Ray Dean Mize is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He previously worked at Stifel and UBS Financial Services before joining LPL Financial in 2010. Mize receives royalties from television-related activities outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Kyle Wilson is a financial advisor at Edward Jones with 35 years of industry experience. He has been with Edward Jones since 2005 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Wilson is a homeowner involved in a room rental business in Thousand Oaks, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 a Series 66 credential and previously worked at Acosta Wealth Management and Geico. Outside of her advisory role, she is licensed to offer and service fixed insurance products, including fixed and indexed annuities, accident, disability, long-term care, and traditional life insurance. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by a complex network of affiliates and private-equity ownership.

Jeremy Cole is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Centaurus Financial, Inc. from 2008 to 2012 before joining LPL Financial in 2014. Outside of his advisory role, he manages a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of offerings including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

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 at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Farmers Financial Solutions and Morgan Stanley. She is based in Newbury Park, CA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Emily Desimone is a CFP® professional with 17 years of experience in the financial industry. She currently works at Strategic Advisers LLC, a Fidelity Investments company, where she has been since 2011. Her prior roles include positions at Modera Wealth Management, LLC and Back Bay Financial Group, Inc. Strategic Advisers provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Sean Leonard is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo, he worked at Ameriprise Financial Services and Lionscove. He serves on the boards of the Boys and Girls Clubs of Greater Oxnard and Port Hueneme and CASA Pacifica’s Investment Committee, and participates in the Kiwanis Thousand Oaks Youth Services Committee. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 at LPL Financial in Ventura, CA, holding a Series 66 designation with 14 years of industry experience. He previously worked at Western International Securities, Inc., Ameritas Investment Corp., and PHP Agency, Inc., and has operated Swan Retirement Planning since 2016. Outside of advisory work, Mr. Swan is involved with Flying Axe Distillery LLC, which holds the trademark for the distillery. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

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.

Thomas Cronley is a financial advisor with Edward Jones in Camarillo, CA, holding CFP® and Series 66 credentials and with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rodolfo Ruiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and Wells Fargo Bank NA since 2014. Outside of advising, he co-owns and manages rental property investments in Oxnard, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad range of financial products and solutions delivered through a large network of advisors.

Charles Morrison is a financial advisor with Morgan Stanley in Oxnard, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a sole proprietor involved in real estate investment and serves as a trustee for investment-related trusts. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.