A team of advisors that oversaw $1.2 billion in client assets at Lincoln Financial Group has joined Commonwealth Financial Network.
Jacksonville, Florida-based Aegis Consulting includes principals Michael Cirino and Alexander Harrison, along with 11 advisors and support staff. The advisors are Bruce Chadbourne, Cindy Deavel, Stuart Farb, Hayley Gregory, Rebecca Kaufman, Taylor Lloyd, James Neel, Nathan Rogero, Bruce Schilling, Michael Sullum and Walter Williams.
Cirino has 38 years of experience, according to his BrokerCheck report, and had been affiliated with Lincoln Financial Advisors since 1998. Harrison has 24 years of experience and had been affiliated with Lincoln since 1999. According to a statement, the members of the team have an average of 24 years of experience.
“While our bias was to stay where we were, after an extensive due diligence process, it was clear that Commonwealth was the best choice for our clients, advisors, and staff,” Cirino said in the statement. “We don’t need to reinvent the wheel — we just want to make the wheel better, and Commonwealth gives us the ability to do that and run the business the way we want.”
Harrison noted that Aegis Consulting aims to grow nationally, “and we are in a better position to do that with Commonwealth.”
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
The industry group and other financial associations called out risks from premature disclosures, overreporting, and bad actors weaponizing the rule's requirements.
In regards to the new fund, called WVB All Markets Fund, Morningstar analysts wrote that, “despite the brand-name pedigree of the asset managers involved, most of these strategies are untested.”
New Broadridge survey reveals surge in AI investments, with a third of respondents expecting a payoff within six months.
The latest launches in 2025, which include leveraged strategies, cryptocurrency, and active funds, mark a sharp turn from the passive revolution envisioned by Jack Bogle.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.