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.

Gordon Faerber is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Ventura, CA, where he has worked since 2018. He has seven years of industry experience and also owns Black Stallion Insurance, an insurance services business. Additionally, he operates Smart Asset Plan, a retirement and financial planning service. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using various analytical tools to guide portfolio decisions.

Phillip Olney is a financial advisor at Regal Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Regulus Financial Group, Questar Asset Management, and National Planning Corporation. Outside of his advisory role, he is also an insurance agent specializing in fixed life insurance products through American Senior Benefits. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Jeffrey Harley is a financial advisor at Fiduciary Financial Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Pierpont Financial Advisors LLC and The Trade Desk, Inc. Outside of advising, he provides consulting services focused on technology, operations, and finance, and he is involved in producing educational content distributed on multiple learning platforms. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trust services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments across various asset classes and also provides individual professional trustee services and access to private alternative funds.

Scott Holder is a financial advisor with Verus Capital Partners, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Reward Path Recovery LLC and Sprouts Market. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm employs 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 considerations.

Thomas Walker is a financial advisor at Earned Wealth Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, LLC, Personal Capital Advisors Corporation, and Fisher Investments. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by third-party consultants and an internal committee, offering financial planning, discretionary wealth management, and retirement-plan advisory services.

Eric Smith is a CFP® with 26 years of industry experience, currently affiliated with LPL Financial in Ventura, CA. He has held roles at Cornerstone Wealth Management and Lifetime Planning, Inc., where he also serves as an attorney providing estate planning and legal document services. In addition to his advisory work, he sells fixed life insurance products. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers various delivery options supported by an in-house research team and a platform that integrates advisory and brokerage services alongside insurance and credit products.

Carolyn Bishop is a CFP® professional with 39 years of industry experience, currently serving at Creativeone Wealth, LLC. She has held roles at ChangePath, LLC, Sorrento Pacific Financial, LLC, and Partnervest Advisory Services LLC over her career. Outside of her advisory work, she acts as a successor trustee for a family trust. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Jason Griffith is a financial advisor at Simplicity Wealth with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Hoffman & Associates Financial and Estate Advisors, Inc., LifePro Asset Management, LLC, and currently Hoffman Griffith Wealth Planning, where he is also involved in insurance planning and sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios and third-party managers, and integrates advisory services with technology and operational support for other advisers.

Davin Carey is a financial advisor with Avantax Planning Partners, Inc. based in Oxnard, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at Cetera Wealth Services and Avantax Advisory Services. Outside of his advisory duties, Carey serves on the boards of a nonprofit housing corporation and a student services organization, where he provides guidance on real estate matters and business development. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered advisors. The firm utilizes style allocation models overseen by an investment committee and provides tax-intelligent strategies, centralized trading, and annual account reviews.

George Tyo Jr. is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Gradient Advisors, LLC and has prior experience at Strategic Path Financial Group, KKG, Inc., and Seaview Properties. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, focusing on a largely non-discretionary model and employing multiple analytical approaches in portfolio management.

Zahid Sadiq is a financial advisor at Mutual Advisors, LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Mutual Advisors since 2013, including time at Mutual Securities, Inc. Outside of his advisory role, he is involved in managing rental real estate jointly owned with his wife. Mutual Advisors, LLC serves a diverse client base ranging from individuals to sovereign wealth funds, offering investment management, financial planning, and ERISA plan advisory. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and utilizing both active and passive strategies tailored to client needs.

Kelsey Aranha is a financial advisor with Facet in Ventura, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Facet, Kelsey worked at Merrill for five years and has experience in retail and educational sectors. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services that emphasize holistic planning and discretionary asset allocation primarily using ETFs. The firm operates with a fixed subscription fee model rather than percentage-based fees and incorporates technology-driven features such as machine-learning recommendations.

Scott Morris is a financial advisor with Planmember Securities Corporation, holding a Series 63 license and 31 years of industry experience. He has been with Planmember since 2008 and also has involvement in insurance services and marketing through Prosol SRM, LLC, and Afortus Financial Insurance Services. Planmember Securities provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through customized asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Charles Riharb is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PlanMember since 2013 and concurrently associated with Irm Distributors, Inc. since 1990. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its proprietary asset allocation portfolios. The firm employs a top-down strategic asset allocation approach, managing unitized, risk-based mutual fund portfolios and delivering education, support, and personalized retirement planning services.

Jonathan Johnen is a CFP® professional with six years of industry experience, currently serving at TLG Advisors, Inc. He has been associated with The Leaders Group, Inc. since 2020 and has also been involved with Farr Johnen & Associates since 2007. TLG Advisors, Inc. provides investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, portfolio diversification through fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer digital program called Starlight Portfolios.

Christopher Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses and possessing eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Comerica Securities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios provided by Morningstar Investment Management. The firm operates at scale with a focus on non-discretionary assets and does not target high-net-worth or corporate clients in its advisory programs.

Philip Ricasata is a CFP® with 26 years of industry experience, currently serving at Mariner since 2026. He previously worked at Creative Planning for eight years and Walpole Financial Advisors for two years. Outside of his advisory role, he co-owns an Amazon reselling business with his spouse. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services alongside its portfolio management capabilities.

Vida Jatulis is a CFP® professional with seven years of industry experience, currently with Private Advisor Group, LLC. Her background includes roles at LPL Financial, Camber Wealth, and Mainstreet Financial Planning, among others. She serves as a board member and membership chairperson for the Financial Planning Association in Oak Park, CA. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and model portfolios supported by major strategists such as Fidelity and BlackRock.