Kyle Buffo is a CFP® professional with 11 years of industry experience, currently serving at Mission Wealth Management, LP. His prior roles include positions at LPL Financial LLC, Cadaret Grant & Co., Inc., and Q3 Advisors LLC. Outside of finance, he is a self-employed musician. Mission Wealth Management is an SEC-registered, multi-team advisory firm that offers wealth management, financial planning, and portfolio management primarily to affluent individuals and families, as well as institutional clients. The firm emphasizes customized, long-term strategies using a diverse range of investment vehicles and provides services through various advisory models.

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. His prior work includes roles at Goldman Sachs and Mako Metals, along with academic experience at Indiana University. 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 a long-term investment approach using diversified asset classes and offers risk management and fiduciary services.

Ryan Miller is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Mission Wealth Management, LP since 2023 and previously was affiliated with the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Miller is also a student, a role he has held since 2013. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies across a broad range of asset classes and utilizes discretionary account management.

Bryant Merryman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2019. His prior experience includes roles at Lido Advisors, HighTower Securities, and Merrill. Mission Wealth Management is a multi-team SEC-registered advisory firm offering 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 employs customized, long-term strategies across a broad range of investments and includes risk management and retirement plan fiduciary services as part of its platform.