Timothy Sweeney is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centaurus Financial since 2015. He is also associated with Tremblay Financial Services, a non-investment related marketing entity. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts, employing a mix of discretionary and non-discretionary approaches.

Jacob Nash is a financial advisor with Planmember Securities Corporation, holding a Series 63 designation and bringing 38 years of industry experience. He has worked with multiple firms throughout his career, including Northern Life, United Presidential Life, and John Alden Life. Nash is also involved in other business activities, including retirement planning and college preparation consulting. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering educational and support services to plan sponsors and participants.

David Daniel is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a part owner of Terra Acqua Corp., a company involved in plumbing products. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, such as acting as a swap dealer and futures commission merchant.

Nicole Garfias is a financial advisor with Sanctuary Advisors, LLC based in Santa Barbara, CA. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Wells Fargo Clearing and UBS Financial Services Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a range of portfolio management options and employs multiple analytical approaches across various managed account platforms.

Timothy Tremblay is a financial advisor with Centaurus Financial, Inc. in Westlake Village, CA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Centaurus Financial since 2003 and also operates Tremblay Waibel Financial Services, which he founded in 1997. Tremblay serves on the boards of COLAB, a coalition linking labor, agriculture, and business in Santa Barbara County, and the Santa Barbara Tax Advisory Center, a local business leadership organization. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches.

Faith Ann Jenkins is a financial advisor with Planmember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Planmember since 2013. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual-fund portfolios, also delivering education and support services such as seminars and personalized retirement planning.

Donald Bennett is a financial advisor with Planmember Securities Corporation, holding a Series 63 license and bringing 31 years of industry experience. He has held leadership roles in multiple business entities related to structured settlement products, pharmacy benefit administration, and fixed income investments, including serving as CEO of Platinum Insurance Marketing and President of HealthMed Solutions, Inc. Bennett is based in Carpinteria, CA. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education, personalized planning, and support services to plan sponsors and participants.

Kendall Albert is a financial advisor at Cerity Partners LLC with the Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2025, Kendall was a student at UC Santa Barbara and worked full-time in education for five years. Cerity Partners advises a diverse client base including individuals, families, trusts, institutional investors, and charitable organizations, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm’s investment approach combines proprietary quantitative analysis with third-party strategies and direct security selection, and offers access to alternative and private market solutions alongside OCIO services.

Adam Donlevie is a CFP® professional with 19 years of experience at Centaurus Financial, Inc., where he has worked since 2007. He previously managed operations at Gainey Vineyard and Olive Hill Farm for 17 years. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting through various discretionary and non-discretionary arrangements. The firm employs a range of analytical approaches and provides access to model overlay programs and third-party money managers.

Peter Sharpe is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with PlanMember since 2006 and has been self-employed since 2002. Outside of advising, he performs with local bands and owns a retail drum sales business. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach is based on a top-down strategic asset allocation framework and management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Carlo Mazziliano is a financial advisor with OSAIC Institutions, Inc. in Santa Barbara, CA, holding a Series 66 designation and five years of industry experience. His work history includes roles at UBS Financial Services and First Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on delegated investment management.

Spencer Crithfield is a Series 65-licensed financial advisor at PlanMember Securities Corporation with one year of industry experience. His prior work includes roles at Central Plateau Cleanup Company, Prime Lending, and several educational institutions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers education, support services, and fiduciary management for retirement plans.

Christopher Coventry is a financial advisor with Planmember Securities Corporation, holding the Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Planmember since 2013 and is also involved with The Lotter Group, where he engages in insurance sales and services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering a range of asset allocation portfolios. The firm emphasizes a strategic asset allocation framework combined with ongoing portfolio monitoring and rebalancing.

Matthew Cook is a CFP® professional with 22 years of experience in financial advising. He has been with Mercer Global Advisors Inc. since 2015, currently serving in their Santa Barbara, CA office. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Terrall Janeway is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 28 years of industry experience. He has been with PlanMember Securities since 1998. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, while also providing education and support services to plan sponsors and participants.

James Weimer is a CFP® and holds a Series 65 license with nine years of experience in financial advising. He has worked at Cerity Partners LLC since 2025 and spent the prior nine years at West Coast Financial, LLC. He is based in Santa Barbara, CA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services using a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Ralph Hemphill is a financial advisor at PlanMember Securities Corporation with a Series 66 credential and one year of industry experience. His prior work includes various roles at the University of California Santa Barbara and other educational and coaching positions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios and delivers education, support services, and personalized retirement planning to plan sponsors and participants.

Stefani Kohler is a CFP® with 12 years of experience, currently serving at Mercer Global Advisors Inc. in Santa Barbara, CA. Her entire professional career has been with Mercer Global Advisors, spanning multiple roles since 2014. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory approach, emphasizing globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Daniel Stowe is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding a Series 63 designation and 24 years of industry experience. He has been associated with PlanMember in various capacities since 2001 and also operates Stowe Financial, focusing on fixed insurance products. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Patrick Lynn is a financial advisor with Planmember Securities Corporation in Carpinteria, CA. He holds Series 63 and Series 65 licenses and has 27 years of experience in the industry, including 23 years with Planmember Securities. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios with periodic rebalancing, while also delivering education and support services to plan sponsors and participants.