Gaea Dawn is a financial advisor with LPL Financial in Ventura, CA, holding a Series 66 designation and 16 years of industry experience. She worked at Edward Jones for nine years before joining LPL Financial in 2019. Outside of her advisory role, she is a co-owner of a rental property in South Lake Tahoe. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Spencer Taylor is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66, Series 65, and Series 63 credentials and has worked at Merrill since 2009, with a two-year gap in employment. Outside of his advisory role, he is a limited partner in a family limited partnership. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lucia Perez is a Series 66-licensed financial advisor with Ameriprise in Santa Paula, CA, with 26 years of industry experience. She has been with Ameriprise and its related entities since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written Recommendation Reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Matthew Jones is a CFP® and Series 66-registered financial advisor with Edward Jones in Ventura, CA, with 25 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he manages rental real estate in Tampa, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Morton is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at The Master's Seminary from 2016 to 2018. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Le Grand is a financial advisor at Edward Jones in Ojai, California, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked with Evox Images, Pet Gorilla, and eco-made, LLC. He is also a member of an investment club organized as an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Logan Harasta is a financial advisor with Primerica Advisors in Ventura, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. His background includes prior roles at Aloha Steakhouse and WoodRanch BBQ. Outside of advising, he leads Harasta Wealth Strategies, a legal entity formed for Primerica business purposes, and is involved in referral activities for home security and automation products. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Dustin Baxley is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he has a Screen Actors Guild membership with residuals reported in Los Angeles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Ankita Maitra is a financial advisor at Merrill, holding a Series 66 designation with four years of industry experience. She has previously worked at Bank of America and has been with Merrill since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party investment teams.

Jeffrey Springgate is a financial advisor at Edward Jones with 18 years of industry experience. He has held roles at Edward Jones since 2017 and previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2014 to 2017. He holds the Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shannon Irwin is a financial advisor at LPL Financial with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, Partnervest Advisory Services, and Sorrento Pacific Financial. Outside of her advisory role, she is involved in direct sales with Le-Vel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized investment strategies.

Nancine Hayden is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at Krummrich Engineering Corporation from 2014 to 2020. She also volunteers on the finance committee of the Ventura Land Trust, where she assists with budgeting and investment activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary wrap fee strategies along with access to separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in the industry.

Eric Brandenberg is a financial advisor with J.P. Morgan Securities in Ventura, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining J.P. Morgan, he worked at Northwestern Mutual and currently provides consulting services to Westlake Village Inn, advising on their food and beverage menus. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a broad range of investment capabilities.

Heidi Harvey is a financial advisor at Edward Jones in Carpinteria, California, with over 11 years at the firm and three years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has volunteered with the California Avocado Festival, assisting with various tasks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in providing advisory services.

Scott Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Bryant Huber is a financial advisor at Edward Jones in Ojai, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of The Sierra / Ojai Community Bank from 2016 to 2018. Outside of his advisory role, he serves as choir director and a finance council board member at Saint Thomas Aquinas Church and is a board member at Villanova Preparatory Academy, where he assists with financial oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors.

Merle Divita is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His career includes positions at Citigroup Global Markets and Morgan Stanley prior to joining LPL Financial in 2009. Outside of his advisory role, he operates The DiVita Group, LLC, a home-based business maintained for tax and investment purposes. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Catherine Deutsch is a financial advisor with LPL Financial in Ventura, CA, holding a Series 63 designation and 38 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, she is involved with non-variable insurance products through various carriers. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Matt Husted is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Bank NA since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Gray is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice using proprietary research and third-party data.