Who's Moving Where In Wealth Management? – Socium Advisors, Kestra, LPL

Editorial Staff

8 July 2026

Socium Advisors
Socium Advisors, a Northwestern Mutual Private Client Group with $4.71 billion in total client assets, has added Travis Bearden as partner and Steve Pitel as private wealth advisor. The additions will enhance Socium's presence in East Texas and the Mid-Atlantic, the firm, headquartered in St Louis, said in a statement.

Bearden, who is joining as the firm's 15th partner after more than 14 years as a financial advisor, is based in Tyler, Texas. He has collaborated with Socium since 2024.

Pitel is joining in Bucks County, Pennsylvania, bringing more than three decades of executive leadership experience, including serving as chief sales officer and executive vice president of sales at Dav El | BostonCoach. He transitioned to financial planning in 2021.

Kestra Financial
Kestra Financial, has added Austen Karr and promoted Jack Roller, both serving as business development consultants.

The two appointments will extend Kestra's recruiting coverage across the western US.

Karr, who has come from Raymond James, where he served as vice president for nearly 11 years, will cover Southern California, Colorado, Nevada, and Hawaii. He brings more than 15 years of experience in financial services across business development, recruiting, and distribution roles, including earlier positions at LPL Financial and MetLife.

Roller joined Kestra in 2022 as a financial planning analyst. Most recently, he served as a senior business development consultant. In his new role, he will lead recruitment across Washington, Montana, Idaho, Wyoming, North Dakota, South Dakota, and Alaska.

LPL Financial
LPL Financial has appointed David Logsdon to join its broker-dealer and RIA. Logsdon, who reported serving approximately $380 million in advisory, brokerage and retirement plan assets, is joining LPL from Wells Fargo Advisors.

Based in the Sun Valley, Idaho area, Logsdon is the founder of Summit Ridge Financial Advisors; he brings 30 years of industry experience serving individuals, families, nonprofit organizations and small businesses across the country.