Aubrey Williams is a financial advisor at Open Path Financial with a Series 65 designation and two years of industry experience. He has a background in defense technology, having worked as an Associate Director of Program Management at Raytheon Technologies from 2021 to 2025 and previously at Lockheed Martin Corporation for 17 years. In addition to his advisory role, he is involved in an affiliated education business focused on public financial education and workshop content. Open Path Financial provides fee-only financial planning and advisory services primarily on an hourly or fixed-project basis, serving individuals, families, businesses, and trusts. The firm emphasizes long-term, diversified investment strategies using low-cost index funds and ETFs and operates without managing assets or charging percentage-based fees.

Joel Baker is a financial advisor with The J R Baker Group in Buellton, California, holding a Series 63 license and over 27 years of industry experience. He has worked at Mutual Securities, Inc. from 2013 to 2020 and has been with his own firm since 1996. Outside of his advisory work, he manages a professional polo and horse ranch and serves as a polo coach with the United States Polo Association. The J R Baker Group provides investment management, financial planning, and estate planning services to individuals, trusts, estates, foundations, corporations, charitable organizations, and retirement plans. The firm acts as a fiduciary, employing fundamental, technical, and cyclical analysis within an asset-allocation framework, often implementing strategies through third-party managers while conducting ongoing due diligence and client account reviews.

Jeffrey Little is a CFP® with 27 years of industry experience and has been with Financial Telesis Company since 1984. He is the sole advisor at the independent firm based in Solvang, CA. Financial Telesis Company provides discretionary investment management to individuals, trusts, estates, endowments, charitable organizations, small businesses, and pension or profit-sharing plans. The firm’s investment approach relies on proprietary mathematical trend models combined with trend and valuation analysis, adjusting allocations toward capital preservation when signals are weak.

Gregory Steele is a CFP®-designated financial advisor with eight years of industry experience. He is the sole advisor at G.C. Steele & Company, an independent firm he has been affiliated with since 1985. G.C. Steele & Company is a fee-only, state-registered investment adviser serving individuals, including high-net-worth clients, and small businesses. The firm manages client accounts on a non-discretionary basis and combines fundamental and technical analysis with asset allocation and mutual fund/ETF review, maintaining a long-term investment orientation.

Chandrasen Gunda is the principal advisor at Nurture Investment Strategies LLC in Goleta, CA. He holds a Series 65 designation and has four years of industry experience. Prior to founding Nurture Investment Strategies in 2021, he worked at LogMeIn for 14 years. Nurture Investment Strategies provides discretionary investment management and portfolio construction services to individuals, families, trusts, estates, and small businesses. The firm focuses on personalized service and employs both fundamental and technical analysis, including the use of options within separately managed accounts, which is uncommon among independent peers.

Natalie draws on 20+ years of comprehensive financial planning experience, 10+ years in fintech, and more than a decade of professional speaking to share advice that works in real life, not just on paper. She founded The Goodland Group to serve mid-career professionals with significant equity compensation (stock options and RSUs) at both public and private VC-backed companies. Natalie and her team of financial planners help clients who are navigating the tradeoffs between saving for retirement, paying off debt, saving for college, buying homes, family vacations, supporting aging parents, and making decisions around equity compensation, taxes, investment strategy, insurance, and career changes. They’re often making more than they ever have before, and are looking for a thought partner to navigate all of the decisions ahead as they move beyond the basics of building an emergency fund, paying off high interest debt, and investing in their 401(k).

Miranda Bergemann is a CFP® professional with six years of industry experience, currently serving at The Goodland Group. She has previously worked at Brighton Jones LLC and held roles at Charles Schwab, Morgan Stanley, and Professional Financial Specialists, Inc. The Goodland Group serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning with a focus on passive, asset-class driven allocations. The firm provides educational seminars and fintech consulting services alongside its investment management and planning offerings.

Jose Salcedo is a financial advisor with Wealthbuilders Investments in Goleta, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cathedral Capital Wealth Management, Biltmore Wealth Management, JS Strategic Advisors, and Cambridge Investment Research. Wealthbuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, and charitable organizations, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm offers customized, long-term portfolios using fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles alongside proprietary private fund management.

Shane Sideris is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Synchronous Wealth Advisors LLC. His prior roles include positions at Blackrock Investments, LLC and involvement with Nectarine, Inc. and the Personal Finance Club. Synchronous Wealth Advisors LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, managing approximately $164 million across about 40 client relationships. The firm employs fundamental analysis to build diversified, risk-based portfolios and utilizes both in-house management and selected third-party advisers.

Cynthia Hall is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked with firms including Northwestern Mutual and LearnLux Inc. Her background includes roles in financial planning and consulting services. She is part of The Goodland Group, a team of four advisors serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a passive, asset-allocation strategy using diversified portfolios and integrates third-party platforms and sub-advisors. The Goodland Group is also known for its public education programs and fintech consulting services alongside its advisory work.

Wonwoo Choi is a financial advisor at Synchronous Wealth Advisors LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Transamerica, Legal & General America, and Oliver Wyman. Synchronous Wealth Advisors LLC provides discretionary investment management and financial planning primarily for high-net-worth individuals, managing approximately $164 million across about 40 client relationships. The firm uses fundamental analysis to create diversified, risk-based portfolios and often incorporates independent third-party managers.

