David Haislip is a CFP® with over 43 years of industry experience. He is currently with PlanMember Securities Corporation and also associated with Fourth Point Wealth. His prior experience includes roles at LPL Financial, Grove Point Investments, and H. Beck, Inc. He has maintained a self-employed insurance agency since 1980 focused on life, health, and fixed insurance sales. PlanMember Securities Corporation provides retirement-plan advisory services acting as an ERISA Section 3(38) fiduciary and offers participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm emphasizes a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios and delivering education and support to plan sponsors and participants.

Benjamin Parker is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at PlanMember Securities Corporation since 2020 and previously held positions at JP Morgan Securities, Bank of America, and Merrill. 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 education, support, and a range of risk-based mutual fund portfolios through a structured asset allocation process.

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.

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.

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.

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.

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.

Kyle Boeckmann is a financial advisor at PlanMember Securities Corporation with five years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining PlanMember in 2020, he worked at CSU San Bernardino and Sprouts Farmers Market. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Ron Culverson is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His prior work includes positions at Tech Real Estate Group and a long tenure at Irm Distributors, Inc. since 1994. 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’s investment approach emphasizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

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.

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.

Heidi Parkhill is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2021. Heidi is also involved in managing a rental property in Oxnard, California. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolio-based and customized portfolio management, and acts as adviser to a donor-advised fund.

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.

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.

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.

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.

Austin Ziehl is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has work experience at California Lutheran University and Bishop Diego High School. 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 risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.