Amber Ortiz is a CFP® with 15 years of industry experience and has been with City National Securities, Inc. since 2014. She is currently affiliated with RBC Securities, Inc. in Montecito, CA. Outside her advisory role, she serves as a board member for Laguna Blanca School and is a trustee of the Towbes Family Foundation, where she participates in finance and investment committee activities. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, utilizing an affiliated sub-advisor for portfolio management with a range of investment vehicles. The firm operates within a broad financial services group affiliated with a bank parent, providing integrated financial solutions.

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.

Andrew Meeder is a financial advisor with ValMark Advisers, Inc. based in Santa Barbara, CA. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Demboski & Chapman Financial and Insurance Solutions, JPMorgan Chase, Merrill Lynch, and Mass Mutual. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from its investment committee.

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.

John Demboski is a CFP® professional with 24 years of experience in the financial services industry, currently serving at ValMark Advisers, Inc. since 2010. He is CEO and President of Demboski & Chapman Financial and Insurance Solutions, Inc., and regularly engages in industry speaking and authorship on ethical leadership and success principles in finance. Additionally, he serves as a board member for Hillside House, a nonprofit organization in Santa Barbara. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm employs diversified, goal-based model portfolios with a focus on multi-asset allocation using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Kenneth Hyman is a financial advisor with CreativeOne Wealth, LLC, holding a Series 63 credential and bringing 41 years of industry experience. His prior roles include positions at MIT Associates, Elysian Capital Markets Group, Sorrento Pacific Financial, and PartnerVest Advisory Services. He also serves as an arbitrator with FINRA Dispute Resolution, a role he has held since 2002. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

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.

Travis King is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingswood Wealth Advisors serves a diverse range of retail and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform and integrating insurance-linked account management within its multi-team operational model.

Brent Anderson is a ChFC® and Series 66 credentialed advisor with 52 years of industry experience. He currently works with The AmeriFlex Group and has held prior roles at Cambridge Investment Research, Sagepoint Financial, Cetera Advisor Networks, and his own firm, Brent R Anderson and Associates. Outside of his advisory work, he is involved as an owner of Anderson Financial Solutions & Insurance Services and holds passive investments in nonprofit consulting and a consumer products company. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

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.

Roy Martinez is a financial advisor with RBC Securities, Inc. in Montecito, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at City National Bank since 2014. Martinez serves as a committee member for the Santa Barbara Public Library Foundation, overseeing its budget and financial statements. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor, RBC Rochdale, offering discretionary portfolio management with a range of investment options and is affiliated with a broad financial services group including banking and trust services.