Omega Financial Group, LLC

Robert Schultz is a CFP®, ChFC®, and holds a Series 66 license with 16 years of industry experience. He has worked at Omega Financial Group, LLC since 2012, where he is part of a four-advisor team based in Santa Barbara, CA. Omega Financial Group serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $480 million in assets. The firm provides asset management, financial planning, retirement plan consulting, and uses proprietary investment strategies that incorporate options, derivatives, and custom analytical models.

Paul Kuhn is a financial advisor with Omega Financial Group, LLC in Santa Barbara, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Omega Financial Group since 2013, working within a team of four advisors. Omega Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $480 million in client assets. The firm offers asset management, financial planning, and retirement plan consulting, using proprietary investment strategies that incorporate options, derivatives, and custom analytical models.

Bryan Reinhard is a CFP® and ChFC® credentialed financial advisor with 26 years of industry experience. He has been with Argos Global Advisors, LLC since 2017 and also maintains a role at Omega Financial Group, LLC since 2012. Argos Global Advisors provides discretionary investment management to privately offered pooled investment vehicles structured as limited partnerships, serving accredited and qualified investors. The firm employs an absolute-return oriented strategy that integrates fundamental, technical, and cyclical analysis with academic research and third-party data, including ESG-driven long/short investing and option-based income generation.

Dylan Minor is a financial advisor at Argos Global Advisors, LLC with 24 years of industry experience. He holds the CFP® and ChFC® designations and has served as a graduate student instructor at UCLA and Columbia University. His prior roles include positions at Omega Financial Group, LLC and the Kellogg School of Management. Argos Global Advisors provides discretionary investment management to privately offered pooled investment vehicles for accredited and qualified investors. The firm employs an absolute-return oriented strategy that integrates fundamental, technical, and cyclical analysis with academic research, utilizing ESG-driven long/short investing, option-based income, and modest leverage.