Peggy Sue Van Hook

Garrett Sabin is the sole advisor at Central Coast Tax & Financial Services in Lompoc, CA, with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several financial firms including Morgan Stanley Dw Inc., Rabobank, N.A., and CDC Small Business Finance. Outside of advisory work, he owns and manages a tax preparation business through his firm. Central Coast Tax & Financial Services provides customized investment advisory services focused on dividend income and capital appreciation through individual equities, supplemented by ETFs and bonds. The firm tailors portfolios to client goals and risk tolerances and does not participate in wrap fee programs.

Wanda Toro is a CFP®-certified financial advisor with 27 years of industry experience. She currently serves at Finances For Real Life and has a background that includes working with LPL Financial and operating her own advisory entity, Wanda T Toro, LLC. Outside of her advisory work, she is involved in sports coaching through a home-based business. Finances For Real Life serves individual and high-net-worth clients by providing discretionary portfolio management, flat-fee financial planning, and ad-hoc consulting. The firm uses a variety of analytical methods to tailor portfolios and manages approximately $86 million for around 122 clients.

Coleen Edwards is a financial advisor with Weinberger Asset Management, Inc., holding a Series 63 license and bringing 35 years of industry experience. Her prior roles include positions at Robert K Hather and Wells Fargo Advisors. Weinberger Asset Management, Inc. provides discretionary portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a variety of analytical methods and offers services such as retirement-plan management and IRA rollover education, managing over $500 million in client assets.

Erika Landon is a CFP® professional based in Lompoc, CA, with 27 years of industry experience. She has previously worked with firms including Raymond James Financial Services and Vivid Financial Management. In addition to her advisory role, she is a commissioned notary. She is affiliated with Wealth Enhancement Advisory Services, LLC, which provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee.

Bradley Boulton is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Vivid Financial Management, Inc. and Mutual Securities, Inc. Outside of his advisory work, he has involvement with a business entity used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Roger McConnell is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at LPL Financial, Mutual Securities, Raymond James Financial, and Stillman Capital Group. He serves as a nonprofit board member for Lompoc Valley Medical Center. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines active and passive management guided by an internal Investment Committee.