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.
Choice anxiety, prestige bias, and the temptation to make selections based on outsourced confidence are just some of the parallels between investing and the world of wine tasting.
Regulators found Bank of America's monitoring software had a known flaw Merrill left uncorrected for years.
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
A 5-4 ruling preserves the Federal Reserve's independence for now, but the legal fight over presidential removal power is far from settled.
For years, large firms have been facing penalties and questions from regulators over interest rates for clients’ cash accounts.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
