Press Releases

Company milestones, media coverage, and key updates.

Aaron Zauner Joins Caldwell Group, LLC Wealth Management in Brentwood, Tennessee

Boston Based Claro Advisors Welcomes Brandon P. Fink, CFP® to Advisory Team

Christiana Lovelace, AAMS® Leaves Edward Jones To Open Diamond Pointe Financial In Hickory, North Carolina

Josh Colwell, CFP®, AAMS® Leaves Edward Jones to Launch CoWealth Advisors of Raymond James

Ryan Brems, CPFA Leaves Merrill Lynch to Launch Brems Wealth Management of Equitable Advisors

Andrew Vella, CSRIC Leaves Merrill Lynch to Join NewEdge Advisors in New Orleans

Tucker Sahnow, AAMS®, CPFA® Leaves Edward Jones to Join Independent Practice with Gateway Financial Partners

Christopher Cybulski, CFP® Leaves Edward Jones to Join Chisholm Trail Financial Group of Lincoln Financial Securities

Dan Mickley Leaves Janney Montgomery Scott to Launch Mickley Wealth Strategies of LPL Financial

Alec Price, C(k)P®, CPFA®, CRC® Leaves Merrill Lynch to Launch Price Financial Management on Concurrent Platform

Matthew Cook, CFP®, ChFC®, AAMS® Leaves Edward Jones to Launch Stoic Private Wealth on the NewEdge Platform

Adam Weber Leaves Edward Jones to Join The Fox Alliance Wealth Advisors of LPL Financial

Jacob Fink Leaves Merrill Lynch to Launch Independent Practice with LPL Financial

Brett Webb Leaves Merrill Lynch to Launch Brightleaf Wealth Management of LPL Financial

Glenn Michael “Mike” Swafford, CFP®, CDFA®, ChFC®, CLU® Leaves Edward Jones to Join Freedom Financial Partners of Equitable Advisors

Jacqueline Page Taylor, AAMS™ Departs Edward Jones After 15 Years to Join LPM Advisory Group of Ameriprise

Rolando Alviso Departs Merrill Lynch to Launch Legacy BluePrint Financial Powered by LPL Financial

Dawn Gordon, CRPC® Leaves Lincoln Financial After 27 Years to Launch Independent Firm Through LPL Financial

David L. Ferland Departs Lincoln Financial to Launch Lennox Insurance and Financial, LLC Through LPL Financial

Emily Anne Mullane, CFP®, CPFA™ Leaves Merrill Lynch to Join Axial Financial Group of Commonwealth

Michael Voltin, CFP®, CPWA® Leaves Merrill Lynch to Join Wealth Partners Alliance on the Concurrent Platform

Jordan L. Smith, CFP® Leaves Edward Jones to Join Financial Advocacy Network of LPL Financial

Matthew Paul Albright Leaves Merrill Lynch to Join Bering Street Advisors of Ameriprise

Jason S. Fitz, CFP™ Launches Laurentide Wealth, an Independent Financial Practice with Commonwealth

Father-Son Team Ralph and Michael Porpora Transition from B. Riley to Osaic Wealth

Winthrop & Co. Welcomes Former Morgan Stanley Advisor Harrison Davis as Executive Transition Consultant

Merrill Lynch’s Career Transition Program (CTP): A Closer Look

Brad Harrill, Tracy Faucette, and Brad Thorne Launch Avenor Wealth After Departing Edward Jones with $375M in Client Assets

Father-Son Team Ralph and Michael Porpora Transition from B. Riley to Osaic Wealth

Winthrop & Co. Welcomes Former Morgan Stanley Advisor Harrison Davis as Executive Transition Consultant

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Press Releases

Aaron Zauner Joins Caldwell Group, LLC Wealth Management in Brentwood, Tennessee

Boston Based Claro Advisors Welcomes Brandon P. Fink, CFP® to Advisory Team

Christiana Lovelace, AAMS® Leaves Edward Jones To Open Diamond Pointe Financial In Hickory, North Carolina

Josh Colwell, CFP®, AAMS® Leaves Edward Jones to Launch CoWealth Advisors of Raymond James

Ryan Brems, CPFA Leaves Merrill Lynch to Launch Brems Wealth Management of Equitable Advisors

Andrew Vella, CSRIC Leaves Merrill Lynch to Join NewEdge Advisors in New Orleans

Tucker Sahnow, AAMS®, CPFA® Leaves Edward Jones to Join Independent Practice with Gateway Financial Partners

Christopher Cybulski, CFP® Leaves Edward Jones to Join Chisholm Trail Financial Group of Lincoln Financial Securities

Dan Mickley Leaves Janney Montgomery Scott to Launch Mickley Wealth Strategies of LPL Financial

Alec Price, C(k)P®, CPFA®, CRC® Leaves Merrill Lynch to Launch Price Financial Management on Concurrent Platform

Matthew Cook, CFP®, ChFC®, AAMS® Leaves Edward Jones to Launch Stoic Private Wealth on the NewEdge Platform

Adam Weber Leaves Edward Jones to Join The Fox Alliance Wealth Advisors of LPL Financial

Jacob Fink Leaves Merrill Lynch to Launch Independent Practice with LPL Financial

Brett Webb Leaves Merrill Lynch to Launch Brightleaf Wealth Management of LPL Financial

Glenn Michael “Mike” Swafford, CFP®, CDFA®, ChFC®, CLU® Leaves Edward Jones to Join Freedom Financial Partners of Equitable Advisors

Jacqueline Page Taylor, AAMS™ Departs Edward Jones After 15 Years to Join LPM Advisory Group of Ameriprise

Rolando Alviso Departs Merrill Lynch to Launch Legacy BluePrint Financial Powered by LPL Financial

Dawn Gordon, CRPC® Leaves Lincoln Financial After 27 Years to Launch Independent Firm Through LPL Financial

David L. Ferland Departs Lincoln Financial to Launch Lennox Insurance and Financial, LLC Through LPL Financial

Emily Anne Mullane, CFP®, CPFA™ Leaves Merrill Lynch to Join Axial Financial Group of Commonwealth

Michael Voltin, CFP®, CPWA® Leaves Merrill Lynch to Join Wealth Partners Alliance on the Concurrent Platform

Jordan L. Smith, CFP® Leaves Edward Jones to Join Financial Advocacy Network of LPL Financial

Matthew Paul Albright Leaves Merrill Lynch to Join Bering Street Advisors of Ameriprise

Jason S. Fitz, CFP™ Launches Laurentide Wealth, an Independent Financial Practice with Commonwealth

Father-Son Team Ralph and Michael Porpora Transition from B. Riley to Osaic Wealth

Winthrop & Co. Welcomes Former Morgan Stanley Advisor Harrison Davis as Executive Transition Consultant

Merrill Lynch’s Career Transition Program (CTP): A Closer Look

Brad Harrill, Tracy Faucette, and Brad Thorne Launch Avenor Wealth After Departing Edward Jones with $375M in Client Assets

Father-Son Team Ralph and Michael Porpora Transition from B. Riley to Osaic Wealth

Winthrop & Co. Welcomes Former Morgan Stanley Advisor Harrison Davis as Executive Transition Consultant

2025 State of Advisor Movement