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.

Adonis Campillo is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Allison Commercial Insurance Agency, Inc and International Enrollment Services, both from 2016 to 2023, as well as Tierra Sur, LLC from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Travis Thomas is a Series 66 licensed advisor with 10 years of industry experience, currently with LPL Enterprise since 2024. Prior to this, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. He also spent five years affiliated with California State University, Northridge. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

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.

Timothy Podell is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including Western International Securities, Inc., Wedbush Securities Inc., and A. G. Edwards & Sons, Inc. Prior to joining LPL Financial in 2025, he spent seven years at Western International Securities and twelve years at Wedbush Securities. LPL Financial is a national broker-dealer and 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 portfolio programs, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Scott Watters is a financial advisor at Edward Jones with a Series 66 designation and over 12 years of industry experience, including roles at Bank of America and Apex Fintech Solutions. He has been with Edward Jones since 2026. 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 and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Herrera is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Wescom Financial Services since 2011 and joined LPL Financial in 2025. Herrera operates under the trade name Wescom Wealth Management as part of his LPL business. 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 portfolio programs, third-party asset management, and institutional platforms.

Joel Goldberg is a financial advisor with Wells Fargo Clearing in Ventura, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Chase Investment Services Corp., and Wamu Investments, Inc. Goldberg has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and adhering to diversification principles and modern portfolio theory.

Nicholas Yates is a financial advisor at Raymond James Financial with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James, he worked at JP Morgan Chase Bank and J.P. Morgan Securities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and is notable for its affiliation with a municipal advisor and its SIMPLE IRA Employer Advisory & Consulting Services program.

Robert Napp is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial since 1999. Outside of advisory services, he is involved in independent insurance sales, focusing on long-term health, health, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools, and oversees more than $819 billion in discretionary assets with a network of over 22,800 advisors.

Devan Vellios is a financial advisor with LPL Financial in Ventura, CA, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior roles include positions at Citigroup, Edward Jones, and Raymond James Financial Services. He is also involved with Ventura County Credit Union in a wealth management capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, providing diverse advisory services supported by research and technology tools.

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.

Omar Herrera is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, JPMC Bank NA, Bank of America, and Ventura County Credit Union. Outside of finance, he is involved in a health and fitness business offering personal training and nutritional guidance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Shalhoub is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with LPL Financial since 2013 and previously spent 10 years at Ameriprise. Shalhoub also operates Shalhoub Financial, a related business entity for his LPL practice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.

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® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at 21st Century Fox for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.