Trevor Mattson is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has prior roles at Artera Inc and Deckers Outdoor Corporation. Outside of his advisory work, he serves as a volleyball trainer for the Santa Barbara Volleyball Club. 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, model portfolio programs, third-party asset management access, and institutional platforms.

Mee Lee is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing nine years of industry experience. Mee previously worked at Bank of America and Merrill for two decades before joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Drew Dusebout is a financial advisor with Wells Fargo Clearing in Santa Barbara, CA, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2019. Outside of his advisory work, he is the author of a book titled "Sweet Pecan Pie," which has an accompanying website. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Oscar Phillips is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at California Wealth Advisors and various non-financial engagements, including work at Obon Sushi & Grill and RSVPSB Weddings. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies, use of systematic methodologies, and integration of advanced technologies such as AI in its investment process.

Mitchell Vance is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. Based in Santa Barbara, CA, he has an extensive background in wealth management and financial advisory services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and simulations to support client financial plans.

Dakota Murphy is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Santa Ynez, CA, and has 14 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Murphy worked at Wells Fargo Advisors LLC and UBS Financial Services. Outside of work, Murphy serves as power of attorney for both parents on investment matters. 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 support diversified investment solutions and offers both brokerage and advisory products.

Jay Parker is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He 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 range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Charles Phelps is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 45 years of experience in business management, portfolio management, and planning strategies. Charles joined Merrill in 2013 after a lengthy career at EF Hutton and its successor firms, where he held branch and business management positions for 25 years. He formed Phelps-Ting & Associates in 2018 to focus on corporate executive services, family wealth management strategies, and portfolio management services. Charles began his career in financial services in 1977 as an account executive and transitioned to a financial advisor role in 2006. He holds the Personal Investment Advisor (PIA) designation and attended the University of California, Riverside. Outside of his professional work, Charles enjoys bicycling, golfing, and reading.

Grant Swanson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, he worked at 1st Financial Bank USA for five years and served as an assistant coach for high school athletes with the Santa Barbara Unified School District. Outside of his advisory role, he is president of the Bella Vista Park Homeowners Association, organizing community events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Mark Strong is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving clients at Stifel since 2012. He holds Series 63 and Series 65 licenses and is based in Santa Barbara, California. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Thomas Duval Jr. is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Norman Robertson is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Montecito, CA. Prior to joining Morgan Stanley in 2017, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, Robertson participates on the investment committee of Standing Together To End Sexual Assault (STESA), a nonprofit organization based in Santa Barbara. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services integrated with its extensive retail and institutional capabilities.

Michael Montgomery is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its affiliated entities since 2017, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses firm-approved tools and models to support client outcomes.

Elizabeth Fahan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Daniel Gaston is a Certified Financial Planner® with over 30 years of experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of his advisory role, he is a tax preparer and a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Mitchell Kauffman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior experience includes roles at Stifel Independent Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC. Outside of his advisory work, he serves as an adjunct faculty member teaching economics courses at the University of California, Santa Barbara, and is treasurer of a nonprofit homeowners association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, and supports its clients through various advisory programs and institutional consulting services.

Jonathan Dardashti is a financial advisor with Merrill in Santa Barbara, CA, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bank of America, N.A., Axa Advisors, LLC, and California State University, Northridge. He has been with Merrill since 2016. Merrill, along 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 a range of client types including individuals, high-net-worth clients, and institutions.

Larry Harteck is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Shannon Kerber is a financial advisor at J.P. Morgan Securities with six years of industry experience. Her career includes roles at Windward Capital/S.L. Reed & Co, Morgan Stanley, and MUFG Union Bank. She holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Joshua Kane is a ChFC® and holds a Series 66 license with Edward Jones, where he has worked since 2009, totaling 16 years of industry experience. He is based in Santa Barbara, CA. Outside of his advisory role, Kane serves as president of the Kiwanis Club of Santa Barbara, where he organizes meetings to oversee the club’s budget and investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.