Victoria Wessler is a Series 65-licensed financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with one year of industry experience. Her prior work includes roles at the University of California, Santa Barbara. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm employs long-term strategies using a diverse range of investment approaches and offers additional services such as risk management and ERISA retirement plan fiduciary support.

Daniel Montgomery is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential with two years of industry experience. Prior to joining Mission Wealth, he worked at Plante Moran Financial Advisors and has held positions at the University of Dayton, One Lincoln Park, and Kettering City Schools. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized, long-term wealth management and financial planning strategies using a diverse range of investment vehicles, including ETFs, mutual funds, individual securities, and alternative assets.

Jimmy Wu is a financial advisor at Mission Wealth Management, LP with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Financial Resources Group for 23 years before joining Mission Wealth Management in 2026. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients such as pension plans and endowments. The firm offers customized, long-term investment strategies through tiered service models and utilizes a range of investment vehicles including ETFs, institutional mutual funds, individual securities, and alternative investments.

Steve Caltagirone is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Mission Wealth Management, LLC since 2013. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers services including financial planning, portfolio management, and consulting through tiered service models.

Ryan Niedbalski is a financial advisor at Mission Wealth Management, LP in Austin, TX. He holds the CFP® and Series 66 credentials and has 15 years of industry experience. Prior to joining Mission Wealth Management in 2017, he worked at Independent Financial Partners, LPL Financial, and Bryson Financial Group. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and portfolio management using a range of investment strategies and alternative assets.

Bennett Baiamonte is a financial advisor with Mission Wealth Management, LP in Houston, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Fidelity Investments and various positions related to education and logistics. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through personalized wealth management, financial planning, and portfolio management. The firm employs customized, long-term strategies using a range of investment vehicles and offers additional services such as risk management and fiduciary consulting.

Edwin Retter is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2025, he was with Retter Capital Management, LLC for 12 years. Mission Wealth Management is a multi-team advisory firm providing wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Jacob Mortensen is a CFP® professional with two years of industry experience. He is currently with Mission Wealth Management, LP and previously worked at Hightower Advisors, Trellis Advisors, Cheyette & Associates, Inc, and Triad Financial Strategies. Mission Wealth Management is an SEC-registered, multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm focuses on customized, long-term investment strategies using ETFs, institutional mutual funds, individual securities, and a range of alternative investments.

Allison Modrak is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at firms including Aw Securities, Allworth Financial, and Northwestern Mutual Wealth Management Company. Mission Wealth Management is a multi-team SEC-registered advisory firm serving primarily affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm emphasizes customized, long-term investment strategies and offers a range of services from financial planning to portfolio management using a variety of investment vehicles and third-party sub-advisors.

Polly Hamm is a CFP® and holds a Series 65 license with nine years of industry experience. She is currently with Mission Wealth Management, LP and was previously with Brown Wealth Management, LLC. Polly is also co-owner of Right at Home, a business providing in-home care and assistance. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management services. The firm emphasizes customized, long-term strategies using a range of investment vehicles and offers services such as tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Joshua Vaughan is a CFP® with nine years of industry experience and is currently an advisor at Mission Wealth Management, LP. His prior roles include positions at Homrich Berg, the Detroit Lions, Bank of America, and Merrill. Outside of his advisory work, Vaughan engages in public speaking and motivational talks and provides private football training for athletes, drawing on his background as a former professional athlete. Mission Wealth Management is an SEC-registered, multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers a tiered service model that includes financial planning, portfolio management, and consulting.

Kristina Kearney is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Dynamic Wealth Advisors and Priority Financial Partners. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Geoffrey Gaggs is a CFP® professional with 27 years of experience, currently serving at Mission Wealth Management, LP since 2000. He previously worked at Mutual Securities, Inc. from 2013 to 2021. In addition to his advisory role, he is involved in administrative duties related to an industrial park in Goleta, CA. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management and financial planning services primarily to affluent individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers services through tiered models, including financial planning, investment implementation, and consulting.

Sara Wilkerson is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 credential with one year of industry experience. Her work history includes roles at Generations Wealth Design and First Command Financial Planning. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm provides customized wealth management, financial planning, and portfolio management using a range of investment strategies and alternative investments, often on a discretionary basis.

Jeremy Cumbee is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Mission Wealth Management, LP and previously worked at Integrity Financial Corporation and Pepperdine University. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals, families, and institutional clients. The firm emphasizes customized, long-term investment strategies using a diverse range of investment vehicles and offers services through various tiered models tailored to client needs.

Nathaniel Dodd is a CFP® professional with eight years of industry experience, currently serving as an advisor at Mission Wealth Management, LP. His prior experience includes roles at Next Financial Group, Inc. and Blakely Walters Wealth Management. In addition to his advisory work, he is an insurance agent with Blakely Walters Insurance, LLC, focusing on fixed annuities and life/health insurance. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management and financial planning services primarily to affluent individuals and families, as well as to pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services through tiered models including financial planning, portfolio management, and consulting engagements.

Kieran Osborne is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Mission Wealth Management, LP since 2013. Based in Santa Barbara, CA, he holds the Series 65 license and has been with Mission Wealth Management for 13 years. 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 institutional clients. The firm emphasizes customized, long-term investment strategies across a range of asset classes and offers tiered service models including private client and family office solutions.

Shinaola Atoro is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with four years of industry experience. Prior to joining Mission Wealth, Atoro held positions at Walmart and IBM. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm emphasizes customized, long-term strategies using a range of investment vehicles including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors.

Thomas Whitby III is a Certified Financial Planner® with 30 years of industry experience. He has been with Mission Wealth Management, LP since 2025 and previously worked at Logic Capital Management, LLC for 13 years. He is also appointed with various life insurance and annuity companies. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm provides customized wealth management, financial planning, and portfolio management services using a broad range of investment strategies, including alternative investments and tax-aware trading.

Jenna Rogers is a CFP® professional with 16 years of industry experience, currently serving as a client advisor associate at Mission Wealth Management, LP since 2008. She holds the Series 65 designation and is based in Santa Barbara, CA. 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. The firm employs customized, long-term strategies using a range of investment vehicles and offers services including financial planning, investment implementation, and consulting.