The latest senior moves in wealth and asset management from across North America.

Advisor Group
Advisor Group has recruited Azoze Johnson & Associates to join its network in the US. The Spokane, Washington-based firm, which includes three financial professionals, oversees $168 million in total client assets.

Azose Johnson & Associates joined via its subsidiary and network member firm Royal Alliance Associates.

Partners Maynard M Azose and Amanda K Johnson, along with financial professional Nick R Fuller, support clients throughout the Spokane region and beyond with financial, retirement and estate planning, investment management, educational funding and social security analysis.

The firm was founded by 30-year industry veteran Jill A Ruser, who partnered with Azose as part of her succession strategy before retiring in 2020. Azose now leads the firm along with Johnson, who joined the firm in 2018 and serves as its head of operations.

Advisor Group also includes FSC Securities, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services. The firm serves about 10,100 financial professionals and oversees over $475 billion in client assets.

Schwab Charitable
Schwab Charitable™, one of the big US providers of donor-advised funds and other philanthropic services, has appointed Sam Kang as president as of July 1, replacing Kim Laughton, who had previously announced plans to retire from the organization this summer.

Kang joined Schwab Charitable in 2018 and leads the service, operations and technology teams. Prior to joining the organization, he spent more than 20 years at TD Ameritrade where he served in a variety of leadership roles in strategy, technology and operations. He holds the Chartered Advisor in Philanthropy® designation, is an executive sponsor for the Charles Schwab Community Ambassadors Team in Westlake, Texas, and is part of the executive leadership team for the American Heart Association in Tarrant County, Texas.

Laughton is retiring after nearly a decade as president during which she oversaw an historic increase in annual granting, from $550 million in 2012 to $3.7 billion in 2020.