Among the latest advisors to switch firms, three teams managing client assets of around $1.45 billion will be starting 2026 with fresh partners.
Tampa-based IFP has added CenterBridge Planning Group, a five advisor team previously affiliated with Commonwealth Financial Network, now part of LPL Financial. CenterBridge is led by Jeff McCabe, Pat Mahardy, Joe Lazzaro, Brent Schleicher and Andy Burr and serves clients throughout Upstate New York and across the country from offices in Syracuse and Lockport/Buffalo.
The acquisition brings over $700 million in client assets into IFP’s fold and builds on the firm’s recent streak of advisor transitions from Commonwealth, reinforcing its appeal as a destination for established practices seeking stability, flexibility and growth potential.
Meanwhile, Prudential Advisors, the retail-advisor arm of Prudential Financial, welcomed Premier Planning Partners in Mishawaka, Indiana.
The all-female advisory group led by managing partners Michelle Bryant and Marcia Kamiak includes Financial Advisors Karen Carnes and Allison DeStefano and Senior Registered Client Service Associate, Angel Warner.
Premier aims to deliver tailored planning to professional women, small businesses and recipients of financial windfalls and the team joined from Raymond James Financial and manages more than $550 million in client assets.
Prudential Advisors described the move as part of a broader expansion strategy; this year it has already seen new advisors representing over $3 billion in client assets and boosted headcount by almost 9%.
Finally, Avantax, the tax-focused community of Cetera, has added Prestige Global Private Wealth to its expanding network. Led by veteran advisor Waheed Siddiqui, the Rockville, Maryland–based practice oversees about $216 million in assets under administration after departing Citigroup Global Markets Inc.
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