Adam Stempel is a CFP® with 21 years of industry experience and has been with Ariadne Wealth Management, LP since 2014. He works at a six-advisor team based in Santa Barbara, CA. Ariadne Wealth Management, LP primarily serves high-net-worth individuals, trusts, retirement plans, and select businesses, offering comprehensive wealth management services including portfolio management, financial planning, and pension consulting. The firm combines quantitative data analysis with qualitative judgment in its investment process and provides operational services such as bill payment and bookkeeping as part of its holistic planning approach.

Richard Schuette is a CFP® with 20 years of industry experience, currently serving at Avalan, LLC since 2011. He has also been affiliated with Girard Securities, Inc. since 2005. Outside of his advisory work, Schuette holds roles as treasurer for a church endowment and has served as president of Ensemble Theatre and as a board member of the University Club of Santa Barbara. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients, emphasizing tailored portfolios and continuous account supervision. The firm also manages a private fund and utilizes a mix of investment strategies, including fundamental, technical, and cyclical analysis, sometimes delegating to independent sub-advisors.

Paul Kuhn is a financial advisor with Omega Financial Group, LLC in Santa Barbara, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Omega Financial Group since 2013, working within a team of four advisors. Omega Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $480 million in client assets. The firm offers asset management, financial planning, and retirement plan consulting, using proprietary investment strategies that incorporate options, derivatives, and custom analytical models.

Joseph O'Flaherty is a financial advisor at Channel Wealth, LLC with 16 years of industry experience and holds a Series 65 designation. He has worked at Santa Barbara Asset Management, LLC since 2009 and joined Channel Wealth in 2022. Channel Wealth serves a diverse client base including high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs both active and passive strategies across diversified portfolios, utilizing fundamental, technical, and charting analysis with ongoing portfolio monitoring.

Brian Lloyd is a financial advisor at Painted Porch Advisors LLC with 16 years of industry experience. He holds the Series 65 designation and has worked at Painted Porch Advisors since 2019, following a 12-year tenure at West Coast Financial, LLC. Painted Porch Advisors LLC provides integrated wealth management services 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, offering discretionary portfolio management, financial planning, retainer arrangements, and bespoke consulting services.

Sarah Brandon is a Series 65-licensed advisor with Rebalance LLC, where she has worked since 2011. She has 17 years of industry experience. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm employs a strategic asset-allocation framework that emphasizes long-term rebalancing across a focused selection of ETFs and offers both discretionary account management and a branded 401(k)/pension service called BetterK.

Jovita Honor is a CFP® and holds a Series 65 license with 22 years of industry experience. She currently works at First Affirmative Financial Network, LLC, doing business as Formative, and previously was with Buckingham Asset Management, LLC. She also operates Honor Family Office, LLC. First Affirmative Financial Network serves individuals, trusts, estates, and institutions nationwide, offering fiduciary investment management and financial planning with a focus on values-aligned and faith-based investing that integrates ESG factors. The firm provides tailored solutions including proprietary model portfolios and emphasizes diversified, long-term asset allocation.

Manning Kalish is a financial advisor at Ariadne Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation. He has been with Ariadne Wealth Management since 2026 and previously worked at Pennymac Financial Services and Summit Wealth Management. Ariadne Wealth Management provides comprehensive wealth management services primarily to high net worth individuals, trusts, and institutional clients. The firm combines quantitative analysis with qualitative judgment in its investment approach and offers a range of portfolio options including ETFs, mutual funds, individual securities, and alternative vehicles.

Peter Madlem is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Avalan, LLC since 2021. Prior to joining Avalan, he worked for nine years at Montecito Bank & Trust. Avalan, LLC offers investment management, financial planning, and consulting services for individuals, trusts, retirement plans, and business clients, emphasizing individualized account supervision and a diversified portfolio approach that includes stocks, bonds, ETFs, options, mutual funds, and private securities. The firm also manages a private fund with unique ownership interests and employs both in-house and independent sub-advisors as part of its investment strategy.

