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.

Gregory Smith is a CFP® and ChFC® with 23 years of industry experience. He has been with Mission Wealth Management since 2003 and currently serves as an advisor at Mission Wealth Management, LP. In addition to his advisory role, he holds agent positions with Blue Cross and Blue Shield in health insurance. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a diverse set of assets and offers services through various tiered models.

Barbara Ralston is a financial advisor at Kovack Advisors, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Kovack Securities, Inc. and Kovack Advisors, Inc. since 2016, as well as TKG Financial, LLC since 2015. Outside of her advisory role, she serves as president of the Santa Barbara 500 Club, a women’s bowling organization, and is involved in small business ventures including a custom pet ID and ornament business and sales of nail decoration products. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

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.

Timothy Smith is a financial advisor with Wedbush Securities Inc. in Santa Barbara, CA, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Outside of his advisory role, he is involved as a general partner in an equity fund, serves as a cook for Kiwanis International events, and acts as secretary for the Mountain Grove Cemetery Association. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm provides a range of managed account solutions alongside commission-based brokerage, and operates clearing, custodial, and prime services with a notable presence in commodities and derivatives markets.

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.

Wayne Cassriel is a financial advisor with Kovack Advisors, Inc. in Santa Barbara, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2017 and was previously with The Kelt Group, LLC. Outside of his advisory role, he is involved in property management for family-owned real estate. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and provides discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations.

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.