Joseph Baroni is a CFP® with 20 years of industry experience. He currently works at Integrity Wealth Advisors, Inc. and has previously held roles at Morgan Stanley from 2001 to 2017. Outside of finance, he owns Associated Material Resource, a business dealing with plastics raw materials. Integrity Wealth Advisors, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages approximately $285 million in discretionary assets, offering customized portfolios and utilizing both proprietary and third-party model investments.

Robert Cheatham is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the fundraising chair for the Devil Pups youth program. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process utilizing fundamental and technical analysis and offers a range of investment vehicles tailored to client objectives and risk tolerances.

Spencer Ridley is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has previously worked in diverse roles including legal services and hospitality. Outside of finance, Ridley is involved as a counselor at a summer camp in Malibu, California. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis along with various asset allocation strategies.

Brent Johnson is a CFP® with 27 years of industry experience, currently serving at Mutual Advisors, LLC. He previously worked at LPL Financial for 16 years before joining Mutual Advisors in 2018. Outside of advisory work, he is involved in managing his family trust as a trustee. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies tailored to clients’ objectives, supported by multiple analytical approaches and third-party tools.

Daniel Carter is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously spent 10 years at Safeguard Investment Advisory Group, LLC, and serves as president of Crescendo Insurance Solutions, Inc., where he is involved in life and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, offering a range of investment strategies including ETFs, mutual funds, and options.

Fikry Lansing is a CFP® and CFA® with 31 years of industry experience. He is currently affiliated with Momentum Independent Network Inc. and has worked at Sws Financial Services since 2004. Lansing is also a licensed life and health insurance agent in California and serves as a notary public on a limited basis outside of business hours. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet to provide customized investment advisory programs and integrated cash management solutions.

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.

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.

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 at Mutual Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 12 years at LPL Financial before joining Mutual Advisors and Mutual Securities in 2018. Mutual Advisors serves a diverse client base including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm uses a blend of active and passive strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

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.

Richard Levin is a financial advisor with Mutual Advisors, LLC located in Camarillo, CA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Levin previously worked at Mutual Securities, Inc. and Morgan Stanley. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plan participants, and institutional clients. The firm manages portfolios using a combination of active and passive strategies with an emphasis on diversification and alignment with client objectives, and it is notable for its extensive institutional work, managing approximately $9.45 billion across 154 advisors.

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.

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 with Simplicity Wealth holding a Series 66 credential and 19 years of industry experience. He has worked at Hoffman & Associates Financial and Estate Advisors, Inc. in various roles over 12 years and was also affiliated with LifePro Asset Management, LLC and Girard Securities, Inc. Griffith is a registered insurance agent involved in insurance planning and sales alongside his advisory work. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios alongside technology and operational support for other advisers through a managed account platform.