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.

David Johannsen is the sole advisor at Johannsen & Associates, Inc. in Santa Barbara, CA, with 36 years at the firm and a total of 20 years in the industry. Johannsen & Associates, Inc. provides discretionary investment management primarily for individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs proprietary trend-following systems to allocate among mutual funds and uses a Fund Evaluation and Selection System to select equity funds, focusing exclusively on Fidelity mutual funds with direct execution.

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.

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.

Joshua Yager is a CFP® with 27 years of experience in the financial services industry. He has worked at Financial Vision LLC since 2013 and previously held roles at Anodos Advisors, LLC from 2005 to 2024 and Mercer Advisors from 1997 to 2005. Outside of his advisory work, he serves as a manager for Gold Crest, LLC, a manufacturer of multi-use lighting products. Financial Vision LLC serves primarily high-net-worth individuals, offering portfolio supervision alongside comprehensive financial planning services tailored to individual needs. The firm emphasizes diversified, passive investment strategies with a focus on tax efficiency and long-term market cycles, and operates as a small, two-advisor practice using a retainer-based fee structure.

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.

Conner Rehage is a financial advisor at Harbor Hills Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Partnervest Advisory Services and Sorrento Pacific Financial. Rehage serves as a board trustee for the UCSB Foundation, contributing to the management of its private philanthropy resources. Harbor Hills Inc. provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes written Investment Policy Statements and fundamental analysis, offering tailored plans with discretionary management and periodic account reviews.

Ryan Wolfshorndl is a CFP® and CFA® with 15 years of industry experience. He has been with Financial Vision LLC since 2013 and was previously a partner at Anodos Advisors, LLC, a financial consulting firm where he provided portfolio management and financial planning services. Financial Vision LLC serves primarily high-net-worth individuals, offering customized financial planning and both discretionary and non-discretionary investment management. The firm’s approach focuses on diversified, passive buy-and-hold portfolios with regular rebalancing, written investment policy statements, and consideration of tax consequences and cash-flow needs.

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.

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 financial advisor with J.P. Morgan Securities in Goleta, CA, holding a Series 66 designation and eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at Edward Jones from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.

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.

Brian Boyle is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Thrivent since 2002. Boyle serves on the board of an office building condominium association in Santa Barbara, providing owner-occupied representation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option, emphasizing separate delivery of these services through its network of Financial Advisors.

Dakota Murphy is a financial advisor with Wells Fargo Clearing in Santa Ynez, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Wells Fargo in 2016, Murphy worked at UBS Financial Services from 2012 to 2014. Outside of his advisory role, he serves as a power of attorney for his parents in investment-related matters. 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, utilizing research and analytics based on diversification principles and modern portfolio theory.

Grant Swanson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, he worked at 1st Financial Bank USA for five years and served as an assistant coach for high school athletes with the Santa Barbara Unified School District. Outside of his advisory role, he is president of the Bella Vista Park Homeowners Association, organizing community events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

Ryan Dewane is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at Forte Labs and Snapwire Media Inc. Dewane is also associated with Dewane Investment Strategies, where he serves 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 investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to support client goals.

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.

Kelsey Bengoa is a financial advisor with LPL Financial in Los Olivos, CA, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2014, Bengoa worked at Wells Fargo Advisors and Waddell & Reed. Outside of advisory services, Bengoa is involved with Coastal Funding, LLC, a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party asset management, and advisor-facing technology while managing over $819 billion in discretionary assets.

Douglas Feliciano is a CFP® with 16 years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at J.P. Morgan Private Wealth Advisors LLC and First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative research to build model asset allocations and incorporates a range of investment strategies, including ESG considerations.

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.

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.

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.