Roy Martinez is a Series 66-licensed financial advisor with 19 years of industry experience. He currently works at RBC Securities, Inc. and has prior experience with City National Bank, U.S. Bancorp Advisors, Merrill, and Banc of America Investment Services. Martinez serves as a committee member for the Santa Barbara Public Library Foundation, where he assists with oversight of the foundation’s budget and financial statements. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its investment advisory program. The firm offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that constructs and implements asset allocation strategies.

Adam Silva is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mission Wealth Management, LP with four years of industry experience. His prior roles include positions at Alliance Advisory & Securities, Inc., Red Rhino Leak Detection, PAC Properties, and Grace Security. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm employs a “total picture” approach integrating investment, tax, trust, legacy, philanthropy, and risk planning, with portfolios that often include ETFs, institutional mutual funds, direct securities, and alternative investments.

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 with SteelPeak Wealth, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and J.P. Morgan Securities. SteelPeak Wealth, LLC serves a diverse range of clients, including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm provides financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios alongside access to private funds and alternative investments.

Vincent Caltagirone is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. His prior roles include positions at Fidelity Investments and Superba F+B, as well as experience as a college student. 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, tailoring portfolios using both internal and third-party strategies.

David Szabla is a CFP® with 12 years of industry experience currently with Mission Wealth Management, LP. His prior experience includes roles at Beacon Pointe Advisors, Merrill, Bank of America, and Voya Financial Advisors. Szabla is based in Santa Barbara, CA. 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 “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering customized portfolios that often include ETFs, mutual funds, direct securities, and alternative investments.

Zahid Sadiq is a financial advisor at Mutual Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors since 2013, with prior experience at Mercer Global Advisors Inc. He is also involved in real estate ownership alongside his wife. Mutual Advisors serves a diverse client base, including individual investors, trusts, estates, retirement plans, and institutional clients, using a combination of active and passive investment strategies tailored through various analytical approaches and technology platforms.

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, UC Santa Barbara, Ohlone College, and Cine Lounge. 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 integrates investment management with tax, trust, legacy, philanthropy, and risk planning, using both internal and third-party managers to tailor portfolios to client needs.

Jeffrey Avila is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has worked at Mission Wealth Management, LP since 2018 and has prior experience at Omega Financial Group, Fidelity, TD Ameritrade, and Fisher Investments. Avila serves as a board member of the National Association of Estate Planners & Councils and volunteers providing investment guidance to low-income seniors. 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 tax, trust, legacy, philanthropy, and risk planning, managing portfolios with a mix of internal and select third-party investments.

Joey Khoury is a CFP® professional with six years of industry experience, currently serving at Mission Wealth Management, LP since 2020. His prior roles include positions at Beacon Pointe Advisors, Canterbury Consulting, and Morgan Stanley. He has also contributed as a guest speaker 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 consulting services. The firm uses a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring solutions to client needs across a variety of asset types.

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 eight years of industry experience, currently serving as an advisor at Mission Wealth Management, LP since 2017. Prior to joining the firm, he took a one-year sabbatical in 2016-2017. Outside of his advisory role, he serves as a non-paid board member and general business strategy advisor for Clamshell Buildings, a pre-engineering commercial construction company. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach integrating investment management with tax, trust, and risk planning, utilizing both internal management and selected third-party sub-advisors across a diversified range of securities 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. She has been with Mission Wealth Management, LP since 2011 and previously worked at Mercer Global Advisors Inc. and Mercer Advisors. Located in Santa Barbara, CA, she holds Series 63 and Series 65 licenses. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, 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, using both internal management and select third-party sub-advisors.

Scott Morris is a financial advisor with Planmember Securities Corporation in Carpinteria, CA, holding a Series 63 credential and 31 years of industry experience. He has been with Planmember since 2008 and is also involved with Afortus Financial Insurance Services and Prosol SRM, LLC, both of which focus on insurance services and fixed annuity sales. Planmember Securities Corporation 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 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 based in Santa Barbara, CA, holding a Series 65 designation with two years of industry experience. His prior roles include working at West Coast Financial, LLC and Epic Cruises Inc., as well as a five-year period at Westmont College. Cerity Partners serves a diverse client base, providing customized wealth management services that include investment management, financial planning, and alternative investment solutions. The firm’s investment approach integrates proprietary quantitative analysis and access to private market opportunities through affiliated platforms.

Gregory Garbeff is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 65 and Series 63 licenses and possessing 21 years of industry experience. He has held roles at multiple firms, including Forrest T. Jones & Co., Inc., where he serves as an agent and business development manager. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering educational 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.