Emily Reagan is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She has held her current position since 2017 and also worked at California State University from 2015 to 2018. She holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment recommendations.

Terrall Janeway is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 28 years of industry experience. He has been with PlanMember Securities since 1998. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, while also providing education and support services to plan sponsors and participants.

Ralph Hemphill is a financial advisor at PlanMember Securities Corporation with a Series 66 credential and one year of industry experience. His prior work includes various roles at the University of California Santa Barbara and other educational and coaching positions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios and delivers education, support services, and personalized retirement planning to plan sponsors and participants.

Nathan Cha is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Mercer Global Advisors Inc. and has prior experience at UBS Financial Services and Merrill. He previously worked at Illy coffee and Westmont College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm uses a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with various investment vehicles and offers specialized services such as retirement plan consulting and charitable advisory.

Patrick Lynn is a financial advisor with Planmember Securities Corporation in Carpinteria, CA. He holds Series 63 and Series 65 licenses and has 27 years of experience in the industry, including 23 years with Planmember Securities. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios with periodic rebalancing, while also delivering education and support services to plan sponsors and participants.

Janine Northway is a financial advisor with Planmember Securities Corporation in Carpinteria, CA. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Outside of her advisory role, she works in event security at the Santa Barbara Bowl through Miller Event Management. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, while also offering education and support services to plan sponsors and participants.

Kevin Twohy is a financial advisor at Planmember Securities Corporation with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Planmember since 2003. Outside of his advisory role, he is involved in marriage education and relationship workshops through businesses he founded and leads. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Steven Hanson is a Series 65 licensed financial advisor with 17 years of industry experience. He has been with PlanMember Securities Corporation since 1995. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on a strategic asset allocation framework and manages risk-based mutual fund portfolios, while offering education and support services to plan sponsors and participants.

David Haislip is a CFP® with over 43 years of industry experience. He is currently with PlanMember Securities Corporation and also associated with Fourth Point Wealth. His prior experience includes roles at LPL Financial, Grove Point Investments, and H. Beck, Inc. He has maintained a self-employed insurance agency since 1980 focused on life, health, and fixed insurance sales. PlanMember Securities Corporation provides retirement-plan advisory services acting as an ERISA Section 3(38) fiduciary and offers participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm emphasizes a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios and delivering education and support to plan sponsors and participants.

Benjamin Parker is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at PlanMember Securities Corporation since 2020 and previously held positions at JP Morgan Securities, Bank of America, and Merrill. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and a range of risk-based mutual fund portfolios through a structured asset allocation process.

Jack Stoops is a Series 66-licensed financial advisor at PlanMember Securities Corporation with under one year of industry experience. His prior work includes roles at Target and California Polytechnic State University. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm also delivers education and support services, utilizing a top-down strategic asset allocation framework and periodic rebalancing based on defined Strategic Rebalancing Events.

Allyn Close is a CFP® professional with 41 years of experience, currently serving at Planmember Securities Corporation since 2010. Based in Carpinteria, CA, Allyn holds Series 63 and Series 65 licenses. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Brooks Allen is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at One Capital Management, LLC and Mercer Global Advisors Inc. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, complemented by education and support services for plan sponsors and participants.

Jonah Grierson is a financial advisor with PlanMember Securities Corporation holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Merrill Lynch Wealth Management, Westmont College, and Nike. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk‑based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Blaze Catalan is a Series 66-licensed financial advisor with PlanMember Securities Corporation, based in Carpinteria, CA, with two years of industry experience. Prior to joining PlanMember, Blaze held various roles in the hospitality and service industries, including positions at Hotel Californian and Dart Coffee. Outside of advising, Blaze is involved with Dart Coffee, reflecting a professional interest beyond finance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for numerous plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services alongside its advisory offerings.

Isaac Flores Guzman is a financial advisor at PlanMember Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Prior to his finance career, he spent nine years at Holiday Inn Express & Suites. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, while also offering education, support services, and personalized retirement planning.

Junious Burrage is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation. Burrage has been with PlanMember since 2023 and has prior experience working at educational institutions including California Lutheran University and Jesuit High School. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support services, and personalized retirement planning to plan sponsors and participants.

Barton Ketterling is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2009 and has been involved in tax and accounting services since 1988, including operating a tax preparation business. Ketterling is also the owner of a payroll service company supporting his tax business. Commonwealth Financial Network is a dual-registered broker-dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed account programs, third-party asset manager access, and custody services, providing both discretionary and nondiscretionary investment solutions.

Brandon Calhoun is a financial advisor at PlanMember Securities Corporation with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, City National Bank, RBC Capital Markets, and Wells Fargo Clearing. In addition to his advisory role, he is an insurance agent offering fixed insurance products, including annuities and life insurance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

John Clay Jr. is a financial advisor with D.A. Davidson & Co. in Ventura, CA, holding a Series 66 designation and 25 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he owns Cordell Wellness LLC, a cryotherapy wellness center in Oxnard, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various financial planning tools and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses in its investment approach.