Gene Dongieux Jr. is a financial advisor at Ariadne Wealth Management, LP with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ariadne Wealth Management since 2014. The firm is a team-based registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and select businesses. Ariadne employs a quantitative and qualitative investment process and offers comprehensive wealth management services, including portfolio management, financial planning, pension consulting, bill-pay, and bookkeeping support.

Richard Hughes is a financial advisor at Arlington Financial Advisors, LLC in Santa Barbara, CA, with 29 years of industry experience. He has been with Arlington Financial Advisors since 2016 and holds the Series 63 and Series 65 designations. 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, and it operates a wrap fee program alongside an affiliated trust company.

Carson Hansen is a financial advisor with Painted Porch Advisors LLC in Santa Barbara, CA, holding a Series 65 credential. He has been with Painted Porch Advisors since 2023 and has prior experience at Campus Advantage and the University of Oregon. 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, offering discretionary portfolio management, financial planning, and specialized consulting, including management of proprietary private funds for accredited investors.

Kathryn Courain is a financial advisor at Avalan, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Avalan since 2016. Outside of Avalan, she serves as Operations Manager for FFR Financial & Insurance Services, LLC, doing business as The JR Baker Group. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm offers tailored portfolios and employs fundamental, technical, and cyclical analysis, with regular account reviews and rebalancing.

Joseph Weiland is a CFP® professional with 29 years of industry experience, currently serving at Arlington Financial Advisors, LLC since 2016. He is also the Chief Executive Officer of the Santa Barbara Trust Company, an affiliated trust services firm. 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 business entities. The firm’s investment approach includes asset allocation, diversification, ESG analysis, and fundamental research, and it offers an affiliated trust company for client referral with independent audits when acting as trustee.

Cody Bahr is a financial advisor at Ariadne Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation with nine years of industry experience. He has been with Ariadne Wealth Management and its predecessor entity since 2015. Ariadne Wealth Management provides comprehensive wealth management services primarily to high net worth individuals, trusts, and institutional clients. The firm integrates quantitative and qualitative analysis in its investment process and offers a range of portfolio options, including ETFs, mutual funds, individual securities, and alternative vehicles, along with additional operational services such as bill-pay and bookkeeping.

Nicholas Thanaet is a financial advisor at Painted Porch Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Cappuccino Financial, Commonwealth Financial Network, and LPL Financial. Painted Porch Advisors LLC serves 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, offering discretionary portfolio management, financial planning, retainer arrangements, and bespoke consulting services.

Fredric Fisher is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Trinity Capital Management, LLC since 2008. He holds Series 63 and Series 66 licenses and is also licensed as a life insurance agent. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm employs an academically informed, factor-based investment approach combined with comprehensive planning tailored to clients’ tax situations, time horizons, and risk tolerances.

Bryan Reinhard is a CFP® and ChFC® credentialed financial advisor with 26 years of industry experience. He has been with Argos Global Advisors, LLC since 2017 and also maintains a role at Omega Financial Group, LLC since 2012. Argos Global Advisors provides discretionary investment management to privately offered pooled investment vehicles structured as limited partnerships, serving accredited and qualified investors. The firm employs an absolute-return oriented strategy that integrates fundamental, technical, and cyclical analysis with academic research and third-party data, including ESG-driven long/short investing and option-based income generation.

Elizabeth Saghi is a CFP® professional with 10 years of experience in financial advising. She has been with Avalan, LLC since 2017 and also serves as President and Investment Advisor Representative at InAlliance Financial Planning. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm emphasizes individualized account supervision with diversified portfolios and also advises a private fund that holds ownership interests in an insurance agency.

Nicole Allen is a financial advisor with Monarch Wealth Strategies in Santa Barbara, CA, holding a Series 65 designation and four years of industry experience. She has worked at Monarch Wealth Strategies since 2019 and previously at Union Bank from 2017 to 2019. Prior to her financial services career, she spent four years at SF Puppy Prep. Monarch Wealth Strategies is a registered investment adviser that provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, estates, pension and profit-sharing plans, and broker-dealers. The firm manages approximately $463 million across roughly 390 client relationships, utilizing a blend of fundamental, technical, and third-party analysis with strategic and tactical asset allocation and tax-aware services.