Lucas Poteet is a financial advisor at Monarch Wealth Strategies in Santa Barbara, CA, holding a Series 65 designation. He joined the firm in 2025 and has prior work experience at Raytheon and Miller Family Wine Company. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm serves clients with at least $750,000 in investible assets, offering ongoing portfolio management combined with tailored planning services.

Brian Johnson is a financial advisor with Monarch Wealth Strategies in Santa Barbara, CA. He holds a Series 66 designation and has 17 years of industry experience, including roles at LPL Financial and May Wealth Management Group. He has been with Monarch Wealth Strategies since 2018. Monarch Wealth Strategies is a registered investment adviser serving affluent individuals and families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis along with tax-aware portfolio management.

Nicole Allen is a financial advisor with Monarch Wealth Strategies in Santa Barbara, CA, holding a Series 65 designation and four years of industry experience. She has worked at Monarch Wealth Strategies since 2019 and previously at Union Bank from 2017 to 2019. Prior to her financial services career, she spent four years at SF Puppy Prep. Monarch Wealth Strategies is a registered investment adviser that provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, estates, pension and profit-sharing plans, and broker-dealers. The firm manages approximately $463 million across roughly 390 client relationships, utilizing a blend of fundamental, technical, and third-party analysis with strategic and tactical asset allocation and tax-aware services.