Dayna Birkley is a financial advisor at Kingswood Wealth Advisors, LLC in Santa Barbara, CA, holding a Series 66 designation with 19 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank, where she worked for over two decades before joining Kingswood in 2024. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, integrating affiliated financial entities and insurance-linked account management.

Travis King is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2024, following eight years at Wells Fargo Clearing and five years at Wells Fargo Investments, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, emphasizing customized investment solutions through an open-architecture platform and integration with affiliated financial entities.