate and Retirement Specialists, LLC since 2017, providing administrative services, and currently operates in Camarillo, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and model portfolios.