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Who's Moving Where In Wealth Management? – Citi Wealth, LPL, Raymond James
Editorial Staff
29 September 2026
Citi Wealth McCosker joined Citigroup in 2025. Operating as Harris Wealth Partners in Rochester, New York, the team arrived from Commonwealth Financial Network where it managed about $500 million in client assets. The advisors are joined by executive assistants Melissa Rigdon and Taylor Rynders, and client relations manager Rochelle Bober. Raymond James also recently welcomed financial advisors David Lorbiecki, Dan “Chris” McPhail Jr, David Haas and Willis Gaer to the employee advisor channel.
Anne McCosker, head of lending at Citi Wealth, is taking up leadership of the Citi Wealth Deposits team, putting lending and deposit product areas under a single leadership structure.
LPL Financial
LPL Financial has announced that financial advisors Jon Burnett, Dan Fowler and Chad Carlile have joined its broker-dealer, RIA and custodial platforms. Together, the advisors reported serving approximately $430 million in advisory, brokerage and retirement plan assets. They have joined LPL from Raymond James.
Based throughout the Texas Panhandle and West Texas, Burnett Financial Services, Fowler Investment Services and Carlile Investment Services serve a client base that includes farmers, ranchers, oil and gas professionals, business owners and multigenerational families.
Based in Amarillo, Texas, Burnett Financial Services is led by financial advisor Jon Burnett. Supporting the practice is Ryan Houk who has worked with Burnett and his clients for approximately 15 years.
Fowler Investment Services, which is based in Pampa, Texas, is led by financial advisor Dan Fowler, who has worked in financial services since 2012.
Based in Lubbock, Texas, Carlile Investment Services is led by financial advisor Chad Carlile who has more than two decades of industry experience serving clients across West Texas. Supporting the practice is Cyan Batchelor who has worked alongside Carlile and his clients for approximately 20 years.
Raymond James
Raymond James recently welcomed financial advisors Todd Harris, Connie Gilderhus, Sarah Fuller, Robert Conderman and Joseph Palma to the firm’s independent advisor channel.
Harris brings more than 20 years of financial services industry experience to his role as principal of the team. He holds a bachelor and master’s degree in chemistry as well as a master’s degree in science education from Syracuse University.
The group operates as Greenwood Wealth Partners of Raymond James in Clive, Iowa. The advisors have arrived from D M Kelly & Company where they managed approximately $1.25 billion in client assets; they are joined by practice business manager Holly Ellsworth.