Thomas Jackson is a Private Wealth Manager with Merrill Private Wealth Management. He joined Merrill in June 2015 and focuses on managing and developing business within the corporate cash management segment. Thomas has extensive experience in corporate cash management, having previously worked at Barclays, where he helped run the West Coast Corporate Cash business. Before that, from 2003 to 2013, he co-managed Deutsche Bank’s Corporate Cash Group. He began his finance career in 1997 at Donaldson, Lufkin, and Jenrette with a focus on institutional fixed income, continuing through its merger with Credit Suisse. Thomas holds a Bachelor of Science degree from Vanderbilt University and has earned the Personal Investment Advisor (PIA) designation. He resides in Santa Barbara, California with his wife and three sons.

Brett Grimes is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management guided by investment policy statements and modern portfolio theory. The firm’s services include investment searches, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Efrain Vera is a financial advisor with Wells Fargo Clearing in Santa Barbara, CA, holding Series 63 and Series 65 designations and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Joshua Timpe is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in serving high-net-worth and ultra-high-net-worth individuals and their families. His expertise encompasses a wide range of financial services including equity compensation services, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Joshua holds professional designations as a Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA), bringing a comprehensive understanding of complex financial situations. He attained his High School Diploma/GED from Santa Barbara City College. Outside of his professional role, Joshua is involved in community organizations such as Mission Scholars, Santa Barbara Rugby Football Club, and the Santa Barbara Young Professionals Club. His personal interests include adventure sports, camping, hiking, music, pickleball, reading, running, spending time with his family, traveling, and watching movies.

Armando Campos is a financial advisor with Wells Fargo Clearing in Montecito, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and also with Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Lisa Schomer is a CFP® with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Prior to that, she worked at Waterstone Financial Group, Inc. from 2005 to 2009. Outside of her advisory work, she is an author and publisher, focusing on her experiences as a single mother, and operates a publishing company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management solutions, combining broad-scale resources with a range of investment strategies.

William Walters is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing financial advisory services to clients, leveraging his expertise to support their wealth management needs. He holds a Bachelor's Degree from the University of Virginia. Further details about his professional experience, areas of expertise, personal interests, or community involvement have not been provided.

David Hellewell is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 23 years of industry experience. He worked at Fidelity from 2004 to 2009 before joining Charles Schwab in 2009, where he has been since. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset strategic asset allocation approach supported by centralized operational and custody arrangements.

Robert Kriz is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has been involved in financial services through roles at Cetera and Santa Barbara Coastal Advisors. Outside of advising, he has worked in operations and administrative capacities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Rowe is a financial advisor with Raymond James & Associates in Santa Barbara, CA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving in advisory roles for a combined nine years before joining Raymond James in 2020. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Somerville is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and 43 years of industry experience. He has previously worked at D.A. Davidson & Co., Crowell, Weedon & Co., and Morgan Stanley in various capacities over a span of more than 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a wide range of investment strategies through a large network of advisors.

Misael Marcial Palomares is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has been with UBS since 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Christian Vasquez is a Planning Consultant at Fidelity Investments, where he works with clients to understand their financial situations, goals, and priorities. He assists clients through the financial planning process to organize information, evaluate potential outcomes, and clarify their long-term objectives. Christian has professional experience that includes roles as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Associate at California Wealth Advisors from 2021 to 2025. He holds a California Insurance License. Outside of his professional work, Christian has interests in food, football, pets, and traveling.

Steven Sklover is a financial advisor with Wells Fargo Clearing in Santa Barbara, CA, holding the Series 63 designation and bringing 43 years of industry experience. His career includes roles at Morgan Stanley & Co. LLC and Morgan Stanley Dw Inc. before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating on a large scale with over 14,000 advisors and $671 billion in assets under management.

Jeffrey Forster is a financial advisor with Morgan Stanley in Santa Barbara, California. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including previous roles at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and proprietary investment research.

Jacqueline Barrios is a financial advisor with Wells Fargo Clearing in Santa Barbara, CA. She holds a Series 66 designation and has six years of industry experience. Prior to joining Wells Fargo Advisors in 2017, she spent one year as a homemaker. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Patrick Flood is a financial advisor at UBS Financial Services with 32 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he is involved in managing vacation rental properties through an LLC he co-manages with his wife. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Anthony Rossi-Berg is the Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through various positions including Financial Consultant, Investment Consultant, and Workplace Planning and Guidance Consultant. His professional experience spans nearly a decade in financial planning and consulting. Anthony holds a California Insurance License, which supports his work in the financial services industry. He focuses on helping clients simplify the complexities of financial planning. Outside of his professional life, Anthony enjoys cooking and baking, golf, reading, and surfing.

Brian Yorty is a CFP® credentialed financial advisor with 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012, following prior roles at Chase Investment Services Corp., Wamu Investments, Inc., and A. G. Edwards & Sons, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research, incorporating ESG considerations, and leverages its broader derivatives and commodities capabilities.

Vito Gioiello is a CFA® charterholder with 20 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include tenures at First Republic Bank and Manchester Capital Management. He is active in his community through board roles with Catholic Charities of Santa Barbara, Peoples' Self-Help Housing, and the Santa Barbara Historical Museum. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.