Who's Moving Where In Wealth Management? – F2 Strategy, LPL Financial

Editorial Staff

20 August 2026

F2 Strategy, Meradia
Meradia, an F2 Strategy company and consulting firm for wealth and asset managers, has appointed Glen Robertson as director.

Robertson brings more than two decades of experience in investment operations, technology implementation and business transformation, including more than a decade guiding institutional investment managers through complex SimCorp programs.

He is based at F2 Strategy’s West Chester headquarters, Pennsylvania.

LPL Financial
LPL Financial said this week that financial advisor Chris Stockton has joined its broker-dealer and RIA platform. Stockton, who was formerly with Edward Jones, reported serving approximately $160 million in advisory, brokerage and retirement plan assets.

The founder of Guidepost Wealth Management, he is based in Stillwater, Oklahoma.