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.

Michael Di Bernardo is a financial advisor with Synchronous Wealth Advisors LLC in Solvang, CA, holding a Series 65 credential and four years of industry experience. He is also a partner at two accounting and wealth strategy firms, DiBernardo & Company, P.C., and Allmon, DiBernardo & Associates CPAs, where he focuses on accounting, tax planning, and wealth management. Prior to his current roles, he worked at PriceWaterhouseCoopers, LLP. Synchronous Wealth Advisors LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, managing approximately $164 million across about 40 client relationships. The firm employs fundamental analysis to build diversified, risk-based portfolios and incorporates independent third-party managers when appropriate.

Christopher Haupert is a financial advisor at Miltonian Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Certis Capital Management and operated as a self-employed advisor. Miltonian Capital Management provides investment advisory and supervisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a long-term value investment approach through fundamental analysis, managing portfolios primarily on a discretionary basis while assets remain with third-party custodians.

Robin Deshayes is a financial advisor at Miltonian Capital Management, LLC with 15 years of industry experience and holds a Series 65 designation. The firm provides investment advisory and supervisory services to individuals, trusts, estates, charitable organizations, and other business entities, along with financial planning and consulting services. Miltonian Capital Management emphasizes long-term value through fundamental analysis and typically manages portfolios on a discretionary basis while assets remain with third-party custodians.

Shane Sideris is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Synchronous Wealth Advisors LLC. His prior roles include positions at Blackrock Investments, LLC and involvement with Nectarine, Inc. and the Personal Finance Club. Synchronous Wealth Advisors LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, managing approximately $164 million across about 40 client relationships. The firm employs fundamental analysis to build diversified, risk-based portfolios and utilizes both in-house management and selected third-party advisers.

Wonwoo Choi is a financial advisor at Synchronous Wealth Advisors LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Transamerica, Legal & General America, and Oliver Wyman. Synchronous Wealth Advisors LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, managing approximately $164 million across about 40 client relationships. The firm uses fundamental analysis to create diversified, risk-based portfolios and often incorporates independent third-party managers.

Ryan Gibbons is a CFP® professional at Platform Wealth Advisors with experience beginning in 2024. Prior to joining Platform Wealth Advisors, he held positions at Walpole & Co. LLP and several other organizations across different industries. Platform Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on Modern Portfolio Theory, long-term, low-turnover asset-class investing, and utilizes model portfolios alongside a formal affiliation with accounting and consulting practices.

Leland Gropper is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining the firm, he worked in various roles including manufacturing technician at Channel Islands Surfboards. Outside of finance, he is involved in surfboard manufacturing at Channel Islands Surfboards in Carpinteria, CA. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and offers education, support, and a range of risk-based mutual fund portfolios.

Kirk Stovesand is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is currently with Platform Wealth Advisors and Sandpiper Consulting Inc. dba Walpole Advisors. His prior experience includes over three decades with Walpole & Co. LLP and Walpole Financial Advisors, LLC. Outside of advisory work, he serves as chair of the audit committee and board member at Community West Bank Holdings and is an advisory board member for Your Travel Center, Inc. Platform Wealth Advisors provides discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, low-turnover asset-class investing based on Modern Portfolio Theory and integrates advisory services with affiliated accounting and consulting practices.

Marlin Stovesand is a CFP® with eight years of industry experience, currently serving as a financial advisor at Platform Wealth Advisors. He has worked at various related firms including Walpole & Co. and PlanMember Securities Corporation. In addition to his advisory role, Marlin is involved in individual tax preparation and accounting through Sandpiper Consulting, Inc. dba Walpole Advisors. Platform Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, and small businesses. The firm employs a long-term, low-turnover investment approach based on Modern Portfolio Theory and supports its advisory services through a formal affiliation with accounting and consulting practices.

