Karla Lynn is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at First Republic Securities Company and First Republic Investment Management. Morgan Stanley Wealth Management delivers a variety of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michelle Quinn is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and Scottrade, Inc. Quinn is based in Santa Barbara, California. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lynne Ming is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mark Golden is a financial advisor with Wells Fargo Clearing in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment recommendations and performance reporting grounded in an IPS-driven process based on modern portfolio theory. The firm serves plan sponsors with tailored advisory services and discretionary options, including a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Mark Brenner is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He joined UBS in 2021 after spending 12 years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor solutions based on proprietary research and model-based asset allocations.

Joanne Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at UBS Financial Services for 24 years before joining Wells Fargo in 2020. Gordon serves as treasurer for the Santa Barbara Yacht Club Women's Foundation, which provides scholarships to underprivileged children. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. Their IPS-driven advisory process incorporates modern portfolio theory and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Donna Weidl is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since January 2009. She serves as a lead relationship manager, assisting clients by managing both sides of their balance sheets and focusing on insurance, annuities, long-term care planning strategies, and explaining the roles of Social Security and Medicare in retirement. Donna works with a variety of client focus areas including personal retirement planning, legacy planning, philanthropy, education planning, socially responsible investing, and transition planning related to divorce. Donna holds a bachelor's degree in Global Business from California State University Channel Islands and a high school diploma from San Marcos High School. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Donna resides in Santa Barbara and participates in community organizations such as Old Spanish Days and the Scholarship Foundation of Santa Barbara. Her personal interests include boating, cooking, fishing, golfing, hiking, photography, skiing, spending time with family, traveling, and practicing yoga.

Albert Williams is a financial advisor with Wells Fargo Clearing in Santa Barbara, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Clearing in 2020. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Jimmy Vo is a financial advisor with Merrill in Santa Barbara, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, he assists with administrative tasks at his wife's medical practice, Perfect Pathology Medical PC, where she is a physician. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wesley Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on offering a comprehensive approach to managing wealth by first understanding his clients' financial situations, families, and what matters most to them. Wesley helps create customized wealth management strategies that adapt to changing needs and market conditions, providing access to the investment insights of Merrill and the banking services of Bank of America. His areas of expertise include education planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Wesley holds a Bachelor's Degree from UC Santa Barbara and the Personal Investment Advisor (PIA) designation. Committed to community involvement, Wesley follows Merrill’s tradition of participating in local organizations through volunteer work. Outside of his professional responsibilities, he enjoys baseball, golfing, running, table tennis, and tennis.

David Catalfimo is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds a Series 63 designation and has worked at J.P. Morgan Securities since 2008, as well as JPMorgan Chase Bank since 2010. He previously worked at Setos Lago Holdings, LLC for seven years. Outside of his advisory role, he serves as a trustee for the Santa Barbara Club Preservation Foundation, which raises funds for historic building maintenance and neighborhood enhancement projects. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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 with LPL Financial in Santa Barbara, CA, holding Series 63 and Series 65 designations and 21 years of industry experience. Prior to joining LPL Financial in 2024, he worked at D.A. Davidson & Co. from 2013 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

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.