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.

Michael Mansfield is a CFP® professional with 16 years of industry experience, currently serving at The Lynd Group Advisors, LLC. He has held the role of sole proprietor since 2015 and has been with The Lynd Group since 2009. Outside of advisory work, he operates a financial services and insurance business and also provides legal document assistance. The Lynd Group Advisors, LLC provides fee-based advisory services focused on non-discretionary management of fee-based fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm integrates insurance management with external portfolio management, offers educational seminars, and utilizes a secure client portal for document access.

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.

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 with Valley Wealth Strategies, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Wheatman Insurance Services LLC, where he has been involved in life and health insurance for over 20 years. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach with a mix of fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

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.

Garrett Gatch is a financial advisor at Anacapa Financial, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at FSC Securities Corporation since 2005. Outside of his advisory role, he owns Concord & Lexington, Inc., a business providing term life and long-term care insurance policies. Anacapa Financial serves individual clients, business entities, trusts, estates, and employer retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm also provides tax preparation, bookkeeping, and estate document services, tailoring investment strategies to client risk tolerances and goals.

Jessica Jones is a financial advisor at Success Wealth Management LLC in Ventura, CA, with five years of industry experience. She holds a Series 65 credential and has worked with Success Wealth Management since 2020. Outside of her advisory role, Jones is the owner and CEO of Rebel Women Wealth Inc., a Feng Shui and mindset consultation business. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, utilizing a goal-based, Modern Portfolio Theory framework for asset allocation and risk management. The firm manages approximately $96.6 million in discretionary assets and employs third-party sub-advisors while maintaining primary client contact.

Young Kim is a financial advisor with Anacapa Financial, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Anacapa Financial in 2025, he worked at firms including Ameriprise, CUSO Financial Services, and Wescom Financial Services. Outside of advisory work, he is involved in insurance sales and serves as a business consultant and project manager for a construction company. 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 a range of services including tax preparation, bookkeeping, and estate document services, and employs a customized investment approach incorporating various strategies and custodial platforms.

Daniel Carter is a financial advisor with CreativeOne Wealth, LLC in Oxnard, CA, holding a Series 65 designation and 10 years of industry experience. Prior to joining CreativeOne Wealth in 2025, he worked at Safeguard Investment Advisory Group, LLC for 10 years. Outside of his advisory role, he serves as president and agent of Crescendo Insurance Solutions, Inc., where he is involved in life and annuity sales. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

John Massar III is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at TIAA, D.A. Davidson & Co, and Prudential Insurance Company of America. He is currently based in Oxnard, CA. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and delivers tax-intelligent strategies primarily through a network of CPA firms and registered advisor representatives.

James Coleman is a financial advisor with Mutual Advisors, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked at Mutual Advisors since 2013 and previously spent 14 years at Mutual Securities, Inc. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Thomas Hanna is a financial advisor with Avantax Planning Partners, Inc. in Oxnard, CA, holding Series 63 and Series 65 credentials and accumulating 22 years of industry experience. He has worked with several affiliated firms including Avantax Advisory Services and Cetera Wealth Services. Outside of his advisory role, he is a partner in Carey & Hanna CPAs, a tax preparation and accounting firm. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisor representatives, serving individuals, pension plans, charitable organizations, and businesses. The firm employs tax-intelligent strategies and firm-designed style allocation models overseen by an investment advisory committee, managing approximately $7.57 billion in assets.

Christopher Sullivan II is a CFP® professional with 15 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked since 2021. Prior to this, he held various roles within the Avantax and Cetera organizations and has a background that includes experience at Carey & Hanna, CPAs. Outside of his advisory work, Sullivan engages in lifestyle fitness coaching and consulting. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm serves clients primarily through a network of CPA firms and registered advisors, utilizing firm-designed style allocation models overseen by an investment advisory committee.

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.

Gordon Faerber is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Ventura, CA, where he has worked since 2018. He has seven years of industry experience and also owns Black Stallion Insurance, an insurance services business. Additionally, he operates Smart Asset Plan, a retirement and financial planning service. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using various analytical tools to guide portfolio decisions.

Phillip Olney is a financial advisor at Regal Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Regulus Financial Group, Questar Asset Management, and National Planning Corporation. Outside of his advisory role, he is also an insurance agent specializing in fixed life insurance products through American Senior Benefits. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through its network of financial advisers.