Kristian Blom is a financial advisor at Blom Levy & Co., LLC with 16 years of industry experience. He has been with the firm since its founding in 2011. Outside of advisory work, he assists with CFO duties on an uncompensated basis for a local construction company. Blom Levy & Co. serves individual clients and families, focusing on helping women build and maintain financial independence. The firm offers integrated wealth management and financial planning, constructing personalized portfolios based on household balance sheets and cash flow analysis, with a non-discretionary management approach.

April Walstad is the sole advisor and president of Walstad Investment Counsel, Inc., an independent firm she has led since 1994. She holds the CFA® designation and a Series 65 license, and has 31 years of industry experience. The firm provides discretionary, individually managed equity and balanced portfolio management for a variety of taxable and tax-advantaged accounts. Walstad Investment Counsel also offers sub-advisory services to other investment advisers and serves corporate, business, and institutional clients, employing a fundamental, long-term equity investment approach supplemented by fixed-income and cash allocations tailored to client needs.

Matthew Lum is a CFP®-certified financial advisor with 38 years of industry experience. He is the principal of Vida Wealth Partners, Inc., an independent firm based in Santa Barbara, CA, where he has worked since 2006. Prior to that, he held positions at Girard Securities, Inc. and Cetera Advisor Networks LLC. Vida Wealth Partners provides investment supervisory services and financial planning primarily to high-net-worth individuals, as well as select charitable and corporate clients. The firm focuses on building personalized investment policy statements, implementing asset allocation strategies, and monitoring third-party managers to align portfolios with client objectives.

Joseph Lambert is the principal advisor at Lambert Capital Management in Santa Barbara, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. He has previously worked at National Asset Management, Avatar Associates, and JNL Consulting Services. Outside of his advisory role, Lambert is involved in entertainment production through Lamber Production and leads The Lambert Foundation, a nonprofit supporting performing arts in Santa Barbara County schools. Lambert Capital Management provides tailored investment advisory services to individuals and high-net-worth clients, employing an asset-allocation strategy based on modern portfolio theory. The firm utilizes extensive mutual fund screening and active cash positioning to manage portfolio risk.

Forrest Leichtberg is the principal of Forrest Michael Leichtberg, an independent investment advisory firm based in Carpinteria, California. He holds a Series 65 designation and has experience in nonprofit leadership roles dating back to 2015, including positions with The Consciousness Network and The Freedom to Choose Project. Forrest Michael Leichtberg provides financial planning and non-discretionary investment advisory services to institutional clients such as nonprofits, foundations, and small businesses, as well as individual clients. The firm employs a long-term, goals-based investment approach focused on passive, diversified portfolios using ETFs and mutual funds, with distinct service options including subscription-style planning and educational workshops.

Chandrasen Gunda is the principal advisor at Nurture Investment Strategies LLC in Goleta, CA. He holds a Series 65 designation and has four years of industry experience. Prior to founding Nurture Investment Strategies in 2021, he worked at LogMeIn for 14 years. Nurture Investment Strategies provides discretionary investment management and portfolio construction services to individuals, families, trusts, estates, and small businesses. The firm focuses on personalized service and employs both fundamental and technical analysis, including the use of options within separately managed accounts, which is uncommon among independent peers.

Clay Beccue is a CFA® charterholder with four years of industry experience. He is the sole advisor at Presidio Financial Advisors LLC, where he has worked since 2021. His prior experience includes roles at JP Morgan Chase & Co. and American Riviera Bank. Presidio Financial Advisors LLC is a single-advisor registered investment adviser managing approximately $4.7 million for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a fundamental research-based, total-return investment approach and offers pension consulting services for 401(k) and other employee benefit plans, which is less common among solo independent advisers.

Jonathan Heagle is a CFP®, CFA® credentialed advisor with eight years of industry experience. He is a managing partner at MV Properties 1, LLC and has worked at Mountain Vista Wealth Management since 2017. Prior to that, he was employed at RBC Barbados Trading Bank from 2015 to 2017. Mountain Vista Wealth Management is a fee-only advisory firm serving primarily individual and high-net-worth clients, along with some employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management using both active and passive strategies, and provides educational seminars and employee benefit plan advisory services.

George Tharakan is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Alamar Capital Management, LLC since 2010. Alamar Capital Management serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with discretionary investment management, family office services, financial planning, and retirement plan consulting. The firm employs a bottom-up fundamental investment process with a long-term horizon, managing diversified portfolios typically consisting of 35–50 stocks along with ETFs and mutual funds.

Todd Dawes is a financial advisor at Certis Capital Management, Inc. with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Finalis Securities LLC, Amet Partners, Merus Advisors, LLC, and Certis Capital Management. Dawes is the founder and portfolio manager of Merus Advisors, LLC, a registered investment advisor serving the high-net-worth community. Certis Capital Management operates as a multi-family office serving high-net-worth individuals and families, typically with relationships of $20 million and above. The firm provides investment advisory and broad family office services, combining macroeconomic analysis with classic portfolio theory and conducting due diligence on third-party managers.

