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.

Ray Dibartolomeo is a financial advisor at Ironcrest Capital Management LLC with 10 years of industry experience. He holds the Series 66 designation and has prior work experience at Bank of America, Merrill Lynch, and Quest Capital Strategies. In addition to his advisory role, he is a licensed insurance agent. Ironcrest Capital Management LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, and business entities. The firm employs a variety of analytical methods and investment strategies, managing approximately $40 million across about 105 client relationships in a single-advisor practice.

Jacqueline Duran is a financial advisor with Duran Capital Management, LLC in Santa Barbara, CA, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley and Bank of America from 2014 to 2022. Outside of her advisory role, she serves on the boards of Standing Together To End Sexual Assault and the Montecito Union School District. Duran Capital Management provides comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a fiduciary, client-tailored approach using diverse analytical methods and strategies, and offers services including charitable planning and corporate tax consulting.

Michael Vidal is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Select Investment Services. His prior experience includes roles at Wealth Innovation, Capital Synergy Partners, Inc., and Cornerstone Insurance Services, LLC. He also serves as a voting trustee for the Santa Barbara County Employees’ Retirement System. Select Investment Services provides investment management and financial planning to individuals, charitable organizations, and small businesses. The firm uses a combination of passive and active strategies tailored to client-specific investment policies and offers additional services such as outsourced CFO support and insurance brokerage through an affiliated entity.

Anoushavan Bogharyan is a financial advisor at Coast Village Group with a Series 65 credential and one year of industry experience. He is also the owner of Coast Village Group CPAs, a CPA accounting firm where he handles tax returns, bookkeeping, and tax planning. Coast Village Group provides portfolio management, consulting, financial planning, and educational seminars to a wide range of clients including institutions, corporations, and individuals. The firm employs a diversified investment approach that includes third-party manager allocation, mutual funds, ETFs, and private funds, and may incorporate digital assets and cryptocurrencies as part of client solutions.

Doron Linz is a financial advisor affiliated with Ivy Advisors, LLC, holding Series 65 and Series 66 licenses with 18 years of industry experience. He previously worked at Ivy Advisors from 2007 to 2019 and has been with JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2019. Ivy Advisors, LLC serves as the general partner and investment manager of a private hedge fund, Ivy Capital, L.P., focusing on a long-biased, relative-value strategy using fundamental, technical, charting, and cyclical analysis. The firm manages a small investor base with centralized oversight, incorporating derivatives and daily risk management practices uncommon among similar independent advisers.

Kipley Lytel is a CFA® charterholder and the sole advisor at Montecito Capital Management, where he has worked since 2004. He has 22 years of industry experience. Montecito Capital Management provides non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, entities, educational accounts, and a pooled investment vehicle. The firm employs a selective multi-asset approach that incorporates fundamental and technical analysis, focusing on asset-class construction, security selection, and dynamic allocation tailored to clients’ risk tolerance.

Craig Allen is the principal advisor at C.D. Allen Wealth Management, LLC in Santa Barbara, CA. He holds the CFP® and CFA® designations and has 23 years of industry experience. He has led his independent advisory firm since 2014. C.D. Allen Wealth Management serves primarily individual clients and also works with pension plans, businesses, charities, and trusts & estates. The firm provides investment management, financial planning, and business consulting, employing a long-term investment approach supplemented by fundamental and technical analysis and oversight of third-party money managers.

Jesse Dysart is a financial advisor with Gibraltar Financial Advisors in Santa Barbara, CA. He holds a Series 65 designation and has been employed at Tecolote Research, Inc. since 2008, where he manages financial analysis and reporting. Gibraltar Financial Advisors is a sole-proprietorship investment adviser that provides fee-only financial planning and investment advice to individual clients. The firm emphasizes strategic asset allocation using a core-and-satellite framework with a focus on passively managed index funds and ETFs, delivering recommendations for client implementation without discretionary management.

Brian Schaffield is a financial advisor with Summa Capital Management LLC in Santa Barbara, CA, holding a Series 65 designation and 19 years of industry experience. He has been with Summa Capital Management since 2006 and transitioned his advisory business to ThePARTNERS Wealth Management in 2022. Schaffield serves as the managing member and owner of Summa Capital Management. Summa Capital Management advises individuals, high-net-worth individuals, trusts, and businesses, providing discretionary investment management along with financial planning and consulting services. The firm emphasizes long-term strategic asset allocation with tactical adjustments, managing portfolios that include mutual funds, ETFs, equities, and fixed income, and utilizes a single institutional custodian for client assets.

Grant Gardner is a financial advisor at Capital Adulting LLC in Santa Barbara, CA, holding a Series 65 credential and entering the industry with no prior advisory experience. He has worked at AppFolio Inc. since 2019 in a senior management role focused on customer onboarding for a software product aimed at real estate firms. Capital Adulting LLC is a newly formed, state-registered advisory firm that provides financial planning services to individuals, high-net-worth clients, and corporate entities. The firm emphasizes project-based planning and ongoing hourly or subscription arrangements without managing client assets or accepting custody of funds.

Johan Frisell is a financial advisor with Capital Wealth Strategies, LLC in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked with Cambridge Investment Research Advisors, Inc. and The Estate Plan. Capital Wealth Strategies provides ongoing portfolio management to individuals, high-net-worth individuals, and insurance company clients, utilizing personalized investment policy statements and discretionary implementation across mutual funds, ETFs, fixed income, and insurance products. The firm uses a subscription research service for investment decisions and typically favors ETFs in its portfolios.

Jovita Honor is a CFP® and Series 65-registered advisor with 21 years of industry experience. She is the sole advisor at Honor Family Office, LLC, where she has worked since 2021. Prior to that, she was with Buckingham Asset Management, LLC from 2012 to 2020. Honor Family Office provides tailored investment management, comprehensive financial planning, and tax return preparation primarily for individual and high-net-worth clients. The firm manages approximately $48 million in discretionary assets across a limited client base, employing a passive, long-term investment approach grounded in Modern Portfolio Theory.

Nuthira Neal is a financial advisor at NN Investment Advisory, LLC in Santa Barbara, CA, with six years of industry experience. She previously worked at Edward Jones for five years and spent sixteen years at AstraZeneca before transitioning into financial advising. NN Investment Advisory provides investment advisory services to individuals, trusts, corporations, and pension or profit-sharing plans, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages discretionary assets using a mix of analytical approaches and accepts institutional accounts, including pension consulting and ERISA-related retirement plan services.

Kristian Blom is a financial advisor at Blom Levy & Co., LLC with 16 years of industry experience. He has been with the firm since its founding in 2011. Outside of advisory work, he assists with CFO duties on an uncompensated basis for a local construction company. Blom Levy & Co. serves individual clients and families, focusing on helping women build and maintain financial independence. The firm offers integrated wealth management and financial planning, constructing personalized portfolios based on household balance sheets and cash flow analysis, with a non-discretionary management approach.