Casey Marks

Aubrey Williams is a financial advisor at Open Path Financial with one year of industry experience. He holds a Series 65 credential and has a background in defense technology, currently serving as Associate Director of Program Management at Raytheon Technologies. Williams also worked at Lockheed Martin Corporation for 17 years. Open Path Financial is a fee-only advisory firm that provides time-based financial planning and investment consultations to individuals, families, businesses, trusts, charities, and other organizations. The firm emphasizes long-term asset allocation using low-cost mutual funds and ETFs, tax efficiency, and periodic rebalancing, and does not manage client assets or hold custody.

Frank Troise is a financial advisor with Soho Financial Services LLC in Montecito, CA, holding Series 65 and Series 66 credentials and 20 years of industry experience. He has been involved with Soho Financial Services LLC since 2006 and also serves as a principal of Soho Capital LLC and Soho Asset Management LLC, both management consulting firms. SoHo Financial Services LLC provides discretionary portfolio management, model portfolio management, and consulting services to individuals, charitable organizations, and businesses. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, typically managing accounts on a discretionary basis with a focus on longer-term purchase strategies.

Dave Strandberg is the founder and sole advisor at Montecito Investment Strategies in Santa Barbara, CA, holding a Series 65 designation with 11 years of industry experience. He established Montecito Investment Strategies in 2014 and also founded Supreme Indicator, a software company that provides technical analysis indicators on the TradingView platform. Montecito Investment Strategies is a registered investment adviser managing approximately $8.2 million in assets for about 25 clients, including individual investors and institutional entities. The firm combines fundamental and technical analysis using proprietary indicators and algorithms to implement portfolio strategies that include ETFs, mutual funds, equities, fixed income, and options.

David Peckham is the sole advisor at Peckham, David A, an independent firm based in Santa Barbara, CA. He holds Series 63 and Series 65 licenses and has 2 years of industry experience as a financial advisor, alongside over 30 years with Santa Barbara Pension Consultants and 40 years as a sole proprietor. The firm provides investment management primarily to individual clients, building portfolios from mutual funds offered by a single fund family. Its investment approach blends modern portfolio theory with a buy-and-hold, fundamentals-based strategy, with client consent required before transactions.

Steven Gold is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He has been the sole advisor at Placera Capital Management LLC since 2014. Placera Capital Management LLC is an independent investment adviser that provides discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm focuses on equity-oriented portfolios using a combination of fundamental and quantitative analysis, and it employs long-term trading strategies alongside mutual funds, fixed income, and ETFs for diversification.

Jean Luc Bourdon is a financial advisor at Lucent Wealth Planning, LLC in Santa Barbara, CA, holding the PFS™ designation and Series 65 license with 19 years of industry experience. He has worked at Lucent Wealth Planning since 2018 and previously operated as a sole proprietor and at BrightPath Wealth Planning. Lucent Wealth Planning provides wealth management, discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and low-turnover passive funds.