Sarah Saito is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm incorporates quantitative modeling and ESG criteria in its investment process and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jessie Hawkins is a Series 66-licensed financial advisor with Morgan Stanley in Oxnard, CA, bringing 21 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 2004. Outside of her advisory role, she serves on the finance committee of the United Way of Ventura County. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including financial planning and estate strategy services. The firm manages approximately $2.74 trillion in client assets and implements a structured planning process using firm‑approved tools and market modeling techniques.

Linda Scipione is a financial advisor at Stifel with 35 years of industry experience. She has been with Stifel Nicolaus since 2008 and holds a Series 63 designation. She serves as a trustee for a non-family trust. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services with a focus on proprietary investment analysis and asset allocation guidance developed by its Investment Strategy Group.

Patricia O Sullivan is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and three years of industry experience. She previously worked at MFS Investment Management and Boston Financial Data Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and order-routing arrangements.

Paige Overton is a financial advisor with Merrill in Oxnard, CA, holding Series 63 and Series 66 credentials and has 32 years of industry experience. She has worked at Merrill since 1997. Outside of advising, she also serves as a notary. 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 both model-based and discretionary investment strategies for a range of individual and institutional clients.

Johanna Trujeque is a financial advisor at Morgan Stanley in Oxnard, CA, holding a Series 66 designation with 18 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based modeling techniques.

Jeffrey Beeh is a financial advisor with Thrivent Investment Management in Ventura, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on various topics, with options to combine planning with managed-account programs while keeping services separate.

Elio Martinez is a financial advisor with LPL Financial in Ventura, CA. He holds a Series 66 designation and has been with LPL since 2025. Prior to his career in financial advising, his work history includes roles at Madewell, PacSun, Urban Outfitters, and other retail and service positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, supporting both discretionary and non-discretionary management with resources including model portfolios and research.

Douglas Messner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. from 2016 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Trent Greco is a financial advisor with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of finance, he is president of Stave Art by the Barrel, a business creating art from wine barrels. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools.

Christian Castelo is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A. He is also affiliated with BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Anthony Russo is a CFP®-designated financial advisor with Stifel, based in Oxnard, CA, and has 35 years of industry experience. He has been with Stifel Nicolaus since 2008. Outside of his advisory role, he serves as president of Referrals Unlimited, a networking group, and is a board member of the Island Forest Homeowners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services informed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Iliana Lozano is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 designations and has worked within various J.P. Morgan entities since 2013. Outside of her advisory role, she owns and manages rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice through a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Ruben Segovia Jr. is a financial advisor with Ameriprise in Ventura, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns a business using Send Out Cards to send various greeting cards to clients and non-clients. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-smart strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

William Burke is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering comprehensive financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services without providing individual security recommendations as part of its standalone planning offerings.

Jaclynn Sanchez is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her current role, she worked at Enterprise Vision Technologies Inc for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm provides a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Marty Sasson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Cetera and its predecessor firms since 2011. Outside of advisory work, he owns Sasson Financial Group and has a small real estate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors.

Peter Lindberg is a financial advisor with Wells Fargo Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes over a decade at Wells Fargo Advisors and Wells Fargo Clearing. He also owns Lindberg Private Wealth Management LLC, a separate wealth management practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Daniel Herrera is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at CUSO Financial Services, LP and Wescom Financial Services, LLC. He operates out of Oxnard, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and proprietary research to support diversified investment strategies.

Nicholas Yates is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. His background also includes a role at the Ventura County Community Development Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals through various advisory programs.