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.

Garrett Sabin is the owner of Central Coast Tax & Financial Services in Lompoc, CA, with 14 years of industry experience. He holds Series 65 and 66 licenses and has worked at firms including Morgan Stanley, Rabobank, and American Riviera Bank. In addition to financial advisory services, he assists clients with tax preparation and filing through his ownership of a tax preparation business. Central Coast Tax & Financial Services provides customized investment advisory services focused on dividend income and capital appreciation through individual equities, supplemented by exchange-traded funds and bonds. The firm tailors portfolios to client goals and risk tolerance and employs a trade allocation process supporting aggregated orders for multiple clients.

Peggy Van Hook is a financial advisor at Finances For Real Life with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Wanda T Toro LLC. Outside of her advisory role, she is a commissioned notary in the State of California. Finances For Real Life serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a combination of analytical methods and long-term strategies, including ESG investing, and manages approximately $108.6 million in assets.

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.

Wanda Toro is a CFP®-certified financial advisor with 27 years of industry experience. She currently serves at Finances For Real Life and has a background that includes working with LPL Financial and operating her own advisory entity, Wanda T Toro, LLC. Outside of her advisory work, she is involved in sports coaching through a home-based business. Finances For Real Life serves individual and high-net-worth clients by providing discretionary portfolio management, flat-fee financial planning, and ad-hoc consulting. The firm uses a variety of analytical methods to tailor portfolios and manages approximately $86 million for around 122 clients.

Thorne O Connell is a financial advisor with X Advisors, LLC in Santa Maria, CA, holding a Series 66 designation and two years of industry experience. His background includes roles at Pash & Benson International, Independent Financial Group, and Cambridge Investment Research, among others. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm’s investment approach includes tailored portfolios using a combination of active strategies and indexing, offering both discretionary and non-discretionary services.

Alexander Koury is a financial advisor with X Advisors, LLC in Santa Maria, CA, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked with Paxton Consulting Group and Independent Financial Group LLC, and he owns and manages a consulting firm that provides online media marketing services. X Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s portfolios are tailored to individual goals and include a range of investment options with ongoing monitoring and rebalancing, employing both indexing and active strategies.

Gary Benson is a financial advisor with X Advisors, LLC, holding a Series 63 designation and 42 years of industry experience. His prior roles include senior positions at Pash & Benson International LLC, NPB Financial Group LLC, and Independent Financial Group, LLC. Outside of his advisory work, he serves as an officer and director in an insurance-related business and consults for a tax and investment purposes entity. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers tailored portfolios utilizing stocks, bonds, ETFs, mutual funds, options, and alternative investments, combining indexing and active strategies with both discretionary and non-discretionary advisory services.

Irene Timmons is a financial advisor at Monarch Wealth Strategies with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Monarch Wealth Strategies since 2018, following a tenure at LPL Financial beginning in 2005. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension and profit-sharing plans, and brokerage customers. The firm focuses on clients with at least $750,000 in investible assets and employs a range of investment strategies including asset allocation, tax-loss harvesting, and use of mutual funds, ETFs, individual securities, and alternative instruments on a case-by-case basis.

Coleen Edwards is a financial advisor with Weinberger Asset Management, Inc. She holds a Series 63 designation and has 35 years of industry experience. Her prior work includes roles at Robert K Hather and Wells Fargo Clearing. Weinberger Asset Management, Inc. provides discretionary portfolio management primarily to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs various analytical methods and offers ongoing portfolio management and retirement-plan services, managing over $500 million in client assets.

Robert Ogden is a CFP® certificant with 29 years of industry experience, currently serving at Golden State Wealth Management, LLC since 2019. He previously operated Ogden Wealth Management & Planning Services, LLC and has provided CPA services under his own firm since 2002. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management through tailored investment strategies and uses a variety of analytic approaches along with third-party managers and model portfolios.

David Ogden is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Golden State Wealth Management, LLC in Santa Maria, CA. His prior roles include positions at LPL Financial and Ogden Wealth Management & Planning Services, along with a long tenure at the Santa Maria Joint Union High School District. Outside of advisory work, he is also a musician. Golden State Wealth Management serves individuals—including high-net-worth clients—trusts, pension and profit-sharing plans, and businesses, offering services such as asset management, financial planning, and retirement consulting. The firm’s approach includes discretionary portfolio management combined with analytic methods and third-party manager deployments.

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.

Timothy Graham is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 licenses and has three years of industry experience. His background includes roles at NYLIFE Securities LLC and involvement with organizations such as Central Coast Visionary and Certain Sparks Music. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across various program types and manages a substantial portion of its assets on a non-discretionary basis.

Erika Landon is a CFP® professional based in Lompoc, CA, with 27 years of industry experience. She has previously worked with firms including Raymond James Financial Services and Vivid Financial Management. In addition to her advisory role, she is a commissioned notary. She is affiliated with Wealth Enhancement Advisory Services, LLC, which provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee.

Bradley Boulton is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Vivid Financial Management, Inc. and Mutual Securities, Inc. Outside of his advisory work, he has involvement with a business entity used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.