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Office: (805) 898-3684

222 East Carrillo Street

Suite 304

Santa Barbara, CA 93101

FINRA series, 7, 63, 66

david@bairdwalker.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Kevin Baird and David Walker are Registered Representatives offering securities and advisory services through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. Baird Walker Wealth Strategy Group, Seagull Lane Asset Management and United Planners Financial Services are not affiliated. Advisory Services also offered through Seagull Lane Asset Management, LLC, a Registered Investment Advisor.

Investment advisory services are also offered through Seagull Lane Asset Management, LLC, a Registered Investment Advisor d/b/a Baird Walker Wealth Strategy Group. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. You may obtain a copy of our ADV Part 2A Disclosure Statement or brochure containing similar information by visiting https://adviserinfo.sec.gov/firm/summary/282566.

Kevin Baird is registered to conduct securities business in AZ, CA, CO, NV, NC, OH, OR, PA, TX and WI. David Walker is registered to conduct securities business in AZ, CA, CO, HI, ID, IL, MI, NV, NJ, NY, NC, OH, OR, PA, SC, TX, UT, WA and WI. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, CO, NV, OH, OR, PA, TX, WI.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.