Blake Mier, based in Bloomington, Ill., is joining LPL's broker-dealer, RIA and custodial platforms.
Dee Morgan will be responsible for public and private company acquisitions at Cambridge.
Brian Chappell has joined Raymond James Financial Services, the firm's independent advisor channel.
BDO's $8.1 billion in client assets brings Choreo to a total of $23.2 billion in assets under advisement or management.
Advisors agree that they should be open with their clients about their personal finances.
The Miami-based firm signed a deal with custodian Anchorage Digital.
Riverside Wealth Partners is led by Bill Laird.
Catalyst Retirement Solutions joins the Kestra Private Wealth Services network.
Tyler B. Powell of Santa Barbara, Calif. has joined Linsco by LPL Financial.
Kevin Roth previously led research operations for the Association for Financial Professionals.
Matt Cosgriff and Sophie Benander join the SageView team, the firm announced.
The addition is part of the ongoing expansion by the firm.
Terri Kallsen previously served as executive vice president of investor services at Schwab.
Henrik Christensen has joined the AlphaTrAI board of directors.
Albert Forkner will be responsible for overseeing all risk management and ensuring compliance.
Paul Brahim will serve as president-elect in 2024, ascending to the FPA presidency in 2025.
Maps Credit Union, overseeing $1.3B in assets, was founded in 1935 as an educators' credit union.
Christopher Street serves the LGBTQ+ community and other clients nationwide.
The move expands the firm's presence in Northeast Wisconsin.
Peter Zuleba is replacing Gordon Fowler Jr., who retired at the end of August.