Kestra Financial, a wealth management platform, welcomed a total of 26 financial professionals collectively overseeing more than $2.4 billion in the first three months of 2025.

The additions to Kestra Financial and Kestra Private Wealth Services included Brian Menickella, Beacon Financial Services; Nickolas Ellis, Nick Ellis, and Jeff Lewis, EAG Private Wealth Management; Dennis Fesser, Fesser Financial; Scott Fanatico, The Financial Services Center; Amy Dunham, joined Inspired Wealth Planning; Tara Carlson, Magnolia Wealth Partners; Hugo Marrero, Marrero Wealth; Shaun Kimball, Momentum Strategic Wealth; Philip Olstein, Olstein Financial Group; Karl Schwartz, OWL Private Wealth Advisors; Stewart Werner, PlanWell Private Wealth Services; Rebecca Jones, RLJ Wealth Management; Todd Summers, Seasons Wealth; Mike McMeans, Silverling Financial; John Marmion and Shea Marmion, Turas Wealth Partners; John Pettis, Undivided Wealth Management; and Al Varano and Steve Spong, The Varano Spong Financial Group.

Kestra Private Wealth Services welcomed Turas Wealth Partners, a wealth management firm led by John Marmion and Shea Marmion, a father-son duo, to its platform. It also appointed Amy Dunham to join its community of independent financial professionals. Dunham and her team were previously associated with Edward Jones.

DayMark Wealth Partners added a $200 million advisory team led by John Kaufman. The team drives expansion into Chicago and Park City, Utah, DayMark. The team includes portfolio manager, and partner Gregg Kaplan and director of client relations, Hilary Bryson. They serve high net worth and ultra-HNW individuals.

Rockefeller Global Family Office added two teams in Chicago. It added Rathi Wealth Partners and Singh Wealth Partners. Both teams were previously with Merrill Lynch Private Wealth Management.

Rathi Wealth Partners is led by private advisor and managing director Raj Rathi. It includes private advisor and vice president Dean Turner, senior client associate, VP Stacey Specht, wealth manager, VP John Clayton Bowers, and senior client associate and associate vice president Patrick Gawne.

Singh Wealth Partners, which is led by private advisor and MD Kanwar Singh, includes PA and senior VP Steve Coleman, senior investment associate and senior VP Chandra Federle, senior client relationship manager and VP Krishna Vege, and senior client associate and associate VP Savannah Neal. 

Both teams report to Brett Thelander, Northern divisional director of Rockefeller Global Family Office.  

Separately, Rockefeller Global Family Office brought in a team from UBS. Chase Newman Riordan Wealth Partners joined, the first private advisor team to be headquartered in Florham Park, New Jersey. The team, which is led by private advisors and managing directors Ray Chase and Angie Newman, includes private advisor and senior vice president Dan Riordan. 

Lloyds North America appointed former CIBC senior figure Farhad Merali as head of corporate and institutional coverage. The institutional coverage team in North America includes asset and wealth managers as one of the key coverage areas. Merali, who is based in New York, works with William Mansfield, CEO and country head – North America, Lisa Francis, managing director, institutional coverage, and Andrew Edwards, managing director, client solutions group. Formerly at CIBC Capital Markets, Merali has 19 years of experience in origination, structuring, coverage, and advisory across the financial services sector in the US, Canada, and Australia. 

Nomura Capital Management, a wholly owned subsidiary of Nomura Holding America, appointed Ashu Pal as head of portfolio management. 

RBC Wealth Management in the US added The Degenaars Babb Group, a New York-headquartered group that has joined from JP Morgan Wealth Management with over $5 billion in assets under management. RBC Wealth Management US added senior vice president – financial advisor Jim Kirk to its Minneapolis branch. Kirk, who came from US Bank, has more than 20 years of experience guiding high net worth individuals and families. 

MiddleGround Capital, a private equity firm that focuses on middle-market business-to-business industrial and specialty distribution firms, hired Jonathan La as chief financial officer. La reports to Christopher Speight, partner, and works in MiddleGround’s New York office. La also leads .the accounting and fund accounting teams for MiddleGround’s US and European offices. Prior to this, La worked for 25 years in the private equity industry, including serving for 17 years at Monomoy Capital Partners as director of finance. 

Bleakley Financial Group added two advisory teams from Northwestern Mutual. Among the incoming teams: Miller Financial Services, led by founder Jeff Miller, alongside partners Chris Glasscock and Colin Smith. 

Financial advisors Noah Doyle and Charles Princiotto, previously operating as Battery Park Financial Partners at Janney Montgomery Scott, launched SoundRidge Private Wealth, a Manhattan-based financial advisory practice. The team is affiliated with Wells Fargo Advisors Financial Network . Doyle and Princiotto have worked together at Morgan Stanley. They later led Doyle & Associates at Merrill Lynch Wealth Management before founding Battery Park Financial Partners.

