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Mission Wealth Elevates Eight Leaders in 2026

In a notable step forward for its organizational growth, Mission Wealth, a leading registered investment advisory firm based in Santa Barbara, California, has unveiled its 2026 Partner Class. This announcement matters not only for the company's internal culture but also reflects its enduring commitment to enhanced client service and leadership continuity.

As of January 14, 2026, Mission Wealth proudly adds eight new leaders to its Partner ranks, bringing the total number of Partners to 66. This substantial number represents about one third of the firm's overall workforce, underscoring a strategic focus on cultivating talent from within the organization.

The newly appointed Partners include influential figures such as:

• - 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

This initiative aligns seamlessly with Mission Wealth's core belief that successful client outcomes stem from a collective sense of responsibility. The elevation of these eight leaders serves as an affirmation of their demonstrated capability to mentor peers, lead teams, and contribute to client success. According to Dannell Stuart, President of Mission Wealth, "Welcoming this group as Partners reflects how Mission Wealth defines leadership - through shared ownership and a long-term commitment to both clients and our team.”

Partnership in Action: At Mission Wealth, the term Partner goes beyond merely holding a title. These individuals will have a vital role in mentoring emerging talent, contributing to the firm's strategic framework, and fostering a culture that prioritizes collaboration and a client-centric approach. This model of internal ownership not only strengthens the firm's culture but also enhances growth opportunities and accountability across all levels of the organization.

The formation of the 2026 Partner Class epitomizes Mission Wealth's ongoing dedication to nurturing leadership from within. It ensures the firm remains well-equipped to deliver exceptional service to clients with a robust foundation of knowledge, experience, and continuity.

About Mission Wealth: Founded in 2000, Mission Wealth is committed to guiding individuals, families, and business owners towards financial success and personal aspirations. As a fiduciary registered investment advisory firm, it provides comprehensive services encompassing financial planning, investment management, tax strategies, and estate coordination, tailored exclusively to meet clientele demands.

For further details about Mission Wealth’s range of services or to arrange a complimentary financial planning consultation, please visit www.missionwealth.com or contact the firm directly at 805-516-5187. Engaging with Mission Wealth not only leads to financial guidance but cultivates a relationship founded on trust and mutual goals.