IGSB, INC. is an investment management company based out of P.O. BOX 5625, SANTA BARBARA, California, United States.

Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Our firm has many offices all across the U.S. Mission Wealth's service offerings include financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.

Lafayette is located on 15 square miles in Contra Costa County, one of nine counties of the San Francisco Bay Area. The City was incorporated in 1968, although settlement of the area began in 1848. Lafayette is noted for its high quality of life with top rated schools, low crime rate, small town downtown, clean air, mild climate and oak tree-studded hills. Located between Berkeley and Walnut Creek, Lafayette has its own Bay Area Rapid Transit station (BART) and is only a 25 minute BART ride from San Francisco. Mission Statement: Lafayette was incorporated for the preservation and enhancement of the semi-rural character of the community. Lafayette shall endeavor to maintain the nature of the community by using a volunteer system of commissions and committees and a small staff whose number is consistent with the services provided. Limited services and a conservative fiscal policy are Lafayette’s practice.

Sombrilla is a full service digital marketing agency dedicated to helping small to medium businesses make the most of the online space.Whether your goals are to increase revenue, raise brand awareness, or boost traffic to your website, our team of experts can take your business to more customers online. At Sombrilla we understand a successful online marketing strategy requires partnership between key channels of communication. Each channel compliments the next to deliver a clear, concise and powerful message to your target market. From web design and development through to SEO, email marketing and social media, we have you covered.

Located on California's Central Coast, Cerro Pacific Wealth Advisors is a team of financial professionals with over 90 years of collective professional experience providing investment advice, portfolio construction, and financial planning. A fee-only, independent registered investment advisory firm, Cerro Pacific Wealth Advisors adheres to the fiduciary standard, providing counsel that is in the best interests of its clients. From creating a plan to selecting and managing investment portfolios, Cerro Pacific Wealth Advisors partners with you throughout your financial life, advising on all major decisions and supporting you throughout every milestone. Cerro Pacific Wealth Advisors is an SEC registered investment adviser located in California. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor's website on the Internet should not be construed by any consumer and/or prospective client as Advisor's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals giving testimonials or endorsements.

We’re a multigenerational firm with roots that date back to the 1950s. We were built on the belief that families and individuals required more than good investment advice to thrive. Our founder understood that people needed trusted guidance and investment strategies that were customized to their personal situation and dreams. The financial professionals of Maguire Investments are Registered Representatives and Investment Adviser Representatives with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. www.FINRA.org www.SIPC.org This communication strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside this state due to various state regulations and registration requirements regarding investment products and services. CFN Terms of Use: http://www.commonwealth.com/termsofuse.html Maguire Investments, LLC is located at 540 Camino Mercado, Arroyo Grande, CA 93420 (805.922.6901

Since our founding in 2008, our ensemble practice has been dedicated to designing, shepherding, and safeguarding the legacies of our clientele. Our firm helps wealthy families make smart decisions with their money, while educating them on how wealth should serve, rather than complicate, life. Clients feel at ease, knowing that integrity drives all our work. We expertly guide them through various financial planning phases, including investing, mitigating taxes, taking care of heirs, protecting assets, and magnifying charitable gifts. Our innovative, committed team is eager to take the burden of financial planning off our clients’ shoulders—so they can stop worrying about money, and instead spend time on what fulfills them. Although our practice began in the beautiful city of Santa Barbara, we have grown to serve clientele worldwide and have added office locations in Santa Maria and Pasadena, California.

Mustang Private Wealth guides clients in San Luis Obispo County to manage assets and build wealth with expertise and integrity. Mustang Private Wealth is led by Ryan Olson, a valued financial professional with more than 18 years of experience, who is personally passionate about helping his clients achieve purpose and leave the meaningful legacy of their choosing. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Mustang Private Wealth may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Demboski & Chapman is an independent and locally owned advisory firm with Santa Barbara roots dating back to 1969. For nearly half a century, we've been working hard to build and earn our community's respect, loyalty and continued confidence. Our firm's rich foundation supports the continued grow through referrals from our satisfied clients, and through the network of legal and tax professionals that have come to trust our attention to detail and dedication to results.

Founded in 1961, PROTEK leverages unique Preventive Maintenance Services for Bio-Remediation, Cleaning Ductwork (including HVAC Equipment, Kitchen Exhausts and Dryer Vents), and Refurbishing Furnishings. We help Building Owners and Facility Managers to Save Energy (Costs), Reduce Risks, and Increase Productivity. Our Sustainable approach Improves Indoor Air Quality (IAQ), Decreases Contamination, Enhances Appearances, and Extends the Useful Life of HVAC Equipment and Furnishings. Our services thus help reduce employee absenteeism, improve workplace productivity, and cut health insurance premiums through preventing harm to employees, a business’s most valuable assets. In addition, we sell and install REVOLUTIONARY Devices, proven to Save Over 30% on Cooling costs. PROTEK is committed to the best client experience through exercising our core values of transparency and integrity. For example, we uniquely tell clients how many man-days (or man-hours) we estimate. Moreover, this essentially becomes a "not-to-exceed" estimate, meaning that if a project takes less time or uses less materials than originally estimate, our final bill reduces the associated costs accordingly. In fact, this provision annually saves clients' money on over 25% of PROTEK engagements. PROTEK services a diverse range of clients. Clients include: • Amazon • AstraZeneca • Biogen • Boston Scientific • Brigham & Women’s Hospital • Burns & Levinson • Consigli Construction • Cox Engineering • Fairmont Copley Plaza • Foley Hoag • JLL • John Hancock • Harvard University • Local 17 Sheet Metal Union • New Balance • Shawmut Design and Construction • Skadden ARPS Remember, only YOU can make the choice to Clean It or Breathe It!®

Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management. We provide clients with customized services based on the belief that all financial decisions create an impact on families, communities, and the world. We guide the development of a purposeful impact strategy that can create intentional alignment of capital resources with values. We serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources. We are committed to providing honest advice and transparent operations through clarity of all third-party relationships and conflict-free financial transactions.

We are an independent, Santa Barbara-based wealth management firm providing clear financial advice. We want to help you grow, manage and live off your investments. Working with us means you have direct access to our Senior Team with decades of experience. Whatever your life stage, we’re here to help you make better financial decisions. Approaching Retirement You are nearing retirement and have a lot on your plate. From paying for kids’ college to supporting aging parents. You are wondering if you have saved enough. Am I on track and can I reduce my risk? Do I need professional help? Retired It’s time to enjoy life, but living off your investments requires paying closer attention than ever. Rising healthcare costs and a bucket list to accomplish has you wondering, how do we maintain a standard of living and enjoy life without running out of money? 30-40s You’re paying a mortgage or student loans while trying to save so your kids won’t have the same financial burdens. What’s the best way to prioritize what’s important and still plan for the future? Whoever you are, you need a plan. Are you ready for what’s next? Let’s find out together.