Gregory Steele

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.

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.