Allyn Close is a CFP® professional with 41 years of experience, currently serving at Planmember Securities Corporation since 2010. Based in Carpinteria, CA, Allyn holds Series 63 and Series 65 licenses. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Josiah Taylor is a CFP® professional affiliated with Mercer Global Advisors Inc. in Santa Barbara, CA, with experience at the firm since 2021. Prior to his advisory role, he worked at Prevail Conditioning from 2016 to 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios through a mix of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, complemented by specialized programs and tax-management options.

Deborah Stoker is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds a Series 66 designation. Outside of her advisory role, she owns Debi's Designs, a residential and commercial design business. Centaurus Financial, Inc. serves 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 services such as advisory management of annuity and variable life sub-accounts.

Brooks Allen is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at One Capital Management, LLC and Mercer Global Advisors Inc. 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. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, complemented by education and support services for plan sponsors and participants.

Donna Payne is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has been with Centaurus Financial since 2010. Outside of her advisory role, she operates Summerland Preserves, producing and selling jams, preserves, and jellies, and is also a licensed real estate broker serving the Santa Barbara area. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm’s advisors offer financial planning and portfolio management using the CLASSIC Plus platform and employ a range of analytical approaches, managing assets through both discretionary and non-discretionary arrangements.

David Walker is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His prior work includes roles at Jackson National Life Distributors LLC and founding Seagull Lane Asset Management LLC, where he serves as president. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management, serving individual and institutional clients through independent investment adviser representatives using a range of custodians and third-party managers.

Clayton Murdy is a CFP® professional with 24 years of industry experience. He currently serves at Cerity Partners LLC and previously worked at West Coast Financial, LLC for nine years. Outside of his advisory role, he is a trustee and treasurer on the board of directors for Crane Country Day School in Santa Barbara. He also maintains general partner roles in several private real estate funds organized under West Coast Financial, LLC, which operates as an outside business activity separate from Cerity Partners. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach that integrates proprietary quantitative screens with third-party managers and individual securities, and offers a broad range of services including portfolio management, financial planning, retirement consulting, tax planning, and private-market investment opportunities.

Jonah Grierson is a financial advisor with PlanMember Securities Corporation holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Merrill Lynch Wealth Management, Westmont College, and Nike. 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 uses a top-down strategic asset allocation approach and manages risk‑based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Steven Schneider is a financial advisor at Mercer Global Advisors Inc. in Santa Barbara, CA, holding a Series 65 designation with one year of industry experience. His prior work includes both self-employment and roles at Capitol Studios and House of Blues Studios. 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. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, and other investment vehicles.

Blaze Catalan is a Series 66-licensed financial advisor with PlanMember Securities Corporation, based in Carpinteria, CA, with two years of industry experience. Prior to joining PlanMember, Blaze held various roles in the hospitality and service industries, including positions at Hotel Californian and Dart Coffee. Outside of advising, Blaze is involved with Dart Coffee, reflecting a professional interest beyond finance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for numerous plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services alongside its advisory offerings.

Isaac Flores Guzman is a financial advisor at PlanMember Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Prior to his finance career, he spent nine years at Holiday Inn Express & Suites. 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 uses a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, while also offering education, support services, and personalized retirement planning.

Julia Coburn is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. She holds a Series 66 designation and has worked at Centaurus Financial since 2017. Her prior experience includes roles at Crown Capital Securities, BCN Financial, and Quest Securities. Outside of advising, she works part-time as a field service manager providing long-term care and disability insurance to safety members in California and serves as a Notary Public. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuities and variable life sub-accounts.

Chanelle Van Pelt is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked exclusively at Mercer Global Advisors Inc. since 2015. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Junious Burrage is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation. Burrage has been with PlanMember since 2023 and has prior experience working at educational institutions including California Lutheran University and Jesuit High School. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support services, and personalized retirement planning to plan sponsors and participants.

Anna Bernardo is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Gwfs Equities, Inc. for eight years before joining PlanMember in 2024. 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 employs a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Sergio Villa is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 20 years of industry experience. He also serves as an adjunct professor and teacher at Santa Barbara City College and the Santa Barbara Unified School District. Villa is involved in community organizations, acting as secretary of the Santa Barbara Children's Museum and as a board member of Child Evangelism Fellowship. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a combination of custodians, third-party money managers, and platform programs to implement client strategies.

Russell Johnson is a CFP® professional with two years of industry experience, currently advising at Mercer Global Advisors Inc. He previously held roles at Vista del Monte Retirement Community and LPL Financial, LLC, and worked with Young Life Lake Champion. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

Jeffery Chaffin is a financial advisor at Centaurus Financial, Inc. in Santa Barbara, CA, holding a Series 66 designation with eight years of industry experience. He has been with Centaurus Financial since 2017 and has maintained self-employed activities since 2004. Outside of financial advising, he owns a performance training company working with high school athletes and serves as a local high school sporting event announcer. 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 the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts using both discretionary and non-discretionary approaches.

Sara Feder is a CFP® and holds the Series 65 designation, with nine years of industry experience. She has worked at Cerity Partners LLC since 2025 and was previously with West Coast Financial, LLC for nine years. Based in Santa Barbara, CA, she provides financial advisory services through Cerity Partners. Cerity Partners offers customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening combined with third-party managers and individual securities to build client portfolios.

Cory Boggs is a CFP®, CFA®, and Series 66 license holder with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2026. Prior to joining Cresset, he spent nine years at Manchester Capital Management LLC and held positions at City National Bank. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, active and passive management, and a range of alternatives.