Cetera Financial Group announced it has added financial advisors David Park and Tammy Hospodar, along with their support staff, to its network from Osaic.
The Valencia, California-based team – operating as Park Wealth Advisors and including associates Erica Soliz, Oscar Dominguez and Debe Pennington — oversees approximately $140 million in assets under administration.
Park and Hospodar aligned with BAR Financial, a region within Cetera's Large Enterprise channel led by Managing Director Greg Brackett.
Park Wealth Advisors serves individuals, families and clients with specialized planning needs, including same-sex couples, using a goals-based approach that the principals describe as relationship-driven rather than transaction-focused.
In a statement, Park praised the consistency and continuity of service he's received so far at Cetera, as well as the "amazing" interface of the firm's AdviceWorks platform.
Hospodar echoed those sentiments, noting that operational speed and access to marketing and branding support from BAR Financial had made the transition feel straightforward.
Tim Stinson, president of Cetera's Large Enterprise channel, said the firm was drawn to how Park and Hospodar had built an accessible model that works across diverse client segments.
As of March 31, 2026, Cetera firms managed approximately $630 billion in assets under administration and $296 billion in assets under management.
LPL Financial announced the addition of Fifteen:22 Financial Partners, a Kansas-based advisory firm that reported serving approximately $380 million in advisory, brokerage and retirement plan assets. The team joins LPL from Nations Financial Group.
Fifteen:22 is led by managing partners Douglas Bennett, Nicholas Bennett, Van Schaffer, Malcolm Ong, Brent Hoffman and Douglas Stephens, with the group collectively bringing more than 120 years of combined industry experience.
The firm was founded more than 35 years ago and has grown through multigenerational client relationships and referrals. The team is supported by Jennifer Greer and Rachel Price.
The firm operates a team-based advisory model in which advisors function as an investment committee – aligning on strategy while maintaining individualized client relationships. Fifteen:22 also offers values-based investing options for clients whose financial goals extend beyond conventional return metrics.
"We are not solely focused on gathering assets — we are focused on fostering trust and strong relationships through education, service and thoughtful advice," said Hoffman. "Whether we are working with retirees, their children or even their grandchildren just beginning to invest, our goal is to be a long-term partner in their financial lives."
Douglas Bennett said the firm chose LPL for its technology infrastructure and client-facing tools. Technology investment has become a decisive factor for many advisory teams evaluating platforms, a trend that has accelerated as advisors serve increasingly multi-generational client bases.
"LPL's commitment to innovation and its continued investment in technology stood out to us," Bennett said.
Overland Park, Kansas-headquartered Prime Capital Financial said it has added Brendan Kenny, a Farmington, Connecticut-based financial advisor with more than 25 years of industry experience.
Apart from the CFP certification, Kenny is Certified in Blockchain and Digital Assets.
Before joining Prime Capital, Kenny held roles at Morgan Stanley, UBS, Smith Barney and Fidelity Investments.
Glenn Spencer, chief executive officer of Prime Capital Financial, described Kenny's approach as grounded in personalization and long-term client attention – qualities the firm said align with its expansion strategy.
"I've always believed that the best financial planning is both rigorous and deeply personal. That's the standard I hold myself to, and Prime Capital Financial is a firm built around the same conviction," Kenny said.
Last month, Prime Capital Financial bolstered its footprint in the DFW region with the addition of Shane Miller, who brings over 10 years of experience to his role as managing director.
IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.
A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.
"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
