Benjamin Johnson is a CFP® with 11 years of industry experience, currently advising at Mission Wealth Management, LP since 2026. He spent 20 years at Financial Resources Group prior to joining Mission Wealth. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, pension plans, and endowments. The firm offers wealth management, financial planning, and portfolio management through tiered service models and emphasizes customized, typically long-term investment strategies across a broad range of asset types.

Shane Meares is a CFP® with six years of industry experience and is currently advising at Mission Wealth Management, LP. He previously worked at Investment Architects, Inc. and has a background that includes time at Thane Construction and Cal Poly. Outside of advising, he is an investor in LaunchPoint Technologies, a company specializing in electric machines and controller solutions for aerospace and defense sectors. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized wealth management, financial planning, and portfolio management. The firm employs long-term strategies involving ETFs, institutional funds, individual securities, and alternative investments, with discretionary account management and third-party sub-advisors when appropriate.

Paige Guinn is a Certified Financial Planner® based in Houston, Texas, with 24 years of industry experience. She currently works at Mission Wealth Management, LP and previously held roles at Logic Capital Management, LLC and Integra Wealth Advisors. She is also a licensed life insurance agent in Texas. Mission Wealth Management is a multi-team SEC-registered advisory firm that serves affluent individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and portfolio management solutions through a variety of service tiers and employs a diversified investment approach including alternative assets and tax-aware strategies.

I’m Carlos Ruiz, founder of Pivot Wealth Advisors based in Boise, Idaho. I was raised by my great-grandmother—a woman who never had a bank account and couldn’t read or write, but somehow understood money better than anyone I’ve ever met. She taught me that true wealth isn’t about chasing more—it’s about using what you have to build freedom, stability, and impact. That wisdom shapes everything I do today. Most advisors start with investments. I start with strategy. My clients are often navigating the complexities of success: higher income, higher taxes, and bigger decisions. I help cut through the noise and simplify the financial side of life—lowering your tax bill, aligning your income and investments with your values, and creating a plan that gives you options. Not just for retirement—but for right now. As a CERTIFIED FINANCIAL PLANNER™ professional and an Air Force Reservist, I bring discipline, clarity, and forward-thinking strategy to every plan—so you’re never scrambling, always prepared. I serve clients across Boise, Meridian, Nampa, and virtually throughout the U.S. My planning process is practical, personal, and built for real life. Everything I do—both in my work and in my own life—is for my wife and our kids. They remind me that the most important kind of wealth isn’t measured in dollars, but in time, peace, and purpose. If that’s what you’re after, I’d love to connect.

Nicholas Willson is a financial advisor at Mission Wealth Management, LP in Radnor, PA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Sequoia Financial Group, RKL, and the Opake Institute. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning focused on long-term strategies utilizing a diverse range of investment vehicles and incorporates tax-aware trading and rebalancing.

Marites Blair is a financial advisor at Mission Wealth Management, LP with 8 years of industry experience. She holds a Series 65 designation and previously worked at Walpole Financial Advisors for 11 years. Blair is based in Santa Barbara, CA. 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 institutional clients. The firm emphasizes customized, long-term investment strategies using a diverse range of assets and offers services such as tax-aware trading, ERISA retirement plan fiduciary services, and insurance product placement through its Risk Management Department.

Megan Nuttelman is a CFP® professional at Mission Wealth Management, LP with one year of industry experience. She has previously worked at RightPath Investments & Financial Planning, Inc. and was employed by The Summit Foundation. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers wealth management, financial planning, and personalized portfolio management through tiered service models, employing customized, long-term investment strategies across a broad range of assets.

Sarah Hamilton is a CFP® certificant with 20 years of industry experience. She is currently with Mission Wealth Management, LP and previously worked at Hamilton Walker Advisers LLC and Fidelity Investments. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of investment vehicles and offers services including fiduciary retirement plan consulting and cross-border planning.

