Santa Barbara, CA State Street Office

Gregory Marsh is a financial advisor with PlanMember Securities Corporation in Santa Barbara, CA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been affiliated with PlanMember Securities since 2007 and with PlanMember Financial Group since 2015. Outside of his advisory role, he is involved in fixed annuity and life insurance activities. 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 and support services to plan sponsors and participants.

Christopher Coventry is a financial advisor with Planmember Securities Corporation, holding the Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Planmember since 2013 and is also involved with The Lotter Group, where he engages in insurance sales and services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering a range of asset allocation portfolios. The firm emphasizes a strategic asset allocation framework combined with ongoing portfolio monitoring and rebalancing.

Daniel Stowe is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding a Series 63 designation and 24 years of industry experience. He has been associated with PlanMember in various capacities since 2001 and also operates Stowe Financial, focusing on fixed insurance products. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Christopher Janeway is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been affiliated with PlanMember Financial Group since 2008 and leads Fourth Point LLC, a wealth advisory firm he founded in 2018. Janeway is also a co-founder of Katie's FUNd, a charitable organization supporting social and recreational activities for teens with developmental disabilities. 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 participant-level investment options. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios and delivers education and support services including seminars and personalized retirement planning.