LPL Financial has announced that Trey Pope has joined its broker-dealer and RIA platform.
Pope, transitions from Edward Jones where he managed approximately $160 million in client assets and operates out of Huntsville, Alabama. He’s spent more than a decade serving clients including engineers, healthcare professionals, public sector workers and retirees.
The move follows an extensive review process, with Pope citing the firm’s capabilities as a decisive factor.
“I spent more than a year conducting due diligence,” he said, adding that “the technology and tools at LPL meaningfully expand how I can serve my clients, and the firm’s economies of scale allow me to run my business more efficiently while sharing those benefits with the families I work with.”
LPL executive Scott Posner added that Pope’s planning-led philosophy and emphasis on client relationships align with the firm’s advisor-first model.
Meanwhile, The Bahnsen Group is advancing its national expansion strategy with the launch of a new office in Pittsburgh—its twelfth location overall.
The firm has appointed financial advisor Grady Wirth, formerly with J.P. Morgan Wealth Management, to operate from the new site in Cranberry Township.
Leadership pointed to strong regional demand as a driver behind the move.
“The western and central Pennsylvania market has long been an area of strong client interest for us,” said managing partner David Bahnsen. “Not only is there a tremendous client base there already, but we are confident it will build into a significant market over time and so having a physical presence and putting resources and talent on the ground there was the logical next step.”
Wirth framed the opportunity as a pivotal career step, noting the appeal of launching a new office in a familiar market.
“When I was offered the opportunity to establish and lead a new office for a nationally recognized wealth management practice in a city I love, I knew it was the most meaningful opportunity of my career,” he said.
The Pittsburgh opening marks the firm’s second new location in 2026 and continues a multi-year expansion that has seen it scale to more than $9.5 billion in assets under management across a growing national footprint.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Survey finds AI widely embedded in research and analysis, but barely touching portfolio construction or trade execution.
Two firms land teams managing more than $1.1 billion in combined assets from Kestra and Edward Jones.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
