ADVISOR BIO

Shane Jon Meares is a financial advisor with Mission Wealth Management, LP in Santa Barbara, CA. Shane has been in the industry since 2018 and has a Series 66, Series 24 and Series 7 licenses. Shane holds a CFP® designation and specializes in financial planning, family wealth management and portfolio management.

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ADVISOR BIO

Shannon Peace is a financial advisor registered with Charles Schwab & Co., Inc. in Santa Barbara, CA. Shannon has over 15 years of experience in the financial services industry. They have held previous positions with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Shannon is licensed to provide investment advisory services in 17 states. They also holds Series 7, 63, 65, 66, and SIE licenses. Shannon specializes in providing financial planning and investment management services to individuals and families.

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ADVISOR BIO

Shannon Main is a financial advisor with World Investment Advisors, LLC. Shannon has been a registered investment advisor since 2017, and has over 20 years of experience in the financial services industry. Shannon has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Shannon is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and retirement planning services.

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ADVISOR BIO

Shawn Hill is a financial advisor with over 14 years of experience in the industry. Shawn currently works for UBS Financial Services Inc., and is registered in California and Texas. Previously, Shawn worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc., both in Santa Barbara, California. Shawn offers financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Shawn also specializes in pension consulting and the selection of other advisors.

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ADVISOR BIO

Shinaola Oluseyi Atoro is a Certified Financial Planner® who is registered with the state of Michigan as an Investment Advisor Representative. Shinaola is affiliated with Mission Wealth Management, LP, a firm with offices in Santa Barbara, California and Ann Arbor, Michigan. The firm specializes in Family Wealth Management and provides a variety of services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Mission Wealth Management, LP has a total of 9,939 client accounts with $7,072,960,768 in regulatory assets under management.

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ADVISOR BIO

Skyler Kane Kraemer is a Certified Financial Planner™ who has been in the financial services industry since April 2013. Skyler is a registered Investment Advisor Representative with Mission Wealth Management, LP which is a Registered Investment Adviser based in Santa Barbara, CA. Skyler is also registered with the State of New York. Skyler holds a Series 65 license. Mission Wealth Management, LP offers investment management services to corporations, individuals and charitable organizations. Skyler is a highly experienced and knowledgeable financial advisor with a strong track record of success.

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ADVISOR BIO

Sophia Marie Malko is a registered representative with J.p. Morgan Securities LLC. Sophia holds Series 63, Series 6TO and SIE licenses. Sophia has been in the securities industry since January 6, 2019 and has a current active registration in California. Sophia specializes in providing investment advice and portfolio management services.

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ADVISOR BIO

Stacy Borek is a financial advisor registered with the state of California and has been in the industry since 2013. Stacy Borek is a CERTIFIED FINANCIAL PLANNER™ professional. Stacy Borek's firm, Capital B Financial Planning, LLC, provides financial planning and portfolio management for individuals. In addition to financial planning, Stacy Borek also provides tax accounting services as a tax accountant for Ridgeway & Warner.

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ADVISOR BIO

Stefani Kohler is a Certified Financial Planner® and has been in the industry since February 2014. Stefani is registered as an Investment Advisor Representative (IAR) in California. Stefani works for Mercer Global Advisors Inc. and is located in Santa Barbara, CA. Stefani has a Series 65 license and is a specialist in providing financial planning and portfolio management for individuals, businesses, and investment companies. Stefani's specialties include education, retirement, estate planning, and tax planning.

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ADVISOR BIO

Stella Park Shankar is a financial advisor at U.S. Bancorp Investments, Inc. based in Santa Barbara, California. Stella has been in the financial services industry since June 2016 and holds Series 6, Series 63, and SIE licenses. Stella specializes in portfolio management, financial planning and providing publication of periodicals.

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