Gary Dorfman is a financial advisor with Thryve Wealth Management in Santa Barbara, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Strive Asset Management, One Capital Management, Beacon Pointe Advisors, Pacific Pointe Advisors, Manchester Capital Management, and Citigroup Global Markets. Thryve Wealth Management provides wealth management, financial planning, discretionary investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm uses a Core-and-Satellite investment framework focused on fundamental analysis of U.S. markets, offering passive direct indexing with systematic tax-loss harvesting and satellite allocations to alternatives such as private equity and digital assets.

John Bell is a financial advisor at Thryve Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities LLC, Quasar Distributors, LLC, and Strive Asset Management, LLC. Thryve Wealth Management provides wealth management, financial planning, discretionary investment management, and retirement plan advisory to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm uses a Core-and-Satellite investment approach focused primarily on U.S. markets, combining passive direct indexing with systematic tax-loss harvesting and alternative investments.

Eric Callahan is a CFP® professional with 14 years of industry experience. He is currently with Thryve Wealth Management and has previously held roles at firms including Fidelity and J.P. Morgan Securities. Thryve Wealth Management provides wealth management, financial planning, discretionary investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm employs a Core-and-Satellite investment approach focused on U.S. markets, offering passive direct indexing with systematic tax-loss harvesting and satellite allocations to alternative investments.