Craig Crawley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has previously worked at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, relying on research and modern portfolio theory to guide its offerings.

Heidi Harvey is a financial advisor at Edward Jones in Carpinteria, California, with over 11 years at the firm and three years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has volunteered with the California Avocado Festival, assisting with various tasks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in providing advisory services.

Bryant Huber is a financial advisor at Edward Jones in Ojai, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of The Sierra / Ojai Community Bank from 2016 to 2018. Outside of his advisory role, he serves as choir director and a finance council board member at Saint Thomas Aquinas Church and is a board member at Villanova Preparatory Academy, where he assists with financial oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

James Gray is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice using proprietary research and third-party data.

Sheena Rodriguez is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, as well as Wells Fargo Bank since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a combination of brokerage and advisory solutions.

Aaron Crocker is a financial advisor with Edward Jones in Carpinteria, CA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at LoanDepot from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Hilda Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2019 and has worked at Wells Fargo Bank NA since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.