Mia Cattaneo is a CFP® professional with two years of industry experience, currently advising at Mission Wealth Management, LP. She previously worked at AppFolio, Inc. and Clark University. Mission Wealth Management is a multi-team, SEC-registered advisory firm that serves affluent individuals, families, and institutions. The firm offers customized wealth management and financial planning services through tiered models, employing a range of investment strategies including ETFs, alternative investments, and tax-aware trading.

Alejandro Segovia is a financial advisor with Mission Wealth Management, LP in Raleigh, NC. He holds a Series 65 credential and has one year of industry experience. Before joining Mission Wealth Management in 2021, he worked at Beacon Pointe Advisors and ADP, and he has an academic background from the University of Arizona. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and portfolio management through tiered service models, employing customized, long-term strategies across a broad range of investment types.

Ryan Hublitz is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA. He holds a Series 65 designation and has recently begun his career in the industry. Prior to joining Mission Wealth Management, he worked at CopyRightSB for two years. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients with tailored wealth management, financial planning, and portfolio management services. The firm employs a range of investment strategies including ETFs, institutional mutual funds, alternative investments, and tax-aware trading, with an emphasis on long-term, customized approaches.

Sara Clark is a financial advisor at Mission Wealth Management, LP with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Mariner Wealth Advisors, AdvicePeriod, Kayne Anderson Capital Advisors, and Morgan Stanley. Mission Wealth Management is an SEC-registered, multi-team 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 investment strategies involving ETFs, institutional mutual funds, individual securities, and alternative investments, supported by a risk management department licensed to place insurance products.

Joseph Tremonti is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Mission Wealth in 2024, he worked at The Ritz-Carlton and was enrolled at the University of California Santa Barbara. 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 with a focus on long-term investment strategies using a diverse range of assets and third-party sub-advisors.

Julianna Rote is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2014. She holds a Series 65 license and is based in San Diego, CA. Mission Wealth Management is an SEC-registered, multi-team 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 pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies using a broad range of assets, including ETFs, institutional mutual funds, individual securities, and alternative investments.

Vernon Fernandez is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, holding a Series 65 credential. He has recently entered the industry with under one year of experience. Prior to joining Mission Wealth Management, his work history includes roles at ProService Hawaii, Renoster, Watershed, and Attentive. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, pension plans, endowments, and retirement plan sponsors. The firm offers personalized wealth management and financial planning services with a focus on customized, long-term investment strategies across a broad set of asset classes, including alternative investments.

Creede Murphy is a CFP® and holds a Series 65 license with 13 years of industry experience. He is currently with Mission Wealth Management, LP and was previously with American Assets Capital Advisers, LLC, where he held a non-voting equity interest. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services, utilizing diversified investment strategies that include ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Steve’s introduction to financial planning came at a difficult time. A death in the family led to a number of unresolved financial issues. He volunteered to try and untangle what turned out to be a complex situation, drawing on his background as an attorney and a long-held interest in finance. He didn’t know what to expect, but what he found was unexpected: While managing his family’s situation, he also learned how to act as a financial steward—and about the importance of an evidence-based approach to investing. That experience led Steve to a realization: He wanted to help others pursue their own financial success—and help them avoid the kinds of financial challenges that can occur without a proper plan in place. Steve became a Certified Financial Planner (CFP) in 2003 and since then has worked to help people build sustainable plans to pursue their financial goals. Steve has worked with professionals, families, and business owners to plan successfully for their future for more than two decades. For over 25 years, he has served as a board member of numerous non-profits. In addition to his financial planning expertise, Steve has accumulated extensive experience that enriches his financial services, including: Practicing as an attorney focusing on business and commercial matters, estate planning, succession planning and probate Starting, operating and selling his own businesses Acting as a professional fiduciary including asset management and disposition, portfolio management, accounting and tax preparation. By helping to educate you on your financial options and how they relate to your financial lifestyle, Steve designed RightPath™ Investments & Financial Planning to put you in control. He also places a strong emphasis on on-going expert advice, guidance and review. That way, both you and RightPath understand your continuing—and changing—needs. Steve also believes that, over time, that “educate and review” approach helps you to gain confidence in your decision-making and trust in RightPath’s services. He looks forward to helping you with your wealth management needs. Education: BA in economics, Franklin & Marshall College in Lancaster, Pennsylvania; JD, University of Maine School of Law. Professional designations: Certified Financial Planner (CFP). Steve has held NASD Series 6 and 63 licenses and is a member of the Bars of Maine, Massachusetts, and Colorado. CFP® and CERTIFIED FINANCIAL PLANNER® and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Read Steven's blog here: https://www.rightpathinvestments.com/news-resources/blog/

