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.

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.

Joseph Baroni is a CFP® with 20 years of industry experience. He currently works at Integrity Wealth Advisors, Inc. and has previously held roles at Morgan Stanley from 2001 to 2017. Outside of finance, he owns Associated Material Resource, a business dealing with plastics raw materials. Integrity Wealth Advisors, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages approximately $285 million in discretionary assets, offering customized portfolios and utilizing both proprietary and third-party model investments.

Robert Cheatham is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the fundraising chair for the Devil Pups youth program. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process utilizing fundamental and technical analysis and offers a range of investment vehicles tailored to client objectives and risk tolerances.

Rebecca Cross is a financial advisor with API Financial Advisors, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining API in 2025, she worked at Secure Investment Management and has been involved in insurance through Quility Insurance Company since 2019. She serves as Director of Recruiting for an independent insurance agency, focusing on individual and group insurance policies. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm uses model strategies managed by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis.

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.

Eduardo Martinez is a financial advisor with Forefront Wealth Partners in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at multiple firms including Glenrock Financial, AE Wealth Management, and AllState Insurance Company, and he owns Edward Martinez Financial Services, providing insurance sales and services. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial and estate planning, and cash-management services through customized portfolios and a multi-advisor structure.

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.

Kristen Taylor is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2018. Her prior work includes roles at Montcalm TCR LLC and Morgan Stanley. Mission Wealth Management is an SEC-registered multi-team advisory firm providing wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, long-term strategies across various investment vehicles and offers services including tax-aware trading, fiduciary management, and cross-border planning.

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.