Mission Wealth Management, LP

Rory Macdonald is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Mission Wealth Management, LP since 2012. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, and institutional clients. The firm offers customized wealth management and financial planning services with a generally long-term investment approach, managing approximately $10 billion in assets across multiple service tiers.

Matthew Adams is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with 24 years of industry experience. He has been with Mission Wealth Management since 2003 and holds Series 63 and Series 65 licenses. Adams serves as chairman of the investment sub-committee and oversees the endowment at the Santa Barbara Museum of Natural History. Mission Wealth Management is an SEC-registered fiduciary that serves high-net-worth individuals, families, nonprofit organizations, and institutional clients. The firm offers customized wealth management and financial planning services with a long-term investment approach, combining ETFs, mutual funds, bonds, alternatives, and private investments.

Braydan Meyers 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 Prospect Student Living, the North Carolina Department of Revenue, and Publix Supermarkets. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, and institutional clients. The firm offers customized wealth management and financial planning services with a long-term investment approach, combining ETFs, mutual funds, bonds, and access to alternative investments.

Scott Ranby is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Mission Wealth Management, LP since 2025 and previously spent 11 years with Kuhn Advisors, Inc. He is based in Denver, CO. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, pension and retirement-plan sponsors, and trusts. The firm offers customized wealth management and financial planning services with a generally long-term investment approach across multiple service tiers.

Jose Monreal is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2020. Prior to this, he worked with The Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2020. Mission Wealth Management, LP is an SEC-registered fiduciary that provides wealth management and financial planning services to high-net-worth individuals, families, nonprofit organizations, and institutional clients. The firm offers customized investment programs managed with a long-term orientation, combining ETFs, mutual funds, bonds, alternatives, and private investments.

Oliver Schulten is a Series 65 licensed advisor at Mission Wealth Management, LP with two years of industry experience. He has worked at Mission Wealth Management since 2022 and previously at TSG Wealth Management in 2021. He also spent time at the University of California, Santa Barbara from 2019 to 2023. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, pension and retirement-plan sponsors, trusts, and brokerage customers. The firm offers customized wealth management and financial planning services with a long-term investment orientation and manages approximately $10 billion in assets across multiple service tiers.

Samuel Stone is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. Prior to joining Mission Wealth, he worked at Northwestern Mutual and has held roles in education at the University of Miami, Roxbury Latin School, and Central Middle School. Mission Wealth Management, LP is an SEC-registered fiduciary that serves high-net-worth individuals, families, nonprofit organizations, pension and retirement-plan sponsors, trusts, and brokerage customers. The firm offers customized wealth management and financial planning services, employing a generally long-term investment approach with access to a range of asset types and in-house tax and trust coordination.

Eleanor Cooke is a financial advisor at Mission Wealth Management, LP with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Leaders Group Inc and First Heartland Capital Inc. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofits, pension and retirement-plan sponsors, and trusts. The firm offers customized wealth management and financial planning services, including portfolio management, tax planning, estate coordination, and pension consulting, with a focus on long-term investment strategies across multiple service tiers.

Austin Sweet is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Waddell & Reed. Outside of his advisory role, he has been involved with the Reno Midtown Rotary Club. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program and utilizes proprietary fundamental and quantitative analysis, along with a mix of investment vehicles and sub-advisory resources.

Ethan Cooper is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with Mission Wealth Management, LP, where he has worked since 2022, following seven years at WealthPlan Advisors. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, pension and retirement-plan sponsors, and trusts. The firm offers customized wealth management and financial planning services with a long-term investment orientation, combining ETFs, mutual funds, bonds, alternatives, and private investments across multiple service tiers.

Joyce Franklin is a CFP® and holds a Series 65 license with six years of industry experience. She has been with Mission Wealth Management, LP since 2024 and previously operated JLFranklin Wealth Planning for 25 years. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, pension and retirement-plan sponsors, and trusts. The firm offers customized wealth management and financial planning services across multiple service tiers, combining a long-term investment approach with tax-aware trading and access to alternatives and private investments.

Kristen Taylor is a CFP® and holds a Series 66 license with 18 years of experience in financial advising. She has been with Mission Wealth Management, LP since 2018, following six years at Montcalm TCR LLC. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, pension and retirement-plan sponsors, and trusts. The firm offers customized wealth management and financial planning services, including portfolio management, tax planning, estate coordination, and pension consulting, with investment programs managed across multiple service tiers and a generally long-term orientation.

Matthew Harris is a CFP® certificant with 13 years of experience in financial advising. He is currently with Mission Wealth Management, LP and has held prior roles at firms including MAI Capital Management, Marcum Wealth, and Raymond James Financial. His background also includes experience outside traditional advisory firms, such as with Neulion Inc. and Simon Elliot Events. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofit organizations, and institutional clients. The firm offers customized wealth management and financial planning services, utilizing a range of investment strategies and coordinating tax-aware trading and external specialists.

Adam Broughton is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior roles include positions at PBL Wealth Management LLC, Faykus Broughton, LLC, and 3P Consulting, Inc. He is also an author based in Driftwood, TX. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals, families, nonprofits, pension and retirement-plan sponsors, and trusts. The firm offers comprehensive wealth management and financial planning services with customized investment programs managed primarily on a discretionary, long-term basis.

Jeremy Ragar is a CFP® and CFA® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Helena, Montana. His prior experience includes roles at Merrill Lynch, Tremblay Financial, and the Montana Board of Investments. Mission Wealth Management, LP is an SEC-registered fiduciary that provides wealth management and financial planning services to high-net-worth individuals, families, nonprofits, pension and retirement-plan sponsors, and trusts. The firm offers customized investment programs managed with a long-term orientation, combining ETFs, mutual funds, bonds, alternatives, and private investments.