Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bob Carson, Don Hannahs, Tim Kvech, Larry BriskinTriad AdvisorsLincoln Financial$60011-01-2010
Brad Zapp, Mike Maisel, Paul Sartori, Trent LucasTriad AdvisorsNational Financial Partners$40009-19-2011
Brian P. BeckTriad AdvisorsNational Planning$13311-05-2014
Dan E. Wagner, Jr.Triad AdvisorsThe Investment Center$26005-19-2014
Gitterman & AssociatesTriad AdvisorsVoya Financial Advisors Advisers$70007-19-2010
Jason Connolly, Taylor Manry, Doug Everett, Adam WilsonTriad AdvisorsRoyal Alliance$25002-04-2013
John P. KeeneyTriad AdvisorsKeeney Financial Group $35005-17-2016
Michael Eddy, Chris Eddy, Tony PalazzoTriad AdvisorsWells Fargo Advisors$35009-23-2015
Mike PiershaleTriad AdvisorsRaymond James$15004-29-2011
Reby AdvisorsTriad AdvisorsRoyal Alliance$31005-08-2012
Roy Williams, Steve LindenTriad AdvisorsLPL Financial$55011-14-2011
Simone Gladstone, Lynn CravinhoTriad AdvisorsMorgan Stanley Wealth Management$8010-17-2012
Terry WellsTriad AdvisorsLPL Financial$11110-11-2011
Thomas KarstenTriad AdvisorsDeWaay Financial Network$005-30-2012
Ty Bernicke, Barry BernickeTriad AdvisorsRaymond James$25010-15-2012

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