Luke King is a financial advisor with PlanMember Securities Corporation in Ventura, CA, holding Series 65 and Series 63 licenses and having 15 years of industry experience. His prior work includes roles at Ceros Financial Services, Inc. and Main Management, LLC. In addition to his advisory work, he provides periodic business insights as a consultant through AlphaSights. PlanMember offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing investment options through risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with participant education and support services.

Randall Patrick is a financial advisor with PlanMember Securities Corporation, holding the CFP® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has also been involved in insurance and securities sales through his own ventures, including Mindful Wealth Insurance Solutions and Mindful Wealth Planners, LLC. PlanMember provides retirement-plan advisory services primarily to employers and their plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and offers risk-based mutual fund portfolios ranging from conservative to aggressive, alongside education and support services for plan sponsors and participants.