Perigon also announced an affiliation with wealth advisor Sheetal Bagde of Cognizant Wealth Advisors.
Affidare Private Wealth Management has joined the Kestra network of firms.
Indianapolis firm prides itself on attracting young advisors.
Chloe Wohlforth's father, a bond trader, was one of the victims of the 9/11 terrorist attack.
Wooster Square serves families, business owners and legal, medical and higher education professionals.
Kimberly Beck and Brett Wright were named to the financial technology company's advisory body.
Joseph Watson will head the advisory firm's technology investing group.
Kelly Corah joined First Tech 25 years ago.
Julian Lopez is an industry veteran who has more than 20 years of experience.
Tara Latini most recently served as HSBC head of wealth and personal banking in the U.S.
The move is part of Garner Group's succession planning.
Legacy partners Cris Iron and Eddie Fernandez founded the practice in 1995.
Steve Chipman is an industry veteran with more than 25 years of advisory experience.
Daniel Gamba, who was previously with BlackRock, will be part of Northern Trusts management group.
True Harvest Wealth Management formerly served clients for Country Capital Management.
Marshall Wealth Management Group and Cypress Private Wealth joined the Atria Wealth Solutions firm.
The Rockford, Ill.-based RIA intends to grow its business three to five times over the next five years.
Jonathan Blakelock and his six-member support staff were formerly with Ameriprise.
The duo of Jens Fonnesbeck and Christopher Doll join First Investments & Planning from U.S. Bancorp.
Kevin Mummau and Brian Bichler are new heads of the Financial Institution channel.