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.

Robert Schultz is a CFP®, ChFC®, and holds a Series 66 license with 16 years of industry experience. He has worked at Omega Financial Group, LLC since 2012, where he is part of a four-advisor team based in Santa Barbara, CA. Omega Financial Group serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $480 million in assets. The firm provides asset management, financial planning, retirement plan consulting, and uses proprietary investment strategies that incorporate options, derivatives, and custom analytical models.

Eric Toubin is a CFA® charterholder with 24 years of industry experience. He is currently with Painted Porch Advisors LLC, where he has worked since 2024. Prior to that, he spent eight years at Stifel, Nicolaus & Company, Incorporated. Painted Porch Advisors LLC provides integrated wealth management to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm employs a team of nine advisors managing approximately $518 million in client assets, with investment strategies that emphasize diversified buy/hold and rebalancing approaches alongside discretionary portfolio management and long-term financial planning.

Michael Yang is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Arlington Financial Advisors since 2021, following roles at Consolidated Electrical District and UC Santa Barbara. Arlington Financial Advisors is a team-based firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm uses a methodical investment process emphasizing asset allocation, diversification, ESG analysis, and fundamental valuation, and also operates an affiliated trust company.

Maxwell Phillips is a financial advisor at Channel Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial for 10 years. Outside of advising, he serves as a trustee and operates as a licensed insurance agent. Channel Wealth serves a mix of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and ERISA advisory services. The firm uses diversified portfolios with both active and passive strategies, incorporating fundamental, technical, and charting analysis.

Lily Frischmuth is a CFP® with three years of industry experience currently advising at Ariadne Wealth Management, LP in Santa Barbara, CA. She has worked at Ariadne since 2022 and has prior experience at Instacart and in educational roles at UC Santa Barbara and El Molino High School. Ariadne Wealth Management provides comprehensive wealth management services primarily to high net worth individuals, trusts, and institutional clients, combining quantitative and qualitative investment analysis with a focus on tax-aware asset location and periodic rebalancing. The firm also offers operational services such as bill-pay and bookkeeping alongside its investment management.

Justin Anderson is a CFP® professional with 24 years of experience in the financial services industry. He currently works at Channel Wealth, LLC and has held prior roles at The Ameriflex Group, SagePoint Financial, and Ameriflex Financial Services. He serves as the Finance Chair and Treasurer for the MOXI Museum, a non-profit children's museum in Santa Barbara. Channel Wealth, LLC serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering a range of investment management and advisory services. The firm utilizes a combination of active and passive strategies, incorporating fundamental and technical analysis, with options and alternative investments included where appropriate.

Orlando Plascencia is a financial advisor at Trinity Capital Management, LLC with a Series 65 designation and four years of industry experience. He previously worked at Clover Financial & Insurance Services, Inc. DBA Trinity Financial Partners for seventeen years. Trinity Capital Management provides comprehensive wealth management services to individuals, families, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory and multi-factor academic research, emphasizing broad global diversification and targeted risk-premium exposures, with a structured Advanced Planning framework coordinated alongside clients’ CPAs and attorneys.

Devon Frazier is a financial advisor at Painted Porch Advisors LLC in Santa Barbara, CA, holding a Series 65 designation. He has been with Painted Porch Advisors since 2025 and has prior experience working for Nike from 2013 to 2025. Outside of advising, he is a co-owner of Pro-Knot, a family business that sells instructional knot tying cards for fishing and outdoor activities. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors, offering discretionary portfolio management, financial planning, and bespoke consulting with a focus on diversified buy/hold strategies and private fund sponsorship.

Rick Weber is a financial advisor with Avalan, LLC in Santa Barbara, CA, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Motecito Bank and Trust and spent twelve years at P. Schoenfeld Asset Management. Avalan, LLC provides asset management, financial planning, and consulting services for individuals, trusts, pension and profit-sharing plans, and corporate clients, utilizing a range of investment strategies and often engaging independent sub-advisors. The firm also manages a private fund and offers tailored portfolio management with a focus on both discretionary and non-discretionary solutions.

