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.

Gerardo Melgar is a financial advisor at Merrill with 6 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Target. 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.

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.

Albert Cornel is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advisory work, he serves as a paralegal collecting trust-related documentation and teaches kickboxing and hot yoga classes. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

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.

Travis Thomas is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Thomas also acts as a non-variable insurance agent in Moorpark, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers integrated financial planning, model portfolio management, and access to various investment and insurance products via its combined advisory platform.

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.

Devan Vellios is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Citigroup, Edward Jones, and Raymond James Financial Services. He is also involved with the Ventura County Credit Union, where he manages wealth services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by various research resources and advanced technologies.

Adam Biederman is a financial advisor with Morgan Stanley in Oxnard, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he was involved with Copycat Copywriters, a copywriting and branding firm, where he remains a minority co-owner and board member. He has also worked with NBC Peacock Productions. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and managed within a large, diversified platform.

Lawrence Bushey is a financial advisor at Cetera with 33 years of industry experience. He has held roles at Concourse Financial Group Securities Inc and has operated Bushey Financial Services since 1987. In addition to financial planning, he is involved in tax return preparation through his ownership of BFNTS Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and retirement services, supporting both discretionary and non-discretionary account management.

Michael Shalhoub is a financial advisor with LPL Financial in Oxnard, CA, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Frances Jones is a financial advisor with Edward Jones in Ventura, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Patrick is a financial advisor with Cambridge Investment Research Advisors in Ventura, CA, holding a Series 63 designation and over 30 years of industry experience. He has worked with The Renaissance Group for more than two decades and was previously associated with Cetera Advisors LLC. Outside of his advisory role, he serves as treasurer of a local church and is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of strategies and custody platforms tailored to client objectives.

Gewargis Betjoseph is a CFP® and Series 66 registered advisor with Edward Jones, based in Santa Paula, CA, and has eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at 21st Century Fox and CBS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.