Albert Flor is a financial advisor at DAI Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has a background that includes employment at Dai Securities LLC and Delta Air Lines, where he works as a Boeing 767 First Officer. Flor also served ten years in the United States Navy. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and institutional clients. The firm combines advisor-led customization with third-party model solutions and provides a range of investment management and advisory services.

Philip Kirshman is a CFP® and CFA® with 31 years of industry experience. He is currently with Manchester Capital Management LLC and previously worked at Syntrinsic Investment Counsel, Cornerstone Capital Inc, Impact Metropolis, and Strategic Marketing Solutions Ltd. Since 2016, he has served as a volunteer Director on the Board of Calvert Impact Capital, participating in governance and chairing the pension committee. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on discretionary portfolio management, family office services, private real estate acquisition, and manages multiple private limited partnerships, emphasizing strategic asset allocation and active oversight of third-party managers.

Gregg Hackethal is a financial advisor at Painted Porch Advisors LLC in Santa Barbara, CA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously operated his own investment counsel practice from 2009 to 2022 before joining Painted Porch Advisors. Painted Porch Advisors 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, focusing on diversified buy/hold and rebalancing strategies alongside discretionary portfolio management and bespoke consulting services.

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.

Kirk Stovesand is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is currently with Platform Wealth Advisors and Sandpiper Consulting Inc. dba Walpole Advisors. His prior experience includes over three decades with Walpole & Co. LLP and Walpole Financial Advisors, LLC. Outside of advisory work, he serves as chair of the audit committee and board member at Community West Bank Holdings and is an advisory board member for Your Travel Center, Inc. Platform Wealth Advisors provides discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, low-turnover asset-class investing based on Modern Portfolio Theory and integrates advisory services with affiliated accounting and consulting practices.

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 with Channel Wealth, LLC in Santa Barbara, CA, holding a Series 65 designation and 15 years of industry experience. He has worked at Channel Wealth since 2022 and concurrently at Santa Barbara Asset Management, LLC since 2009. Channel Wealth is a 10-advisor team managing over $800 million in assets, providing investment management and financial planning to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies, utilizing fundamental and technical analysis along with tactical asset allocation to customize portfolios according to client objectives.

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.

Marlin Stovesand is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience. He currently works at Platform Wealth Advisors and Sandpiper Consulting, Inc. dba Walpole Advisors, where he provides individual tax preparation and staff accounting services. His prior experience includes roles at Walpole & Co., Walpole Financial Advisors, and PlanMember Securities Corporation. Platform Wealth Advisors is a registered investment adviser serving individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $509 million in client assets and employs a Modern Portfolio Theory-based approach focused on passive asset-class exposure, documented investment policies, and model portfolios.

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.

Anita Peca is a financial advisor at Platform Wealth Advisors with 19 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Platform Wealth Advisors, she worked at Walpole Financial Advisors, LLC and Walpole & Co. LLP. Outside of advisory work, she owns and operates Anita Peca Bookkeeping, providing bookkeeping services. Platform Wealth Advisors is a team-based firm that offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm integrates accounting and consulting through formal affiliations and emphasizes long-term, asset-class investing guided by Modern Portfolio Theory.

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.