Matthew Adams is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with 25 years of industry experience. He has been with Mission Wealth Management since 2003 and holds Series 63 and Series 65 licenses. Adams serves as chairman of the investment sub-committee and oversees the endowment as co-trustee of the Palmer Family Trust and through his role at the Santa Barbara Museum of Natural History. 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 pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies across various asset classes and offers discretionary management, tax-aware trading, and ERISA fiduciary services.

Oliver Schulten is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Mission Wealth in 2022, he worked at TSG Wealth Management and spent four years affiliated with the University of California, Santa Barbara. Mission Wealth Management is a multi-team SEC-registered 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, focusing on customized, long-term investment strategies that include ETFs, institutional mutual funds, alternative investments, and utilizes tax-aware trading and third-party sub-advisors.

Kristen Taylor is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2018. Her prior work includes roles at Montcalm TCR LLC and Morgan Stanley. Mission Wealth Management is an SEC-registered multi-team advisory firm providing wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, long-term strategies across various investment vehicles and offers services including tax-aware trading, fiduciary management, and cross-border planning.

Weston Patton is a CFP® with over 10 years of experience in financial advising, currently practicing at Mission Wealth Management, LP since 2019. His prior experience includes roles at FMB Wealth Management Inc., FMB Retirement Services Inc., and Edward Jones. Mission Wealth Management is a multi-team SEC-registered 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 ETFs, mutual funds, individual securities, and alternative investments, often managing accounts on a discretionary basis.

Brad Stark is a CFP® professional with 26 years of experience in the financial advisory industry, currently serving at Mission Wealth Management, LP since 2000. He holds Series 63 and Series 65 licenses and participates as an advisory board member for the Adizes Institute as well as serving on the audit committee for CSUCI. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, along with pension plans and endowments. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services through tiered models including financial planning, investment implementation, and consulting.

Keaton Krutenat is a CFP® and holds a Series 65 license, currently working at Mission Wealth Management, LP with three years of industry experience. Prior to focusing on wealth management, he has professional experience at Integrated Procurement Technologies and was associated with Pepperdine University. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm employs customized, long-term investment strategies incorporating a range of asset types and offers services through tiered financial planning and wealth management models.

Shane Holt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He has worked at Mission Wealth Management since 2018, with prior experience at Venture Loop and Fisher Investments. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management and financial planning primarily for affluent individuals and families, along with pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies across a broad range of asset types and emphasizes discretionary portfolio management.

Austin Roberts is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with two years of industry experience. He holds a Series 65 designation and has been with Mission Wealth Management since 2023. Mission Wealth Management is a multi-team SEC-registered advisory firm that offers wealth management, financial planning, and portfolio management services primarily to affluent individuals, families, and institutional clients. The firm emphasizes customized, long-term investment strategies across a wide range of asset classes and incorporates tax-aware trading, periodic rebalancing, and access to insurance products through its Risk Management Department.

Victoria Wessler is a Series 65-licensed financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with one year of industry experience. Her prior work includes roles at the University of California, Santa Barbara. 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 long-term strategies using a diverse range of investment approaches and offers additional services such as risk management and ERISA retirement plan fiduciary support.

Geoffrey Gaggs is a CFP® professional with 27 years of experience, currently serving at Mission Wealth Management, LP since 2000. He previously worked at Mutual Securities, Inc. from 2013 to 2021. In addition to his advisory role, he is involved in administrative duties related to an industrial park in Goleta, CA. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management and financial planning services primarily to affluent individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers services through tiered models, including financial planning, investment implementation, and consulting.

Kieran Osborne is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Mission Wealth Management, LP since 2013. Based in Santa Barbara, CA, he holds the Series 65 license and has been with Mission Wealth Management for 13 years. 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 institutional clients. The firm emphasizes customized, long-term investment strategies across a range of asset classes and offers tiered service models including private client and family office solutions.

Jenna Rogers is a CFP® professional with 16 years of industry experience, currently serving as a client advisor associate at Mission Wealth Management, LP since 2008. She holds the Series 65 designation and is based in Santa Barbara, CA. 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, long-term strategies using a range of investment vehicles and offers services including financial planning, investment implementation, and consulting.

Michael Dittamo is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with seven years of industry experience. His background includes roles at Bank of America, Merrill, and PlanMember Securities Corporation. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients through customized wealth management, financial planning, and portfolio management. The firm employs long-term strategies with diversified investments and offers services including cross-border planning and ERISA fiduciary consulting.

Claudia Arnold is a financial advisor at Mission Wealth Management, LP with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Dynamic Wealth Advisors for five years. Outside of her advisory role, Claudia dedicates time to educating women on money mindset and financial empowerment through her independent initiative, Afflowent. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized, long-term investment strategies with a range of financial planning and portfolio management services.

Cole Clifford is a financial advisor with Mission Wealth Management, LP in Santa Barbara, CA, holding a Series 65 credential and three years of industry experience. His prior work includes positions at Indeed, Capital Chevrolet, Chili's Bar and Grill, and six years of service in the United States Army. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs customized, typically long-term investment strategies across a wide range of asset classes and offers additional services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary services.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.