Phyllis Lancaster is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously worked at Cetera Advisor Networks LLC for nine years and has experience with American Dream Residential. Outside of her advisory role, she is involved in a family livestock business, serves on the board of a promotional materials company, and holds a Director-at-Large position with the Greensboro Estate Planning Council. 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 entities like pension plans and endowments. The firm uses customized, long-term strategies including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors, and offers insurance placement services through its Risk Management Department.

Ishanjit Gondara is a financial advisor at Mission Wealth Management, LP with two years of industry experience. He holds a Series 65 designation and has previously worked at UBS and in educational roles at UC Santa Barbara and Ohlone College. Outside of finance, he was involved with Cine Lounge from 2019 to 2021. 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 and financial planning services, emphasizing long-term strategies that include a broad range of investment options and fiduciary services.

Eric Ayvazian is a financial advisor at Mission Wealth Management, LP in Denver, CO, holding a Series 65 credential with two years of industry experience. Prior to joining Mission Wealth Management, he was a student for ten years. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management, financial planning, and portfolio management services using a range of investment strategies including ETFs, alternative investments, and third-party sub-advisors.

Jose Latorre is a financial advisor at Mission Wealth Management, LP in Austin, TX, holding a Series 65 license with two years of industry experience. Prior to joining Mission Wealth Management in 2024, he worked at Ceera Investments LLC and the CFA Institute. 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 tiered wealth management services emphasizing customized, long-term strategies using ETFs, mutual funds, individual securities, and alternative investments, with discretionary account management and tax-aware trading.

Jeffrey Avila is a CFP®-certified financial advisor with 24 years of industry experience, currently with Mission Wealth Management, LP since 2018. He previously worked at Omega Financial Group from 2016 to 2018. Avila serves as a board member of the National Association of Estate Planners & Councils and volunteers providing investment guidance to low-income seniors through Senior Concerns. Mission Wealth Management is a multi-team advisory firm offering wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as entities like pension plans and endowments. The firm employs customized, long-term investment strategies utilizing a broad range of assets and offers services including tax-aware trading, cross-border planning, and ERISA fiduciary consulting.

James Smith is a CFP® with 12 years of experience in the financial services industry. He is currently with Mission Wealth Management, LP, having joined the firm in 2025. His prior roles include positions at LPL Financial, Burke and Herbert Bank, Madison Avenue Securities, LLC, and RBC Capital Markets. 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, as well as pension plans and endowments. The firm employs customized, long-term investment strategies utilizing a range of products including ETFs, institutional mutual funds, individual securities, and alternative investments, with a focus on discretionary account management and tax-aware trading.

Alison Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Austin, TX. Prior to this, she held roles at Per Stirling Capital Management, LLC, and worked at Fossil. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management services primarily for affluent individuals, families, and institutional clients. The firm focuses on customized, long-term investment strategies and offers a broad range of solutions including alternative investments and tax-aware trading.

Joey Khoury is a CFP® professional with six years of industry experience, currently serving at Mission Wealth Management, LP since 2020. He previously worked at Beacon Pointe Advisors, Canterbury Consulting, and Morgan Stanley. Khoury also acts as a guest speaker for a class at the University of California, Santa Barbara. 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, typically long-term investment strategies using a variety of asset classes and offers services through tiered models catering to diverse client needs.

Gary Brooks Jr. is a Certified Financial Planner® with 18 years of industry experience. He joined Mission Wealth Management, LP in 2023 after 14 years at Brooks, Hughes & Jones, Inc. Outside of his advisory role, he serves as an official scorer for a professional baseball club and consults on the investment committee of a nonprofit foundation. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a variety of asset classes and offers comprehensive wealth management, financial planning, and fiduciary services.

Cray Coppins III is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2024. He previously worked for 12 years at Stonepath Wealth Management, LLC. Mission Wealth Management is a multi-team, SEC-registered 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 emphasizes customized, long-term investment strategies across a broad range of asset classes and offers a variety of service models tailored to client needs.

Timothy Brown is a CFP® and CFA® charterholder with 14 years of industry experience. He is currently with Mission Wealth Management, LP, having previously founded and managed Brown Wealth Management, LLC for 23 years. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized, long-term wealth management and financial planning strategies. The firm employs a range of investment approaches, including ETFs, alternative investments, and third-party sub-advisors, with a focus on discretionary portfolio management and tax-aware trading.

William Werner is a CFP® with 16 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at firms including The Vanguard Group and Facet Wealth. 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 utilizing a range of investments and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary services.

Brian Sottak is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. He has been with Mission Wealth Management, LP since 2017, following a one-year sabbatical. Outside of his advisory role, he serves on the board of directors for Clamshell Buildings, a pre-engineering commercial building company, providing general business strategy advice. Mission Wealth Management is a multi-team SEC-registered advisory firm that offers wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a broad range of assets and provides additional services including insurance placement and ERISA fiduciary consulting.

Cole Haddock is a Certified Financial Planner™ (CFP®) with four years of industry experience. He has worked primarily at Mission Wealth Management, LP since 2022 and previously spent eight years at Chevron. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients with customized wealth management and financial planning. The firm employs long-term strategies across a range of investment vehicles and offers integrated services including discretionary portfolio management and risk management solutions.

Eric Smith is a CFP® professional at Mission Wealth Management, LP with six years of industry experience. He previously worked at Fisher Investments for three years before joining Mission Wealth Management. 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 employs customized, long-term strategies across a broad range of investment types and offers specialized services including insurance placement and retirement plan consulting.

Amanda Avila is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm emphasizes customized, long-term investment strategies across a broad range of asset classes and offers services on a discretionary basis.

Patricia Fahnoe is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA. She has been with Mission Wealth Management since 2011. Mission Wealth Management is an SEC-registered, multi-team advisory firm that provides wealth management, financial planning, and portfolio management services primarily for affluent and high-net-worth individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies using a range of assets including ETFs, mutual funds, individual securities, and alternative investments.

Robert Himmelman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior roles include positions at Fortitude Family Office, LPL Financial, Stratos Wealth Partners, and UBS Financial Services among others. Mission Wealth Management is a multi-team SEC-registered advisory firm providing wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as for institutional clients. The firm emphasizes customized, long-term investment strategies using a broad range of assets and offers discretionary account management with tax-aware trading and rebalancing.