George Conway Jr. is a financial advisor at Mission Wealth Management, LP with eight years of industry experience. He holds a Series 65 designation and has previously worked at Charles Carroll Financial Partners and St. Sebastian's School. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management and financial planning services through tiered models, employing long-term strategies that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Andrew Strong is a financial advisor with Mission Wealth Management, LP in Santa Barbara, CA. He holds a Series 65 designation and began his advisory career with Mission Wealth in 2025. Prior to that, he attended the University of California Santa Barbara from 2021 to 2025. Mission Wealth Management is a multi-team SEC-registered firm that provides wealth management, financial planning, and personalized portfolio management services primarily to affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm employs customized, typically long-term investment strategies across a broad range of asset classes and offers a variety of service models to meet diverse client needs.

Jared Sweeney is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Mission Wealth Management, LP and has previously worked at Lion Street Financial, LLC, PRW Wealth Management LLC, and Contravisory Investment Management, Inc. Mission Wealth Management is a multi-team SEC-registered firm that serves affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of asset classes and offers a range of wealth management and financial planning services through tiered client engagement models.

Daniele Beasley is a CFP® with seven years of industry experience, currently serving as an advisor at Mission Wealth Management, LP. Her prior roles include positions at Twenty Concierge Wealth Management, One Capital Management, APEX Financial Advisors, and Cove Street Capital. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals, families, and entities like pension plans and endowments. The firm employs customized, long-term investment strategies using a range of asset classes and offers additional services such as tax-aware trading and fiduciary consulting.

Timothy Akers is a CFP® professional with four years of industry experience currently with Mission Wealth Management, LP. He has previously worked with Raymond James Financial Services, LPL Financial, and Fidelity Investments. Akers serves as Treasurer and Board Member for the nonprofit A Small Miracle Foundation, assisting with budgeting for childcare support. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients through customized wealth management and financial planning. The firm employs long-term, tax-aware strategies with diverse investment options and offers risk management services including insurance placement.

Daniel Friedman is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential and has two years of industry experience. His prior roles include positions at Singer Wealth and ToYourDoorMedical, as well as work during college at Indiana University. 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 tiered wealth management and financial planning services, employing customized, long-term investment strategies that utilize a diverse range of assets and third-party sub-advisors.

Adam Silva is a CFP® and holds a Series 65 license, currently advising at Mission Wealth Management, LP with four years of industry experience. Prior to joining Mission Wealth in 2026, he worked at Alliance Advisory & Securities, Inc. for five years and has a background that includes roles at Red Rhino Leak Detection, PAC Properties, and Grace Security. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients with personalized wealth management, financial planning, and portfolio management. The firm emphasizes customized, long-term investment strategies using a diverse range of assets and offers additional services including insurance product placement and retirement plan fiduciary consulting.

Vincent Caltagirone is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments and Superba F+B. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and customized portfolio management. The firm emphasizes long-term strategies using ETFs, institutional funds, individual securities, and alternative investments, and offers a range of service models including private client and family office solutions.

David Szabla is a CFP® with 12 years of experience in financial advising. He is currently with Mission Wealth Management, LP and has previously worked at Beacon Pointe Advisors, Merrill, Bank of America, and VOYA Financial Advisors. 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 entities such as pension plans and endowments. The firm employs customized, typically long-term investment strategies incorporating ETFs, mutual funds, individual securities, and alternative investments, while also offering tax-aware trading and fiduciary services.

Jonathan De Moss is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Mission Wealth Management, LP and has held prior roles at Advance Capital Management, Inc., Foreside Fund Services, LLC, Innovator Capital Management, LLC, and Invesco Advisers, Inc. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families. The firm offers customized, long-term strategies using a range of investment vehicles and serves entities including pension plans and endowments.

Griffin Kent is a financial advisor at Mission Wealth Management, LP in Austin, TX, with four years of industry experience. He holds a Series 65 credential and has previously worked at Silicon Hills Wealth Management and The University of Texas at Austin. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and customized portfolio management. The firm employs long-term strategies incorporating ETFs, mutual funds, individual securities, and alternative investments, and offers specialized services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Michael Widling is a financial advisor at Mission Wealth Management, LP in Austin, TX. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Pacific Rim Adventures Inc., Yardi Systems, and several academic institutions. 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 pension plans and endowments. The firm employs customized, typically long-term investment strategies using a variety of asset types and offers services including tax-aware trading, discretionary management, and ERISA retirement plan fiduciary support.