Annalisa Rada Mcgee is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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.

Brian Berry is a CFP® professional with 14 years of experience in financial advisory. He is currently with Raymond James & Associates and previously spent 11 years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services often delivered through non-discretionary relationships.

Amy Moore is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding a Series 63 designation and 32 years of industry experience. She previously worked at Bank of America and Merrill for 11 years each before joining Morgan Stanley in 2026. Outside of her advisory role, she serves as Manager of the Green Room for One805, a 501(c)(3) nonprofit supporting first responders by raising funds for equipment and public safety initiatives. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes and tools without providing individual security recommendations as part of standalone plans.

Cassandra Rapp is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding a Series 66 designation and with four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Gregory Hogan is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive investment approach, serving clients through both direct and corporate financial planning agreements.

Jeffrey Grange is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at D.A. Davidson & Co., Crowell, Weedon & Co., Morgan Stanley, and Citigroup Global Markets. He is based in Santa Barbara, CA. 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. The firm offers a range of services including financial planning, wrap and model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Allison Angell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Daniel Klein is a financial advisor with Wells Fargo Clearing in Santa Barbara, CA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Klein serves as a trustee for The Beatrice Pearlstein Subtrust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources with a focus on diversification and modern portfolio theory.

Richard Buie is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he manages a triplex rental property in Santa Barbara, CA. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Brian Boyle is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Thrivent since 2002. Boyle serves on the board of an office building condominium association in Santa Barbara, providing owner-occupied representation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option, emphasizing separate delivery of these services through its network of Financial Advisors.

Amie Brallier is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of her advisory work, she is involved in managing an Airbnb rental property. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies to support client goals.

John Mcgovern is a financial advisor with UBS Financial Services in Santa Barbara, CA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1990. Outside of advising, he owns Big Johnny's Motorcars, a business specializing in buying, selling, and renting vintage cars, and he is also involved in horse training through Malavia Farms. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Kyle Feighner is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 1998 and Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Rimmele is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Charles Schwab since 2011 and Charles Schwab Bank since 2019. Based in Santa Barbara, CA, he serves clients through Schwab’s integrated wealth advisory platform. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and a multi-asset model portfolio approach.

Christopher Luxford is a financial advisor at Edward Jones in Santa Barbara, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Sean Carroll is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise, he worked at Fidelity Investments, Valic Financial Advisors, and PlanMember Securities Corporation. Carroll serves on the board of the Santa Barbara Premier Water Polo Club. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Christian Marx is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2010. Marx is based in Santa Barbara, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Brendan Pease is a Financial Consultant currently working at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Financial Consultant and Investment Solutions Representative at Fidelity Investments beginning in 2024, and was a Financial Advisor at Prudential from 2022 to 2024. Brendan specializes in financial planning with a client-first approach, focusing on individual goals, investments, retirement planning, and financial milestones. He prioritizes open communication to help clients make informed decisions and pursue long-term financial success. Brendan holds a California Insurance License, enabling him to advise clients on insurance-related matters within the state. Outside of his professional work, Brendan has interests in cooking and baking, fitness, football, music, and snowboarding.

Sandra Courser is a financial advisor with Merrill based in Santa Barbara, CA, holding a Series 66 designation and over 21 years of industry experience. She has been with Merrill since 2000. In addition to her advisory role, she serves as a notary in Woodland Hills, California. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Matthew Yonally is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 65 credentials and with 41 years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and Citigroup Global Markets. He also serves as a co-trustee for a family trust. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, with clients responsible for implementing plans.