Mission Wealth Management, LP

Rory Macdonald is a CFP® with 13 years of industry experience and has been with Mission Wealth Management since 2012. He is based in San Diego, CA, and holds the Series 65 license. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm emphasizes customized, long-term strategies using a broad range of investment vehicles and offers services through tiered models to meet varied client needs.

Matthew Adams is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with 25 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 as co-trustee of the Palmer Family Trust and through his role at the Santa Barbara Museum of Natural History. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies across various asset classes and offers discretionary management, tax-aware trading, and ERISA fiduciary services.

Braydan Meyers is a financial advisor at Mission Wealth Management, LP in Greensboro, NC, with three years of industry experience. He holds a Series 65 designation and has worked at Mission Wealth Management since 2023, following roles at Prospect Student Living, the NC Department of Revenue, and Publix Supermarkets. Mission Wealth Management is an SEC-registered multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning through various tiered models, emphasizing long-term strategies with diversified investment options and discretionary account management.

Scott Ranby is a CFP® with 13 years of experience in financial advising. He is currently with Mission Wealth Management, LP and previously worked at Kuhn Advisors, Inc. for 11 years. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through a range of wealth management and financial planning services. The firm focuses on customized, long-term investment strategies using ETFs, mutual funds, individual securities, and alternative investments, with an emphasis on discretionary account management and tax-aware trading.

Jose Monreal is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Mission Wealth Management, LP since 2020 and previously held roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Before entering the financial services industry, he worked at Buffalo Wild Wings for five years. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients. The firm offers customized wealth management and financial planning services, employing a range of investment strategies including ETFs, institutional funds, and alternative investments.

Oliver Schulten is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Mission Wealth in 2022, he worked at TSG Wealth Management and spent four years affiliated with the University of California, Santa Barbara. Mission Wealth Management is a multi-team SEC-registered advisory firm serving 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, focusing on customized, long-term investment strategies that include ETFs, institutional mutual funds, alternative investments, and utilizes tax-aware trading and third-party sub-advisors.

Samuel Stone is a Series 65-licensed financial advisor at Mission Wealth Management, LP with one year of industry experience. Prior to joining Mission Wealth Management in 2025, he worked at Northwestern Mutual and has experience in educational roles at the University of Miami, Roxbury Latin School, and Central Middle School. Mission Wealth Management is a multi-team registered advisory firm that provides wealth management, financial planning, and portfolio management services primarily to affluent and high-net-worth individuals and families as well as institutional clients. The firm employs customized, long-term investment strategies across various asset classes and offers services through tiered models that include financial planning, investment implementation, and consulting.

Eleanor Cooke is a financial advisor at Mission Wealth Management, LP with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Leaders Group Inc, First Heartland Capital Inc, and Houston Advantage Insurance Brokerage. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm employs long-term strategies across various asset classes and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary oversight.

Heather Thiessen is a financial advisor at Mission Wealth Management, LP with 8 years of industry experience and holds a Series 66 designation. Her prior roles include six years at Brighton Jones and several years at Raymond James Financial Services Advisors. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm uses customized, long-term strategies across a diversified range of investments, often managing accounts on a discretionary basis.

Austin Sweet is a CFP®-certified financial advisor with seven years of industry experience, currently with Mission Wealth Management, LP. He previously worked at Hightower Advisors, LLC and LPL Financial. Outside of his advisory roles, he has been involved with the Reno Midtown Rotary Club. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized, long-term wealth management strategies utilizing a wide range of investments and provides financial planning, consulting, and fiduciary services.

Ethan Cooper is a CFP® professional with 11 years of industry experience, currently advising at Mission Wealth Management, LP since 2022. He previously worked at WealthPlan Advisors for seven years and Edward Jones for one year. Ethan holds Series 65 and Series 66 licenses and is based in Scottsdale, AZ. Mission Wealth Management is a multi-team SEC-registered firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm emphasizes customized, long-term strategies using a variety of investment vehicles and offers specialized services including cross-border planning and ERISA retirement plan fiduciary services.

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 is an SEC-registered, multi-team advisory firm serving affluent individuals, families, pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term strategies using a broad range of investment options and third-party sub-advisors.

Kristen Taylor is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2018. Her prior work includes roles at Montcalm TCR LLC and Morgan Stanley. Mission Wealth Management is an SEC-registered multi-team advisory firm providing wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, long-term strategies across various investment vehicles and offers services including tax-aware trading, fiduciary management, and cross-border planning.

Matthew Harris is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at MAI Capital Management, Marcum Wealth, Raymond James Financial, and Charles Schwab, among others. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs customized, typically long-term investment strategies and offers services through tiered models, incorporating a broad set of investment options and fiduciary retirement plan services.

Adam Broughton is a CFP® professional with 14 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at PBL Wealth Management LLC, Faykus Broughton, LLC, and 3P Consulting, Inc. He is also an author outside of his financial advisory work. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized, long-term investment strategies that include ETFs, mutual funds, individual securities, and alternative investments.