Welcome new colleagues
| Advisor Name and Location | Former firm | Channel |
|---|---|---|
|
Continuum Financial Group A private wealth advisory practice of Ameriprise Financial Services, LLC Joshua Bargfrede Rochester, MN |
MML | Independent |
|
Third Coast Advisors A financial advisory practice of Ameriprise Financial Services, LLC Amanda A Hale Port Arthur, TX |
PNC | Financial Institutions |
|
Ralph Haebich Melville, NY |
Wells Fargo | Branch |
|
Matt J Sondrini, AAMS™, CRPC™ Putnam, CT |
Voya | Independent |
|
Happy Investment Services, West Texas Wealth A financial advisory practice of Ameriprise Financial Services, LLC John N Bertsch, CFP® Plainview, TX |
LPL | Financial Institutions |
|
Harry Pappas Jr, MSFP, CFP®, CDFA® Ponte Verda Beach, FL |
Wells Fargo | Independent |
|
Travis Keeney Marshall, TX |
Edward Jones | Independent |
|
Russell C Smith, CRPC™ Branchburg, NJ |
Edward Jones | Branch |
|
Oak Tree Financial Services A financial advisory practice of Ameriprise Financial Services, LLC Brad Olson, CFP® Brookfield, WI |
Woodbury Financial | Independent |
|
Karnes Financial Strategies Group A financial advisory practice of Ameriprise Financial Services, LLC
Fort Worth, TX |
Wells Fargo | Branch |
|
Matthew J De Vries, CFP®, AAMS™ Fargo, ND |
Edward Jones | Independent |
|
David W McKean Jr Mobile, AL |
Wells Fargo | Independent |
|
Charles Holcombe Houston, TX |
Merrill Lynch | Branch |
|
Azul Financial Planning A financial advisory practice of Ameriprise Financial Services, LLC Ben D Grad, CLTC®, RICP® San Diego, CA |
First Command | Independent |
|
Steve Edwards, CFP®, AAMS™, CEPA® Battle Ground, WA |
Edward Jones | Independent |
|
Colony Financial Advisors A financial advisory practice of Ameriprise Financial Services, LLC Shawn C Mercer, CFP® Milledgeville, GA |
Truist | Financial Institutions |
|
Darden, Infante & Associates A financial advisory practice of Ameriprise Financial Services, LLC Thomas J Darden Jr Boca Raton, FL |
Wells Fargo | Branch |
|
Matthew Williams Westlake Village, CA |
Edward Jones | Branch |
|
Kevin L Peterson, CFP®, AAMS™ Baxter, MN |
Edward Jones | Independent |
|
Hamilton Financial Services A financial advisory practice of Ameriprise Financial Services, LLC Ronald Hamilton Walnut, IA |
Securities America | Independent |
|
Greg Gorder, CRPC™ San Diego, CA |
E*TRADE | Branch |
|
William D Johnson, CFP® Grand Rapids, MI |
Edward Jones | Branch |
|
Rob Cotter Jefferson City, MO |
Raymond James | Independent |
|
United Wealth Management A financial advisory practice of Ameriprise Financial Services, LLC
Wayland, MI |
LPL | Financial Institutions |
|
Todd A Perkins Jacksonville, FL |
UBS | Branch |
|
Gregory Lewandowski Simi Valley, CA |
Edward Jones | Independent |
|
Jake Berner Gilbert, AZ |
Edward Jones | Branch |
|
Aaron J Fritz, CFP®, APMA™ Marshall, MN |
Fidelity | Independent |
|
The Harris Tuthill Group A financial advisory practice of Ameriprise Financial Services, LLC
Virginia Beach, VA |
Lincoln | Branch |
|
Paul Barker, MBA Irvine, CA |
Wells Fargo | Branch |
|
Jeffrey Kemp Melville, NY |
Janney Montgomery Scott | Branch |
|
Roger Esquibel Pueblo, CO |
Edward Jones | Independent |
|
Carrie Coats Naples, FL |
Edward Jones | Branch |
|
Nancy Callan Bath, ME |
Bolton Global | Independent |
|
Brett Breen Tampa, FL |
VALIC | Branch |
|
Travis Price De Pere, WI |
Edward Jones | Independent |
|
Cory Nye, AAMS™ Jacksonville, FL |
Edward Jones | Branch |
|
Dan Fisher Newark, OH |
Janney Montgomery Scott | Independent |
|
Lewis Martin Alpharetta, GA |
UBS | Branch |
|
Alan R Frisher, ChFC®, CLU®, CDFA® Melbourne, FL |
LPL | Independent |
|
Paul Woolfrey Edina, MN |
Securities America | Branch |
|
Carlos Saitcevsky Miami, FL |
Intercam | Independent |
|
Michael Eberly Gig Harbor, WA |
Merrill Lynch | Independent |
|
Kevin Hill Orlando, FL |
Edward Jones | Branch |
|
Scott Cornett, CFP® Vancouver, WA |
Wells Fargo | Independent |
|
Tony Sisson Beavercreek, OH |
Edward Jones | Independent |
|
Michael J Parenti Boca Raton, FL |
LPL | Independent |
|
James E Hyland Sr, MBA Monroeville, PA |
Stone Wealth | Independent |
|
Gabriel Armancas Bellevue, WA |
Equitable Advisors | Branch |
|
Joyce Bloch, CFP® Seattle, WA |
Cetera | Branch |
|
Wayne A Gruenloh, LUTCF® Robertsdale, AL |
NYLIFE | Independent |
|
Vernon Moret Lafayette, LA |
Securities America | Independent |