ADVISOR BIO

Aaron David Ritter is an investment advisor representative with Abundant Wealth Partners, LLC. Aaron is also an independent contractor for Avalan, LLC, providing investment advisory services. Aaron has been in the industry since September 2006. Aaron is a Certified Financial Planner and holds a Series 7 license. Aaron specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

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ADVISOR BIO

Aaron Clark is a financial advisor at Monarch Wealth Strategies. Aaron has over 15 years of experience in the financial services industry. Aaron specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Aaron has a strong commitment to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Aaron Del Brown is an investment advisor representative at Creativeone Wealth, LLC. Aaron has been in the financial services industry since 2005 and holds several industry licenses, including the Series 6, Series 7, Series 63, and Series 66 licenses. Aaron is registered to offer advisory services in California. Aaron's professional experience includes roles with Wells Fargo Clearing Services, LLC and MIT Associates, LLC. Aaron's previous experience has allowed him to develop extensive experience in financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Aaron Simmons is an Investment Advisor Representative at West Coast Financial, LLC. Aaron has been in the financial industry since 2014, and holds the Series 65 and SIE licenses. Aaron specializes in working with high-net-worth individuals, pension and profit sharing plans, corporations and other businesses, and pooled investment vehicles. Aaron is located in Santa Barbara, CA.

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ADVISOR BIO

Adam Donlevie is a financial advisor at Centaurus Financial, Inc. Adam has been in the financial industry since June 2007, and is currently registered with the state of California as both a broker-dealer and an investment advisor. Adam is also registered with the state of New Hampshire, Oregon and Utah. He has a Series 7 and Series 66 license, as well as the Securities Industry Essentials (SIE) exam. Adam is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses.

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ADVISOR BIO

Adam Stempel is a financial advisor at Ariadne Wealth Management, LP, a firm based in Santa Barbara, California. Adam has been in the industry since November 2014 and holds the Series 65 license. Adam is also a Certified Financial Planner. Ariadne Wealth Management, LP specializes in providing financial planning and portfolio management services to high-net-worth individuals. The firm manages approximately $445,889,437 in assets, with $416,205,358 under discretionary management.

SPECIALIZATIONS

ADVISOR BIO

Adam MacKenzie is a financial advisor with Fidelity Personal and Workplace Advisors, registered in 29 states, including California and Texas. Adam has been in the financial services industry since December 1999 and is also a Certified Financial Planner. Adam's experience spans several financial institutions including TD Ameritrade and Bank of America Investment Services. He is registered to provide investment advice to individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The primary office location for Adam MacKenzie with Fidelity Personal And Workplace Advisors is in Santa Barbara, California.

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ADVISOR BIO

Adam Coons is a financial advisor with over 11 years of experience in the industry. Adam is currently registered with Outwing Private Wealth Management, a firm based in Santa Barbara, California, and has previously worked for ARETE WEALTH MANAGEMENT, LLC, UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CITIGROUP GLOBAL MARKETS INC. Adam holds Series 7 and Series 66 securities licenses. Adam provides financial planning, portfolio management for individuals, and selection of other advisers services. Adam is licensed to provide investment advice in California.

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ADVISOR BIO

Adam Stanowick is a Certified Financial Planner and Investment Advisor Representative with Mercer Global Advisors Inc., a firm with over $45 billion in assets under management. Adam has been with Mercer Global Advisors Inc. since 2017, and has experience in the financial industry dating back to 2008. Adam offers a variety of services to individual and institutional clients, including financial planning, portfolio management, and estate planning. Adam holds a Series 7, Series 55 and Series 65 license.

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ADVISOR BIO

Adriana Trujillo is a registered representative with J.P. Morgan Securities LLC in SANTA BARBARA, California. Adriana has been in the industry since August 2019. Adriana is registered with the state of California and Texas to provide both securities and investment advisory services. Adriana has a Series 66, a Series 7TO and a SIE. In addition to being registered with FINRA and the state of California, Adriana is also registered with the state of Texas.

SPECIALIZATIONS