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.

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.

Miranda Bergemann is a CFP® with five years of industry experience, currently serving as a financial advisor at The Goodland Group. She has previously worked at Brighton Jones LLC and held positions at Charles Schwab, Morgan Stanley, and Professional Financial Specialists, Inc. The Goodland Group provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, managing approximately $46 million. The firm emphasizes a passive, asset-allocation approach using diversified portfolios with ETFs and mutual funds, and is noted for its public education and outreach programs as well as FinTech consulting services.

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.

Jose Salcedo is a financial advisor with Wealthbuilders Investments in Goleta, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cathedral Capital Wealth Management, Biltmore Wealth Management, JS Strategic Advisors, and Cambridge Investment Research. Wealthbuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, and charitable organizations, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm offers customized, long-term portfolios using fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles alongside proprietary private fund management.

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.

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.

Joshua Yager is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Financial Vision LLC since 2013. He is also the CEO of Anodos Advisors LLC, a financial consulting firm he has led since 2005. Outside of his advisory roles, Yager manages Gold Crest, LLC, a manufacturer of multi-use lighting products. Financial Vision LLC provides investment advisory and comprehensive financial planning services primarily to individual and high-net-worth clients. The firm emphasizes diversification and a passive, buy-and-hold investment approach, preparing individualized Investment Policy Statements and coordinating estate planning and cash-flow analysis.

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.

Aaron Ritter is a CFP® professional with 15 years of industry experience. He currently serves as an advisor at Abundant Wealth Partners, LLC and also operates as an independent contractor for Avalan, LLC. He receives quarterly note payments from West Coast Financial tied to an equity purchase agreement dated in 2016. Abundant Wealth Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $100 million across 55 client relationships, focusing on portfolio construction, strategic asset allocation, and tax-sensitive trading decisions.

David Backens is a financial advisor with Certis Capital Management, Inc. in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has held roles at Finalis Securities LLC, Amet Partners GP, LLC, and Merus Advisors, LLC, and serves as President and Portfolio Manager of Amet Partners GP, a hedge fund investing in California Carbon Allowances. 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 combines macroeconomic analysis with classic portfolio theory to offer investment advisory and family office services, including due diligence on third-party managers and management of both discretionary and non-discretionary portfolios.

Anthony Purpero is a financial advisor at Harbor Hills Financial Advisors in Montecito, CA, holding Series 63 and Series 65 licenses with 47 years of industry experience. His prior roles include positions at ChangePath, LLC, Sorrento Pacific Financial, LLC, and PartnerVest Financial Group. Harbor Hills Inc. provides portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $116 million for around 103 clients. The firm emphasizes a written Investment Policy Statement, fundamental analysis, and tailored plans, offering discretionary portfolio management with regular account reviews.