Brian Boyle is a financial advisor with Thrivent Investment Management in Santa Barbara, CA, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Thrivent and its related entity since 2002. Boyle serves as a director on the board managing the office building where his Thrivent office is located, contributing to budget decisions and property maintenance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option while keeping these services separate.

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 in Santa Barbara, CA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Charles Schwab since 2011 and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by a centralized operational structure.

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 with LPL Enterprise in Santa Barbara, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Fidelity Investments, Valic Financial Advisors, and PlanMember Securities Corporation. Carroll serves on the board of the Santa Barbara Premier Water Polo Club, a local nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

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.

Matthew Yonally is a financial advisor with Morgan Stanley in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he serves as a co-trustee for a family trust. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a broad range of financial planning and investment services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning tools and advisory programs tailored to client needs without offering individual security recommendations in standalone plans.

Judith Pirkowitsch is a financial advisor with Ameriprise in Santa Barbara, CA, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on several nonprofit investment committees, including the Santa Barbara Botanic Garden and the Environmental Defense Center, and is a board member of the UC Santa Barbara Planned Giving Advisors Network. Ameriprise offers specialized retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Trevor Mattson is a financial advisor with LPL Financial in Santa Barbara, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Artera Inc, Deckers Outdoor Corporation, and academic appointments at the University of California Santa Barbara and Springfield College. Outside of his advisory work, he serves as a volleyball trainer for the Santa Barbara Volleyball Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides comprehensive financial planning, advisory programs, and retirement plan consulting, employing both discretionary and non-discretionary management with support from LPL Research, third-party subadvisors, and various portfolio management technologies.

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 in Santa Barbara, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley Smith Barney since 2009, as well as Morgan Stanley Private Bank since 2015. 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 supported by structured tools and firm-approved methodologies.

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.