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 at Simplicity Wealth with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Hoffman & Associates Financial and Estate Advisors, Inc., LifePro Asset Management, LLC, and currently Hoffman Griffith Wealth Planning, where he is also involved in insurance planning and sales. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios and third-party managers, and integrates advisory services with technology and operational support for other advisers.

Davin Carey is a financial advisor with Avantax Planning Partners, Inc. based in Oxnard, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at Cetera Wealth Services and Avantax Advisory Services. Outside of his advisory duties, Carey serves on the boards of a nonprofit housing corporation and a student services organization, where he provides guidance on real estate matters and business development. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered advisors. The firm utilizes style allocation models overseen by an investment committee and provides tax-intelligent strategies, centralized trading, and annual account reviews.

Eddie Rivera is a financial advisor at Mutual Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual Advisors and its affiliated firm Mutual Securities, Inc. since 2015. Outside of his advisory role, Rivera serves as an assistant coach for a youth soccer team with AYSO-68 Camarillo. 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, employing a combination of passive and active investment strategies tailored to client objectives.

George Tyo Jr. is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Gradient Advisors, LLC and has prior experience at Strategic Path Financial Group, KKG, Inc., and Seaview Properties. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, focusing on a largely non-discretionary model and employing multiple analytical approaches in portfolio management.

Nicholas Damiani is a financial advisor at Mutual Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Mutual Advisors since 2013, also affiliated with Mutual Securities Inc. Damiani serves as trustee and managing member of a family trust company and manages a financial consulting LLC. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm provides asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a range of investment strategies tailored to client objectives.

Kelsey Aranha is a financial advisor with Facet in Ventura, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Facet, Kelsey worked at Merrill for five years and has experience in retail and educational sectors. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services that emphasize holistic planning and discretionary asset allocation primarily using ETFs. The firm operates with a fixed subscription fee model rather than percentage-based fees and incorporates technology-driven features such as machine-learning recommendations.

Ellen Shearin is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Mutual Securities, Inc., Western International Securities, Inc., and Financial West Group. 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, offering a range of services including asset management, financial consulting, ERISA plan advisory, and sub-advisory services, using a combination of passive and active investment strategies tailored to client objectives.

Terry Duhamel is a financial advisor with Planmember Securities Corporation in Camarillo, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has worked at Planmember Securities since 2013 and has owned Duhamel and Associates Insurance and Financial Services Inc. since 1999. His other business activity involves providing financial and insurance sales and services, including fixed, health, and term life insurance. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual-fund portfolios and offers education and support services such as seminars and personalized retirement planning.

Jonathan Johnen is a CFP® professional with six years of industry experience, currently serving at TLG Advisors, Inc. He has been associated with The Leaders Group, Inc. since 2020 and has also been involved with Farr Johnen & Associates since 2007. TLG Advisors, Inc. provides investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, portfolio diversification through fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer digital program called Starlight Portfolios.

Christopher Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses and possessing eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Comerica Securities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios provided by Morningstar Investment Management. The firm operates at scale with a focus on non-discretionary assets and does not target high-net-worth or corporate clients in its advisory programs.

Philip Ricasata is a CFP® with 26 years of industry experience, currently serving at Mariner since 2026. He previously worked at Creative Planning for eight years and Walpole Financial Advisors for two years. Outside of his advisory role, he co-owns an Amazon reselling business with his spouse. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services alongside its portfolio management capabilities.

Kevin Tolsma is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory. He previously worked at SagePoint Financial for ten years. Outside of his financial advisory role, he is the Camarillo Area Director for Young Life, a faith-based ministry focused on teenagers in his community. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse mix of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms with access to complex investment products.

Vida Jatulis is a CFP® professional with seven years of industry experience, currently with Private Advisor Group, LLC. Her background includes roles at LPL Financial, Camber Wealth, and Mainstreet Financial Planning, among others. She serves as a board member and membership chairperson for the Financial Planning Association in Oak Park, CA. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and model portfolios supported by major strategists such as Fidelity and BlackRock.

Luke King is a financial advisor with PlanMember Securities Corporation in Ventura, CA, holding Series 65 and Series 63 licenses and having 15 years of industry experience. His prior work includes roles at Ceros Financial Services, Inc. and Main Management, LLC. In addition to his advisory work, he provides periodic business insights as a consultant through AlphaSights. PlanMember offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing investment options through risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with participant education and support services.

Miranda Gerda is a CFP® professional with eight years of industry experience, currently serving at Private Advisor Group, LLC. Her prior experience includes roles at Mariner Independent Advisor Network, LLC and Summit Wealth Management Group, Inc. She also held a position at LPL Financial, LLC for ten years. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad range of advisory programs and third-party asset managers.

Erik Dullenkopf is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner and managing member of Screaming Eagle Wealth Management, a private entity involved in securities, advisory, and insurance business. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, trading, technology, compliance, and practice management, with advisors having discretion to construct client portfolios using various securities and insurance products.

Zachary Bullard is a CFP® and Series 65-licensed advisor at Mariner with four years of industry experience. He previously worked at Pierson Wealth Management and One Capital Management. His background includes diverse roles extending from financial advising to periods focusing on travel. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, utilizing discretionary, customized portfolios supported by an internal team and third-party managers.

Mike Kilpatrick is a financial advisor with Centaurus Financial, Inc. in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Centaurus Financial since 2011. Kilpatrick Financial Group is noted as a non-investment-related branding activity. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management services, using various analysis methods and both discretionary and non-discretionary arrangements.

Russell Charvonia is a CFP® and ChFC® with 42 years of experience, currently serving as an advisor at Mariner. His background includes roles at Purshe Kaplan Sterling Investments, Channel Islands Financial Group, and Channel Islands Law Group, where he also practices as an estate planning attorney. Outside of finance, he is involved in mediation services, serves on the board of the Worldwide Civility Council, and has authored books, including a children's series. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, and retirement plan consulting. The firm’s approach combines discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration alongside unique administrative and financial wellness services.