LPL Financial announced the addition of Cebert Wealth Advisors, a seven-advisor team previously affiliated with Ameriprise that reports serving approximately $1 billion in advisory, brokerage and retirement plan assets.
The practice based in The Villages, Fla. focuses on retirees, pre-retirees and multigenerational families in one of the country's largest planned retirement communities, according to LPL's announcement Wednesday.
Cebert Wealth Advisors' arrival comes right after LPL welcomed Davis Executive Wealth, a team formerly with Steward Partners in Massuchusetts.
Dale Cebert, the firm's eponymous founder, leads a team that includes Alec Thomas, Catherine Harris, Tom Romanac, Stephen Peterson, David DeSantis and Mark Dickerson. Together, they serve more than 1,700 clients, the majority of whom are at or near retirement.
"The Villages is a community filled with people who have worked hard, built meaningful careers and are now focused on enjoying retirement while protecting what they've built," Cebert said. "Our role is to help clients navigate that transition with confidence by providing thoughtful, personalized strategies that support sustainable income, long-term financial freedom and legacy planning."
In joining LPL, Cebert cited "the flexibility to remain independent while expanding the resources we can deliver to our clients," as well as "access to broader investment solutions, research and technology."
The team is supported by a staff of 11 client service and operations professionals.
Cetera Financial Group has announced two separate advisor moves this week: one a new recruit from the post-Commonwealth landscape, the other making a quick comeback from LPL.
Mark Yatros and his Allegiant Wealth Strategies practice in Michigan joined Cetera's Summit Financial Networks community, bringing approximately $176 million in assets under administration.
Yatros spent nearly a decade affiliated with Commonwealth Financial Network, which was acquired by LPL in a move that led to a recruitment free-for-all among rival broker dealers. He has 35 years of industry experience and leads a four-person fully licensed team.
"Commonwealth was extremely advisor-focused, and they had that small-firm feel," Yatros said. "In my experience, as broker-dealers get larger and larger, you get further and further away from the people who matter most to supporting your business. ... I didn't want to go back to that structure."
Yatros said Summit's selectivity mirrored what drew him to Commonwealth in the first place. "[Commonwealth] was like a membership — not everyone could get in," he said. "Cetera has done the same thing with Summit, and those are the people I want to be affiliated with."
Separately, Cetera said Mark Gavrilov and his Brooklyn, N.Y.-based Gavrilov Wealth Management practice returned to the firm less than 30 days after leaving for LPL. Gavrilov, who oversees approximately $217 million in AUA and serves nearly 1,000 clients, described his LPL departure as a "trial period" to gain perspective on the broader industry.
A 2024 and 2025 recipient of Cetera's Circle of Excellence award, Gavrilov was with LPL from 2012 to 2019, then affiliated with Cetera from 2019 until his brief move earlier this month.
"Over the past few weeks, I explored a new professional environment and gained fresh perspective within our industry," Gavrilov said. "After reviewing other options, it became clear to me that Cetera is at the head of the industry in terms of technology, service and turnaround time for issue resolution."
LeAnn Rummel, president and CEO of Cetera Investment Services, acknowledged the gravitational pull of transition incentives.
"The reality of our industry is that transition checks can be extraordinarily compelling, and because they often come paired with promises of a seamless move, it can feel like an easy decision," she said."The truth is rarely that simple."
Raymond James' Financial Institutions Division said it recently welcomed Larry Rolland to First Farmers Investment Group at First Farmers Bank & Trust in Kokomo, Ind.
Rolland manages more than $112 million in client assets and was previously affiliated with LPL. He brings more than 25 years of financial services experience and is husband to Irene Rolland, branch manager at FFIG.
Just last week, Raymond James' FID channel logged its addition of an advisor duo managing roughly $515 million in Kansas City, Missouri.
"Strong programs are built by giving advisors the right environment, resources and support to do their best work," said Grace Austin, senior vice president and North division director of Raymond James FID. "We're proud to support First Farmers Investment Group's continued growth and help deliver meaningful outcomes for clients."
Irene Rolland said the addition brings FFIG's team to a combined 187 years of licensed financial services experience.
Synthesis Wealth Planning brings a fivefold asset growth story and a recently merged practice to the Bluespring fold.
Janus Henderson Investors research reveals demand for transparency, but lack of awareness of AI’s prevalence in the corporate world.
New research reveals rising expenses, forced early exits, and a widening gap between how long people live and how long their money lasts.
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
