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.

Daniel Frausto is a financial advisor at Merrill with Series 66 and Series 63 licenses and less than one year of industry experience. His prior work experience includes roles at State Farm VP Management Corp., Charles Allison Insurance Agency, Enterprise Rent-A-Car, KPMG, and California Lutheran University. 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.

Elio Martinez is a financial advisor with LPL Financial in Ventura, CA, holding a Series 66 designation. He has been with LPL since 2025 and has no prior industry experience before joining the firm. 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 other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gerardo Melgar is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and Target. Melgar is based in Camarillo, California. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Messner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, Citigroup Global Markets, and UBS Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on customized investment strategies supported by advanced operational and research tools.

Patrick Reed is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Chase Bank, First Republic Securities, and related firms. Outside of his advisory role, he serves as a board member of Pacific Oaks Academy, an elementary school in Camarillo, CA, where he assists with the school’s formation and provides ongoing direction. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines systematic quantitative screening and qualitative research to build model asset allocations, incorporating ESG considerations and supporting client decision-making.

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 at LPL Financial with a Series 66 designation and four years of industry experience. His prior work includes roles at Morgan Stanley, BMO Harris Bank, Bank of America, Merrill, Banc of California, and MUFG Union Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, serving individuals, retirement plan participants, banks, trust companies, and other institutions.

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 with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has operated Independent Capital Management since 2004. Outside of his financial advisory work, Cornel teaches kickboxing and hot yoga classes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a variety of managed account programs, supported by its scale and integrated network of affiliated firms.

Rene Randel is a CFP® and CPA with 26 years of experience in financial advising. He is currently with Cetera and has previously worked with Avantax Advisory Services and Avantax Insurance. In addition to his advisory role, he owns a tax preparation and accounting business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, corporate, charitable, and institutional accounts through a multi-manager platform offering diverse investment strategies and portfolio management services.

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 with Morgan Stanley in Oxnard, CA, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 1997, including the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market simulations.

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 at Wells Fargo Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Banc of America Investment Services, Inc. He also owns Lindberg Private Wealth Management LLC, a private wealth advisory practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and planning tools.

Timothy Podell is a financial advisor with LPL Financial in Port Hueneme, CA, holding a Series 63 designation and bringing 30 years of industry experience. His prior firms include Western International Securities, Wedbush Securities, and A. G. Edwards & Sons. 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 access, and institutional platforms.