Rebecca Albert is a financial advisor at Guardian Life with eight years of industry experience. She holds the Series 66 designation and previously worked at Wynn & Hall Financial Services for 15 years. Outside of advising, she is employed as an administrative assistant to the ACO at Pacific Advisors. Guardian Life’s affiliate, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions, alongside a range of insurance products and alternative investments.

John Jacobson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering diverse investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees and operates at a large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Davin Carey is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Avantax Planning Partners and several affiliated entities, as well as at Carey & Hanna CPAs. Carey serves on the boards of a non-profit housing corporation and Chabad, where he advises on real estate and business matters, and participates on the Thousand Oaks Investment Review Committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach integrated within the broader Cetera network.

Michael Snowden Jr. is a Series 66 licensed advisor with 16 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. Prior to joining Mariner, he worked for Lang Advisors, LLC, doing business as Channel Islands Financial Group, for seven years. He is also a member of the Channel Islands Group holding company. Mariner Wealth Advisors serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers and supports integrated tax and accounting services alongside traditional portfolio management.

Heber Lares is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Ventura, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and operates with distinctive market roles including swap dealing and futures commission merchant activities.

Jeffrey Wiseman is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds the Series 63 designation and has been with Cresset since 2023, following nine years as a self-employed advisor. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, high-net-worth families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and conducting rigorous due diligence on third-party managers.

Daniel Stryker is a financial advisor with First Command Advisory Services in Ventura, CA. He holds Series 65 and Series 63 licenses and has recently transitioned from the United States Navy, where he served from 2019 to 2026. He has been with First Command in various capacities since 2025. First Command Advisory Services is an SEC-registered investment adviser serving 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 and Wealth Portfolio Managers to design and manage model portfolios.

Howard Kreutzinger is a financial advisor with D.A. Davidson & Co. in Ventura, CA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Dustin Dockter is a CFP® with 15 years of industry experience, currently with Private Advisor Group, LLC. He has previously worked at Mariner Independent Advisor Network, Summit Wealth Management Group, Inc., and LPL Financial. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies.

Randall Patrick is a CFP® professional with 16 years of industry experience, currently affiliated with PlanMember Securities Corporation. He has been involved in both securities and insurance sales through his roles at Mindful Wealth Insurance Solutions and Mindful Wealth Planners, LLC since 2021, as well as operating as a self-employed financial agent since 2016. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary. The firm employs a strategic asset allocation framework and risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Francisco Rodriguez is a financial advisor with Wells Fargo Clearing in Camarillo, CA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2010. Outside of his advisory role, he owns a commercial landscaping business in Oxnard, CA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Erin Burke is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, N.A. in Oxnard, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced analytical tools.

Merced Gonzalez is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. He has also worked in various non-financial sectors and has experience in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Sandra Matson is a financial advisor with Ameriprise in Newbury Park, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for seven years. Outside of her advisory role, she has involvement in single-family real estate ownership in Klamath Falls, OR. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Noah Jones is a financial advisor with Edward Jones in Ventura, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at the University of California Santa Barbara and in behavioral wellness and industrial supply roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Michael Miskel is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a 15-year tenure at UBS Financial Services. 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 a range of brokerage and advisory solutions supported by research and analytics.

William Walters is a financial advisor with LPL Financial in Camarillo, California, holding 43 years of industry experience. He previously worked at Lifetime Planning, Inc. for 15 years before joining LPL Financial in 2011. Outside of his advisory role, Walters operates a part-time handyman business called Jubilee Repair. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 advisors.

James Parker Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of advising, he is involved in sales of group disability and critical care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.

Barbara Shufani is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Sathers Insurance Agency, Sagepoint Financial, Inc., and Icm. Outside of her advisory work, she serves as a homeowner association board member and provides in-home care for her daughter with a disability. OSAIC serves a diverse clientele including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is notable for its large scale, complex affiliate network, and recent consolidation activities.

Jason Tran is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, he was involved with Ventura Missionary Church from 2020 to 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.