Martin O'Malley is a financial advisor with Plan B Investments, Inc. in Carmel Valley, CA, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Plan B Investments since 2005. Outside of his advisory role, he is the sole proprietor of SINRA Successor Trustee Services, Inc., a non-investment-related activity that occupies a small portion of his professional time. Plan B Investments, Inc. serves individuals, including high-net-worth clients, and small businesses by providing financial planning and advisory services. The firm emphasizes written financial plans and uses third-party or outside investment managers to implement strategies, monitoring these managers while maintaining discretion over their engagement.

Justin Smith is a financial advisor at Plan B Investments, Inc. in Carmel Valley, CA, holding a Series 65 designation with two years of industry experience. Prior to his current role, he spent ten years at the Flathead County Sheriff's Office. Plan B Investments, Inc. serves individuals, including high-net-worth clients, and small businesses by providing financial planning and advisory services that emphasize written financial plans and the use of third-party investment managers for portfolio management.