Javier Trujillo

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.

Joel Baker is a financial advisor with The J R Baker Group in Buellton, California, holding a Series 63 license and over 27 years of industry experience. He has worked at Mutual Securities, Inc. from 2013 to 2020 and has been with his own firm since 1996. Outside of his advisory work, he manages a professional polo and horse ranch and serves as a polo coach with the United States Polo Association. The J R Baker Group provides investment management, financial planning, and estate planning services to individuals, trusts, estates, foundations, corporations, charitable organizations, and retirement plans. The firm acts as a fiduciary, employing fundamental, technical, and cyclical analysis within an asset-allocation framework, often implementing strategies through third-party managers while conducting ongoing due diligence and client account reviews.

Jeffrey Little is a CFP® with 27 years of industry experience and has been with Financial Telesis Company since 1984. He is the sole advisor at the independent firm based in Solvang, CA. Financial Telesis Company provides discretionary investment management to individuals, trusts, estates, endowments, charitable organizations, small businesses, and pension or profit-sharing plans. The firm’s investment approach relies on proprietary mathematical trend models combined with trend and valuation analysis, adjusting allocations toward capital preservation when signals are weak.

Gregory Steele is a Certified Financial Planner (CFP®) with eight years of industry experience, operating as the sole advisor at G.C. Steele & Company in Solvang, CA. He has led the firm since 1985 and combines his financial planning credentials with an analytical background from prior military service and research roles. G.C. Steele & Company is a fee-only registered investment adviser serving individuals, families, small businesses, trusts, conservatorships, and retirement plans. The firm emphasizes asset allocation through modern portfolio theory, low trading activity, and the use of no-load mutual funds and ETFs, primarily operating on a non-discretionary basis while focusing on cost-effective, tax-aware financial planning.

Joseph Lambert is the principal advisor at Lambert Capital Management in Santa Barbara, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. He has previously worked at National Asset Management, Avatar Associates, and JNL Consulting Services. Outside of his advisory role, Lambert is involved in entertainment production through Lamber Production and leads The Lambert Foundation, a nonprofit supporting performing arts in Santa Barbara County schools. Lambert Capital Management provides tailored investment advisory services to individuals and high-net-worth clients, employing an asset-allocation strategy based on modern portfolio theory. The firm utilizes extensive mutual fund screening and active cash positioning to manage portfolio risk.

Chandrasen Gunda is the principal advisor at Nurture Investment Strategies LLC in Goleta, CA. He holds a Series 65 designation and has four years of industry experience. Prior to founding Nurture Investment Strategies in 2021, he worked at LogMeIn for 14 years. Nurture Investment Strategies provides discretionary investment management and portfolio construction services to individuals, families, trusts, estates, and small businesses. The firm focuses on personalized service and employs both fundamental and technical analysis, including the use of options within separately managed accounts, which is uncommon among independent peers.