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

Alison Leigh Segall is a Registered Investment Advisor (RIA) with World Investment Advisors, LLC. Alison has been in the financial industry since May 7, 2002. Alison specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Alison is registered in California, Massachusetts, New York, and Rhode Island. Alison also holds the Series 6, Series 63, Series 99TO and SIE licenses. In addition to World Investment Advisors, LLC, Alison has been employed by PensionMark Securities, LLC and PensionMark Financial Group, LLC.

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ADVISOR BIO

Alissa Rennacker is an Investment Advisor Representative at West Coast Financial, LLC. Alissa is registered with the state of California. Alissa is currently active in the investment industry. She specializes in a range of advisory services including financial planning, pension consulting, and portfolio management. She is also licensed to provide investment advice to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Andrew Paulsen is an investment advisor representative with West Coast Financial, LLC. Andrew has been in the industry since 2013. Andrew's primary office is located in Santa Barbara, CA. The firm is located at 1435 ANACAPA STREET, SANTA BARBARA, CA, 93101. The firm's phone number is 805-962-9131. West Coast Financial, LLC specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. They have a total of 2039 clients, with assets under management of 1,899,274,328 USD.

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ADVISOR BIO

Andrew Christian Doering is a registered investment advisor representative with World Investment Advisors, LLC. Andrew has been in the industry since April 10, 2016. Andrew is licensed in the state of California and holds the Series 66, Series 7, and SIE licenses. Prior to joining World Investment Advisors, LLC, Andrew worked at CAPFINANCIAL SECURITIES, LLC.

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ADVISOR BIO

Ann Johnson is a financial advisor with World Investment Advisors, LLC. Ann has over 18 years of experience in the financial services industry. Ann holds the Series 7, 24, 63, 65, and SIE licenses. Ann specializes in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Anthony James Black is a financial advisor registered with World Investment Advisors, LLC. Anthony has been a registered advisor since 2005 and has experience in the financial industry since 2005. Anthony is registered in Minnesota as an Investment Advisor Representative (IAR) and Broker. Anthony offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Anthony is also a licensed insurance agent and may sell fixed and variable life insurance and annuities. Anthony is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

Barry P. Toole is a financial advisor with over 20 years of experience in the industry. Barry is currently registered as a registered investment advisor (IA) with World Investment Advisors, LLC, and is also a licensed broker-dealer (BD) with the firm. Prior to joining World Investment Advisors, LLC, Barry has held several positions with different firms including J.W. COLE FINANCIAL, INC., LPL FINANCIAL LLC, and INVEST FINANCIAL CORPORATION. Barry is a Series 63, 65, and 66 licensed representative and holds several other licenses including the Series 3, 4, 7, 31, 52, 55, and 87. Barry also holds a Series 24 and Series 53 principal license. Barry is a specialist in working with individuals, corporations, and pension & profit sharing plans. Barry's focus is on providing financial planning and portfolio management services. In addition to his work at World Investment Advisors, LLC, Barry is a Managing Member of Happy Hooker Brands, LLC, a novelty gift company specializing in custom-printed T-shirts, coozies, tackle, and barware.

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ADVISOR BIO

Brian Dennis Lloyd is a registered Investment Advisor Representative with Painted Porch Advisors LLC, located in Santa Barbara, CA. Brian has been in the industry since May 2007 and has been with Painted Porch Advisors LLC since May 2019. Brian is registered with the state of California and Texas as an Investment Advisor Representative. Brian specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Financial Planning.

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ADVISOR BIO

Cathy Clay Cash is a registered investment advisor representative with Morton Wealth, based in Santa Barbara, California. Cathy has been in the financial services industry since 1996, previously working for Northern Trust Securities and Citigroup Global Markets. Cathy is licensed in California and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, businesses, charities, and pooled investment vehicles.

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