Todd Sears is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2016, with prior experience at Brookstone Capital Management LLC. Outside of his advisory role, he is involved in a commercial cleaning business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, supporting clients with a broad range of investment solutions.

Suzan Victor is a financial advisor at Morgan Stanley with 19 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to support its financial planning process.

Leslie Swartwood is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, she worked at OfficeTeam from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Javier Trujillo is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Charles Schwab and Equitable Advisors. Outside of his advisory role, he manages a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients, offering a range of advisory and brokerage services supported by diverse investment strategies and technology tools.

David Harridge is a Series 66-licensed financial advisor with Edward Jones in Lompoc, California, where he has worked since 2017. He has eight years of industry experience, including four years at Shionogi, Inc. Outside of finance, Harridge is involved with Opera Santa Barbara, where he has performed for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Jefferson Ledgerwood is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2012 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Aimee Harrell is a financial advisor with Morgan Stanley in Santa Maria, California, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Morgan Stanley since 2017 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and proprietary tools, with a focus on advisory services rather than direct security recommendations.

Marisol Eckels is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. She has been with LPL Financial since 2001. Outside of her advisory role, she provides tax preparation and electronic filing services and serves in a banking role at CoastHills Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment platforms and operational tools, managing over $819 billion in discretionary assets through a large network of advisors.

Christen Nielsen is a CFP®-certified financial advisor with Edward Jones, based in Los Olivos, CA, with 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, Nielsen serves as treasurer on the board of Solvang Heritage Associates and is a board member of the Santa Barbara County Sheriff's Benevolent Posse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.