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 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.

Emily Desimone is a CFP® with 17 years of industry experience, currently affiliated with Strategic Advisers, Inc. She has been with the firm since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, supporting both discretionary and non-discretionary advisory services.

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.

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.

Glenn Unser is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with Independent Capital Management since 2007. Outside of his advisory work, he also works as a security guard at concerts and sporting events on weekends. OSAIC serves a diverse clientele including individual and institutional investors, offering integrated brokerage and advisory services through a broad network of advisers. The firm employs asset-allocation tools, risk assessments, and automated portfolio rebalancing, providing access to a wide range of investment products and third-party managed accounts.

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.

John Kearney serves as a Senior Resident Director at Merrill Resident Director. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. John brings a focus on helping families with their investments and legacy planning. He holds the professional designations CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned bachelor's degrees from Bucknell University and Pepperdine University. A sixth-generation Ventura resident, John enjoys engaging with his community. His personal interests include adventure sports, scuba diving, surfing, and tennis.

Manuel Ceja is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch and AutoZone. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.