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.

Aaron Paulsen is a Series 63-licensed financial advisor with 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 11 years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm that serves 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.

Rebecca Mc Kenzie is a Series 66-licensed financial advisor with Edward Jones, based in Arroyo Grande, CA, and has two years of industry experience. She has been with Edward Jones since 2003, including the firm's institutional category since 2025. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

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.