Patrick Reed is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including First Republic Securities Company and First Republic Investment Management. He serves on the board of Pacific Oaks Academy, an elementary school in Camarillo, California, assisting with its formation and ongoing direction. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a program that combines quantitative modeling and centralized due diligence.

Valerie D'Addona is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 47 years of industry experience. She has been with Raymond James since 2011. Outside of her advisory role, she has a minor involvement in rental real estate. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Trent Greco is a financial advisor with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of finance, he is president of Stave Art by the Barrel, a business creating art from wine barrels. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools.

Christian Castelo is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A. He is also affiliated with BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Anthony Russo is a CFP®-designated financial advisor with Stifel, based in Oxnard, CA, and has 35 years of industry experience. He has been with Stifel Nicolaus since 2008. Outside of his advisory role, he serves as president of Referrals Unlimited, a networking group, and is a board member of the Island Forest Homeowners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services informed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Dana Goldfarb is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and totaling 46 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Alex Mathis is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked for Western International Securities, Inc. for 14 years before joining LPL Financial. Mathis serves as president of the Camarillo Pony Baseball Association, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Michael Grosslight is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Morton Wealth, MindBridge Analytics Inc, Blackline Inc, and Bloomberg L.P. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence, with recommendations guided by an ESG eligibility framework.

Stacey Peterson is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has held roles at related firms including Westlake Financial Advisors LLC and United Planners Financial Services. In addition to her advisory work, she is involved with an independent financial advisory business under her own name. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals who utilize a range of discretionary and non-discretionary strategies tailored to client objectives.

Austin Arnoldini is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 licenses and over five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Company, NYLife Securities LLC, Centene, and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Spencer Griffith is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works directly with clients to understand their financial goals and develop strategies tailored to pursue those objectives. His services encompass a broad range of areas including general investing, retirement planning, and saving for unforeseen circumstances. Additionally, he can facilitate access to specialists from Bank of America concerning banking, credit, home financing, and small business solutions. Spencer's expertise covers Divorce Transition Planning, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, and Retirement Income. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the California State University System.

Kevin Miller is a financial advisor at Charles Schwab with 16 years of industry experience. He holds a Series 66 designation and has previously worked at TD Ameritrade. Charles Schwab serves a large client base, primarily high‑ and ultra‑high‑net‑worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Dennis Clapp is a CFP® with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo Advisors. Outside of financial services, he owns a holding company for collector cars and operates a storage business renting space to car collectors, and he also works as a social media influencer for a cultural institution focused on U.S.-China relations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Piedmonte is a financial advisor with Ameriprise in Westlake Village, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement‑income planning focused on dependable income sources and tax‑aware withdrawal strategies.

Richard Burress is currently Vice President and Branch Leader at Fidelity Investments, a position he has held since 2014. In this role, he leads a team of financial professionals dedicated to collaborating with individuals and families to develop comprehensive financial plans. Prior to this, he served as Assistant Branch Office Manager at Fidelity Investments from 2012 to 2014. His earlier experience includes serving as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2000 to 2012 and as an Investment Advisor at John Hancock Financial Services from 1999 to 2000. Richard holds a California Insurance License. Outside of his professional responsibilities, Richard's personal interests include activities such as scuba diving, snowboarding, swimming, traveling, and spending time at the lake.

Michael Kent is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2011, following a brief tenure at Viapromeds. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Trevor O'Shaughnessy is a Financial Consultant currently working at Fidelity Investments since 2025. He has experience as an Investment Consultant at Fidelity Investments from 2024 to 2025, a Financial Advisor at Tamar Securities, LLC from 2023 to 2024, and a Financial Representative at Northwestern Mutual from 2022 to 2023. Trevor holds a California Insurance License. He focuses on working with clients to help instill confidence in their financial future by assisting them in developing actionable plans to pursue their financial goals. Outside of his professional work, Trevor has interests in cars, football, golf, music, parenthood, and pets.

Kevin Wright is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Albert Cornel is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advisory work, he serves as a paralegal collecting trust-related documentation and teaches kickboxing and hot yoga classes. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Iliana Lozano is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 designations and has worked within various J.P. Morgan entities since 2013. Outside of her advisory role, she owns and manages rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice through a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.