Justin Pollack is a financial advisor with Channel Wealth, LLC in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Sagepoint Financial for seven years before joining Channel Wealth in 2022. Outside of his advisory role, Pollack provides insurance services through a sole proprietorship, serves on the audit committee for the Paul and Patricia Bragg Foundation, and appeared with his family in a local commercial for Cox Communications. 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 diversified portfolios combining active and passive strategies, integrating fundamental and technical analysis, and may utilize options and alternative investments where appropriate.

Justin Vlaanderen is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Painted Porch Advisors LLC, where he has worked since 2023, following prior roles at Maia Wealth, LLC, West Coast Financial, LLC, Colorado Wealth Group, and Blackstone Financial Group. Painted Porch Advisors LLC provides integrated wealth management and financial planning services to individuals, trusts, foundations, endowments, and businesses. The firm combines discretionary investment management with ongoing planning and consulting, and is distinguished by sponsoring multiple proprietary private funds and offering portfolio management for pooled investment vehicles targeting accredited investors.

Rebecca Cross is a financial advisor at API Financial Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Secure Investment Management and Quility Insurance Company. Outside of her advisory role, she serves as Director of Recruiting for an independent insurance agency that offers individual and group insurance policies. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses a combination of technical and fundamental investment analysis and offers individualized portfolios managed by affiliated and third-party sub-advisers.

David Given is a financial advisor at Curtis Advisory Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining Curtis Advisory Group, he worked for 15 years at Davies Public Affairs. He also occasionally provides graphic design and presentation services for public affairs professionals in the energy and real estate sectors. Curtis Advisory Group serves individual and high-net-worth clients as well as pension and employee benefit plans, offering portfolio management, financial planning, pension consulting, and investment oversight. The firm manages approximately $485 million in client assets across three advisors, using tailored investment strategies that include discretionary and non-discretionary programs and a mix of model allocations, custom solutions, and third-party managers.

Andrew Bucher is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Trinity Capital Management, LLC since 2006. Trinity Capital Management provides wealth management services to individuals, families, charitable organizations, retirement plans, trusts, estates, and small businesses. The firm employs an investment approach grounded in Modern Portfolio Theory and multi-factor regression analysis, focusing on global diversification and factor-based exposures, while integrating comprehensive planning services tailored to each client’s needs.

Rick Du Breuil is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Ariadne Wealth Management, LP since 2014. Ariadne Wealth Management, LP is a team-based registered investment adviser serving high-net-worth individuals, trusts, retirement plans, and select businesses. The firm employs a quantitative and qualitative investment process and offers comprehensive wealth management services including portfolio management, financial planning, pension consulting, bill payment, and bookkeeping support.

Dylan Minor is a financial advisor at Argos Global Advisors, LLC with 24 years of industry experience. He holds the CFP® and ChFC® designations and has served as a graduate student instructor at UCLA and Columbia University. His prior roles include positions at Omega Financial Group, LLC and the Kellogg School of Management. Argos Global Advisors provides discretionary investment management to privately offered pooled investment vehicles for accredited and qualified investors. The firm employs an absolute-return oriented strategy that integrates fundamental, technical, and cyclical analysis with academic research, utilizing ESG-driven long/short investing, option-based income, and modest leverage.

Valeria Chepilev is a financial advisor at Avalan, LLC in Santa Barbara, CA, holding a Series 65 credential. She has been with Avalan Wealth since 2025 and has prior experience at firms including Aviso Wealth and Vivid Money. Outside of her advisory work, she operates Lera Gallery, an art business. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm offers tailored portfolios and continuous account supervision, utilizing a variety of investment strategies and occasionally delegating management to independent sub-advisors.

Jeffery Thompson is a CFP® professional with 13 years of industry experience. He has worked at Avalan, LLC since 2021 and previously held roles at Miracle Mile Advisors, LLC and Fidelity Investments. Avalan, LLC provides investment management, financial planning, and consulting services to individuals, trusts, retirement plans, and business clients. The firm offers tailored portfolios using a range of securities, conducts quarterly account reviews, and serves as adviser to a private fund with interests in an insurance agency.

