Leslie Ann Swartwood

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.

David Johannsen is the sole advisor at Johannsen & Associates, Inc., an independent firm based in Santa Barbara, CA. He holds 19 years of industry experience and has been with Johannsen & Associates since 1990. Johannsen & Associates provides discretionary investment management primarily for individuals, pension and profit-sharing plans, and trusts using proprietary trend-following systems that allocate among stock, sector, and money market mutual funds. The firm exclusively uses Fidelity mutual funds and offers written fee discounts tied to employer groups and client tenure.

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 CFP®-designated financial advisor with eight years of industry experience. He is the sole advisor at G.C. Steele & Company, an independent firm he has been affiliated with since 1985. G.C. Steele & Company is a fee-only, state-registered investment adviser serving individuals, including high-net-worth clients, and small businesses. The firm manages client accounts on a non-discretionary basis and combines fundamental and technical analysis with asset allocation and mutual fund/ETF review, maintaining a long-term investment orientation.

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.

Chandrasen Gunda is the principal advisor at Nurture Investment Strategies LLC in Goleta, CA. He holds a Series 65 designation and has four years of industry experience. Prior to founding Nurture Investment Strategies in 2021, he worked at LogMeIn for 14 years. Nurture Investment Strategies provides discretionary investment management and portfolio construction services to individuals, families, trusts, estates, and small businesses. The firm focuses on personalized service and employs both fundamental and technical analysis, including the use of options within separately managed accounts, which is uncommon among independent peers.