Eric Bravo is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Santa Maria, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jesus Fernandez is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to understand their priorities and develop personalized strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of topics including investing, retirement planning, and saving for unexpected events, and also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jesus brings expertise in managing complex financial priorities such as home buying, college saving, elder care, and healthcare planning. He takes a one-on-one approach to define client goals and tailor portfolio strategies accordingly, offering ongoing advice and adjustments as client needs evolve. His professional certifications include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from the University of Phoenix and communicates with clients in both English and Spanish. Beyond his professional work, Jesus is involved in his community as a girls youth softball coach and assistant. He enjoys baseball, football, music, softball, spending time with his family, volleyball, watching movies, and woodworking.

William Dugan Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns and manages single-family rental properties and vacant land in California. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network and provides services under a fiduciary standard.

William Doukas is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with OSAIC since 1996 and also works with David Irwin and Associates. Outside of his advisory roles, he serves as a rugby coach and event coordinator for West Coast & Cal Poly Rugby, a nonprofit position. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios tailored to client needs.

Joel Dunbar is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, LPL Financial, and TD Ameritrade. He is listed as a co-owner of Legends Salon in Atascadero, CA, a business owned and operated by his wife, though he holds no active role or compensation in the salon. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elise Elliott is a financial advisor with Edward Jones in Grover Beach, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she spent 15 years working as a hairstylist at Salon Lux, Inc., where she continues to provide services to select clients. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Annette Shanks is a financial advisor with LPL Financial in San Luis Obispo, CA, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has worked with several firms, including Centaurus Financial Inc. and The O.N. Equity Sales Company. Outside of her advisory role, she is involved with Medallion Financial and Insurance Services, where she serves as an insurance agent and business owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions supported by technology and a large network of advisors.

Tingting Wu is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo firms since 2011. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Clive Fairchild is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at SavantX and operated The Fairchild Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Xavier Santana Jr. is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Cambridge, he worked in various roles including traffic management and healthcare. Outside of advisory, he is an independent insurance agent for multiple agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Berenice Garcia is a financial advisor with Wells Fargo Clearing in Nipomo, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has worked with Wells Fargo in various capacities since 2008. Garcia serves as treasurer for the Nipomo Youth Softball League, where she helps manage budgeting and financial reporting. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brian Wiese is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Wells Fargo Clearing from 2000 to 2003. In addition to his advisory role, he is involved with Summit Investment Group, a non-variable insurance business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory services through various strategies and research tools.

Rigoberto Pena Rankin is a financial advisor with Wells Fargo Clearing in San Luis Obispo, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and also operates BMA Wines. Outside of his advisory role, he serves as Treasurer and Finance Committee Chair on the board of the San Luis Obispo Country Club. 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 roughly $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment strategies.

Iran Zaranda Velazquez is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1991, he has provided wealth management services to a diverse clientele through The Filsouf Cox Wealth Management Group, which serves clients across 25 states. His client base includes successful business owners, oil and gas executives, retirees, affluent women who have experienced divorce or loss of a spouse, and members of the medical community. Mr. Velazquez is a qualified Portfolio Advisor who assists clients in pursuing their investment objectives by recommending strategies from Merrill Lynch Wealth Management or approved third-party investment managers. His services include aligning investment and retirement planning with wealth transfer, education funding, and liability management. He meets clients according to their schedules and often visits their homes, offices, or hospitals to provide tailored support. He earned a bachelor's degree from West Texas AM University and holds the Personal Investment Advisor (PIA) designation. Fluent in Persian, Polish, and English, Mr. Velazquez is active in community organizations such as March of Dimes, Serra Club, Amarillo Downtown Lions Club, and St. Thomas The Apostle Church. Outside of work, he enjoys chess, football, music, soccer, spending time with his family, and traveling.

Ryan Sutherland is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. He is based in Pismo Beach, California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Candy Soden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she assists with invoicing and paperwork for an electrical business in Santa Maria, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options among its offerings.

Peter Patag is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including roles at Thrivent Financial and Primerica. His prior background includes time at Blakeslee & Blakeslee Inc., Farmers Insurance Group, and California Polytechnic State University at San Luis Obispo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning with a focus on topics such as retirement, tax, estate, and business continuation, without discretionary trading authority or institutional portfolio management.

Cheryl Millard is a financial advisor at Merrill with Series 63 and Series 66 credentials and 43 years of industry experience. She has worked at Merrill since 2005 and has been with Bank of America since 2009, both roles held concurrently. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colton Dahlenburg is a financial advisor with LPL Financial, holding a Series 66 designation. He has six years of industry experience, including roles at The AdvisoryOne Group and Tesla. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a large network of over 22,800 advisors.

Sarah Santana is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 14 years of industry experience. Her prior roles include positions at Edward Jones, Raymond James Financial Services, Pacific Premier Bank, and Arete Wealth Management. She serves on the boards of several nonprofit organizations, including the Orfalea College of Business, The Whealth Foundation, and Eight Ministries. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with a range of advisory and brokerage services that include discretionary and non-discretionary strategies.