Keaton Krutenat is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Mission Wealth Management, LP in Santa Barbara, CA. Prior to his role at Mission Wealth, he held positions at Pepperdine University and Integrated Procurement Technologies. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with a comprehensive range of wealth management services, including investment management, financial planning, tax, estate, and risk planning. The firm utilizes a total picture approach, integrating various financial disciplines and offering portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Scott Teter is a financial advisor at Advisory Services Network with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Calton & Associates, Channel Wealth, Sagepoint Financial, Independent Financial Partners, and LPL Financial. Outside of his advisory role, he is also an independent insurance agent. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets with a range of investment strategies and implementation options.

Samantha Sennett is a CFP® professional with 28 years of experience in financial advising. She is currently with The AmeriFlex Group and has held roles at Cambridge Investment Research, OSAIC, and Sagepoint Financial. In addition to her advisory work, she operates Meaningful Wealth Planning, Inc., a business focused on financial services. 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 Holt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at Venture Loop and Fisher Investments. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment, tax, trust, legacy, philanthropy, and risk planning tailored to client needs.

Austin Roberts 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 Management, he was a student for 14 years. 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, tax, trust, legacy, philanthropy, and risk planning, managing portfolios with a mix of internal and third-party strategies tailored to client needs.

John Heroux is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He is currently with Kovack Advisors, Inc. and has previously worked at TKG Financial, LLC and as an airline pilot for United Airlines, where he serves as a Captain on international and domestic flights. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and sub-advisory services through both model-based and advisor-managed approaches.

Victoria Wessler is a financial advisor at Mission Wealth Management, LP with one year of industry experience. She holds a Series 65 designation and previously worked at the University of California, Santa Barbara. 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 follows a total picture approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include a range of investment types managed on both discretionary and non-discretionary bases.

Dayna Birkley is a financial advisor at Kingswood Wealth Advisors, LLC in Santa Barbara, CA, holding a Series 66 designation with 19 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank, where she worked for over two decades before joining Kingswood in 2024. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, integrating affiliated financial entities and insurance-linked account management.

Geoffrey Gaggs is a CFP® professional with 27 years of experience in the financial advisory industry. He has been with Mission Wealth Management, LP since 2000 and previously worked at Mutual Securities, Inc. from 2013 to 2021. Based in Santa Barbara, CA, he also serves as an administrator for local industrial properties. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, personalized financial planning, investment management, and consulting services. The firm uses an integrated approach that combines investment management with tax, trust, estate, and risk planning, employing both internal and third-party investment solutions tailored to client needs.

Kieran Osborne is a CFA® charterholder and holds a Series 65 license with 17 years of experience in financial advisory. He has been with Mission Wealth Management, LLC since 2013 and previously worked at Merk Investments LLC from 2009 to 2013. Based in Santa Barbara, CA, he provides advisory services within a multi-team firm environment. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering wealth management, financial planning, investment management, and consulting. 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.

Gregory Muller is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at CFH, Inc. and Veridian Partners, LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory and quantitative analysis.

Ethan Ashbrook is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity Investments in 2023 and has held various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant I. Ethan's professional focus is on supporting clients through the financial planning process, helping them feel confident in their decisions and working toward achieving their unique goals. He holds a California Insurance License which complements his role in financial consulting. Outside of his professional life, Ethan enjoys fitness, socializing with friends, playing golf, outdoor adventures, and spending time with his pets.

Aaron Brown is a financial advisor at CreativeOne Wealth, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones and Wells Fargo Clearing. His business activities include providing insurance and annuity solutions. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary portfolios using a combination of proprietary models and third-party managers, employing various investment strategies and instruments including ETFs, mutual funds, and options.

Jenna Rogers is a CFP® with 16 years of industry experience and has been with Mission Wealth Management, LP since 2008. She is based in Santa Barbara, CA, and holds a Series 65 license. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive 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, tailoring portfolios with a blend of internal and third-party strategies.

Gregory Smith is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of experience in financial advisory. He has been with Mission Wealth Management, LP since 2003, including its predecessor entity, and is based in Santa Barbara, CA. In addition to his advisory role, he holds licenses as a health insurance agent for Blue Cross and Blue Shield. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing integrated wealth management, financial planning, and investment consulting services. The firm employs a comprehensive approach that combines investment management with tax, trust, legacy, philanthropy, and risk planning, managing portfolios through a mix of internal and third-party strategies.

Barbara Ralston is a financial advisor with Kovack Advisors, Inc. in Santa Barbara, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2016, and is also involved with TKG Financial, LLC. Outside of her advisory work, she serves as president of the Santa Barbara 500 Club, a women's bowling club, and is a partner in a business selling custom pet IDs and ornaments online. Kovack Advisors, Inc. 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, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing a risk-based, model-driven investment approach supported by Envestnet technology.

Michael Dittamo is a financial advisor at Mission Wealth Management, LP with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and PlanMember Securities Corporation. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, offering comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, philanthropy, and risk planning, using a range of investment vehicles and providing both discretionary and client-directed account management.

Timothy Smith is a financial advisor at Wedbush Securities Inc. with 47 years of industry experience. He has been with Wedbush Morgan Securities since 2009 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as a general partner of an equity fund, participates in community service with Kiwanis International, and acts as secretary for the Mountain Grove Cemetery Association. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and research services. The firm’s portfolio management and operational capabilities include discretionary and non-discretionary management, as well as clearing, prime services, and securities lending.

Claudia Arnold is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Dynamic Wealth Advisors, National Planning Corporation, and Osaic FA, Inc. Outside of her advisory work, Claudia educates women on money mindset and financial empowerment through a separate initiative. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients such as pension plans and endowments, offering wealth management, 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 and select third-party management solutions.

Cole Clifford is a financial advisor at Mission Wealth Management, LP, holding a Series 65 designation with three years of industry experience. His background includes roles at Indeed, Capital Chevrolet, and Chili's Bar and Grill, as well as six years of service in the United States Army. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and consulting services. The firm emphasizes a comprehensive approach integrating tax, trust, legacy, philanthropy, and risk planning, utilizing a range of investment vehicles and a mix of discretionary and client-directed account management.