Advisor moves: LPL lands $350M veteran advisor duo in Florida

LPL has announced that Matt Roberts and Kent Voges have joined Frontline Investment Advisors, an LPL Financial-affiliated firm powered by 15 Wealth.

Roberts and Voges, who worked together for 24 years, moved their Tampa-based practice from Valic Financial Advisors, now known as Corebridge Financial. The pair reported serving approximately $350 million in advisory, brokerage and retirement plan assets.

Their practice focuses on individuals and families preparing for or living in retirement, along with helping the next generation build and preserve wealth. The team is supported operationally by Carol Gray.

"We've always believed that financial advice starts with listening and education," Roberts said. "Every client's situation is different, and our goal is to help them feel informed, comfortable and confident about the decisions they're making."

Voges pointed to the operational backing behind the move. "The support offered through 15 Wealth and Frontline Investment Advisors allows us to streamline our business and dedicate more of our time to serving clients," he said.

Read more: Will AI replace the advisor? LPL’s Rich Steinmeier adamant as firm announces $2B tech push

Raymond James adds two teams managing more than $500 million

Raymond James & Associates, the firm's employee advisor channel, brought on two separate teams in the Midwest this week.

Abby Stancik and Julie Sabransky joined RJA in Deerfield, Illinois, operating as Stancik & Sabransky Wealth Management of Raymond James. The pair arrive from Wells Fargo, where they previously managed more than $200 million in client assets, and serve individuals and families, healthcare professionals and retirees. They are joined by client service associates Melissa Hypes and Blake Carpenter.

"We chose Raymond James because its culture reflects the way we serve clients with objectivity, long-term thinking and a strong commitment to putting people first," said Stancik, a veteran wth 27 years of industry experience. Sabransky has been in the industry for 32 years.

Separately, Michael Rose and Scott Gillespie joined RJA in Lafayette, Indiana, forming Pathway Advisory Group after departing Stifel, where they managed $316 million in client assets. The team, joined by senior registered service associate Patty Horner, works with individuals, families and small business owners, with an emphasis on multi-generational wealth planning, retirement and education strategies.

"Raymond James provides our team with the culture, succession planning and local leadership to support the long-term growth of our clients and our practice," said Rose, who has been in the ndustry for 25 years. Gillespie started his career in financial services in 2000.

Read more: Raymond James lands $5.4B advisor team from Comerica

UBS lands Cincinnati-area duo from Morgan Stanley

In Kenwood, Ohio, UBS added financial advisors Mitch Edwards and Jeff Stanley, who joined from Morgan Stanley to form The Stanley Edwards Group within the firm's Ohio-Indiana-Kentucky market.

A veteran of the US Air Force, Edwards brings experience serving pre-retirees, retirees and business owners through wealth planning and investment management, having held roles including senior vice president, wealth management, and senior portfolio manager at his prior firm. Stanley focuses on helping clients preserve and manage wealth through customized financial planning built around individual and family priorities.

Andrew Dempsey, market executive for the region, welcomed the pair, highlighting their "substantial industry experience, [strong] commitment to their clients and deep relationships in the Ohio market."