Wayne Cassriel is a financial advisor at Kovack Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at The Kelt Group, Securities America Advisors, LPL Financial, Mission Wealth Management, National Planning Corporation, and Morgan Stanley DW. Kovack Advisors is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, institutional plans, charitable organizations, and government entities, using a combination of internally created and third-party investment models supported by an Envestnet workflow.

Amber Ortiz is a CFP® professional with 16 years of industry experience, currently affiliated with RBC Securities, Inc. She has held prior roles at City National Securities, Inc., U.S. Bancorp Advisors, LLC, and Cetera Investment Services LLC. Outside of her advisory work, she serves as a board member for Laguna Blanca School and is a trustee for the Towbes Family Foundation, where she participates in fiduciary oversight and strategic planning. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates banking and related financial services with investment management provided by an affiliated sub-advisor, delivering comprehensive financial planning and portfolio management.

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, he was involved with CopyRightSB for two years and was a student for ten years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, and investment management services. The firm employs a “total picture” approach integrating investment, tax, trust, legacy, philanthropy, and risk planning, and manages portfolios that often include ETFs, mutual funds, direct securities, and alternative investments.

Sara Clark is a financial advisor at Mission Wealth Management, LP with 15 years of industry experience. She holds a Series 66 credential and has previously worked at firms including Mariner Wealth Advisors, AdvicePeriod, Kayne Anderson Capital Advisors, Morgan Stanley, Barclays Capital, and Citigroup Global Markets. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach integrating investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Joseph Tremonti is a financial advisor at Mission Wealth Management, LP with one year of industry experience. He holds a Series 65 credential and has prior work experience at The Ritz-Carlton and the University of California Santa Barbara. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, philanthropy, and risk planning, offering customized portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Vernon Fernandez is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA. He holds a Series 65 designation and has been in the industry since 2024, with prior roles at ProService Hawaii, Renoster, Watershed, and Attentive. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering integrated wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that includes tax, trust, legacy, philanthropy, and risk planning, utilizing a mix of internal management and select third-party sub-advisors.

Cole Bechtel is a Series 65-licensed advisor at Mission Wealth Management, LP in Santa Barbara, CA. He has one year of industry experience and has held previous roles at Altus Private, MKT Advisors, and Mission Wealth Management. Outside of advising, he was involved with Santa Barbara Pizza House from 2024 to 2026. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with comprehensive wealth management, financial planning, and investment management services. The firm employs a “total picture” approach, integrating investment management with tax, trust, legacy, philanthropy, and risk planning to tailor portfolios and service levels to 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 advisor with 21 years of industry experience. He currently works at Mission Wealth Management, LP and previously led Goyette Financial Planning, Inc. DBA GFP Wealth Management for over two decades. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios using a mix of internal management and select third-party sub-advisors.

Dannell Stuart is a CFP® with 26 years of industry experience, currently serving at Mission Wealth Management, LP since 2010. He previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. Stuart serves on the Endowment Committee for the Women’s Fund of Santa Barbara, reviewing the fund’s performance quarterly. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, philanthropy, and risk planning, using both internal and third-party managers to tailor portfolios.

Gregory Prince is a CFP® with six years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior roles include positions at Fisher Investments and Consilium Wealth Management. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment management services. The firm employs a total picture approach that integrates investment, tax, trust, philanthropy, and risk planning, managing portfolios with a mix of internal and third-party strategies.

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 designation and 41 years of industry experience. His prior work includes roles at PartnerVEST Advisory Services LLC and PartnerVest Financial Group LLC, where he worked for over two decades, as well as positions at MIT Associates, LLC and Elysian Capital Markets Group, LLC. He serves as an arbitrator for FINRA Dispute Resolution. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement consulting to individuals, corporations, and other advisors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing methods such as modern portfolio theory and quantitative analysis.

Emil Nazaretyan is a financial advisor at Mission Wealth Management, LP with 8 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mission Wealth Management in 2018, Emil worked briefly at Mercer Advisors and Conference Direct, and took time as a caregiver for a family member. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal and third-party resources.

Travis King is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2024, following eight years at Wells Fargo Clearing and five years at Wells Fargo Investments, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, emphasizing customized investment solutions through an open-architecture platform and integration with affiliated financial entities.

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® and holds a Series 66 license, with six years of industry experience. He has worked at Mission Wealth Management, LP since 2020 and previously at Investment Architects, Inc. from 2017 to 2020. Outside of financial advising, he is an investor in LaunchPoint Technologies, a company specializing in electric machines and controller solutions for aerospace and related industries. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, and investment management services. The firm integrates investment strategies with tax, trust, legacy, philanthropy, and risk planning, managing portfolios that often include ETFs, mutual funds, direct securities, and alternative investments.

Marites Blair is a Series 65 credentialed financial advisor at Mission Wealth Management, LP with eight years of industry experience. She previously worked for Walpole Financial Advisors for eleven years before joining Mission Wealth Management in 2023. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internally managed portfolios and select third-party sub-advisors.

Andrew Strong is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA. He holds a Series 65 designation and joined the firm in 2025 after completing four years at the University of California Santa Barbara. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm uses a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and a range of alternative investments.

Daniele Beasley is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mission Wealth Management, LP with seven years of industry experience. Prior to joining Mission Wealth Management in 2024, Daniele worked at Twenty Concierge Wealth Management, One Capital Management, and APEX Financial Advisors, among other firms. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a "total picture" approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, using both internal and select third-party management options.