A team of financial advisors managing more than $250 million in client assets recently left Edward Jones to join Raymond James’s employee advisor channel in Indiana, according to a press release.

Advisors Bryan Burkhart, Gretchen Burkhart and Gabriele Burkhart, the team that makes up Burkhart Wealth and Retirement, has joined Raymond James Advisor Select, the employee advisor channel. The team is based in Sullivan, Ind. Burkhart Wealth serves healthcare professionals, business owners, pre-retirees and retirees as part of the Raymond James Evansville branch, led by branch manager Timothy Gunn, according to the release.

The family trio is joined by senior client service associate Lisa Chastain and client service associate Megan Simpson.

Burkhart lauded the prospect of operating independently under the Raymond James umbrella while having access to “innovative technology and back-office support.”

“What truly distinguishes Raymond James is the autonomy it provides, allowing us to craft a succession plan that aligns with our long-term vision,” said Burkhart, who began his career in 1993 at Edward Jones, where he spent more than 30 years. Gretchen and Gabriele are his daughters. “Joining Raymond James has offered the perfect blend of independence and robust resources, making it an exceptional fit for both our clients and our practice.”