Buffalo Capital Management is led by Will Gungoll, who previously spent 16 years as an advisor at Edward Jones.
She joins Edelman from private stocks marketplace Forge Global.
Lee Baker is the founder of Atlanta-based Apex Financial Services and past president of the FPA's Georgia chapter.
Mark Hills and Uri "Chip" Doolittle V of Manilius, N.Y., were previously with Osaic.
Advisor Sheridan O'Connor and office manager Sarah Richardson operate as the O'Connor Wealth Group of Durham, N.C.
Some helpful tax laws are poised to go away in the near future, he said.
Lincoln Wealth is made up of Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation.
Oak Tree Financial Group has offices in Connecticut, New York and New Jersey.
Fifteen professionals will transition from Bellevue, Wash.-based Trutina as it moves to the CAPTRUST brand.
Both advisors were terminated by their former firms, according to Finra.
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