Three wealth management firms are expanding their advisor ranks, with new hires collectively representing hundreds of millions in client assets as recruiting competition remains intense.
LPL Financial said advisor Greg Selg has joined its broker-dealer and RIA platform from Osaic, bringing about $260 million in client assets.
Selg emphasized a planning approach rooted in understanding clients’ personal circumstances. “My approach has always been centered on education and understanding the people behind the numbers,” he said. “By taking the time to learn a client’s family dynamics, values and long-term goals, I’m able to translate complex financial strategies into practical steps that align with their lives. That clarity is what allows clients to make confident decisions about their future.”
He also pointed to operational efficiencies as a key reason for the move. “LPL’s technology stood out for how seamlessly it supports the way I run my business,” Selg said. “The ability to streamline processes and access reporting and planning tools more efficiently allows me to spend less time on administrative tasks and more time serving clients. That efficiency ultimately enables me to reinvest my time where it matters most — with the families I work with.”
LPL leadership said Selg’s client-centric approach aligns with the firm’s broader strategy. “We are pleased to welcome Greg to LPL. His commitment to education, accessibility and goals-based planning aligns with LPL’s purpose to empower advisors with the independence, technology and support they need to deliver personalized advice to clients and grow their practices,” said Marc Cohen.
Separately, Osaic recruited advisor Geraldine Spinella through New York Financial Partners, adding approximately $107 million in assets from Raymond James.
Based in Garden City, New York, Spinella focuses on guiding clients through financial transitions with tailored strategies. “I’m excited to work with a team known for its supportive approach and ease of doing business,” she said. “Their leadership and extensive experience will be instrumental as I embrace the next chapter of my career and continue delivering thoughtful guidance to my clients.”
Her new firm highlighted her planning philosophy and community ties. “We’re thrilled to welcome Geraldine to New York Financial Partners,” said Howard Asch. “Her client-first philosophy, deep community ties and disciplined approach to financial planning make her a strong addition to our team, and we look forward to supporting her continued growth.”
Meanwhile, Janney Montgomery Scott added advisors Adam Runk and Greg Marco to its Lancaster, Pennsylvania office, strengthening its footprint in the region.
The pair bring nearly four decades of combined industry experience and were drawn to Janney’s advisor-focused environment, according to the firm.
The trio of moves underscores continued competition among broker-dealers and wealth platforms to attract experienced advisors, particularly those bringing established client relationships and significant assets.
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