Ryan Gibbons is a CFP® professional at Platform Wealth Advisors with experience beginning in 2024. Prior to joining Platform Wealth Advisors, he held positions at Walpole & Co. LLP and several other organizations across different industries. Platform Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm’s investment approach focuses on Modern Portfolio Theory, long-term, low-turnover asset-class investing, and utilizes model portfolios alongside a formal affiliation with accounting and consulting practices.

Leland Gropper is a financial advisor at Platform Wealth Advisors in Goleta, CA, holding a Series 66 credential with one year of industry experience. Prior to joining Platform Wealth Advisors, he worked at PlanMember Securities Corporation and has manufacturing experience with Channel Islands Surfboards. Platform Wealth Advisors serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses with investment management, retirement plan services, financial planning, and consulting. The firm emphasizes a passive, asset-class exposure investment approach grounded in Modern Portfolio Theory, utilizing model portfolios and a buy-and-hold strategy.

Kirk Stovesand is a CFP® and PFS™ with 25 years of industry experience, currently serving at Platform Wealth Advisors. His prior roles include positions at Walpole Financial Advisors, LLC, and Walpole & Co. LLP. Outside of advising, he is chair of the audit committee and a longtime board member of Community West Bank Holdings. Platform Wealth Advisors serves individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, focusing on investment management, retirement plan services, and financial planning. The firm utilizes a passive, asset-class investment approach grounded in Modern Portfolio Theory and employs model portfolios alongside discretionary management through Focus Partners Advisor Solutions.

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.

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.

Donovan Roberson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Platform Wealth Advisors. He previously worked at Walpole Financial Advisors, Pensionmark Securities, LLC, and Northwest Administrators. Platform Wealth Advisors is a registered investment adviser managing over $500 million in client assets. The firm serves individuals, retirement plans, trusts, nonprofits, corporations, and small businesses, employing a passive, asset-class focused investment approach with an emphasis on documented policies, model portfolios, and low turnover.

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.

Richard Ashburn Jr. is a CFA® charterholder with 23 years of industry experience, currently serving at Parallel Advisors, LLC since 2019. Prior to this, he worked at VR Advisors, LLC and Creekside Partners Financial Advisers LLC. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach including fundamental, technical, and cyclical analysis, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Mark Kavaloski is a Series 65-licensed financial advisor with Independent Financial Partners, bringing 32 years of industry experience. He previously spent 27 years with Ameritrust Capital Management, Ltd. Outside of his advisory role, he owns and operates a non-investment business under Ameritrust Capital Management Ltd. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

William Wagner is a financial advisor at Kestra Advisory with 29 years of industry experience. He holds a Series 63 designation and previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC. Wagner operates through Kestra Advisory Services and is involved in registered representative activities at True North Wealth Management, focusing on asset management and retirement strategy development. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets.

Alex Sanchez is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Serritslev is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at various entities affiliated with Avantax and has been a partner at Serritslev Norwine & Co CPAs LLP since 2006, providing tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, operating a multi-manager platform with diverse program options and access to affiliated and third-party managers.

Fernando Gonzalez Sanchez is a financial advisor with Merrill based in Goleta, CA. He holds a Series 66 designation and has been with Merrill since 2018. Prior to his current role, he worked at Bank of America, N.A., Phoenix Retail, and Sears Holdings Company among other positions. Merrill and its affiliate Managed Account Advisors LLC provide managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Orth is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2020, and previously held a position at Edward Jones from 2016 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kelly Hunziker is a financial advisor at Edward Jones with 29 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Dakota Murphy is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Santa Ynez, CA, and has 14 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Murphy worked at Wells Fargo Advisors LLC and UBS Financial Services. Outside of work, Murphy serves as power of attorney for both parents on investment matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to support diversified investment solutions and offers both brokerage and advisory products.

Jorge Morales Jr. is a financial advisor with LPL Financial in Solvang, CA, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has worked with firms including Montecito Bank & Trust since 2012 and Wells Fargo Clearing from 2011 to 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a large network of investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Bradley Sicoff is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Cooper McManus, Cambridge Investment Research, and SunAmerica Capital Services over a span of nearly a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jenna Sanchez is a financial advisor at Wells Fargo Clearing with two years of industry experience. She previously worked at Carolwood Partners and JPMorgan Chase & Co. Her credentials include the Series 66 designation. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Douglas Feliciano is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2023, and previously held roles at J.P. Morgan Private Wealth Advisors LLC and First Republic Bank from 2012 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

James Watts is a CFP®-credentialed financial advisor with Edward Jones in Solvang, CA, where he has worked since 2003, totaling 22 years of industry experience. He holds Series 63 and Series 66 licenses in addition to his CFP® designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Elijah Barrows is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Northwestern Mutual Investment Services LLC and MassMutual Life Insurance Co. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Leslie Swartwood is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, she worked at OfficeTeam from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Craig is a financial advisor at Edward Jones in Goleta, CA, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Golden 1 Credit Union and Siteincept Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Javier Trujillo is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Charles Schwab and Equitable Advisors. Outside of his advisory role, he manages a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients, offering a range of advisory and brokerage services supported by diverse investment strategies and technology tools.

Adriana Trujillo is a financial advisor with J.P. Morgan Securities holding a Series 66 license and seven years of industry experience. She previously worked at Merrill and Bank of America, N.A. Outside of her advisory role, she owns and manages long-term rental properties in California. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jacob Krantz is a financial advisor with Edward Jones in Goleta, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at several firms including Bellwether Investment Sales and Roots Management Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.