Carson Group Launches NextGen Advisor Council

Editorial Staff

16 January 2026

Carson Group has launched its inaugural NextGen Advisor Council and the rollout of a new Carson Wealth career pathing program.

The Council is designed to ensure that the perspectives of rising advisors directly influence how Carson operates. Council members will contribute ideas to shape firm-wide planning and initiatives.

Members of the new bodies include:

-- Haley Wainio, Carson Wealth Marquette;
-- Tricia Garner, Carson Wealth Boston Retirement Group;
-- Jake Stone, Carson Wealth Cornerstone;
-- Justin Schultes, Carson Wealth Cedar Rapids;
-- Shannon Herrell, Carson Wealth Kansas City;
-- Daniel Leal, Carson Wealth Omaha;
-- Hope Campbell, Carson Wealth Columbia;
-- Alexis Karn, Carson Wealth Hartford;
-- Chris Allen, Carson Wealth Cincinnati; and
-- Eleni Yeros, Carson Wealth Littleton.

The firm has also launched its Carson Wealth Career Path Exercise for Advisors. It creates a shared understanding of expectations, progression and development goals while allowing flexibility for each office to adapt.