Gabriel Swan is a financial advisor at LPL Financial in Ventura, CA, holding a Series 66 designation with 14 years of industry experience. He previously worked at Western International Securities, Inc., Ameritas Investment Corp., and PHP Agency, Inc., and has operated Swan Retirement Planning since 2016. Outside of advisory work, Mr. Swan is involved with Flying Axe Distillery LLC, which holds the trademark for the distillery. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Erika Dizon is an Investment Consultant at Fidelity Investments, where she works closely with clients to build and implement personalized wealth plans. She advocates for her clients by connecting them with the resources at Fidelity and empowering them to make informed financial decisions. Erika has experience in various roles within the financial services industry, including positions as a Planning Consultant at Fidelity Investments, Private Client Advisor at J.P. Morgan Securities, LLC, and Financial Consultant Partner at Charles Schwab & Co. She holds a California Insurance License. Outside of her professional work, Erika has interests in food, music, and pets.

Kyle Stoutland is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 designations. He has 16 years of industry experience, including over 10 years with Wells Fargo Clearing and more than 20 years with Wells Fargo Bank, N.A. Outside of his advisory role, he serves on the finance committee of Tierra Del Sol, where he participates in budgeting, management compensation reviews, and fundraising activities. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Murphy is a financial advisor with Primerica Advisors in Camarillo, CA, holding Series 63 and Series 65 credentials and with 35 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Thomas Cronley is a financial advisor with Edward Jones in Camarillo, CA, holding CFP® and Series 66 credentials and with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an owner of a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Kanongataa is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include lengthy tenures at CUSO Financial Services, LP, Wells Fargo Clearing, and Wells Fargo Investments, LLC. He also provides wealth management services at Ventura County Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and platforms, combining scale and diverse financial activities with oversight of substantial discretionary assets.

Rodolfo Ruiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and Wells Fargo Bank NA since 2014. Outside of advising, he co-owns and manages rental property investments in Oxnard, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad range of financial products and solutions delivered through a large network of advisors.

Sean Fitzpatrick is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 65 and Series 63 licenses. He has four years of industry experience and previously worked at Impact Partnership Wealth. Outside of advisory work, he serves as a coach at Moorpark College and is Vice President at The Benefit Center, Inc., specializing in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Daniela Nazar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Travis Henry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial since 2004, with a period at Western International Securities, Inc. from 2012 to 2025, and previously at Morgan Stanley. In addition to his advisory role, he is involved in tax preparation and accounting through Eide Bailly. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment programs and utilizes both proprietary and third-party strategies, supported by advanced operational and research tools.

Justin Conant is a financial advisor at Morgan Stanley in Westlake Village, CA, holding a Series 66 designation with six years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2019 to 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Charles Morrison is a financial advisor with Morgan Stanley in Oxnard, CA, holding a Series 63 designation and over 42 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a sole proprietor involved in real estate investment and serves as a trustee for investment-related trusts. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Joshua Pace is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at First Republic Investment Management, First Republic Securities Company, Bank of America, and Merrill Lynch. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Kearney serves as a Senior Resident Director at Merrill Resident Director. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. John brings a focus on helping families with their investments and legacy planning. He holds the professional designations CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned bachelor's degrees from Bucknell University and Pepperdine University. A sixth-generation Ventura resident, John enjoys engaging with his community. His personal interests include adventure sports, scuba diving, surfing, and tennis.

Richard Feldstein is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Feldstein holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Ivan Goldstein is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Prudential Equity Group, LLC from 1998 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm operates at large scale, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Martin Waschitz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1987. He specializes in managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Martin works closely with clients to develop personalized financial strategies that align with their long-term goals. He holds both a Bachelor's degree with Honors and a Master's degree from Brooklyn College of the City University of New York and has completed coursework at the Graduate School of Business at Tulane University. Martin carries the Personal Investment Advisor (PIA) designation. Residing in Westlake Village, California, Martin is actively involved in his community as a member of the Los Angeles Rod and Reel Club. He enjoys salt-water fishing, ocean sailing, racing, boating, music, and traveling.

Ryan Cagle is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2018. He focuses on developing strategies and providing advice for individuals, families, and businesses by understanding their short- and long-term financial objectives. His areas of expertise include education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and socially responsible, values-based, and ESG investing. Ryan holds a Bachelor’s degree in Accounting from California State University, Long Beach. He also carries the Personal Investment Advisor (PIA) designation. Prior to joining Merrill Lynch, he gained seven years of experience in accounting, which, combined with his passion for finance, supports his ability to assist clients in achieving their financial goals. Outside of his professional work, Ryan enjoys spending time on soccer fields and exploring the outdoors with his Golden Retriever, Charlie. He currently resides in Woodland Hills. Ryan does not provide tax advice in his current role with Merrill Lynch.

Tamie Austin is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2012. Outside of her advisory role, she owns a rental property managed independently. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Vartan Telian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Western International Securities, Morgan Stanley & Co. LLC, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.