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.

Donovan Roberson is a CFP® professional with seven years of industry experience. He is currently with Platform Wealth Advisors and previously worked at Walpole Financial Advisors, Pensionmark Securities, LLC, and Northwest Administrators. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover asset-class investing, supported by formal affiliations with accounting and consulting practices and a range of specialized portfolio management features.

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.

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 previously at Secure Investment Management and Quility Insurance Company. Outside of her advisory role, Cross serves as Director of Recruiting for an independent insurance agency offering 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 utilizes model portfolios managed by a sub-adviser and a third-party manager, incorporating both fundamental and technical analysis in its investment approach.

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.

Paul Mannion is a CFP® professional with 13 years of experience in financial advising. He currently works at Platform Wealth Advisors and previously spent 11 years at Walpole Financial Advisors, LLC. Mannion holds Series 63 and Series 65 licenses. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on Modern Portfolio Theory and long-term, low-turnover asset-class investing, supported by written investment policy statements and Monte Carlo analysis.

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.