A team of advisors that oversaw $1.2 billion in client assets at Lincoln Financial Group has joined Commonwealth Financial Network.
Jacksonville, Florida-based Aegis Consulting includes principals Michael Cirino and Alexander Harrison, along with 11 advisors and support staff. The advisors are Bruce Chadbourne, Cindy Deavel, Stuart Farb, Hayley Gregory, Rebecca Kaufman, Taylor Lloyd, James Neel, Nathan Rogero, Bruce Schilling, Michael Sullum and Walter Williams.
Cirino has 38 years of experience, according to his BrokerCheck report, and had been affiliated with Lincoln Financial Advisors since 1998. Harrison has 24 years of experience and had been affiliated with Lincoln since 1999. According to a statement, the members of the team have an average of 24 years of experience.
“While our bias was to stay where we were, after an extensive due diligence process, it was clear that Commonwealth was the best choice for our clients, advisors, and staff,” Cirino said in the statement. “We don’t need to reinvent the wheel — we just want to make the wheel better, and Commonwealth gives us the ability to do that and run the business the way we want.”
Harrison noted that Aegis Consulting aims to grow nationally, “and we are in a better position to do that with Commonwealth.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.