Jordan Frank is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. He has worked previously at Invisors and held multiple roles at the University of Florida. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach integrating investment, tax, trust, philanthropy, and risk planning, and manages portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

George Conway Jr. is a financial advisor at Mission Wealth Management, LP with eight years of industry experience. He holds a Series 65 designation and has previously worked at Charles Carroll Financial Partners and St. Sebastian's School. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.