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.

Adam Meyers is a financial advisor at GoTo Financial with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Western International Securities, Inc. from 2013 to 2017. GoTo Financial serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio asset management, financial planning, and consulting without utilizing third-party money managers. The firm’s investment approach includes regular client meetings and quarterly account reviews, using a blend of fundamental, technical, and macroeconomic analysis to build diversified portfolios tailored to clients' goals and risk tolerance.

Matthew Spille is a financial advisor at Greyfox Investors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greyfox Investors since 2021. Outside of his advisory role, he manages a small property management business independently. Greyfox Investors LLC provides discretionary portfolio management and asset allocation services focused on U.S. equities for individual clients and certain qualified entities. The firm employs a quantitative, factor-driven investment process to construct sector-neutral, fully invested, medium-to-long-term equity portfolios and offers tailored strategies with negotiable fee arrangements.

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.

Gary Dorfman is a financial advisor at Thryve Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Strive Asset Management, One Capital Management, and Beacon Pointe Advisors. Thryve Wealth Management serves individuals, high-net-worth clients, retirement plans, endowments, and various organizations, offering wealth management, financial planning, and discretionary investment management. The firm employs a Core and Satellite investment approach focused on fundamental analysis, tax-efficient management, and private market exposure.

Matthew Smith is a financial advisor at Collar Capital Management, LLC and holds a Series 63 designation. He has been with Collar Capital since 2025 and has prior experience at St. Cloud Capital, LLC, where he is also Managing Director, and at MCS: Banc of California. In addition to his advisory role, he serves as CEO of Grizzly Growth Capital, a pooled investment vehicle. Collar Capital Management serves individual and high-net-worth clients by providing asset management, pension consulting, and non-discretionary investment administration services. The firm builds individualized portfolios and employs multiple analytic methods, including technical, fundamental, and cyclical approaches, incorporating a range of strategies such as options and digital assets within its discretionary management.

Kelly Smith is a financial advisor at Merus Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merus Advisors since 2016 and Certis Capital Management, Inc. since 2005. Merus Advisors serves individual clients and families, often business owners with additional entities holding real estate or other investments. The firm provides broad financial advisory services focused on evaluating third-party advisers and investment opportunities, combining macroeconomic analysis with classical portfolio theory to tailor strategies that emphasize lower volatility and low correlation.

Nathan Wallace is a financial advisor at Greyfox Investors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Greyfox Investors since 2013, with prior experience at Grasswood Partners and Savvy Advisors, Inc. Greyfox Investors LLC provides discretionary portfolio management and asset allocation services focused on U.S. equities for individual clients and certain qualified entities. The firm employs a quantitative, factor-driven investment process combined with fundamental research to construct sector-neutral, long-only equity portfolios and offers customizable fee arrangements including performance-based fees.

Alexandro Filippini is a financial advisor at Filippini Investment Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Rcx Capital Group, Silver Portal Capital, Montecito Wealth Management, and Filippini Wealth Management. Outside of his advisory work, he serves as Vice President of Fundraising for the Hope School PTA in Santa Barbara. Filippini Investment Advisory is a small firm serving individuals, trusts, foundations, estates, and business plans. The firm manages approximately $20.6 million in assets, focusing on a diversified, long-term investment approach with direct portfolio management and non-discretionary services.

John Bell is a financial advisor at Thryve Wealth Management with nine years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, Quasar Distributors, LLC, and Strive Asset Management, LLC. Thryve Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutions with wealth management, financial planning, and discretionary investment management. The firm uses a Core and Satellite investment approach emphasizing U.S. markets and private market exposure, incorporating systematic tax-loss harvesting through direct indexing and alternative asset allocations.

Casey Marks is a financial advisor at Foronjy Financial with 19 years of industry experience and holds a Series 66 designation. Prior to joining Foronjy Financial, Marks worked at LPL Financial, Mariner Independent Advisor Network, Strategic Wealth Advisors Group, and Fidelity Brokerage Services. He is also a notary and a member of SAG-AFTRA, though he is not currently active in the entertainment industry. Foronjy Financial provides portfolio management, pension consulting, and financial planning primarily to individual and high-net-worth clients, managing approximately $278 million across 183 accounts. The firm emphasizes managed ETF portfolios, mutual funds, fixed income, and uses a discretionary, model-driven investment approach with quarterly account reviews.

