Ryan Patrick Dewane

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.

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.

Garrett Sabin is the owner of Central Coast Tax & Financial Services in Lompoc, CA, with 14 years of industry experience. He holds Series 65 and 66 licenses and has worked at firms including Morgan Stanley, Rabobank, and American Riviera Bank. In addition to financial advisory services, he assists clients with tax preparation and filing through his ownership of a tax preparation business. Central Coast Tax & Financial Services provides customized investment advisory services focused on dividend income and capital appreciation through individual equities, supplemented by exchange-traded funds and bonds. The firm tailors portfolios to client goals and risk tolerance and employs a trade allocation process supporting aggregated orders for multiple clients.

Peggy Van Hook is a financial advisor at Finances For Real Life with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Wanda T Toro LLC. Outside of her advisory role, she is a commissioned notary in the State of California. Finances For Real Life serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a combination of analytical methods and long-term strategies, including ESG investing, and manages approximately $108.6 million in assets.