Raymond James and Ameriprise Financial each announced the addition of advisor practices in the last 24 hours.
Raymond James said its Financial Institutions Division recently added advisors Nick Weber, Jim Peavey and Kevin Stone to First Investments & Planning at FNBO, where they will deliver investment and wealth management services through Raymond James Financial Services.
The Kansas City-area team works across several offices and oversees about $145 million in client assets. The advisors previously operated through Country Club Trust Company, a subsidiary of Country Club Bank that FNBO acquired last October.
“Nick, Jim and Kevin bring a disciplined, planning-focused approach and a strong commitment to client outcomes,” said Grace Austin, senior vice president and North division director of Raymond James’ Financial Institutions Division. “As FNBO advances its integration efforts, we’re proud to support the continued growth of this robust wealth management program with the resources and systems needed to ensure a seamless experience for its advisors and their clients.”
Jennifer Benson, vice president of financial advisory services at FNBO, said the hires will deepen the bank’s presence in the Kansas City market.
“We’re excited to continue building on the momentum within First Investments & Planning as we grow our team in the Kansas City market,” Benson said. “This team’s client-first approach aligns with our culture and strengthens our ability to deliver a consistent, high-quality experience for clients.”
The move marks another expansion tied to FNBO’s investment program. Earlier this year, Raymond James announced the addition of another advisor group affiliated with FNBO overseeing approximately $420 million in assets.
Meanwhile, Ameriprise Financial said Strickoff Financial Services, a practice managing nearly $140 million in client assets, has joined its branch channel from Commonwealth Financial Network.
The practice is led by Kive Strickoff, CPA, AIF, who moved to Ameriprise with longtime client service associates Rhonda Sossner and Colleen Barbato. They joined The Atlantic Group, an Ameriprise advisory practice based in Boca Raton, Florida, led by founding partners Andrew Lerner and Logan Shalmi which transitioned from Oppenheimer in October 2025 and now comprises 11 advisors.
The move was made as part of a long-term succession and transition plan, with Ameriprise saying its field leadership helped Strickoff identify a team with similar values and service standards through its External Practice Acquisition Program.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
