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.

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.

Margaret Marapao is a CFP®-designated financial advisor with 11 years of industry experience. She is currently affiliated with Commonwealth Financial Network and is the owner of SagePointe Wealth Management, LLC. Her prior experience includes roles at Integrity Wealth Advisors, LPL Financial, Securities America, Derby & Derby, and Pacific Global Investment Management Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services.

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.

Emily Reagan is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She has held her current position since 2017 and also worked at California State University from 2015 to 2018. She holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment recommendations.

Jayne Mansfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior roles include positions at Kestra Advisory Services LLC and Kestra Investment Services LLC, as well as United Capital Financial Advisers, LLC and Girard Securities, Inc. She is based in Oxnard, California. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a range of advisory services including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nathan Cha is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Mercer Global Advisors Inc. and has prior experience at UBS Financial Services and Merrill. He previously worked at Illy coffee and Westmont College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm uses a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with various investment vehicles and offers specialized services such as retirement plan consulting and charitable advisory.

Danielle Sanchez is a financial advisor with First Command Advisory Services in Ventura, CA, holding a Series 66 designation and six years of industry experience. Her prior work history includes positions at Bank of America and a brief role at Mitchell Katz Winery. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to select and monitor portfolios and third-party managers.

Colin Kilpatrick is a CFP® with 16 years of industry experience and has been with Centaurus Financial, Inc. since 2016. He holds a Series 66 license and operates in Camarillo, CA. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, including specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Craig Skeels is a financial advisor at Commonwealth Financial Network with over 45 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Commonwealth, he worked at Kestra Advisory Services LLC, Kestra Investment Services LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. He is also a partner, CEO, and co-owner of Skeels & Fox Wealth Management, LLC, and owns Skeels and Wheels, LLC, which provides securities, advisory, insurance services, and car enthusiast activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers managed-account programs, access to third-party asset managers, retirement consulting, and custody services, with portfolios implemented using in-house or outsourced model options.

Nicholas Goodwin is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior roles include positions at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Goodwin is also involved with Watermark Insurance Services as an insurance agent. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to multiple advisory programs, third-party asset managers, turnkey asset management platforms, and firm-managed model portfolios supported by strategic partners such as Fidelity and BlackRock.

Cody Nigh is a CFP® with eight years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes previous roles at Powell Financial Group, CCG Wealth Management LLC, and Lincoln Financial Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides adviser-support platforms including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Russell Fox is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 34 years of industry experience. He has previously worked at Kestra Advisory Services LLC, Kestra Investment Services LLC, United Capital Financial Advisers, LLC, and Girard Securities, Inc. Fox is also a partner and president of Skeels & Fox Wealth Management, LLC, a private entity involved in securities and advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Barton Ketterling is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2009 and has been involved in tax and accounting services since 1988, including operating a tax preparation business. Ketterling is also the owner of a payroll service company supporting his tax business. Commonwealth Financial Network is a dual-registered broker-dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed account programs, third-party asset manager access, and custody services, providing both discretionary and nondiscretionary investment solutions.

Timothy Warren is a financial advisor with Private Advisor Group, LLC in Camarillo, CA, holding a Series 66 designation and over 26 years of industry experience. His career includes roles at firms such as LPL Financial, Avantax, Cetera, and 1st Global Advisors. He is also a licensed CPA providing tax preparation and accounting services through his own practice. Private Advisor Group serves a wide range of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to both proprietary and third-party asset management programs, supported by a network of investment adviser representatives who tailor strategies to client objectives.