Jeffrey Hall is a financial advisor with Avalan, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Green Hills Software, Inc. since 1998. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm offers tailored portfolio management using a variety of securities and employs fundamental, technical, and cyclical analysis, while also serving as adviser to a private fund with interests in an insurance agency.

Maria Vallejo Meza is a financial advisor at Channel Wealth, LLC with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at SagePoint Financial for seven years. Outside of advisory work, she is a California Notary Public. Channel Wealth, LLC provides investment management and financial planning services to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies customized to client objectives, offering both discretionary and non-discretionary portfolio management along with consulting and oversight of independent managers.

Alexander Puziol is a financial advisor at Manchester Capital Management LLC with one year of industry experience. He holds the Series 65 designation and previously worked at PwC for nine years. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, focusing on strategic asset allocation and ongoing portfolio monitoring.

Katharine Newell is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Painted Porch Advisors LLC since 2025 and previously held roles at JPMorgan Chase and Dimensional Fund Advisors. Newell also spent two years at the University of Texas at Austin McCombs School of Business. Painted Porch Advisors LLC provides integrated wealth management to individuals, high net worth clients, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and employs a primarily diversified buy/hold investment approach supplemented by discretionary portfolio management, financial planning, and consulting services.

John Lorenz is a financial advisor with Arlington Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Arlington Financial Advisors since 2016 and previously worked at Purshe Kaplan Sterling Investments from 2016 to 2019. Outside of advisory work, he serves as Chief Financial Officer of the affiliated Santa Barbara Trust Company. Arlington Financial Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to 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, operating as a wrap fee program sponsor with an affiliated trust company.

Leland Gropper is a financial advisor at Platform Wealth Advisors in Goleta, CA, holding a Series 66 credential with one year of industry experience. Prior to joining Platform Wealth Advisors, he worked at PlanMember Securities Corporation and has manufacturing experience with Channel Islands Surfboards. Platform Wealth Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses with investment management, retirement plan services, financial planning, and consulting. The firm emphasizes a passive, asset-class exposure investment approach grounded in Modern Portfolio Theory, utilizing model portfolios and a buy-and-hold strategy.

Christian Snowden is a financial advisor at Channel Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for eight years before joining Channel Wealth in 2022. Snowden also serves on the board of directors for The Friendship Paddle, a nonprofit that organizes fundraising events, and operates a sole proprietorship as an insurance agent. Channel Wealth is a 10-advisor team providing investment management and financial planning to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies, incorporating various analytical techniques and portfolio construction methods tailored to client objectives.

Dale Cockrell II is a financial advisor at Painted Porch Advisors LLC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at RBC Capital Markets Corporation for 16 years. Painted Porch Advisors LLC provides integrated wealth management and financial planning to individuals, trusts, foundations, and businesses. The firm utilizes individualized asset-allocation plans and cash-flow analysis, managing most accounts on a discretionary basis and sponsoring several proprietary private funds.

Craig Schmitt is a financial advisor at Painted Porch Advisors LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Richard B. Jacobson & Associates, LLC, and Unison Credit Union. Painted Porch Advisors LLC provides integrated wealth management and financial planning to individual clients, trusts, foundations, endowments, and businesses. The firm employs individualized asset-allocation plans and cash-flow analysis, combining discretionary investment management with ongoing planning and consulting services, and is notable for sponsoring multiple proprietary private funds and providing portfolio management for pooled investment vehicles.

Andrew Anable is a financial advisor at Safeguard Investment Advisory Group, LLC with 17 years of industry experience. He holds a Series 65 designation and has been associated with Cep Investment Advisory Group, Inc. since 2008. He is also the president and founder of Cep Insurance Services, Inc., where he dedicates approximately half of his work time to operating and selling insurance products. Safeguard Investment Advisory Group serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm manages over $600 million across about 1,800 client relationships, employing a fundamental-analysis investment approach with a typical time horizon of two to ten years.