PROFESSIONAL PROFILE

JOSEPH R WEILAND
Vice President
CERTIFIED FINANCIAL PLANNER ™
certification awarded by the Certified Financial Planner Board of Standards, Inc.
WEALTH MANAGEMENT ADVISOR
Joe attended the University of Wisconsin and is a Vice President and Senior Financial Advisor. Joe began working in the financial services industry in 1988. He is responsible for the discipline of the team's service model. He is also actively involved in the Sunrise Rotary Club. He lives in Santa Barbara with his wife Vibeke and children Evy and Tor.

R.WELLS HUGHES
Vice President
Senior Financial Advisor
Wells attended the University of Florida where he earned the Golden Key Award. Wells is a Vice President and Senior Financial Advisor. He serves as a Director for the Teddy Bear Cancer Foundation and the Dream Foundation. He lives in Santa Barbara with his wife Diane and daughter Isabelle.

ARTHUR G SWALLEY, CFM
Vice President
PERSONAL INVESTMENT ADVISOR
Arthur attended Yale University and is a Vice President and Senior Financial Advisor. He joined Merrill Lynch in 1990. Arthur is responsible for the development and implementation of the JWS Group's portfolio design. He also serves on the Scholarship Foundation's finance committee and is a Director with the Santa Barbara Symphony. He lives in Santa Barbara with his wife Winnie and sons Dylan and Harry.

JOHN A LORENZ, CFM
Assistant Vice President
Senior Financial Advisor
John attended UCSB and is an Assistant Vice President and Senior Financial Advisor. He handles the operations of the group and has worked in the financial services industry since 1989. In addition, he is actively involved with Toastmasters Inc and the Natural History Museum. He lives in Santa Barbara with his wife Cameron and children Daniel, Max and Cate.

DIANNE GAYOSKI DUVA, CFM
Assistant Vice President
CERTIFIED FINANCIAL PLANNER™
certification awarded by the Certified Financial Planner Board of Standards, Inc.
Dianne attended the George Washington University and is an Assistant Vice President and Senior Financial Advisor. Dianne joined Merrill Lynch in 2000. In addition, she is the Chair of the Board for Women's Economic Ventures. Also Dianne serves on both the Storyteller and Music Academy of the West Planned Giving Committees. She lives in Santa Barbara with her husband Robert.

SHANNON J PEARCE
Client Associate
She serves as an administrative associate. She attended Santa Barbara City College and is a member of the PTA for her children's schools. She resides in Goleta with her husband Gary and sons Cody and Austen.

JOANNE R FARRELL
Registered Client Associate
She serves as a licensed administrative associate. She attended UCSB and is an active supporter of the Santa Barbara Swim Community. She resides in Goleta with her husband William and children Liam and Gabrielle.