Jesse Pantano is a CFP® and CFA® with 23 years of experience in the financial industry. He currently works at Mission Wealth Management, LP and has held positions at firms including Citizens Securities, Clarfield Financial Advisors, Mercer Global Advisors, BlackRock, and TD Ameritrade. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, along with institutional clients. The firm employs customized, long-term investment strategies using a range of asset types including ETFs, mutual funds, individual securities, and alternative investments.

Cameron Enriquez is a CFP® with five years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at Lux Wealth, Northwestern Mutual Investment Management, Northwestern Mutual Life Insurance Company, and Learnvest Planning Services. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and customized portfolio management services primarily for affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm employs long-term strategies using a range of investment vehicles and offers specialized services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary services.

Julian Scoglio is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Legacy Capital Group California and Kinecta Federal Credit Union. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management and financial planning services using a range of investment strategies and alternative assets.

Mary Miller is a CFP®-designated financial advisor with 18 years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Per Stirling Capital Management, LLC and B.B. Graham & Co. Mary also has an ongoing affiliation with the University of Texas at Austin. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through tailored wealth management, financial planning, and portfolio management services. The firm employs customized, often long-term strategies using a diverse range of investment vehicles and offers specialized services including risk management and ERISA retirement plan fiduciary solutions.

Ricardo Gonzalez is a financial advisor at Mission Wealth Management, LP in Los Angeles, CA, with 17 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Gonzalez has worked at Mission Wealth Management since 2014 and concurrently with JHFN SII and Signature Estate & Investment Advisors, LLC since 2013. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services using a range of investment strategies including ETFs, institutional mutual funds, and alternative investments, with an emphasis on long-term portfolio management.

Keaton Krutenat is a CFP® and holds a Series 65 license, currently working at Mission Wealth Management, LP with three years of industry experience. Prior to focusing on wealth management, he has professional experience at Integrated Procurement Technologies and was associated with Pepperdine University. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm employs customized, long-term investment strategies incorporating a range of asset types and offers services through tiered financial planning and wealth management models.

Emilija Ilic is a financial advisor at Mission Wealth Management, LP, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Krd Ltd, Byline Bank, and the Law Offices of Lee Steinberg. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as pension plans and other entities. The firm employs customized, long-term investment strategies using a range of vehicles including ETFs, mutual funds, individual securities, and alternative investments.

Taylor Monson is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. Prior to joining Mission Wealth in 2025, Monson worked at Basel Capital in 2024 and has held various roles outside the financial industry, including positions at Costco and Table Catering Co. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients, with customized wealth management, financial planning, and investment strategies that incorporate a broad range of asset classes and advisory services.

Peter Woodring is a financial advisor with Mission Wealth Management, LP in Park City, UT, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Cypress Partners, LLC for 10 years before joining Mission Wealth Management in 2019. Outside of his advisory role, Woodring works part-time for SkyWest Airlines in a back-office position. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, often long-term investment strategies utilizing ETFs, institutional mutual funds, individual securities, and alternative investments, while also offering tax-aware trading, periodic rebalancing, and ERISA retirement plan fiduciary services.

William Foley is a CFP® professional with four years of industry experience, currently serving at Mission Wealth Management, LP since 2021. Prior to this, he spent five years at Gonzaga University and had a one-year gap in employment. Mission Wealth Management is a multi-team advisory firm that offers wealth management, financial planning, and portfolio management primarily to affluent individuals, families, and various institutional clients. The firm employs customized, long-term strategies across a diverse range of investments and provides a range of tiered service models including consulting and fiduciary plan services.

Matthew Pyle is a financial advisor at Mission Wealth Management, LP, with one year of industry experience. He holds a Series 65 designation and has previously worked at Diversified Asset Management and served in academic roles at the University of Southern California and the University of Utah. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients through customized, long-term investment strategies incorporating ETFs, mutual funds, individual securities, and alternative investments. The firm offers tiered service models and emphasizes discretionary portfolio management alongside financial planning and consulting.

Shane Holt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He has worked at Mission Wealth Management since 2018, with prior experience at Venture Loop and Fisher Investments. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management and financial planning primarily for affluent individuals and families, along with pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies across a broad range of asset types and emphasizes discretionary portfolio management.

Austin Roberts is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with two years of industry experience. He holds a Series 65 designation and has been with Mission Wealth Management since 2023. Mission Wealth Management is a multi-team SEC-registered advisory firm that offers wealth management, financial planning, and portfolio management services primarily to affluent individuals, families, and institutional clients. The firm emphasizes customized, long-term investment strategies across a wide range of asset classes and incorporates tax-aware trading, periodic rebalancing, and access to insurance products through its Risk Management Department.

Mitchell Grushen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2018. Prior to this, he worked at Pure Financial Advisors for one year. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies across a variety of asset types and offers a range of services including financial planning and fiduciary consulting.

Andrew Penso is a CFP® professional with 20 years of experience in the financial industry. He has been with Mission Wealth Management, LP since 2005. Outside of his advisory role, he serves as a voting member on the Board of Directors at Woodstock Country Club in Indianapolis. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, along with institutional clients. The firm employs customized, typically long-term investment strategies that include ETFs, institutional mutual funds, individual securities, and alternative investments, supported by services such as tax-aware trading and ERISA retirement plan fiduciary management.

Kami Molin is a financial advisor at Mission Wealth Management, LP with over 25 years of experience. She holds a Series 63 designation and operates the Kami L. Molin Corporation, a tax and accounting services business. She has also been associated with HBW Securities LLC since 2010. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized, long-term wealth management and financial planning services using a range of investment options and typically manages client accounts on a discretionary basis.

Jorie Pitt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously worked at AHC Advisors, Inc. for nine years before joining Mission Wealth in 2020. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a broad range of assets and offers services including fiduciary retirement plan management and cross-border planning.

Walter Rizo is a financial advisor at Mission Wealth Management, LP with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Charles Schwab. Based in Austin, TX, he has been with Mission Wealth Management since 2022. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and various institutional clients. The firm offers customized, long-term wealth management and financial planning strategies, utilizing a range of investment vehicles and emphasizing discretionary account management.

Tarren Schaar is a CFP® professional with 13 years of experience in financial planning and wealth management. He currently works at Mission Wealth Management, LP and previously spent over a decade at JLFranklin Wealth Planning. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs customized, long-term strategies using a range of investment vehicles and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Jessica Mora is a Certified Financial Planner (CFP®) at Mission Wealth Management, LP with seven years of industry experience. She has been with Mission Wealth Management since 2017, following three years at Kaye Capital Management. Outside of her advisory role, she is a minority shareholder in Excelta Corporation, a manufacturing business. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies that include ETFs, mutual funds, individual securities, and alternative investments.