Richard West is a Series 66 licensed financial advisor with 47 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Foothill Securities, Inc. Outside of his advisory roles, he serves as a water polo consultant and evaluator. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and advisory services alongside various investment platforms. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Joseph Trotter is a CFP®-certified financial advisor with Edward Jones in Winters, CA, where he has worked since 2009 and has 16 years of industry experience. Outside of his advisory role, he holds an ownership interest in the Green Bay Packers football team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Russell Seymour is a financial advisor with Edward Jones in Davis, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Troon Golf for a total of 12 years. He serves on the Board of Directors for the Davis Chamber of Commerce. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.