Mission Wealth is excited to announce its 2026 Partner Class, elevating eight exceptional leaders whose expertise, commitment, and collaborative approach continue to shape the firm’s future. This group represents the next generation of leadership, reflecting Mission Wealth’s dedication to cultivating talent from within and ensuring long-term continuity for both clients and the firm.
The 2026 Partner Class includes:
- Will Foley, Senior Wealth Advisor
- Helena Gould, Marketing Director
- Cole Haddock, Senior Wealth Advisor
- Mark Herman, Senior Wealth Advisor
- Kristi Kearney, Senior Wealth Advisor
- Lisa Murphy, Senior Wealth Advisor
- Jeremy Ragar, Senior Wealth Advisor
- Walter Rizo, Director of Investments
These leaders exemplify Mission Wealth’s values through their dedication to clients, teamwork, and mentorship. Representing wealth advisory, investments, and marketing, the 2026 Partner Class highlights the breadth and depth of talent driving the firm’s growth and innovation.
With these additions, Mission Wealth’s Partner Group now totals 66 professionals—approximately one-third of the firm’s personnel. This milestone underscores the firm’s focus on internal leadership development and its belief that strong client outcomes are built on shared responsibility and ownership.
Promoting this group to Partner reflects how we define leadership at Mission Wealth,” said Dannell Stuart, President of Mission Wealth. “Each of these individuals has consistently demonstrated the ability to guide teams, mentor colleagues, and deliver exceptional results for clients. Their contributions strengthen our foundation and position the firm for continued success.”
Partnership at Mission Wealth extends beyond individual achievement. Partners actively shape firm strategy, support team development, and foster a culture centered on collaboration and client-first decision-making. This internal ownership model has helped Mission Wealth grow into a nationally recognized, award-winning RIA firm and ensures long-term alignment, stability, and consistency across the organization.
The 2026 Partner Class reinforces Mission Wealth’s commitment to growing leaders from within, ensuring that clients continue to receive thoughtful, personalized advice while the firm maintains the depth, stability, and forward-looking leadership needed for continued growth.
Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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