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.

Thomas Goodson is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with The AmeriFlex Group and has held roles at firms including Sagepoint Financial and OSAIC. Outside of advisory work, he is the founder of The W Source, a professional network, and serves as managing partner of Home for Hybrids, a marketing venture. 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 affiliated advisors using multiple program platforms and custodial arrangements.

Samuel Sosa is a financial advisor at SteelPeak Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and J.P. Morgan Securities. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, family offices, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, and alternative investment solutions, utilizing proprietary and custom model portfolios with ongoing monitoring and rebalancing.

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® and Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Mission Wealth Management, LP and previously held roles at Beacon Pointe Advisors, Merrill, Bank of America, and Voya Financial Advisors. 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 investment strategies including ETFs, mutual funds, individual securities, and alternative investments, and offers various tiered service models tailored to client needs.

Zahid Sadiq is a financial advisor at Mutual Advisors, LLC with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Mutual Advisors since 2013, including time at Mutual Securities, Inc. Outside of his advisory role, he is involved in managing rental real estate jointly owned with his wife. Mutual Advisors, LLC serves a diverse client base ranging from individuals to sovereign wealth funds, offering investment management, financial planning, and ERISA plan advisory. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and utilizing both active and passive strategies tailored to client needs.

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.

Sumner Rogers is a financial advisor with RBC Securities, Inc. holding a Series 66 license and one year of industry experience. His prior roles include positions at City National Securities, Inc., Grant Thornton LLP, and PricewaterhouseCoopers LLP. 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 delivers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified portfolios on a discretionary basis.

Brian Sottak is a CFP® and CFA® with seven years of industry experience, currently serving as an advisor at Mission Wealth Management, LP in Santa Barbara, CA. He has been with Mission Wealth since 2017, following a one-year sabbatical. Outside of financial advising, he holds a non-paid board seat at Clamshell Buildings, a pre-engineering commercial building company, where he provides general business strategy advice. Mission Wealth Management is a multi-team advisory firm that offers wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities like pension plans and endowments. The firm focuses on customized, typically long-term strategies utilizing a range of investment vehicles including ETFs, institutional mutual funds, and alternative investments.

Kimberly Malesky is a CFP® with 18 years of industry experience, currently serving at CreativeOne Wealth, LLC since 2021. Her prior roles include positions at Monarch Wealth Strategies and LPL Financial. She is a Certified Divorce Financial Analyst and volunteers as a financial educator for Savvy Ladies, providing financial education to women through phone consultations. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option strategies within a platform that supports tailored suitability assessments and discretionary management agreements.

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.

Scott Morris is a financial advisor with Planmember Securities Corporation, holding a Series 63 license and 31 years of industry experience. He has been with Planmember since 2008 and also has involvement in insurance services and marketing through Prosol SRM, LLC, and Afortus Financial Insurance Services. Planmember Securities provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through customized asset allocation portfolios. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Charles Riharb is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PlanMember since 2013 and concurrently associated with Irm Distributors, Inc. since 1990. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its proprietary asset allocation portfolios. The firm employs a top-down strategic asset allocation approach, managing unitized, risk-based mutual fund portfolios and delivering education, support, and personalized retirement planning services.

Gregory Marsh is a financial advisor with PlanMember Securities Corporation in Santa Barbara, CA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been affiliated with PlanMember Securities since 2007 and with PlanMember Financial Group since 2015. Outside of his advisory role, he is involved in fixed annuity and life insurance activities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Riley Johnson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at West Coast Financial, LLC and Epic Cruises Inc., among other roles. Johnson also spent five years at Westmont College. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified asset allocation.

Gregory Garbeff is a financial advisor with PlanMember Securities Corporation who holds Series 65 and Series 63 licenses and has 21 years of industry experience. He has previously worked with firms including Fidelity Security Life Insurance Co. and Allstate Insurance Company. Garbeff also serves as an agent and business development manager for Forrest T. Jones & Co., Inc. dba FTJ Retirement Advisors. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Yvonne Wood is a CFP® with 28 years of industry experience and is currently with Mercer Global Advisors Inc. in Santa Barbara, CA. She has been with Mercer since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options such as ETFs, mutual funds, and separate accounts.

Timothy Sweeney is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centaurus Financial since 2015. He is also associated with Tremblay Financial Services, a non-investment related marketing entity. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts, employing a mix of discretionary and non-discretionary approaches.