Joel Baker

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.

Garrett Sabin is an investment advisor with Central Coast Tax & Financial Services in Lompoc, CA, holding Series 65 and Series 66 credentials and 14 years of industry experience. His prior work includes roles at CDC Small Business Finance, American Riviera Bank, and Rabobank, N.A. In addition to advisory services, he owns and operates a tax preparation business through Central Coast Tax & Financial Services. Central Coast Tax & Financial Services provides customized portfolio management and investment advisory services focused on dividend income and long-term capital appreciation, utilizing equities, ETFs, and fixed income. The firm serves clients individually and offers both asset-based and hourly billing arrangements.

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.