Ryan Wolfshorndl is a CFP® and CFA® with 15 years of industry experience. He has been with Financial Vision LLC since 2013 and was previously a partner at Anodos Advisors, LLC, a financial consulting firm where he provided portfolio management and financial planning services. Financial Vision LLC serves primarily high-net-worth individuals, offering customized financial planning and both discretionary and non-discretionary investment management. The firm’s approach focuses on diversified, passive buy-and-hold portfolios with regular rebalancing, written investment policy statements, and consideration of tax consequences and cash-flow needs.

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.

Lucas Poteet is a financial advisor at Monarch Wealth Strategies in Santa Barbara, CA, holding a Series 65 designation. He joined the firm in 2025 and has prior work experience at Raytheon and Miller Family Wine Company. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm serves clients with at least $750,000 in investible assets, offering ongoing portfolio management combined with tailored planning services.

Cody Makela is a CFP® with 15 years of industry experience. He has been with Arlington Financial Advisors, LLC since 2016 and previously worked at Purshe Kaplan Sterling Investments from 2016 to 2019. He operates out of Santa Barbara, CA, as part of an eight-advisor team. Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm emphasizes asset allocation, diversification, ESG analysis, and fundamental research in its investment process and operates a wrap fee program alongside an affiliated trust company.

Ryan Gibbons is a CFP® professional at Platform Wealth Advisors with experience beginning in 2024. Prior to joining Platform Wealth Advisors, he held positions at Walpole & Co. LLP and several other organizations across different industries. Platform Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on Modern Portfolio Theory, long-term, low-turnover asset-class investing, and utilizes model portfolios alongside a formal affiliation with accounting and consulting practices.

Ross Anderson is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Channel Wealth, LLC. His prior experience includes roles at Ameriflex Financial Services and SagePoint Financial, where he worked for nine years. Anderson is a board member of the Good Shepherd Lutheran Church Foundation, where he participates in investment decisions and funding allocations. Channel Wealth serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering a range of investment management and advisory services. The firm employs a mix of active and passive strategies, combining fundamental and technical analysis in portfolio construction.

Casey Slemmons is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Avalan, LLC since 2019 and previously spent 11 years with Gwfs Equities Inc/Great West Life & Annuity Ins Co. Avalan, LLC provides investment management, financial planning, and consulting services for individuals, trusts, retirement plans, and business clients. The firm offers tailored portfolios and continuous account supervision, employing a variety of investment strategies and occasionally delegating management to independent sub-advisors.

Zachary Philipp is a CFP® professional at Painted Porch Advisors LLC with five years of experience at the firm. His prior roles include positions at Caterpillar Inc., Western Illinois University, and John Deere. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and offers discretionary portfolio management, financial planning, retainer arrangements, and bespoke consulting services.

Jeffrey Jagard is a financial advisor at Avalan, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Avalan since 2021. His prior roles include positions at Miracle Mile Advisors, BNY Mellon, and AllianceBernstein. Outside of his advisory role, Jagard serves as a board member and strategic advisor for RLG Capital Private Equity. Avalan, LLC provides asset management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers tailored portfolio management using a range of securities and employs fundamental, technical, and cyclical analysis alongside varied investment strategies, including the management of a private fund with interests in the insurance sector.

Allison Meier is a CFP® with eight years of experience in the financial industry. She is currently with Arlington Financial Advisors, LLC, where she has worked since 2023. Prior to joining Arlington, she held roles at Bank of America and Merrill. Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm emphasizes asset allocation, diversification, ESG analysis, and fundamental research within its investment process and operates an affiliated trust company to offer additional trust services.

Brian Johnson is a financial advisor with Monarch Wealth Strategies in Santa Barbara, CA. He holds a Series 66 designation and has 17 years of industry experience, including roles at LPL Financial and May Wealth Management Group. He has been with Monarch Wealth Strategies since 2018. Monarch Wealth Strategies is a registered investment adviser serving affluent individuals and families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis along with tax-aware portfolio management.

Arthur Swalley is a financial advisor at Arlington Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arlington Financial Advisors since 2016. Swalley also serves as Chief Investment Officer of the affiliated Santa Barbara Trust Company. Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and business entities. The firm’s investment approach includes asset allocation, diversification, ESG analysis, fundamental valuation research, and investment manager evaluation.

Brett Weichbrod is a financial advisor at Channel Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with SagePoint Financial and Stride Investment Management. He serves on the boards of Domestic Violence Solutions and the Santa Barbara Executive Roundtable. Channel Wealth serves a diverse client base including high-net-worth individuals, trusts, and institutional clients, offering investment management, financial planning, ERISA advisory services, and independent manager oversight. The firm utilizes a combination of active and passive strategies incorporating fundamental, technical, and charting analysis with a focus on diversified portfolios.

Dianne Duva is a CFP® and Series 66-registered financial advisor with Arlington Financial Advisors, LLC, where she has worked for 10 years. She has 26 years of industry experience. Arlington Financial Advisors is a team of eight advisors providing discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm employs an investment approach focused on asset allocation, diversification, ESG analysis, fundamental valuation research, and manager evaluation, operating a wrap fee program and maintaining an affiliated trust company.

Sean Madlem is a financial advisor at Avalan, LLC in Santa Barbara, CA, holding a Series 65 designation with three years of industry experience. His work history includes roles at multiple wineries and a cruise-related business prior to joining Avalan in 2020. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm manages customized portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis, with regular account reviews and rebalancing.