Top values-based investing financial advisors in Thousand Oaks, CA

Louis Ashamallah is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and portfolio management solutions supported by proprietary research and third-party subadvisors.

Laura Elmore is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked in various roles including estate planning support at Inheritguard LLC and insurance services at Gallagher. Outside of advising, she is also a classroom teacher with the Moorpark Unified School District. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services with a mix of proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary accounts and operates as both a registered broker-dealer and registered investment adviser.

Anna Bogorodchenko is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA. She holds a Series 65 designation and has recently begun her advisory career, joining Hillcrest Financial Group in 2025. Her prior experience includes roles at CIBC Wood Gundy and RBC Dominion Securities. Hillcrest Financial Group offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm uses Modern Portfolio Theory to construct tailored portfolios combining mutual funds, ETFs, and individual securities, and manages approximately $471 million in discretionary assets for a client base served by a four-advisor team.

Serj Arutyunyan is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he provides in-home supportive services to his disabled mother-in-law. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Derek Newell is a financial advisor with Merrill holding a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America and Merrill, along with various positions outside the financial industry. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.