Bryan Jones is a financial advisor at PlanMember Securities Corporation with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2007. Outside of his advisory role, he serves as Treasurer for the Thousand Oaks High School Lancer Baseball Booster Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm’s investment approach centers on a strategic asset allocation framework with risk-based mutual fund portfolios and includes comprehensive education and support services for plan sponsors and participants.

Ryan Burnham is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2006. Outside of his advisory work, he is involved in a non-investment-related business activity under the name Tremblay Financial Services. 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, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements using a combination of fundamental and technical analysis.

Kimberly Anderson is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes roles at Forrest T. Jones & Co. dba FTJ Retirement Advisors and National Pension & Group Consultants, Inc. She is involved in insurance sales and product management with Fidelity Security Life Insurance Co. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant education, and a range of risk-based mutual fund portfolios. The firm uses a strategic asset allocation process combined with economic analysis and periodic rebalancing to manage investment decisions.

Alejandro Ochoa is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes prior roles at Ameriprise, Independent Financial Partners, and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with access to various third-party platforms and sub-advisors.

Jessica Layman is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Cerity Partners LLC and has previously worked at West Coast Financial, LLC. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

David Goss III is a financial advisor with Planmember Securities Corporation, holding a Series 63 designation and 28 years of industry experience. His career includes longstanding roles at Reliastar, David A. Goss III Financial Services, Inc., and Goss Swier Financial Services. He is involved with David A. Goss III Financial Services, Inc., where he serves as an agent specializing in investment and insurance. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, complemented by educational and support services for plan sponsors and participants.

Nathan Stoker is a CFP® professional affiliated with Cresset Asset Management, LLC, with four years of industry experience. He has previously worked at Created Wealth Advisory and UBS Financial Services, and spent four years at Pepperdine University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes, including alternatives and private funds, supported by advanced tools such as artificial intelligence and machine learning.

Sean Haley is a financial advisor at PlanMember Securities Corporation with 27 years of industry experience. He holds a Series 63 designation and has worked at PlanMember since 2015. Outside of his advisory work, he is an author who writes and promotes original works of fiction. 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 top-down strategic asset allocation approach to manage diversified risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Kristin Mata is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior work includes positions at Ignite Planners LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. She is a 50% owner of a marketing DBA named Integrity Wealth Management. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, and institutional plans. The firm offers financial planning and portfolio management using a combination of firm and third-party models, employing both active and passive investment strategies across multiple risk profiles.

Casey Hoops is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and two years of industry experience. Prior to joining PlanMember, Casey worked in roles at Ram's Gate Winery, Sonoma State University, and Marimar Estate Vineyard and Winery. 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 top-down strategic asset allocation process and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Terri Bennett is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 42 years of industry experience. Her career includes leadership roles in several entities, including Platinum Insurance Marketing, where she serves as president of an independent marketing organization specializing in structured settlement products. Bennett has also held executive and corporate secretary positions with multiple Medivest-related funds and companies. 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 top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, offering education and support services such as personalized retirement planning and seminars.

Dorienne Larbig is a financial advisor at Cerity Partners LLC with a Series 65 designation. She joined Cerity Partners in 2025 and has prior experience working for the City of Santa Barbara and UC Santa Barbara. Her background includes roles outside traditional financial advising, spanning public service and academia. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening with third-party strategies and direct security selection.

Henry Whitney is a CFA® charterholder with seven years of industry experience. He has been with PlanMember Securities Corporation since 2019 and also has experience with TBI Financial. Outside of his advisory work, he is involved with the SB Polo & Racquet Club. 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 top-down strategic asset allocation framework and manages unitized, risk-based mutual-fund portfolios ranging from conservative to aggressive, supported by education and personalized retirement planning services.

Florentino Mitchell is a CFP® and ChFC® with 12 years of experience in financial advising. He has been with Mercer Global Advisors Inc. in Santa Barbara, CA, since 2015. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and tax management strategies.

Timothy Swier is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 32 years of industry experience. He has been with PlanMember since 2008 and has operated Timothy A. Swier Financial Services since 1992, focusing on insurance and investment services. 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 offers participant-level investment options, education, and support services, employing a strategic asset allocation framework and managing risk-based mutual fund portfolios.

Dalton Dixon is a financial advisor at Cerity Partners LLC with seven years of industry experience and holds a Series 65 designation. He previously worked at West Coast Financial LLC for six years and has been involved with the United Boys & Girls Clubs of Santa Barbara County and UC Santa Barbara. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Adam Stanowick is a CFP® with nine years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Santa Barbara, CA. His entire advisory career has been with Mercer, aside from a two-year period of long-term travel between 2015 and 2017. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers educational content and integrated service lines.

Christopher Janeway is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been affiliated with PlanMember Financial Group since 2008 and leads Fourth Point LLC, a wealth advisory firm he founded in 2018. Janeway is also a co-founder of Katie's FUNd, a charitable organization supporting social and recreational activities for teens with developmental disabilities. 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 participant-level investment options. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios and delivers education and support services including seminars and personalized retirement planning.

Brian Mann is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Morton Capital Management, TIAA-CREF, and Merrill. In addition to his advisory role, he serves as a Family Wealth Advisor at First Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients with customized advisory services. The firm combines a hybrid adviser/broker-dealer structure with a model that delegates investment management to its representatives while providing firm-level supervision.

Colin Hyatt is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Montecito Bank and Trust, OneReef Worldwide Stewardship, and various other enterprises. Outside of finance, his background includes employment in sectors such as hospitality and brewing. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and combines proprietary quantitative methods with direct security selection and access to alternative and private market solutions for qualified clients.