Stephen Macintosh is a financial advisor at Argyle Capital Partners, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at D.A. Davidson & Co. from 2015 to 2019. Outside of his advisory role, he serves as a board member for the Sustainable Change Alliance Foundation and is president of ESG Capital Management, Inc., where he provides life and disability insurance solutions. Argyle Capital Partners, LLC is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to client-specific risk tolerance, time horizon, and tax considerations.

Helen Perez is a CFP® professional with eight years of industry experience. She has worked at Bergquist Wang, LLC since 2013. Wang Financial, LLC serves individuals, corporations, business entities, retirement plan participants, and private foundations with comprehensive financial planning and investment supervisory services. The firm employs a Modern Portfolio Theory-based approach emphasizing strategic asset allocation and broad diversification, managing portfolios through a buy-and-hold strategy with regular quarterly monitoring.

Ryan Lowe is a CFA® charterholder with 21 years of industry experience. He has been with 15 Equity since 2020 and concurrently associated with Lucia Wealth Services since 2014. Outside of his advisory roles, he is a member of Montecito Venture Partners, an investment partnership. 15 Equity provides discretionary and non-discretionary asset management to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. The firm employs a focused equity strategy and custom fixed-income portfolios, serving both clients directly and independent advisers through separately managed accounts and an automated investment platform.

Eric Callahan is a CFP® professional with 13 years of industry experience, currently serving at Thryve Wealth Management. His prior roles include positions at Strive Asset Management, Momentum Independent Network, Hilltop Securities, J.P. Morgan Securities, Fidelity Personal and Workplace Advisors, and Strategic Advisers. Thryve Wealth Management is an SEC-registered investment adviser that offers financial planning, discretionary investment management, and retirement plan advisory services to individuals, high-net-worth clients, foundations, endowments, and corporations. The firm utilizes a Core-and-Satellite investment framework emphasizing U.S. markets, systematic rebalancing, and tax-efficient management, and incorporates alternative allocations and digital assets in its portfolios.

Douglas Ecker is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with six years of industry experience. He holds a Series 65 designation and has previously worked at Staples Construction Company and Hartigán Foley General Contractors. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans, offering asset management, portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs both discretionary portfolio management and standalone consulting, utilizing a range of investment vehicles and a client-focused process supported by fundamental and technical analysis.

Iaian Filippini is a financial advisor at Filippini Investment Advisory with 17 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has worked at firms including Alexander Capital, Rcx Capital Group, Silver Portal Capital, and Montecito Wealth Management. Filippini also serves on the board of 911 At Ease International, a nonprofit providing mental health services to first responders. Filippini Investment Advisory is a small firm serving individuals, trusts, foundations, estates, and business plans. The firm focuses on fundamental analysis and diversified, long-term asset allocation, managing portfolios non-discretionarily without relying on third-party managers.

Leo Murphy is a CFA® charterholder with 19 years of industry experience. He has been with Alamar Capital Management, LLC since 2010, where he serves as one of two advisors. Alamar Capital Management provides discretionary investment management, family office services, financial planning, and retirement plan consulting to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm employs a bottom-up fundamental investment process with a long-term horizon and manages portfolios typically consisting of 35–50 stocks alongside ETFs and mutual funds for diversification.

Christopher Mendoza is a financial advisor with 19 years of industry experience, currently affiliated with 15 Equity. He holds a Series 65 designation and has worked with Graham Investment Management Inc and Vx Logistics, LLC, where he serves as vice president and 50% owner. Mendoza is also a director at the Jing Institute, a Chinese cultural center that teaches language and culture. 15 Equity provides discretionary and non-discretionary asset management services to individuals, trusts, estates, private foundations, and business owners, focusing on clients nearing or in retirement. The firm employs a fundamental, value-oriented investment approach with concentrated equity portfolios and customized fixed-income solutions.

Austin Neddenriep is a financial advisor at Foronjy Financial in Santa Barbara, CA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Gallagher, Lundardis, and Bayou Bridge Capital. Foronjy Financial provides portfolio management, pension consulting, and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $278 million across about 183 accounts, focusing on managed ETF portfolios, mutual funds, and fixed income using a discretionary, model-based, long-term trading approach.