Marisol Eckels

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.

Garrett Sabin is an investment advisor with Central Coast Tax & Financial Services in Lompoc, CA, holding Series 65 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at CDC Small Business Finance, American Riviera Bank, and Rabobank, N.A. In addition to advisory services, he owns and operates a tax preparation business through Central Coast Tax & Financial Services. Central Coast Tax & Financial Services provides customized portfolio management and investment advisory services focused on dividend income and long-term capital appreciation, utilizing equities, ETFs, and fixed income. The firm serves clients individually and offers both asset-based and hourly billing arrangements.

Peggy Van Hook is a financial advisor at Finances For Real Life with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC and Wanda T Toro LLC. Additionally, she is a commissioned notary in the State of California. Finances For Real Life is a two-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, flat-fee financial planning, and ad-hoc consulting. The firm uses a blend of analytical approaches and model portfolios, managing approximately $86 million across about 122 clients.

Wanda Toro is a CFP®-certified financial advisor with 27 years of industry experience. She currently serves at Finances For Real Life and has a background that includes working with LPL Financial and operating her own advisory entity, Wanda T Toro, LLC. Outside of her advisory work, she is involved in sports coaching through a home-based business. Finances For Real Life serves individual and high-net-worth clients by providing discretionary portfolio management, flat-fee financial planning, and ad-hoc consulting. The firm uses a variety of analytical methods to tailor portfolios and manages approximately $86 million for around 122 clients.

Coleen Edwards is a financial advisor at Weinberger Asset Management, Inc with 34 years of industry experience. She holds a Series 63 designation and has worked at Robert K Hather and Wells Fargo Advisors prior to her current role. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios based on individual goals and risk tolerance, employing a mix of fundamental, quantitative, technical, and modern portfolio theory analysis, and manages approximately $444 million in discretionary assets with a small advisory team.

Erika Landon is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at LPL Financial, Vivid Financial Management, Mutual Securities, and Raymond James Financial Services. She is also a commissioned notary in Lompoc, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.