Jacquelyn Vanderbrug is an industry veteran with three decades of experience.
Jamie Gordon is an industry veteran with 25 years of financial services experience.
Jordan Financial Strategies manages about $120 million in client assets.
The fund aims to identify companies with growth potential that are underappreciated by the market.
Bryan Kucholtz is an industry veteran with more than three decades of experience.
Wealth Management Resource Group has joined Advisor Group through SagePoint Financial.
Tom Fickinger has three decades of industry experience, most recently at BNY Mellon Wealth Management.
Robert Diaz started his career in 2009 as a financial advisor with Waddell & Reed.
Rick Cruz will also take a seat on the impact investing consultant's board of directors.
Katherine Schulze has worked in both the public and private sector.
Summit Financial Wealth Advisors was founded in 2003.
Jacquline Morales said that in her new role, she will focus on digital, data, security, and service.
Traynor is an industry veteran with more than three decades of experience.
Financial advisor Eddie Chan has three decades of experience.
Ryan Schlappi joins Crewe Advisors from JPMorgan, where he worked since 2008.
Nick Perry has 15 years of experience managing portfolios for HNW and UHNW clients.
Israel began his career with Merrill Lynch in 2004.
Stefan Rolf most recently worked at ING Wholesale Banking in Germany.
Josh Lavender has extensive experience navigating the institutional marketplace.
Fred Fryer and his team were formerly with Edward Jones.