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.

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.

Michael Ryne is a Series 66-licensed financial advisor with Mutual Advisors, LLC, based in Moorpark, CA, and has five years of industry experience. His work history includes multiple roles within Mutual Advisors and Mutual Securities, as well as positions at Cedarstone Advisors and Monarch Plan Advisors. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a combination of passive and active investment strategies tailored to client objectives.

Daniel Carter is a financial advisor with CreativeOne Wealth, LLC in Oxnard, CA, holding a Series 65 designation and 10 years of industry experience. Prior to joining CreativeOne Wealth in 2025, he worked at Safeguard Investment Advisory Group, LLC for 10 years. Outside of his advisory role, he serves as president and agent of Crescendo Insurance Solutions, Inc., where he is involved in life and annuity sales. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

John Massar III is a financial advisor with Avantax Planning Partners, Inc., holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at TIAA, D.A. Davidson & Co, and Prudential Insurance Company of America. He is currently based in Oxnard, CA. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and delivers tax-intelligent strategies primarily through a network of CPA firms and registered advisor representatives.

James Coleman is a financial advisor with Mutual Advisors, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked at Mutual Advisors since 2013 and previously spent 14 years at Mutual Securities, Inc. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Thomas Hanna is a financial advisor with Avantax Planning Partners, Inc. in Oxnard, CA, holding Series 63 and Series 65 credentials and accumulating 22 years of industry experience. He has worked with several affiliated firms including Avantax Advisory Services and Cetera Wealth Services. Outside of his advisory role, he is a partner in Carey & Hanna CPAs, a tax preparation and accounting firm. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisor representatives, serving individuals, pension plans, charitable organizations, and businesses. The firm employs tax-intelligent strategies and firm-designed style allocation models overseen by an investment advisory committee, managing approximately $7.57 billion in assets.

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.

Christopher Sullivan II is a CFP® professional with 15 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked since 2021. Prior to this, he held various roles within the Avantax and Cetera organizations and has a background that includes experience at Carey & Hanna, CPAs. Outside of his advisory work, Sullivan engages in lifestyle fitness coaching and consulting. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm serves clients primarily through a network of CPA firms and registered advisors, utilizing firm-designed style allocation models overseen by an investment advisory committee.

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.

Daniel Dominguez is a financial advisor at Mutual Advisors, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Mutual Securities, Inc., Content Labs, LLC, California Lutheran University, and Chatsworth Charter High School. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion across a network of 123 advisors, serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services to individuals, institutions, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

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.

Jeffrey Wright is a financial advisor with Mutual Advisors, LLC and Mutual Securities, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He worked at LPL Financial for 12 years prior to joining Mutual Advisors in 2018. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, employing both passive and active investment strategies tailored to client objectives.

Aaron Jasper is a financial advisor at Mutual Advisors, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mutual Advisors and Mutual Securities since 2015. Outside of his advisory role, he serves as Trustee and Managing Member of Aaron Jasper Single Family Trust Company, LLC, overseeing several family trusts. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, and a range of advisory services that combine active and passive investment strategies tailored to client objectives.

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.

Randal Carson is a financial advisor at Mutual Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Mutual Advisors since 2013. Prior to that, he worked at Mutual Securities Inc. starting in 2012. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, employing a combination of passive and active investment strategies tailored to client objectives.

Logan Garretson is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2024. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers customized investment solutions and retirement-plan consulting, with an emphasis on non-high-net-worth individuals.