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.

Katia Kin is a financial advisor with Inflection Advisors in Camarillo, CA, holding a Series 65 designation and three years of industry experience. She has worked with Inflection Advisors and its affiliated firm, Inflection Retirement Services, where she provides pension and qualified plan advisory services for businesses. Prior to her advisory roles, she was involved with the Cancer Support Community Valley Ventura Santa Barbara. Inflection Advisors offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate and business clients. The firm’s investment approach emphasizes low-cost, passive index ETFs and mutual funds, long-term buy-and-hold strategies, and periodic portfolio rebalancing.

Diane Upson is a financial advisor with Financial Coaching Partners LLC, holding a Series 65 designation and bringing 14 years of industry experience. She has been with Financial Coaching Partners since 2011. Outside of her advisory role, she is a licensed notary public in California. Financial Coaching Partners primarily serves individual clients, providing financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm operates on a fee-for-service basis and emphasizes Modern Portfolio Theory in its investment approach, focusing on fiduciary responsibility and tailored financial plans without direct portfolio management.

Carole Upson is a financial advisor with Financial Coaching Partners LLC in Somis, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Financial Coaching Partners since 2009. Outside of her advisory role, she refers clients to attorneys for trust document preparation and works as an independent life insurance agent. Financial Coaching Partners primarily serves individual clients by providing financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm follows a fiduciary, fee-for-service model grounded in Modern Portfolio Theory and focuses on tailored financial plans without direct portfolio management.

Pamela Linderman is a financial advisor at Financial Coaching Partners LLC with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Sagepoint Financial, INC. Pamela also owns an insurance agency and provides estate planning services. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management, referring investment implementation to third-party registered investment advisers. The firm operates as a fee-only adviser, focusing on Modern Portfolio Theory and efficient market principles while avoiding direct portfolio management.

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.

Frank Simonelli III is a Series 65-credentialed advisor at Financial Coaching Partners LLC in Somis, CA, where he has worked since 2016. He has 10 years of industry experience. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management, referring investment implementation to third-party registered investment advisers. The firm operates on a fee-only, fee-for-service, and hourly basis, following an investment approach based on Modern Portfolio Theory and efficient market principles without direct portfolio management.

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.

Shannon Horton is a financial advisor with Financial Coaching Partners LLC in Somis, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Financial Coaching Partners since 2011. Outside of advising, he refers clients to attorneys for trust document preparation and assists in gathering information for those services. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm operates on a fee-only basis, follows a Modern Portfolio Theory investment approach, and combines planning with hands-on financial management services without directly managing client investment accounts.

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.

Brent Johnson is a CFP® with 27 years of industry experience, currently serving as an advisor at Mutual Advisors, LLC. His prior experience includes 16 years at LPL Financial before joining Mutual Securities, Inc. and Mutual Advisors in 2018. Outside of his advisory work, he is an owner and principal of Vision Wealth Inc. and serves as trustee for a family trust. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, utilizing a combination of passive and active investment strategies tailored to client objectives.