Olivia Bourke is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Bourke Wealth Management since 2019 and has prior experience at Marriott and The Walt Disney Company. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a broad set of analytical methods and offers specialized services such as Family Office Concierge engagements and access to cryptocurrency trust products.

Sierra Smith is a financial advisor at Blue Marble Investments with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Purshe Kaplan Sterling Investments and experience with Clima y Cafe and Scout Coffee. Blue Marble Investments is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and businesses with discretionary portfolio management. The firm specializes in socially responsible and ESG investing through its EarthFolio platform and offers customized advisory accounts alongside model-driven investment strategies.

Alvin Moore Jr. is a financial advisor at Dunvegan Associates Inc with 23 years of industry experience and holds a Series 65 credential. He has been involved with Dunvegan Associates since 1974 and Sylva Partners, LP since 1972, where he develops proprietary algorithms for identifying macro-economic trends. Sylva Partners is wholly owned by him and focuses on maintaining a specialized economic dataset. Dunvegan Associates, Inc. is a small, independent wealth manager that provides discretionary portfolio management and wealth-planning services primarily to individuals and trusts. The firm uses a research-driven investment approach combining fundamental and technical analysis with a global macro perspective, emphasizing active management and weekly account reviews.

Marcos Alvaro is a financial advisor at Harbor Hills Financial Advisors with 13 years of industry experience. He previously worked at JP Morgan Securities for nine years before joining Harbor Hills. 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 provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes individualized investment strategies, regular portfolio monitoring, and employs fundamental analysis to guide diverse investment decisions.

John Lee is a financial advisor at Bourke Wealth Management with 39 years of industry experience. He has held positions at LPL Financial, UBS Financial Services, and Citigroup Global Markets. Lee holds a Series 63 designation and is based in Santa Barbara, CA. Bourke Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods and emphasizes asset allocation across various investment vehicles, including specialized exposures such as cryptocurrency trusts, along with a Family Office Concierge service.

Bryan Foronjy is a CFP® and Series 66-registered advisor with 19 years of industry experience. He is currently the principal of Foronjy Financial, where he has worked since 2024. His prior experience includes roles at Mariner Independent Advisor Network, LPL Financial, and Fidelity. He is also a licensed insurance agent. Foronjy Financial serves individual and high-net-worth clients, offering discretionary portfolio management, pension consulting, and fee-based financial planning. The firm manages approximately $278 million on a discretionary basis and employs a diversified investment approach using managed ETFs, mutual funds, fixed income, and other asset classes tailored to client risk profiles and time horizons.

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 with a Series 65 credential and one year of industry experience. His prior work includes roles at Andersen Tax LLC and Greystar. 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 about 374 clients, employing customized portfolios with individual securities and actively using borrowing and derivatives within separately managed accounts, supported by institutional custody and compliance oversight.

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.

Linda Shelby is a financial advisor at Blue Marble Investments with 39 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill and Banc of America Investment Services. Linda 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, emphasizing socially responsible and ESG investing through its EarthFolio online model portfolios and customized advisory accounts.

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.

Grace Mcclellan is a CFP® professional at Painted Porch Advisors LLC with one year of industry experience. Her prior roles include positions at West Coast Financial LLC and the University of California, Santa Cruz. Painted Porch Advisors LLC provides integrated wealth management and financial planning to individual clients, trusts, foundations, and businesses. The firm emphasizes individualized asset-allocation and cash-flow analysis, offering discretionary investment management alongside complementary services such as real estate consulting and corporate advisory.

Joshua Hayes is a CFP® professional with 15 years of experience in financial advising. He has worked at Curtis Advisory Group, LLC since 2018 and previously held roles at Centaurus Financial, Inc and Tremblay Financial. Outside of his advisory work, he owns and operates a debt-management business aimed at helping customers manage and eliminate debt. Curtis Advisory Group serves individual and high-net-worth clients, as well as pension and employee benefit plans, providing portfolio management, financial planning, pension consulting, and a subscription securities-rating service. The firm manages approximately $485 million in assets across three advisors, using tailored investment policies and both discretionary and non-discretionary advisory programs.

Mitchell Kuhn is a Series 65-licensed advisor with Omega Financial Group, LLC in Santa Barbara, CA. He has one year of experience in financial advisory services. Prior to joining Omega Financial Group, Kuhn worked in surf coaching and held roles with local government councils in New Zealand. Omega Financial Group provides investment advisory services to individuals, trusts, estates, and businesses. The firm employs proprietary “States of the World” strategies and various quantitative tools to manage portfolios and tailor client plans, offering discretionary asset management, financial planning, and retirement plan consulting.

Ryan Curtis is a financial advisor at Curtis Advisory Group, LLC in Santa Barbara, CA, with 25 years of industry experience. He has been with Curtis Advisory Group since 2009 and holds Series 63 and Series 65 designations. Curtis Advisory Group provides portfolio management, financial planning, pension consulting, investment oversight, and tax preparation and representation services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a combination of quantitative, fundamental, and technical methods, and typically implements liquid portfolios using ETFs and mutual funds while incorporating options, margin, and trading where appropriate.

Gabrielle Hutchens is a financial advisor at Ariadne Wealth Management, LP with one year of industry experience. She holds a Series 65 designation and has prior work experience in the coffee roasting and hospitality sectors. Ariadne Wealth Management is a team-based registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and select businesses. The firm offers comprehensive wealth management services that combine quantitative analysis with qualitative judgment, including portfolio management, financial planning, and operational support such as bill payment and bookkeeping.

Awni Ming Broughton is an advisor at Channel Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Channel Wealth, he worked at Frank, Rimerman & Co. and spent a decade as a student. Channel Wealth serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial planning, and consulting services. The firm uses a combination of active and passive investment strategies, incorporating fundamental and technical analysis, and employs tactical asset allocation and alternative investment approaches where appropriate.