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.

Stephen Wagner is a CFP® with 34 years of industry experience. He has worked at Integrity Wealth Advisors, Inc. and LPL Financial since 2016, and previously with Transamerica Financial Advisors from 1997 to 2016. Outside of his advisory role, Wagner has engaged in selling sporting event tickets and holds a limited partnership in DuPuis Ventures, LLC. Integrity Wealth Advisors, Inc. serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by offering asset management, financial planning, and retirement plan consulting. The firm tailors portfolios using a mix of individual securities and third-party model portfolios, providing ongoing monitoring and employing technology platforms for comprehensive financial planning and managed access to held-away retirement accounts.

Mariah Nunez is a financial advisor with Integrity Wealth Advisors, Inc. in Ventura, CA. She holds a Series 65 license and has approximately two years of industry experience, including prior roles at Kayne Anderson Rudnick and One Capital Management, LLC. Integrity Wealth Advisors, Inc. provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate-planning coordination to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages about $285 million in discretionary assets and offers tailored portfolios with ongoing monitoring, using both internal resources and third-party model portfolios.

Douglas Ecker is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with six years of industry experience. He holds a Series 65 designation and has previously worked at Staples Construction Company and Hartigán Foley General Contractors. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans, offering asset management, portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs both discretionary portfolio management and standalone consulting, utilizing a range of investment vehicles and a client-focused process supported by fundamental and technical analysis.

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.

Laine Miller is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with nine years of industry experience. She holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2018, following five years at Ameriprise Financial Services, Inc. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process that tailors portfolios using fundamental and technical analysis, offering a range of investment vehicles and strategies that include both long- and short-term holdings.

Adam Bederov is a financial advisor at Geometric Wealth Advisors, LLC in Oxnard, CA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Geometric Wealth Advisors, he held roles at the Securities Exchange Commission and Agility Outsourced Chief Investment Officer. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services supported by tax professionals and CPAs. The firm follows a long-term, broadly diversified investment approach and manages approximately $1.33 billion for 256 client households.

Jessica Jones is a Series 65-licensed financial advisor with six years of industry experience, currently with Success Wealth Management LLC. She is also the owner and CEO of Rebel Women Wealth Inc., where she provides feng shui and mindset consultation and coaching. Additionally, she serves as a sales manager and insurance agent at American Legacy Solutions. Success Wealth Management LLC advises individuals and high-net-worth clients through discretionary asset management, financial planning, and consulting services. The firm applies Modern Portfolio Theory with customized asset allocation and conducts quarterly account reviews, utilizing technology for marketing and meeting support but not for investment decisions.

Joseph Baroni is a CFP® with 20 years of industry experience. He currently works at Integrity Wealth Advisors, Inc. and has previously held roles at Morgan Stanley from 2001 to 2017. Outside of finance, he owns Associated Material Resource, a business dealing with plastics raw materials. Integrity Wealth Advisors, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages approximately $285 million in discretionary assets, offering customized portfolios and utilizing both proprietary and third-party model investments.

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.

Spencer Ridley is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has previously worked in diverse roles including legal services and hospitality. Outside of finance, Ridley is involved as a counselor at a summer camp in Malibu, California. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis along with various asset allocation strategies.

Daniel Carter is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously spent 10 years at Safeguard Investment Advisory Group, LLC, and serves as president of Crescendo Insurance Solutions, Inc., where he is involved in life and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, offering a range of investment strategies including ETFs, mutual funds, and options.

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 at Mutual Advisors, LLC with 41 years of industry experience. He has held roles at Mutual Advisors since 2013, previously working at Mutual Securities, Inc. and Citigroup Global Markets. He holds the Series 63 designation and is based in Ojai, California. Mutual Advisors serves a broad client base, including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies with multiple analytical approaches to tailor portfolios according to each client’s objectives.

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.

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.

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.