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.

Robin Deshayes is a financial advisor at Miltonian Capital Management, LLC with 15 years of industry experience and holds a Series 65 designation. The firm provides investment advisory and supervisory services to individuals, trusts, estates, charitable organizations, and other business entities, along with financial planning and consulting services. Miltonian Capital Management emphasizes long-term value through fundamental analysis and typically manages portfolios on a discretionary basis while assets remain with third-party custodians.

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.

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.

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 financial advisor with Independent Financial Partners, holding a Series 65 credential and 32 years of industry experience. He has worked at Ameritrust Capital Management, Ltd. since 1998 and joined Independent Financial Partners in 2024. He is also the owner of Ameritrust Capital Management Ltd., a business focused on comprehensive financial planning and investment objective development. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

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.

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 financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as a power of attorney for both of his parents in investment matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jorge Morales Jr. is a financial advisor with LPL Financial in Solvang, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Montecito Bank & Trust and LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by model portfolios and research.

Ryan Dewane is a financial advisor with Raymond James Financial in Los Alamos, California, holding a Series 66 designation and two years of industry experience. He has been associated with Raymond James Financial and its affiliated firms since 2023. Dewane is also involved with Dewane Investment Strategies as a financial adviser. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Bradley Sicoff is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cooper McManus, Cambridge Investment Research, and Sunamerica Capital Services. Based in Santa Ynez, California, he is involved in a family trust related to real estate holdings. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management, model portfolios, and research, supported by advanced technologies and a diverse product offering.

Kelsey Bengoa is a financial advisor with LPL Financial in Los Olivos, CA, holding a Series 66 designation and 17 years of industry experience. Bengoa has been with LPL Financial since 2014 and is involved in related business activities including roles at Bengoa Financial Management and SYV Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

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.

Javier Trujillo is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for a combined 10 years. Outside of his advisory role, Trujillo is involved in a separate business entity for tax and investment purposes based in Buellton, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Christen Nielsen is a CFP®-certified financial advisor with Edward Jones, based in Los Olivos, CA, with 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, Nielsen serves as treasurer on the board of Solvang Heritage Associates and is a board member of the Santa Barbara County Sheriff's Benevolent Posse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.