Financial advisors Dan Foran, John Foran and Jessica Foran operate as The Foran Financial Group while Brian Sweatt and Mark Walters operate as Sweatt & Walters, Insurance & Investment Advisors.
The five of them collectively managed nearly $200 million in client assets at their former firm, LPL.

While they function as two independent firms, they share many resources and clients, Raymond James said. Sweatt & Walters is a satellite office of the Foran Financial Group branch - both are located at The Green Brook Office Park and offer securities through RJFS.

Also joining Raymond James as part of The Foran Financial Group are operations manager, Jennifer Cerrat, and client service managers Anne Kukoda and Diane Zychlinski. Along with Sweatt & Walters, Dina Didario has joined as an operations manager.