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.

Robert Keith is a financial advisor at Laguna Capital Management, Inc. with 52 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments and managed the Keith Limited Family Partnership. His outside activities include serving as a member of Pneuma Partners LLC, a passive special purpose investment vehicle. 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 management through a third-party platform.

Jeffery Brookshire is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Pacific Wealth Strategies Group, Inc. He has held roles at both Pacific Wealth Strategies and First Allied Advisory Services over the past two decades. Brookshire also works as an independent contractor in insurance, including fixed, life, health, and property & casualty insurance. Pacific Wealth Strategies Group provides investment management, financial planning, and pension consulting to individuals, trusts, and employee benefit plans. The firm employs a customized investment process that combines fundamental and technical analysis to construct diversified portfolios and actively monitors client accounts.

Olivia Bourke is a CFP® and Series 65-licensed financial advisor with seven years of experience at Bourke Wealth Management in Santa Barbara, CA. Prior to joining the firm, she held positions at Marriott and the Walt Disney Company. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and offers specialized services such as Family Office Concierge and cryptocurrency trust products.

Sierra Smith is a financial advisor at Blue Marble Investments with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Blue Marble Investments and Purshe Kaplan Sterling Investments since 2021. Prior to her advisory career, she was involved with Clima y Cafe and Scout Coffee. Blue Marble Investments provides discretionary portfolio management primarily to individual clients, including high net worth individuals, trusts, and estates, as well as charitable organizations and businesses. The firm offers ESG-screened model portfolios through its EarthFolio platform alongside customized advisory accounts, utilizing a combination of fundamental, technical, and cyclical analysis.

Alvin Moore is the sole advisor at Dunvegan Associates Inc in Santa Barbara, CA, holding a Series 65 credential with 22 years of industry experience. He has been associated with Dunvegan Associates since 1974 and Sylva Partners, LP since 1972, the latter of which he wholly owns and which develops proprietary algorithms for identifying macro-economic trends. Dunvegan Associates is an independent registered investment adviser serving individual clients, including high-net-worth individuals and trusts, through discretionary portfolio and wealth management. The firm employs a research-driven approach combining fundamental and technical analysis to select equities and fixed-income investments, tailoring portfolios to client goals, tax status, and liquidity needs.

Laine Miller is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with nine years of industry experience. She holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2018, following five years at Ameriprise Financial Services, Inc. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process that tailors portfolios using fundamental and technical analysis, offering a range of investment vehicles and strategies that include both long- and short-term holdings.

Marcos Alvaro is a financial advisor at Harbor Hills Financial Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities for nine years. Outside of his advisory role, he is the owner and operator of Junior Varsity Naturals, Inc., a company that manufactures and sells natural deodorant products for children through online channels. Harbor Hills Financial Advisors serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning. The firm emphasizes individualized investment policies, fundamental analysis, and offers a range of investment instruments while employing both asset-based and performance-based fee structures for qualified clients.

John Lee is a financial advisor at Bourke Wealth Management with 38 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial from 2016 to 2019. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a broad set of analytical methods and emphasizes asset allocation across multiple asset classes, including specialized exposures such as cryptocurrency trusts, and offers a Family Office Concierge service.

Bryan Foronjy is a CFP® and holds a Series 66 license with 19 years of industry experience. He is the founder of Foronjy Financial, where he has worked since 2024. Prior to that, he was affiliated with Mariner Independent Advisor Network and LPL Financial for a combined 18 years. He is also a licensed insurance agent. Foronjy Financial provides portfolio management, pension consulting, and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $278 million across 183 accounts using managed ETF portfolios, mutual funds, and fixed income investments, typically implementing discretionary model allocations with quarterly reviews.

Erin Neil is a financial advisor with Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her prior experience includes roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Pacific Wealth Strategies Group provides investment management, comprehensive financial planning, and pension consulting to individuals, trusts, and employee benefit plans. The firm employs a customized investment process combining fundamental and technical analysis to construct diversified portfolios across multiple asset classes.

Basem Darwich is a financial advisor at MKT Advisors LLC in Santa Barbara, CA, holding a Series 65 designation with one year of industry experience. Prior to joining MKT Advisors, he worked at Andersen Tax LLC, Greystar, and has diverse experience including roles at Vison Marine and the University of California Santa Barbara. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts, constructing customized portfolios using a variety of instruments and employing options and margin strategies along with fundamental and technical analysis.

Jonathan Wang is a CFP® professional with 12 years of experience in financial advising. He has worked at Bergquist Wang, LLC for nine years before joining Wang Financial, LLC, where he is currently an advisor. Outside of his advisory role, he is associated with Fraud Hotline, LLC, an online report service, though he holds no operational duties there. Wang Financial serves individual clients, including high-net-worth households, as well as corporations and private foundations, providing comprehensive financial planning and investment supervisory services. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, managing diversified portfolios primarily on a discretionary basis with regular quarterly reviews.

Lance Helfert is a financial advisor at 15 Equity with 10 years of industry experience and holds a Series 65 designation. He has worked at 15 Equity since 2020 and is also affiliated with Lucia Wealth Services. Outside of advisory roles, he is involved as a member of Montecito Venture Partners, LLC and Twenty2 LLC, and serves as a trustee for two family trusts. 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 fundamental analysis-based investment process with a focused equity strategy and custom fixed-income portfolios, and it supports independent advisers through model strategy distribution and platform services.

Robert Cheatham is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the fundraising chair for the Devil Pups youth program. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process utilizing fundamental and technical analysis and offers a range of investment vehicles tailored to client objectives and risk tolerances.

Linda Shelby is a financial advisor with Blue Marble Investments in Santa Barbara, CA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She previously worked at Merrill from 2009 to 2016. Shelby serves on the San Jose/Silicon Valley Advisory Board for City Year, a nonprofit organization. Blue Marble Investments provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and businesses, with a focus on socially responsible and ESG investing through its EarthFolio online platform and customized advisory accounts. The firm manages over $200 million in assets, combining a boutique staffing model with an online, model-driven service delivery.

Gregory Van Wyk is a financial advisor at Daniel Investment Associates, LLC with 23 years of industry experience. He has worked at Daniel Investment Associates since 2011 and was previously with Kobo Wealth Conservancy from 2015 to 2020. He holds a Series 65 designation and maintains an inactive CPA certification. Daniel Investment Associates provides investment management and advisory services primarily to high net worth individuals, foundations, and charitable organizations. The firm emphasizes strategic asset allocation using index and actively managed mutual funds, ETFs, and long/short techniques, managing accounts mainly on a non-discretionary basis with quarterly reviews.

Kevin Bourke is a CFP® and ChFC® with 36 years of industry experience. He is the founder of Bourke Wealth Management, where he has worked since 2019, following a 16-year tenure at LPL Financial. In addition to his advisory work, Bourke authors compliance-approved books related to his wealth management practice. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary asset management and standalone planning, employing a range of analytical methods and a formal Family Office Concierge service, including access to specialized investments such as cryptocurrency trusts.

Andrew Liu is a financial advisor at MKT Advisors LLC in Santa Barbara, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining MKT Advisors, he held positions at California Wealth Advisors, Rosewood Miramar, and Kinecta Wealth Management, among others. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts, employing a combination of individualized portfolios using stocks, bonds, mutual funds, ETFs, and options with both long-term and short-term strategies.