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.

Cynthia Hall is a financial advisor at Universal Wealth Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. In addition to her advisory role, she is involved in healthcare as a registered nurse providing IV infusion therapy and participates in insurance sales outside her investment activities. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios from unaffiliated managers and offering a range of securities including equities, bonds, mutual funds, ETFs, options, and structured products. The firm employs fundamental analysis combined with various purchase strategies and manages accounts through a recommended qualified custodian.

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.

Adam Bederov is a financial advisor at Geometric Wealth Advisors, LLC in Oxnard, CA. He holds the Series 65 designation and has recent experience including roles at Agility Outsourced Chief Investment Officer and the Securities Exchange Commission. Prior to joining Geometric Wealth Advisors, he also worked at the University of Denver and in various other positions. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, by offering personalized wealth management that integrates discretionary investment management with comprehensive financial planning. The firm emphasizes long-term, broadly diversified investments and provides tax and estate planning support, including CPA-assisted tax services.

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.

Spencer Ridley is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and two years of industry experience. He has a background that includes roles at the Law Offices of Eric Ridley and various service and entrepreneurial positions. Outside of his advisory work, Ridley is involved as a counselor at a summer camp in Malibu, California. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement consulting, and other services using a range of investment strategies and third-party 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.

Fikry Lansing is a CFP® and CFA® with 31 years of industry experience. He is currently affiliated with Momentum Independent Network Inc. and has worked at Sws Financial Services since 2004. Lansing is also a licensed life and health insurance agent in California and serves as a notary public on a limited basis outside of business hours. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet to provide customized investment advisory programs and integrated cash management solutions.

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.

David Hooks is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes roles at Cetera Advisor Networks, Summit Financial Group, 1st Global Capital Corp., and Folino Tax & Financial Network. He owns Hooks Wealth & Tax Solutions, a tax preparation and accounting business based in Camarillo, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

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.

Joseph Harris is a financial advisor at Dynamic with nine years of industry experience. He holds a Series 65 designation and has been with Dynamic Wealth Advisors since 2024. Harris is also the owner of Harris Accounting Corporation, a CPA and tax preparation firm he has operated since 2013. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides integrated technology and operational support to unaffiliated registered investment advisers.