Channel Wealth, LLC

Awni Ming Broughton is an advisor at Channel Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Channel Wealth, he worked at Frank, Rimerman & Co. and spent a decade as a student. Channel Wealth serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering investment management, financial planning, and consulting services. The firm uses a combination of active and passive investment strategies, incorporating fundamental and technical analysis, and employs tactical asset allocation and alternative investment approaches where appropriate.

Ross Anderson is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Channel Wealth, LLC. His prior experience includes roles at Ameriflex Financial Services and SagePoint Financial, where he worked for nine years. Anderson is a board member of the Good Shepherd Lutheran Church Foundation, where he participates in investment decisions and funding allocations. 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 a mix of active and passive strategies, combining fundamental and technical analysis in portfolio construction.

Brett Weichbrod is a financial advisor at Channel Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with SagePoint Financial and Stride Investment Management. He serves on the boards of Domestic Violence Solutions and the Santa Barbara Executive Roundtable. Channel Wealth serves a diverse client base including high-net-worth individuals, trusts, and institutional clients, offering investment management, financial planning, ERISA advisory services, and independent manager oversight. The firm utilizes a combination of active and passive strategies incorporating fundamental, technical, and charting analysis with a focus on diversified portfolios.

Maxwell Phillips is a financial advisor at Channel Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial for 10 years. Outside of advising, he serves as a trustee and operates as a licensed insurance agent. Channel Wealth serves a mix of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and ERISA advisory services. The firm uses diversified portfolios with both active and passive strategies, incorporating fundamental, technical, and charting analysis.

Justin Anderson is a CFP® professional with 24 years of experience in the financial services industry. He currently works at Channel Wealth, LLC and has held prior roles at The Ameriflex Group, SagePoint Financial, and Ameriflex Financial Services. He serves as the Finance Chair and Treasurer for the MOXI Museum, a non-profit children's museum in Santa Barbara. Channel Wealth, LLC serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering a range of investment management and advisory services. The firm utilizes a combination of active and passive strategies, incorporating fundamental and technical analysis, with options and alternative investments included where appropriate.

Maria Vallejo Meza is a financial advisor at Channel Wealth, LLC with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at SagePoint Financial for seven years. Outside of advisory work, she is a California Notary Public. Channel Wealth, LLC provides investment management and financial planning services to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies customized to client objectives, offering both discretionary and non-discretionary portfolio management along with consulting and oversight of independent managers.

Christian Snowden is a financial advisor at Channel Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for eight years before joining Channel Wealth in 2022. Snowden also serves on the board of directors for The Friendship Paddle, a nonprofit that organizes fundraising events, and operates a sole proprietorship as an insurance agent. Channel Wealth is a 10-advisor team providing investment management and financial planning to individuals, institutional investors, trusts, and retirement plans. The firm employs a blend of active and passive strategies, incorporating various analytical techniques and portfolio construction methods tailored to client objectives.

Joseph O'Flaherty is a financial advisor at Channel Wealth, LLC with 16 years of industry experience and holds a Series 65 designation. He has worked at Santa Barbara Asset Management, LLC since 2009 and joined Channel Wealth in 2022. Channel Wealth serves a diverse client base including high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm employs both active and passive strategies across diversified portfolios, utilizing fundamental, technical, and charting analysis with ongoing portfolio monitoring.

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.