San Diego, CA 1011 Camino Del Rio South Office

Alyssa Saad is a financial advisor with PlanMember Securities Corporation based in Carpinteria, CA. She holds a Series 66 credential and has recently begun her career in wealth management, with prior experience at MPD Wealth and DRS Daylight Solutions. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering investment options through asset allocation portfolios and delivering education and support services. The firm employs a strategic asset allocation approach to manage risk-based mutual fund portfolios across a range of risk profiles.

David Moller is a financial advisor with PlanMember Securities Corporation in San Diego, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Outside of advising, he works as a senior manufacturing engineer at DRS Daylight Solutions, a defense contractor. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Victoria Winkelman is a CFP® with 42 years of industry experience. She is affiliated with Planmember Securities Corporation and Barrett Financial & Investment Services, Inc. DBA MPD Wealth, where she has been involved since 1987. Winkelman’s background includes extensive experience in insurance and securities sales and services, including annuities and long-term care. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting 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.

Kyle Riharb is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 65 designations. Outside of his advisory role, he is co-founder of Shaka Bites, an energy bar manufacturing business. PlanMember provides retirement-plan advisory services to employers and participants, offering fiduciary management and participant-level investment options supported by education, seminars, and personalized planning. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios ranging from conservative to aggressive.

Barbara Meyers is a CFP®-certified financial advisor with 42 years of industry experience. She is currently with PlanMember Securities Corporation and MPD Wealth, having previously worked with WestPark Capital, Woodbury Financial Services, and Crown Capital Securities. Meyers has been an independent contractor at Meyers Financial Group since 1977, where she offers fixed annuities and fixed life insurance. She also serves as a board member of the nonprofit Women of Temple Bat Yahm. 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 offers participant-level investment options and supports plan sponsors and participants through education, personalized planning, and counseling, utilizing a top-down strategic asset allocation framework and risk-based mutual fund portfolios.