Barnes Wealth Management Group

Adam Mackall is a Series 65-licensed financial advisor with Barnes Wealth Management Group in Bakersfield, CA, where he has worked since 2018. He has seven years of industry experience and also serves as Unit Chief at the Arvin Edison Water Storage District, managing maintenance and delivery of water and equipment. Barnes Wealth Management Group serves individuals, trusts, estates, and retirement plans, offering tailored investment advisory and financial planning services through a seven-advisor team managing approximately $411.6 million in assets. The firm employs a variety of analytic methods and investment strategies, including discretionary and non-discretionary portfolio management, and provides pension consulting under Ironwood Retirement Plan Consultants.

Trevor Hedge is a financial advisor at Barnes Wealth Management Group with one year of industry experience. He holds a Series 65 designation and previously worked at Nutrien Ag Solutions and Three Way Chevrolet. Barnes Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, managing approximately $411.6 million in assets across 779 client accounts. The firm uses a combination of analytic methods and both discretionary and non-discretionary portfolio management, supported by a seven-advisor team.

Scott Barks is a financial advisor with Barnes Wealth Management Group in Bakersfield, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked with Barnes Wealth Management Group since 2012 and previously with Purshe Kaplan Sterling Investments from 2015 to 2020. Outside of investment advisory, he is a partner and owner of First Solutions Insurance Services, offering life and health disability insurance, and serves as president of Scott C. Barks Insurance Services, Inc. Barnes Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, managing approximately $411.6 million in assets across 779 client accounts. The firm employs a combination of technical and fundamental analysis, modern portfolio theory, and both long- and short-term strategies, while also offering pension consulting through Ironwood Retirement Plan Consultants.

Steven Barnes is a CFP® and ChFC® with 39 years of experience in financial planning and investment advisory. He is president of Barnes Wealth Management Group, where he has worked since 2001, and has also been associated with Purshe Kaplan Sterling Investments since 2015. Outside of his advisory work, Barnes serves as a volleyball director and coach for the Bakersfield Boys Volleyball Club and Valley Sand Volleyball Academy, and is an at-large board member on the finance and audit committees for the Girl Scouts of Central California South. Barnes Wealth Management Group provides investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, including high-net-worth clients. The firm employs a variety of analytic methods and strategies, supports approximately $411.6 million in assets under management, and operates with a seven-advisor team.

Ronald Church is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Barnes Wealth Management Group in Bakersfield, CA, where he has worked since 2015. He is also the owner of Ron Church Insurance Services, focusing on sales of variable life and annuities. Barnes Wealth Management Group serves individuals, trusts, estates, and retirement plans, managing approximately $411.6 million in assets across 779 client accounts with a seven-advisor team. The firm provides both discretionary and non-discretionary portfolio management, employing a combination of analytic methods and offering pension consulting through Ironwood Retirement Plan Consultants.

Rodney Palmer is a financial advisor with Barnes Wealth Management Group in Bakersfield, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked with Belpointe Asset Management, Independent Financial Group, Financial Stratagies, and Northstar Financial, where he continues as an owner of an insurance agency. Outside of financial services, he holds a minority ownership in a television and recording production company based in Branson, MO. Barnes Wealth Management Group serves individuals, trusts, estates, and retirement plans, including high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm employs a variety of analytic methods and utilizes third-party model portfolios while maintaining active oversight of client investments.

Dani O'Donnell is a financial planner with Barnes Wealth Management Group in Bakersfield, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Barnes Wealth Management Group in 2008, Dani worked at Purshe Kaplan Sterling Investments beginning in 2015 and has been involved with Premier Designs Jewelry as an independent sales representative since 2011. Outside of financial advising, Dani sells fashion jewelry through catalog and home sales. Barnes Wealth Management Group serves individuals, trusts, estates, and retirement plans, managing approximately $411.6 million in assets across 779 accounts. The firm offers both discretionary and non-discretionary portfolio management using a combination of technical and fundamental analysis, modern portfolio theory, and third-party model portfolios, while providing client education through seminars and workshops.