Stephen Wagner is a financial advisor with Integrity Wealth Advisors, Inc. in Ventura, California, holding CFP® and Series 63 designations and bringing 34 years of industry experience. Prior to joining Integrity Wealth Advisors in 2016, he worked at LPL Financial and Transamerica Financial Advisors. Outside of his advisory role, he has been involved in selling sporting event tickets through StubHub. Integrity Wealth Advisors, Inc. provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate-planning coordination to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages discretionary assets of approximately $285 million across more than 800 client relationships, employing tailored portfolios using a mix of individual securities and third-party model portfolios while maintaining full discretion over trading decisions.

John Maciolek is a financial advisor at Anacapa Financial, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience in various fields including retail and landscaping. Maciolek is also licensed to sell insurance products. Anacapa Financial serves individual clients, business entities, trusts, estates, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers additional services such as tax preparation, bookkeeping, and estate document services, tailoring investment strategies to client goals and risk tolerances.

Matthew Chase is a financial advisor at Anacapa Financial, LLC with a Series 65 designation and four years of experience at the firm. His prior work history includes roles at several companies outside the financial industry, such as SAG-AFTRA and various gig economy platforms. Anacapa Financial, LLC provides portfolio management, financial planning, retirement plan consulting, tax preparation, and bookkeeping services to individuals, qualified plans, business entities, trusts, and estates. The firm customizes investment strategies based on client objectives and risk tolerances, utilizing a range of approaches including asset allocation and both long- and short-term trading.

Mariah Nunez is a financial advisor with Integrity Wealth Advisors, Inc. in Ventura, CA. She holds a Series 65 license and has approximately two years of industry experience, including prior roles at Kayne Anderson Rudnick and One Capital Management, LLC. Integrity Wealth Advisors, Inc. provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate-planning coordination to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages about $285 million in discretionary assets and offers tailored portfolios with ongoing monitoring, using both internal resources and third-party model portfolios.

Douglas Ecker is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with six years of industry experience. He holds a Series 65 designation and has previously worked at Staples Construction Company and Hartigán Foley General Contractors. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans, offering asset management, portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs both discretionary portfolio management and standalone consulting, utilizing a range of investment vehicles and a client-focused process supported by fundamental and technical analysis.

Lena Kaloostian is a CFP® and holds a Series 65 license, with 13 years of experience in financial advising. She has been with Trinity Capital Management, LLC since 2013. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm combines discretionary investment management with ongoing advanced planning, employing an investment process grounded in Modern Portfolio Theory and multi-factor regression analysis, emphasizing global diversification and targeted risk-premium exposures.

Philip Bullard is a financial advisor at Valley Wealth Strategies, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, National Planning Corporation, and Cetera Advisors. In addition to his advisory role, he is involved with Wheatman Insurance Services LLC, which provides life and health insurance. Valley Wealth Strategies is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a long-term investment approach with portfolios constructed from mutual funds, ETFs, individual equities, and fixed-income securities, offering both discretionary and non-discretionary account management.

Jack Green is a CFP® with 25 years of industry experience, currently serving as CEO of Anacapa Financial, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial, and also works as a real estate sales agent with Pacific West Real Estate Co. In addition to his advisory role, Jack is involved in real estate sales and will serve as successor trustee for his parents' trust. Anacapa Financial, LLC advises individuals, qualified plans, business entities, trusts, and estates through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines investment advisory services with tax preparation, bookkeeping, and estate-planning solutions, tailoring investment strategies to client objectives using a variety of approaches and custodial platforms.

Adrin Jeremy Masmela is a financial advisor with Anacapa Financial, LLC in Ventura, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Anacapa Financial, he worked at Bright CPA and Pennymac, and served with AmeriCorps NCCC. Anacapa Financial, LLC provides advisory services to individuals, qualified plans, business entities, trusts, and estates, offering portfolio management, financial planning, retirement consulting, and additional tax and bookkeeping services. The firm customizes investment strategies using various approaches and combines advisory work with broader industry roles to deliver a range of financial solutions.

Laine Miller is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with nine years of industry experience. She holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2018, following five years at Ameriprise Financial Services, Inc. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process that tailors portfolios using fundamental and technical analysis, offering a range of investment vehicles and strategies that include both long- and short-term holdings.

Adam Bederov is a financial advisor at Geometric Wealth Advisors, LLC in Oxnard, CA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Geometric Wealth Advisors, he held roles at the Securities Exchange Commission and Agility Outsourced Chief Investment Officer. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services supported by tax professionals and CPAs. The firm follows a long-term, broadly diversified investment approach and manages approximately $1.33 billion for 256 client households.

Jessica Jones is a Series 65-licensed financial advisor with six years of industry experience, currently with Success Wealth Management LLC. She is also the owner and CEO of Rebel Women Wealth Inc., where she provides feng shui and mindset consultation and coaching. Additionally, she serves as a sales manager and insurance agent at American Legacy Solutions. Success Wealth Management LLC advises individuals and high-net-worth clients through discretionary asset management, financial planning, and consulting services. The firm applies Modern Portfolio Theory with customized asset allocation and conducts quarterly account reviews, utilizing technology for marketing and meeting support but not for investment decisions.

Young Kim is a financial advisor at Anacapa Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior roles at firms including Ameriprise Financial Services and Merrill. Outside of advisory work, Kim is involved in insurance sales and serves as a business consultant and project manager for Royal Construction Group. Anacapa Financial provides portfolio management and financial planning services to individuals, qualified plans, business entities, trusts, and estates. The firm combines investment advisory with related services such as tax preparation and estate-planning solutions, tailoring strategies through asset allocation and a variety of trading approaches to align with client objectives.

Joseph Baroni is a CFP® with 20 years of industry experience. He currently works at Integrity Wealth Advisors, Inc. and has previously held roles at Morgan Stanley from 2001 to 2017. Outside of finance, he owns Associated Material Resource, a business dealing with plastics raw materials. Integrity Wealth Advisors, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages approximately $285 million in discretionary assets, offering customized portfolios and utilizing both proprietary and third-party model investments.

Robert Cheatham is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the fundraising chair for the Devil Pups youth program. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process utilizing fundamental and technical analysis and offers a range of investment vehicles tailored to client objectives and risk tolerances.

Daniel Carter is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously spent 10 years at Safeguard Investment Advisory Group, LLC, and serves as president of Crescendo Insurance Solutions, Inc., where he is involved in life and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, offering a range of investment strategies including ETFs, mutual funds, and options.

James Coleman is a financial advisor at Mutual Advisors, LLC with 41 years of industry experience. He has held roles at Mutual Advisors since 2013, previously working at Mutual Securities, Inc. and Citigroup Global Markets. He holds the Series 63 designation and is based in Ojai, California. Mutual Advisors serves a broad client base, including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies with multiple analytical approaches to tailor portfolios according to each client’s objectives.

Thomas Carroll is a financial advisor at Verus Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. since 2014. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios according to client objectives, risk tolerance, and tax considerations.

Edward Stile is a financial advisor with Private Management Group Inc in Camarillo, CA, where he has worked since 2003. He holds seven years of industry experience and has been associated with the firm during that time. Prior to his advisory role, he was retired from 2007 onward. Private Management Group Inc provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a combination of long-term strategic frameworks and shorter-term tactical decisions in portfolio management.

Jason Dow is a financial advisor with Verus Capital Partners, LLC in Ventura, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked at Securities America Advisors Inc and Securities America Inc from 2014 to 2021 before joining Verus Capital Partners in 2021. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax situations.