Steven Felton is a financial advisor with Edward Jones in Nipomo, California, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Costco Wholesale and at Iglesia Internacional Casa De Dios. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

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.

Seth Ollice is a financial advisor with LPL Financial in Santa Maria, CA, holding a Series 66 credential and four years of industry experience. His work history includes roles at Coast Hills Credit Union and Western Colorado University, as well as a brief position at Garlic Mikes. Outside of advising, he is involved in tax preparation and accounting services at Coast Hills Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large advisor network.