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.

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.

Roger McConnell is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at LPL Financial, Mutual Securities, Raymond James Financial, and Stillman Capital Group. He serves as a nonprofit board member for Lompoc Valley Medical Center. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines active and passive management guided by an internal Investment Committee.

Teresa Toyama is a financial advisor with LPL Financial in Lompoc, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at firms including Fenton Wealth Management and Centaurus Financial, Inc. Toyama also provides administrative support at Fenton Wealth Management, assisting registered representatives and clients. LPL Financial serves a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a variety of portfolio management options.

Jo Ann Massicott is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has previous work experience in medical and healthcare settings, including roles at Community Memorial Hospital and Quality Medical Services. Outside of advising, she occasionally works weekend shifts as a respiratory therapist with a medical staffing registry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm operates a large nationwide network of advisors and emphasizes fiduciary standards in its advisory services.

Ryan Dewane is a Series 66-licensed financial advisor with Raymond James Financial, based in Los Alamos, CA. He has two years of industry experience and previously worked at Forte Labs and Snapwire Media Inc. Dewane is also associated with Dewane Investment Strategies, where he serves as a financial adviser. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary investment consulting and financial planning, providing tailored recommendations supported by extensive research and a broad affiliate network.

Alejandro Camacho is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at PlanMember Securities Corporation and Edward Jones. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative planning engagements using firm-approved software and a range of event-driven planning programs.

Warren Einolander is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves as an ordained minister at Los Alamos Presbyterian Church, where he preaches and teaches Bible classes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialty services such as business-owner transition planning and sports and entertainment planning, and integrates advisory services with other financial products and referral channels.

John Puscheck is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 42 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his role at Wells Fargo, he owns and operates Kingsway Financial Advisors, doing business as 2CO520 Consulting Services Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Thomas Woodard III is a financial advisor with Edward Jones in Lompoc, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes nearly a decade with various State Farm insurance agencies before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Joshua Zebley is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. His prior work includes positions at Umpqua Bank, CoastHills Credit Union, and California Polytechnic State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Yasser Itani is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Uber and JPMorgan Chase Bank, N.A. His current role is based in Santa Maria, California. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

David Harridge is a Series 66-licensed financial advisor with Edward Jones in Lompoc, California, where he has worked since 2017. He has eight years of industry experience, including four years at Shionogi, Inc. Outside of finance, Harridge is involved with Opera Santa Barbara, where he has performed for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Marisol Eckels is a Series 66-licensed financial advisor with LPL Financial, based in Lompoc, CA, and has 24 years of industry experience. She has been with LPL Financial since 2001. Outside of her advisory role, she provides tax preparation and electronic filing services and serves in a financial institution duty role at CoastHills Credit Union. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment delivery options, combining large-scale advisory operations with non-advisory product offerings.