ADVISOR BIO

Mark Aaron Strong is a financial advisor with Stifel, Nicolaus & Company, Inc. Mark has been in the industry since 2004 and has experience working with a wide range of clients, including individuals, businesses, and institutions. Mark has expertise in financial planning, portfolio management, and retirement planning. Mark is also a Certified Financial Planner (CFP®) and has a Series 7, Series 63, and Series 31 license.

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ADVISOR BIO

Mark Brenner is a financial advisor with UBS Financial Services Inc. Mark has been in the securities industry for over 38 years. Mark works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Mark holds the Series 7 and Series 63 securities licenses, as well as the Series 65 investment advisor license.

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ADVISOR BIO

Mark Sidney Golden is a financial advisor with Wells Fargo Clearing Services, LLC. Mark has been in the financial services industry since December 1984. Mark holds Series 6, 7, 63 and 65 licenses. Mark has worked with various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Investment Services, Inc. Currently, Mark is registered in 17 states.

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ADVISOR BIO

Martin Kerns is an investment advisor representative at World Investment Advisors, LLC, registered with the state of Texas since June 6, 2016. Martin has over 15 years of experience in the financial services industry, specializing in providing comprehensive financial planning and investment management services to individuals, families, and institutions. Martin is committed to providing personalized and objective advice that helps clients achieve their financial goals.

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ADVISOR BIO

Mary Margaret Francisco is an investment advisor representative with World Investment Advisors, LLC. Mary Margaret is licensed to provide investment advice in California. She has been in the industry since April 2002 and is a registered representative with FINRA and Series 66 and Series 7 licensed. Mary Margaret has previously worked with CAPFINANCIAL SECURITIES, LLC., LPL FINANCIAL LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Mary Margaret has a long history of working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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ADVISOR BIO

Matthew Adams is a financial advisor registered with Mission Wealth Management, LP. He provides financial planning, portfolio management, and wealth management services to individuals, businesses, and charitable organizations. Matthew has been a registered advisor since 2004 and holds a Series 7, Series 63, and Series 65 license. He is a co-trustee of the Palmer Family Trust and serves on the Board of Trustees of the Santa Barbara Museum of Natural History.

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ADVISOR BIO

Matthew Rowe is a financial advisor registered with Raymond James & Associates, Inc. Matthew Rowe has over 20 years of experience in the financial services industry. Matthew Rowe has held positions at several prominent firms including Morgan Stanley, M Holdings Securities, Inc., J.P. Morgan Securities Inc., Oppenheimer & Co. Inc., and CIBC World Markets Corp. Matthew Rowe is licensed to provide financial advice in several states across the United States. Matthew Rowe holds FINRA Series 7, 9, 10, 31, and 63 licenses, as well as a Series 65 license for investment advisor representation. Matthew Rowe is also a board member and a chair of the board at Santa Barbara Foundation where he focuses on providing strategic advice to the President & CEO, participating in fund-raising activities, serving on several committees including the Investment and Finance committees, helping oversee the Foundation's independent investment advisor and representing the Foundation at various functions.

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ADVISOR BIO

Matthew Coulson is a registered representative with j.p. Morgan Securities LLC in Santa Barbara, CA. Matthew holds the Series 63, Series 6TO and SIE licenses. Matthew's specializations include investment advisory, financial planning and portfolio management.

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ADVISOR BIO

Matthew Voecks is a financial advisor with World Investment Advisors, LLC. Matthew has been a registered representative in the financial industry since 2003. Matthew is licensed to provide advisory services in Minnesota.

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ADVISOR BIO

Matthew Lum is a financial advisor at Vida Wealth Partners, Inc., with over 30 years of experience in the financial services industry. Matthew has a strong background in securities and investment advisory services and is a Certified Financial Planner. He is registered with the state of California as an Investment Advisor Representative. Matthew's specialties include financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS