Matthew Harris is a CFP® certificant with 13 years of experience in financial advising. He is currently with Mission Wealth Management, LP and has held prior roles at firms including MAI Capital Management, Marcum Wealth, and Raymond James Financial. His background also includes experience outside traditional advisory firms, such as with Neulion Inc. and Simon Elliot Events. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, and institutional clients. The firm offers customized wealth management and financial planning services, utilizing a range of investment strategies and coordinating tax-aware trading and external specialists.

Jessica Mora is a CFP® professional with seven years of industry experience. She has worked at Mission Wealth Management, LP since 2017 and previously spent three years at Kaye Capital Management. Outside of advising, she is a minority shareholder in Excelta Corporation, a manufacturing business. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, pension and retirement-plan sponsors, trusts, and brokerage customers. The firm offers customized wealth management and financial planning services, managing portfolios with a long-term orientation and providing tax, estate, and pension consulting support.

Skyler Kraemer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2019. Prior to this, he worked at Mercer Global Advisors Inc. from 2015 to 2019. Mission Wealth Management, LP is an SEC-registered fiduciary that serves high-net-worth individuals, families, nonprofit organizations, and institutional clients. The firm offers customized wealth management and financial planning services, employing a long-term investment approach with a range of strategies and access to alternatives and private investments.