Matthew Adams is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with 25 years of industry experience. He has been with Mission Wealth Management since 2003 and holds Series 63 and Series 65 licenses. Adams serves as chairman of the investment sub-committee and oversees the endowment as co-trustee of the Palmer Family Trust and through his role at the Santa Barbara Museum of Natural History. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies across various asset classes and offers discretionary management, tax-aware trading, and ERISA fiduciary services.

Oliver Schulten is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Mission Wealth in 2022, he worked at TSG Wealth Management and spent four years affiliated with the University of California, Santa Barbara. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management and financial planning services, focusing on customized, long-term investment strategies that include ETFs, institutional mutual funds, alternative investments, and utilizes tax-aware trading and third-party sub-advisors.

Joseph Gagnon is a CFP® with 20 years of industry experience, currently with CreativeOne Wealth, LLC. He previously worked at ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his advisory role, he is an independent insurance agent. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including tax-aware and ESG options.

Janet Barr is a ChFC® credentialed financial advisor with 31 years of industry experience. She is currently with Wealthcare Advisory Partners LLC and has previously worked with Independent Financial Partners and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework that integrates behavioral economics.

Kristen Taylor is a CFP® and Series 66-registered advisor with 18 years of industry experience. She currently works at Mission Wealth Management, LP, where she has been since 2018, and previously spent six years at Montcalm TCR LLC. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients through personalized wealth management and financial planning. The firm employs customized, long-term strategies across a range of investment vehicles and incorporates tax-aware trading and rebalancing in its discretionary portfolio management.

Lauren Vanveelen is a financial advisor at Axxcess Wealth Management, LLC with 16 years of industry experience. She holds a Series 65 designation and previously worked at Daniel Investment Associates, LLC from 2016 to 2020 before joining Axxcess Wealth Management in 2020. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and governmental entities. The firm utilizes a customized, multi-asset investment approach with portfolios constructed from internal management, third-party managers, ETFs, mutual funds, structured products, and alternative investments.

Weston Patton is a CFP® with over 10 years of experience in financial advising, currently practicing at Mission Wealth Management, LP since 2019. His prior experience includes roles at FMB Wealth Management Inc., FMB Retirement Services Inc., and Edward Jones. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs customized, long-term strategies utilizing ETFs, mutual funds, individual securities, and alternative investments, often managing accounts on a discretionary basis.

Brad Stark is a CFP® professional with 26 years of experience in the financial advisory industry, currently serving at Mission Wealth Management, LP since 2000. He holds Series 63 and Series 65 licenses and participates as an advisory board member for the Adizes Institute as well as serving on the audit committee for CSUCI. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, along with pension plans and endowments. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services through tiered models including financial planning, investment implementation, and consulting.

Stacy Borek is a CFP® with 11 years of industry experience, currently with SteelPeak Wealth, LLC. Her prior roles include positions at Ridgeway & Warner, Capital B Financial Planning, Ameriprise, and independent tax accounting work. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, and family offices, offering financial planning, portfolio management, and alternative investment consulting. The firm employs proprietary and custom model portfolios and provides access to privately placed securities and alternative solutions for qualified clients.

Keith Kelt is a financial advisor with Kovack Advisors, Inc. in Santa Barbara, CA, holding a Series 63 designation and bringing 58 years of industry experience. He has been with Kovack Advisors and its affiliated entities since 2017, following a prior association with TKG Financial, LLC. Outside of his advisory role, he is involved in family real estate and investment activities through The Kelt Inc. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Keaton Krutenat is a CFP® and holds a Series 65 license, currently working at Mission Wealth Management, LP with three years of industry experience. Prior to focusing on wealth management, he has professional experience at Integrated Procurement Technologies and was associated with Pepperdine University. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm employs customized, long-term investment strategies incorporating a range of asset types and offers services through tiered financial planning and wealth management models.