Carpinteria, CA 6267 Carpinteria Avenue Office

Scott Morris is a financial advisor with Planmember Securities Corporation in Carpinteria, CA, holding a Series 63 credential and 31 years of industry experience. He has been with Planmember since 2008 and is also involved with Afortus Financial Insurance Services and Prosol SRM, LLC, both of which focus on insurance services and fixed annuity sales. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Charles Riharb is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PlanMember since 2013 and concurrently associated with Irm Distributors, Inc. since 1990. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its proprietary asset allocation portfolios. The firm employs a top-down strategic asset allocation approach, managing unitized, risk-based mutual fund portfolios and delivering education, support, and personalized retirement planning services.

Gregory Garbeff is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 65 and Series 63 licenses and possessing 21 years of industry experience. He has held roles at multiple firms, including Forrest T. Jones & Co., Inc., where he serves as an agent and business development manager. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering educational and support services to plan sponsors and participants.

Jacob Nash is a financial advisor with Planmember Securities Corporation, holding a Series 63 designation and bringing 38 years of industry experience. He has worked with multiple firms throughout his career, including Northern Life, United Presidential Life, and John Alden Life. Nash is also involved in other business activities, including retirement planning and college preparation consulting. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering educational and support services to plan sponsors and participants.

Faith Ann Jenkins is a financial advisor with Planmember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Planmember since 2013. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual-fund portfolios, also delivering education and support services such as seminars and personalized retirement planning.

Donald Bennett is a financial advisor with Planmember Securities Corporation, holding a Series 63 license and bringing 31 years of industry experience. He has held leadership roles in multiple business entities related to structured settlement products, pharmacy benefit administration, and fixed income investments, including serving as CEO of Platinum Insurance Marketing and President of HealthMed Solutions, Inc. Bennett is based in Carpinteria, CA. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education, personalized planning, and support services to plan sponsors and participants.

Peter Sharpe is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with PlanMember since 2006 and has been self-employed since 2002. Outside of advising, he performs with local bands and owns a retail drum sales business. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach is based on a top-down strategic asset allocation framework and management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Spencer Crithfield is a Series 65-licensed financial advisor at PlanMember Securities Corporation with one year of industry experience. His prior work includes roles at Central Plateau Cleanup Company, Prime Lending, and several educational institutions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm offers education, support services, and fiduciary management for retirement plans.

Ralph Hemphill is a financial advisor at PlanMember Securities Corporation with a Series 66 credential and one year of industry experience. His prior work includes various roles at the University of California Santa Barbara and other educational and coaching positions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios and delivers education, support services, and personalized retirement planning to plan sponsors and participants.

Patrick Lynn is a financial advisor with Planmember Securities Corporation in Carpinteria, CA. He holds Series 63 and Series 65 licenses and has 27 years of experience in the industry, including 23 years with Planmember Securities. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios with periodic rebalancing, while also delivering education and support services to plan sponsors and participants.

Janine Northway is a financial advisor with Planmember Securities Corporation in Carpinteria, CA. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Outside of her advisory role, she works in event security at the Santa Barbara Bowl through Miller Event Management. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, while also offering education and support services to plan sponsors and participants.

Steven Hanson is a Series 65 licensed financial advisor with 17 years of industry experience. He has been with PlanMember Securities Corporation since 1995. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on a strategic asset allocation framework and manages risk-based mutual fund portfolios, while offering education and support services to plan sponsors and participants.

David Haislip is a CFP® with over 43 years of industry experience. He is currently with PlanMember Securities Corporation and also associated with Fourth Point Wealth. His prior experience includes roles at LPL Financial, Grove Point Investments, and H. Beck, Inc. He has maintained a self-employed insurance agency since 1980 focused on life, health, and fixed insurance sales. PlanMember Securities Corporation provides retirement-plan advisory services acting as an ERISA Section 3(38) fiduciary and offers participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm emphasizes a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios and delivering education and support to plan sponsors and participants.

Benjamin Parker is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at PlanMember Securities Corporation since 2020 and previously held positions at JP Morgan Securities, Bank of America, and Merrill. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and a range of risk-based mutual fund portfolios through a structured asset allocation process.

Jack Stoops is a Series 66-licensed financial advisor at PlanMember Securities Corporation with under one year of industry experience. His prior work includes roles at Target and California Polytechnic State University. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm also delivers education and support services, utilizing a top-down strategic asset allocation framework and periodic rebalancing based on defined Strategic Rebalancing Events.