Janet Barr is a ChFC® credentialed financial advisor with 31 years of industry experience. She is currently with Wealthcare Advisory Partners LLC and has previously worked with Independent Financial Partners and LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and an evidence-based investment framework that integrates behavioral economics.

Kristen Taylor is a CFP® and Series 66-registered advisor with 18 years of industry experience. She currently works at Mission Wealth Management, LP, where she has been since 2018, and previously spent six years at Montcalm TCR LLC. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients through personalized wealth management and financial planning. The firm employs customized, long-term strategies across a range of investment vehicles and incorporates tax-aware trading and rebalancing in its discretionary portfolio management.

Lauren Vanveelen is a financial advisor at Axxcess Wealth Management, LLC in Santa Barbara, CA, with 15 years of industry experience. She holds a Series 65 designation and previously worked at Daniel Investment Associates, LLC from 2016 to 2020. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, charitable organizations, retirement plans, other RIAs, and government entities. The firm’s investment approach emphasizes customized multi-asset portfolios, utilizing both internal and third-party managers, and offers a platform that integrates multiple managers in a single account structure.

Weston Patton is a CFP® with over 10 years of experience in financial advising, currently practicing at Mission Wealth Management, LP since 2019. His prior experience includes roles at FMB Wealth Management Inc., FMB Retirement Services Inc., and Edward Jones. 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 strategies utilizing ETFs, mutual funds, individual securities, and alternative investments, often managing accounts on a discretionary basis.

Brad Stark is a CFP® professional with 26 years of experience in the financial advisory industry, currently serving at Mission Wealth Management, LP since 2000. He holds Series 63 and Series 65 licenses and participates as an advisory board member for the Adizes Institute as well as serving on the audit committee for CSUCI. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, along with pension plans and endowments. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services through tiered models including financial planning, investment implementation, and consulting.

Stacy Borek is a CFP® with 11 years of industry experience, currently with SteelPeak Wealth, LLC. Her prior roles include positions at Ridgeway & Warner, Capital B Financial Planning, Ameriprise, and independent tax accounting work. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, and family offices, offering financial planning, portfolio management, and alternative investment consulting. The firm employs proprietary and custom model portfolios and provides access to privately placed securities and alternative solutions for qualified clients.

Keith Kelt is a financial advisor with Kovack Advisors, Inc. in Santa Barbara, CA, holding a Series 63 designation and bringing 58 years of industry experience. He has been with Kovack Advisors and its affiliated entities since 2017, following a prior association with TKG Financial, LLC. Outside of his advisory role, he is involved in family real estate and investment activities through The Kelt Inc. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Keaton Krutenat is a CFP® and holds a Series 65 license, currently working at Mission Wealth Management, LP with three years of industry experience. Prior to focusing on wealth management, he has professional experience at Integrated Procurement Technologies and was associated with Pepperdine University. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm employs customized, long-term investment strategies incorporating a range of asset types and offers services through tiered financial planning and wealth management models.

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. He has worked at Mission Wealth Management since 2018, with prior experience at Venture Loop and Fisher Investments. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management and financial planning primarily for affluent individuals and families, along with pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies across a broad range of asset types and emphasizes discretionary portfolio management.

Austin Roberts is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with two years of industry experience. He holds a Series 65 designation and has been with Mission Wealth Management since 2023. Mission Wealth Management is a multi-team SEC-registered advisory firm that offers wealth management, financial planning, and portfolio management services primarily to affluent individuals, families, and institutional clients. The firm emphasizes customized, long-term investment strategies across a wide range of asset classes and incorporates tax-aware trading, periodic rebalancing, and access to insurance products through its Risk Management Department.

John Heroux is a CFP®-designated financial advisor with Kovack Advisors, Inc., bringing 24 years of industry experience. He has worked at Kovack Securities since 2017 and TKG Financial since 2015. In addition to his financial advisory roles, he serves as a captain and pilot for United Airlines on international and domestic flights. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, alongside financial planning and third-party manager recommendations.

Victoria Wessler is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, she worked at the University of California, Santa Barbara, and held teaching roles at Corona del Mar High School and Middle School. Mission Wealth Management is an SEC-registered, multi-team advisory firm that serves affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management and financial planning services with customized, long-term investment strategies, incorporating a range of asset types and third-party sub-advisors.

Dayna Birkley is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with plan advisory and consulting services.

Geoffrey Gaggs is a CFP® professional with 27 years of experience, currently serving at Mission Wealth Management, LP since 2000. He previously worked at Mutual Securities, Inc. from 2013 to 2021. In addition to his advisory role, he is involved in administrative duties related to an industrial park in Goleta, CA. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management and financial planning services primarily to affluent individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers services through tiered models, including financial planning, investment implementation, and consulting.

Kieran Osborne is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Mission Wealth Management, LP since 2013. Based in Santa Barbara, CA, he holds the Series 65 license and has been with Mission Wealth Management for 13 years. 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, as well as institutional clients. The firm emphasizes customized, long-term investment strategies across a range of asset classes and offers tiered service models including private client and family office solutions.

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 with CreativeOne Wealth, LLC in Santa Barbara, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with firms including Partnervest Advisory Services, MIT Associates, and Wells Fargo Advisors. Brown also works as an insurance agent, focusing on annuity sales and insurance solutions for clients. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory, fundamental, technical, and quantitative analysis.