Cole Bechtel is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential with one year of industry experience. Prior to his current role, he worked at Altus Private and MKT Advisors in 2025. Outside the financial sector, he has experience working in the food service industry, including at Santa Barbara Pizza House from 2024 to 2026. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutions with wealth management, financial planning, and personalized portfolio management. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services through tiered models to meet varied client needs.

Jordan Frank is a financial advisor with Mission Wealth Management, LP and holds a Series 65 credential. He has been in the industry since 2024, with prior roles at Invisors and several positions affiliated with the University of Florida. Mission Wealth Management is a multi-team, SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides financial planning and portfolio management through tiered service models, focusing on customized, long-term investment strategies that incorporate a range of asset classes and tax-aware trading.

Stephanie Bruno is a CFP®-designated financial advisor with 21 years of industry experience. She is currently with Mission Wealth Management, LP, where she has worked since 2021, following nine years at Dynamic Wealth Advisors. She serves as president of the Board of Trustees for The Center For Active Living, a nonprofit organization, without compensation. Mission Wealth Management is a multi-team 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 with a range of securities and alternative investments.

Stephan Goyette is a CFP® and Series 65-licensed financial advisor with 21 years of industry experience. He currently works at Mission Wealth Management, LP and previously operated Goyette Financial Planning, Inc. DBA GFP Wealth Management for over two decades. 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 and financial planning services using long-term strategies with ETFs, institutional mutual funds, alternative investments, and tax-aware trading.

Dannell Stuart is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Mission Wealth Management, LP in Santa Barbara, CA. He has been with Mission Wealth Management in various capacities since 2010. Stuart is a board member of the Endowment Committee for the Women's Fund of Santa Barbara. 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 for pension plans, endowments, and retirement plan sponsors. The firm utilizes customized, typically long-term investment strategies incorporating ETFs, mutual funds, individual securities, and alternative investments, with services often managed on a discretionary basis.

Gregory Prince is a CFP® professional at Mission Wealth Management, LP with six years of industry experience. His prior work includes roles at Fisher Investments and Consilium Wealth Management. Mission Wealth Management is a 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 across a variety of investment vehicles and incorporates tax-aware trading, rebalancing, and fiduciary retirement plan services.

Byron Valles is a CFP® with eight years of experience in the financial industry, currently serving at Mission Wealth Management, LP. His previous roles include positions at LPL Financial, First Republic Investment Management, and Fidelity Brokerage Services. Outside of his advisory work, he is a business owner of Rimova Real Estate. 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. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services including financial planning, investment implementation, and consulting.

Carroll Hayes Jr. is a CERTIFIED FINANCIAL PLANNER™ with 31 years of industry experience. He is currently with Mission Wealth Management, LP and was previously with Charles Carroll Financial Partners, LLC for 16 years. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers customized wealth management and financial planning services through tiered models and employs typically long-term, diversified investment strategies including alternative investments and tax-aware trading.

Evan Elig is a financial advisor with Mission Wealth Management, LP, holding a Series 65 designation and five years of industry experience. His prior roles include multiple positions at American Assets Capital Advisers, LLC and several engagements at Princeton University. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm uses long-term, tax-aware investment strategies involving ETFs, mutual funds, individual securities, and alternative investments.

Skyler Kraemer is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked at Mission Wealth Management, LP since 2019 and previously spent four years at Mercer Global Advisors Inc. based in New York, NY. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and portfolio management using a range of investment strategies, including alternative assets and tax-aware trading.

Emil Nazaretyan is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Mission Wealth Management since 2018 and previously worked at Mercer Advisors. Emil also has experience as a caregiver for a family member and in the conference services industry. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm employs customized, long-term investment strategies across various asset classes and offers services through multiple tiered models.