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 19 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing discretionary and non-discretionary portfolio management along with consulting services.

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.

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.