Wells Fargo Advisors Financial Network, Janney Montgomery Scott, and Raymond James announced new recruitment wins Wednesday with advisors managing a combined $1.6 billion switching firms.
The biggest of the moves was scooped by Wells Fargo Advisors Financial Network which added Rebich Investments, a nine-person practice based in Edinboro, Pennsylvania.
The team previously operated under the Stifel Independent Advisors umbrella and reported managing more than $650 million. Todd Rebich leads the group and makes the move along with advisors Brian Long, Greg Keil, Allison Rebich, and Zane Wright and support staff Aimee Forkey, Misty Dawson, Alison Petkac, Truman Vereb, and Sam Work.
Their arrival builds on a strong month for FiNet in May, during which the network brought in advisors collectively responsible for more than $3 billion in assets including two Merrill teams overseeing $1.4 billion.
Raymond James has welcomed Jason Hull and Jessica Penza to its employee advisor channel, Raymond James & Associates, in Dublin, Ohio.
The pair arrived from UBS Financial Services, where they jointly managed approximately $450 million in client assets, and will operate as Hull Penza Wealth Advisors of Raymond James. Client service associate Jennifer Hill joins them in the new practice.
Hull, a senior vice president of wealth management, started his career in financial services in 1995 and spent 12 years at his prior firm. Penza, vice president of investments, began in the industry in 2007 and built experience across client service, operations, and wealth management before the move.
Meanwhile, Janney Montgomery Scott has established a new office in Akron, Ohio, with the recruitment of Guy Jardine, a senior vice president and wealth management specialist who joins from Raymond James.
Jardine takes on a branch manager role and will help lead advisor recruiting across the greater Akron market. He oversees more than $300 million in client assets and is accompanied by private client associate Lori Cheslock.
Jardine brings more than 28 years of industry experience, having started his career at Kidder, Peabody & Co. in 1993 before building a practice spanning financial planning, retirement strategies, and wealth management for individuals and families.
The Akron office sits within Janney's Buckeye Complex, overseen by complex director Scott Horowitz. The hire extends a broader Ohio push for the firm: 13 advisors have joined Janney across five branch offices in the state since 2024, including new openings in Cambridge, Mansfield, and Hudson.
Only 7% of U.S. parents are "very confident" they understand how the Trump accounts work, says Omni Calculator
One transfer alone came to $5.6m, and the receiver says none of it was real profit.
Investors chose which factory to fund - the SEC says the money went elsewhere.
Ameriprise and LPL Financial for the past few years have engaged in a financial advice trade war.
Why advisors at every stage may have more leverage, flexibility, and strategic options than they realize.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