Anita Peca is a financial advisor at Platform Wealth Advisors with 19 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Platform Wealth Advisors, she worked at Walpole Financial Advisors, LLC and Walpole & Co. LLP. Outside of advisory work, she owns and operates Anita Peca Bookkeeping, providing bookkeeping services. Platform Wealth Advisors is a team-based firm that offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm integrates accounting and consulting through formal affiliations and emphasizes long-term, asset-class investing guided by Modern Portfolio Theory.

Donovan Roberson is a CFP® professional with seven years of industry experience. He is currently with Platform Wealth Advisors and previously worked at Walpole Financial Advisors, Pensionmark Securities, LLC, and Northwest Administrators. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover asset-class investing, supported by formal affiliations with accounting and consulting practices and a range of specialized portfolio management features.

Paul Mannion is a CFP® professional with 13 years of experience in financial advising. He currently works at Platform Wealth Advisors and previously spent 11 years at Walpole Financial Advisors, LLC. Mannion holds Series 63 and Series 65 licenses. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on Modern Portfolio Theory and long-term, low-turnover asset-class investing, supported by written investment policy statements and Monte Carlo analysis.

Richard Ashburn Jr. is a CFA® charterholder with 23 years of experience in financial advisory. He has worked at Parallel Advisors, LLC since 2019 and previously spent two years at VR Advisors, LLC and ten years at Creekside Partners Financial Advisers LLC. Parallel Advisors serves individuals, corporate and charitable clients, and retirement plan sponsors with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach using mutual funds, ETFs, fixed income, and options strategies, and offers services including third-party manager recommendations and private fund allocations.

Mark Kavaloski is a financial advisor with Independent Financial Partners, holding a Series 65 designation and bringing 31 years of industry experience. He has worked at Ameritrust Capital Management, Ltd. since 1998, where he owns a non-investment-related business reviewing clients' finances and creating tailored investment plans. Independent Financial Partners serves a nationwide network of approximately 261 advisors, managing over $12.5 billion in assets across individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with both discretionary and non-discretionary account management and is notable for its formal retirement-plan advisory and pension consulting services.

William Serritslev is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory role, he is a partner at Serritslev Norwine & Co CPAs LLP, providing tax and accounting services and participating in firm management. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers across various program structures.

Kelly Hunziker is a financial advisor at Edward Jones with 29 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Dakota Murphy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as a power of attorney for both of his parents in investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jorge Morales Jr. is a financial advisor with LPL Financial in Goleta, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Montecito Bank & Trust and LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions through a large network of advisers, supported by in-house research and flexible portfolio management options.

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.

Bradley Sicoff is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sunamerica and Cambridge Investment Research. Based in Santa Ynez, CA, he is also involved in managing a trust and owns a local wealth advisory business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of adviser representatives.

Kelsey Bengoa is a Series 66-licensed financial advisor with LPL Financial, based in Los Olivos, CA, and has 16 years of industry experience. She has been with LPL Financial since 2014. Bengoa is involved in other business activities including Coastal Funding, LLC, which provides mortgage and real estate services. LPL Financial offers advisory and brokerage services to a diverse client base that includes individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a broad range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.

Douglas Feliciano is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2023, and previously held roles at J.P. Morgan Private Wealth Advisors LLC and First Republic Bank from 2012 to 2023. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

James Watts is a CFP®-credentialed financial advisor with Edward Jones in Solvang, CA, where he has worked since 2003, totaling 22 years of industry experience. He holds Series 63 and Series 66 licenses in addition to his CFP® designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Elijah Barrows is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Northwestern Mutual Investment Services LLC and MassMutual Life Insurance Co. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Leslie Swartwood is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, she worked at OfficeTeam from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Javier Trujillo is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for a combined 10 years. Outside of his advisory role, he manages a separate business entity focused on tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Christen Nielsen is a CFP®-certified financial advisor with Edward Jones, based in Los Olivos, CA, with 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, Nielsen serves as treasurer on the board of Solvang Heritage Associates and is a board member of the Santa Barbara County Sheriff's Benevolent Posse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.