Emily Goodman is a CFP® professional with three years of industry experience. She has worked at Foronjy Financial since 2025 and previously at EP Wealth Advisors and Wacker Wealth Partners. Prior to her financial advisory career, she held roles outside the industry, including positions at Lewis Wine Bar and Templeton Valley Farm. Foronjy Financial provides portfolio management, pension consulting, and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $278 million across 183 accounts, focusing on managed ETF portfolios, mutual funds, and fixed income investments using a discretionary, model-based, and long-term trading approach.

Graham Guess is a financial advisor with Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA, holding Series 63 and 65 licenses and 24 years of industry experience. He has worked at several firms including First Allied Advisory Services and First Allied Securities Group. Outside of finance, he is a band member of "I WANT MY 80'S" and is involved in modeling and acting. Pacific Wealth Strategies Group provides investment management, financial planning, and pension consulting to individuals, trusts, and employee benefit plans. The firm employs a customized investment approach combining fundamental and technical analysis to construct diversified portfolios across various asset classes.

Chad Valchar is a Financial Consultant who works with clients to address complex financial goals, including risk management and investing strategies spanning short- to long-term horizons. He partners with both individuals and businesses to support their financial objectives at various stages of life. He has professional experience as a Financial Advisor at Edward Jones from 2019 to 2024. Chad holds a California Insurance License and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of his professional work, Chad has interests in comedy, cooking and baking, food, golf, motorcycles, and pets.

Michael Riolo is a financial advisor at Mountain Vista Wealth Management with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sovereign Financial Group, Inc. and Raymond James Financial Services before joining Mountain Vista Wealth Management in 2018. In addition to his advisory role, he is the Owner and Principal Attorney of The Riolo Law Firm PLLC and President of Total Wealth Advisory Group LLC. Mountain Vista Wealth Management is a fee-only advisory firm serving primarily individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management and comprehensive financial planning, utilizing a combination of active and passive strategies guided by fundamental, technical, and cyclical analysis.

Nathan Cultice is a CFP®-certified financial advisor at Castle Wealth Planning with 26 years of industry experience. He has been with Castle Wealth Planning since 2006. Castle Wealth Planning provides investment advisory and planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers comprehensive portfolio management and financial planning, utilizing an individualized portfolio process that includes fundamental analysis, security selection, and continuous monitoring across a range of investment types.

Arturo Tabuenca is a financial advisor with Blue Marble Investments in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Blue Marble Investments since 2000 and also serves as a portfolio manager. In addition to his advisory role, he is a licensed insurance agent and registered securities representative with Purshe Kaplan Sterling Investments. Blue Marble Investments provides discretionary portfolio management to individual clients, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on ESG-screened model portfolios through its EarthFolio line, alongside customized advisory accounts that may incorporate fundamental, technical, and cyclical analysis.

Rachael Bourke is a financial advisor at Bourke Wealth Management in Santa Barbara, CA, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a comprehensive analytical approach including fundamental, technical, quantitative, and qualitative analysis, and provides a formal Family Office Concierge service alongside discretionary asset management and standalone consulting engagements.

Margaret Loncki is a Series 65-licensed advisor at Merus Advisors, LLC with three years of industry experience. She previously worked at Certis Capital and Claremont McKenna College. Outside of her advisory role, she is the managing member of Martin Untied LLC, a property management company. Merus Advisors provides investment advisory and financial planning services primarily to individuals and families. The firm emphasizes diversification, low volatility, and tailored recommendations through macroeconomic analysis and classical portfolio theory while focusing on advising third-party managers rather than executing trades.

Natalie draws on 20+ years of comprehensive financial planning experience, 10+ years in fintech, and more than a decade of professional speaking to share advice that works in real life, not just on paper. She founded The Goodland Group to serve mid-career professionals with significant equity compensation (stock options and RSUs) at both public and private VC-backed companies. Natalie and her team of financial planners help clients who are navigating the tradeoffs between saving for retirement, paying off debt, saving for college, buying homes, family vacations, supporting aging parents, and making decisions around equity compensation, taxes, investment strategy, insurance, and career changes. They’re often making more than they ever have before, and are looking for a thought partner to navigate all of the decisions ahead as they move beyond the basics of building an emergency fund, paying off high interest debt, and investing in their 401(k).

Joshua Keith is a financial advisor at Laguna Capital Management, Inc. in Santa Barbara, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Laguna Capital Management since 2015. Laguna Capital Management primarily serves individual and high-net-worth clients, offering discretionary asset management, written financial plans, and retirement-plan consulting. The firm employs active investment techniques and provides annuity analysis and sub-account management through a third-party platform.