Advisory Services Network took on a new financial advisory team, Harris Wealth Management, in Springdale, Arizona. The team was previously with Cornerstone Advisors. The group includes financial advisors Tyler Harris and Gary Harris.

Paul Izlar and Brendan Keelan joined NewEdge Wealth, an RIA which serves ultra-high net worth families, family offices and institutional clients. Izlar became a managing director and Keelan is taking on the role of principal, investment solutions, fixed income.

InvestCloud, a wealthtech firm, appointed former Envestnet COO Josh Mayer as chief operating officer in its APL managed accounts platform team. In this newly-formed role, he reports to APL president Cheryl Nash. Mayer was most recently COO of Envestnet.

Citi Wealth named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect. Bickar was previously a senior art advisor. For the past decade, Bickar advised ultra-high net worth clients on buying and selling art. Most recently, Mary-Kate O’Hare served as head of art advisory; she left the US bank earlier in 2025

Ballast Rock Private Wealth, an RIA based in Charleston, South Carolina, appointed Troy Davidson as a wealth advisor, serving high net worth and ultra-HNW clients. Most recently, Davidson was a vice president and financial consultant at Charles Schwab.

Northern Trust promoted John Massey to senior managing director for the Foundation & Institutional Advisors practice in the East region of the US. Previously, Massey served as a senior institutional investment advisor for the FIA practice. Prior to joining Northern Trust in 2012, Massey worked for the State of Connecticut’s Pension Fund Management division as a principal investment officer.

Mesirow added Alex Gordon as wealth advisor. Gordon has experience in financial planning and analysis for high net worth individuals and multi-generational families.

Endeavor added two former Northern Trust senior figures as new partners: Adam Brennen and Philip Armes. Brennen is also president, and Armes is director of business advisory.

Crescent Grove Advisors named Adam Lieb as chief business development officer. Lieb, based in Lake Forest, Illinois, works with Crescent Grove's managing directors. Prior to this, Lieb was at BNY Wealth Management where he was senior client strategist for BNY’s global family office business. 

PNC Financial Services Group appointed Mark Wiedman as president of the corporation and its wholly owned banking subsidiary, PNC Bank, National Association. Wiedman  reports to PNC chairman and CEO William S Demchak. 

Osaic, a US provider of wealth management solutions, appointed Saumya Bhavsar as chief legal officer and general counsel. Bhavsar previously served as vice president and head of legal at Meta FinTech, the business division of Meta. Prior to Meta, Bhavsar gained experience in wealth management, strategic transactions and regulatory compliance from her tenures as global head of regulatory affairs at Credit Suisse and managing director at UBS. 

Savvy Advisors added five financial advisors: 

-- Jack Fitzpatrick is a 23-year veteran of Morgan Stanley’s foreign exchange and commodities trading team;  
-- Tyson Lokke joined Savvy after departing Farther earlier this year; 
-- Aaron Peloquin is a consultant turned financial advisor;  
-- Jared Tanimoto is a founding member of the Investopedia Advisor Council; and   
-- Dustin Thomas joined Savvy after spending over six years at Valeo Financial Advisors, where he established a practice serving HNW individuals.

MAI Capital Management said Jon Hayes and Tim Hightower joined to serve professional athletes with financial planning, investment solutions, and family office services. Hayes is president and co-founder of Constellation Sports Council; Hightower is a colleague. They joined MAI as a senior wealth advisor, managing director and as a wealth specialist, senior associate, respectively.

The following are Raymond James appointments:

-- Financial advisors Brian Flader, Michael Flader and Chris Young , in Scottsdale, Arizona.
-- Peter Jurasz, Rebecca Hall, Harold Heidersdorf, Christian Veliz, and Ryian Jurasz, Juneau, Alaska.
-- Fnancial advisors Kevin Vasilik and Kristi Rossy , operating as Wayfinder Wealth Management, based in Bohemia, New York. 
-- Financial advisor Joel Mitchell in Spokane, Washington.
-- Financial advisor Kevin Walkerjoined , Naples Florida. 
-- Former Wells Fargo financial advisors Marcus Jones, Eric Sommers, Michael Foster and Christine Rutherford , Perrysburg, Ohio.
-- Doug Brigman, president of Asset Management Services. He succeeded Erik Fruland in preparation for his planned retirement. 
-- Financial advisor David Tam  San Diego, California.
-- Financial advisors Jefferey Biederman, Jr and Andrew Burns , in Huntington, West Virginia.