The planning veteran is being recognized for outstanding achievements in service to society, academia, government and professional activities.
Adrian John of Seattle, who managed $200 million, is affiliating with the firm's independent adviser channel.
Abbie Osterbur and Niralee Patel are joining the firm’s employee adviser channel in Champaign, Illinois.
The aim is to help more military members and their families reach financial goals.
The firm specializing in tax-related advice draws from advisers and accountants.
The unit overseeing almost $2.5 billion is joining the team at Cadence Bank, which was already affiliated with LPL.
WealthPartners, which oversees assets of $500 million, primarily focuses on high-net-worth individuals and families.
The digital platform provides access to alternative investments and fixed income.
The Veteran Financial Advisors Network supports vets in developing their businesses and careers.
Smaller fund companies are struggling to differentiate their offerings, the survey finds.
