Kendall Albert is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners in 2025, Kendall studied at UC Santa Barbara and spent five years in full-time education. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

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 prior work includes roles at UBS Financial Services and First Bank. He also has a background in education at CSU Sacramento and hospitality at Calistoga Ranch. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model that combines firm supervision with investment adviser representative-managed accounts, providing access to alternative investments and lending solutions.

Zachary Bullard is a CFP® and Series 65-licensed advisor at Mariner with four years of industry experience. He previously worked at Pierson Wealth Management and One Capital Management. His background includes diverse roles extending from financial advising to periods focusing on travel. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, utilizing discretionary, customized portfolios supported by an internal team and third-party managers.

Spencer Crithfield is a financial advisor with PlanMember Securities Corporation holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining PlanMember, he worked in various roles including at Central Plateau Cleanup Company, Prime Lending, and held positions in educational institutions such as Westmont College and Richland High School. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering a range of participant-level investment options. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and supports clients with education, seminars, and personalized retirement planning.

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.

Russell Charvonia is a CFP® and ChFC® with 42 years of experience, currently serving as an advisor at Mariner. His background includes roles at Purshe Kaplan Sterling Investments, Channel Islands Financial Group, and Channel Islands Law Group, where he also practices as an estate planning attorney. Outside of finance, he is involved in mediation services, serves on the board of the Worldwide Civility Council, and has authored books, including a children's series. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, and retirement plan consulting. The firm’s approach combines discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration alongside unique administrative and financial wellness services.

Emily Reagan is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She has held her current position since 2017 and also worked at California State University from 2015 to 2018. She holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment recommendations.

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 industry experience. He currently works at Cerity Partners LLC and previously spent nine years at West Coast Financial, LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection, using proprietary quantitative screens alongside third-party managers and individual securities, and offers a range of services such as portfolio management, financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

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.

Nathan Cha is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Mercer Global Advisors Inc. and has prior experience at UBS Financial Services and Merrill. He previously worked at Illy coffee and Westmont College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm uses a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with various investment vehicles and offers specialized services such as retirement plan consulting and charitable advisory.

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.

Janine Northway is a financial advisor with Planmember Securities Corporation in Carpinteria, CA. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Outside of her advisory role, she works in event security at the Santa Barbara Bowl through Miller Event Management. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, while also offering education and support services to plan sponsors and participants.

Justin Shane is a CFP® with 12 years of experience and is affiliated with Mercer Global Advisors Inc. He has worked at Mercer Global Advisors in various roles since 2015. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified and risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and other strategies.

Kevin Baird is a financial advisor with United Planners' Financial Services of America and holds a Series 63 designation. He has 35 years of industry experience and is based in Santa Barbara, CA. In addition to his advisory work, he serves as president of Baird Wealth Strategy Group LLC and is involved in marketing investments and insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering open-architecture investment platforms and a mix of fee-based and commission-based services through its network of 477 independent advisors.