Recent Additions to FiNet

The team affiliated with FiNet on April 10 and oversee $2.1 billion in assets under management. With offices in Toledo, Ohio and Bonita Springs, Florida, this multigenerational team is comprised of wealth advisors Kenneth (Ken) Wise, Mitchel (Mitch) Wise, Kenneth (Kenny) Wise II, Kristie Howe, Michael McCullough, Spencer Stone, and J. Brad Tyo; chief investment officer Brad Dobson and a support staff of four. The team was previously affiliated with UBS.

Justin Bohall, who leads Bayview Financial Group, affiliated on March 25 in Jamestown, New York. He oversees more than $290M in assets and is joined by Jennifer Briggs. The team was previously affiliated with LPL Financial.

Overseeing more than $1.7B in assets, the Snow Pine Private Wealth team joined FiNet on March 3 [from UBS]. The Wayzata, MN practice is comprised of advisors: Derek Cherne, Keith Burke, Andrew Knutson, Daniel Miller, Dean Breitbach, Peter Knutson, and Clayton Knutsen and are accompanied by a support staff of five.

Wesley Nicholson, Michael Allen, and Guy Filewich of Laurel Financial Group affiliated on March 11 [from Commonwealth] and oversee $170M+ in AUM. Based in Pittsburgh, PA, Wes, Michael, and Guy are joined by Eve Greco, Ben Nicholson, Meredith Steinhagen, and Bridget Ellis.

Financial Architect Advisors affiliated on March 12 [from UBS] in Newport Beach, CA. Advisors Frederick Grand and Thomas Nieto are joined by Laura Holland and oversee close to $690M in AUM. 

On March 13, Mark Kopkin and Scott Englehardt of Kopkin + Englehardt Wealth Advisory Group affiliated [from Stifel, Nicolaus & Company, Incorporated] in Alpharetta, GA. They’re joined by Yolanda Etchison and oversee approximately $375M in AUM.

KBK Wealth Management affiliated with FiNet [from Commonwealth ] on January 13 in NYC. With a combined AUM of more than $1.3B, the 14-person team comprises six financial advisors Richard Kass, Michael Kessler, Alan Brachfeld, Jeff Feinstein, Nancy Curtin, and Jordan Cohen, and support team members, Kristin Wetherall, Karin Wagner, Sheila McLoughlin, Alejandra Deno, Lana Maslava, Jensen Vizcaino, Maya Thomas, and Gwen Kahn.

The 11-person team led by Gianluca Palermo and Nicholas Frangas affiliated [from Merrill Lynch] on January 6 and oversees more than $1.8B in assets under management. Based in Melville, NY, the practice includes financial advisors, Charles Donnelly, Marc Stenzler, Sheena Marr, John Mulligan, Vincent Parziale, and Thomas Houlihan, as well as support team members, Maureen Mack, Tina Nystedt, and Christina Panouis.

Kevin Houser, Gary Plessl, and Matthew Staples of Houser, Plessl & Staples Wealth Management Group affiliated with FiNet [from Ameriprise] on January 26 in Allentown, PA. Collectively, the team oversees more than $530M in assets.

On January 26, Paolo Thompson joined the FiNet practice, Merritt Point Wealth Advisors, [from Raymond James] in Houston, TX. Paolo manages more than $400M in AUM and was joined by Jared Mitchell.

Overseeing more than $400M in AUM, Brandon Larson and Todd Hanneman of Lakeview Partners affiliated with FiNet on January 7 [from UBS]. Brandon and Todd are joined by Nicholas Larson (Wealth Strategy Associate), Karen Larson (Wealth Strategy Associate, Business Manager), and Morgan Vondrachek (Senior Operations Manager).

In Marietta, GA, Edward Gordon and Steven Shinn of GuidePost Wealth Advisors affiliated with FiNet [from Edward Jones] on December 1. The team also includes Nathan Gordon and Katie Davis, a client advisor and a registered advisor, and collectively oversees more than $341M in AUM.

On November 11, Mark Serrian affiliated with Shore to Summit Wealth Management as a partner in Minersville, PA. Mark [was previously with Oppenheimer and] oversees more than $222M in assets.

Robert Gibson of Melville, NY affiliated with The Hamlet Group as a senior financial advisor on October 20 from Ameriprise. Robert manages over $123M in AUM.

With a combined AUM of $1 billion and decades of wealth management experience, Clearwater Private Wealth Advisors team announced their affiliation with Wells Fargo Advisors Financial Network (FiNet).

With three offices in Indiana, the 11-person advisor team is led by Gregg Keele and Ryan Perkins. Gregg’s team includes financial advisors Philip Christner, Aaron Austin, and Ben Hoeing. Financial advisors Kevin McKay, Laura McMahon, Ed Puglise, Drew Baker, Tom Russell, and Mason Whitted are on Ryan’s team. The advisor team also brings with them a support staff of 12.

On October 6, the FiNet affiliated practice Granite Wealth Management, welcomed Christopher Geary and Alan Markfeld, both from Gallagher Fiduciary Advisors in Richmond, VA. Christopher has over 20 years of experience and oversees $142 million in AUM. With nearly 30 years in the industry, Alan oversees $142 million in AUM.

On October 6, the FiNet affiliated practice Green Wealth Management Group, welcomed Sean Wenham in Boca Raton, FL. He joins from LPL, contributing over 20 years of advisory experience and overseeing $96 million in AUM.

On September 16, Heirloom Wealth Advisors, a FiNet affiliated practice, welcomed Lori Earley to their Wilmington, Delaware office. Previously from Ziv Investment Company, Lisa oversees $346M in AUM.

On September 9, FiNet affiliated practice Center Street Capital welcomed The Lexington Group in New York City. Formerly with Morgan Stanley, Benjamin Leess and Jason Goldberg oversee a combined AUM of $226M.

With 32 years of experience and over $109M in AUM, Taeya Lauer transitioned on September 15 from LPL to Shore to Summit Wealth Management, a FiNet affiliated practice. Based in Bozeman, MT, Taeya brings a support staff of two client relationship managers.

On September 18, Seventy2 Capital Wealth Management, another FiNet practice, welcomed David Waite and James Shea from Morgan Stanley. David is based in Hunt Valley, MD and James is based in Red Bank, NJ. Together they oversee close to $160M in AUM.

In Hauppauge, NY, Robert Sforza joined Retirement Plan Consulting Group, another FiNet affiliated practice, on September 25. He brings 17 years of experience and $170 million in AUM to the growing Long Island market. He was previously with Citigroup.

With a combined $404 million client assets and experience totaling nearly 60 years, James Leonard and Daniel Mason have joined Millennium Private Wealth, a FiNet practice, from UBS Financial Services. Their team also includes Client Associate Kristen Schaale and Business Development Officer Alana Mason. Millennium Private Wealth has 10 locations across the nation with Leonard and Mason joining in Raleigh, North Carolina.

Also in Raleigh, FiNet practice Sullivan & Associates Wealth Management welcomed Brian Carr and Phil Romano from Osaic Wealth. The team manages a total of $324 million in client assets.

In Wilmington, Delaware, joining from Merrill Lynch, Senior Financial Advisor Donald Stegall is now part of Heirloom Wealth Advisors, another FiNet practice. He has more than 14 years of industry experience and oversees $151 million in AUM.