Geoffrey Brown has served as the fee-only planning organization's CEO for nine years.
The Webber and Beach teams are two multigenerational families.
Andrew C. Karlinski, AK Financial Group's founder and president, has 45 years of industry experience.
Matthew Boersen, 34, says he wants to help usher a young and diverse generation of people into the planning field.
The Michigan-based team brings 75 years of combined experience to their practice.
Both Flaum and Bradley have deep experience in tax and estate planning.
Adam Jones brings two decades of experience to his new role with BNY Mellon.
Founded in 2001, the Bohmer Kilcoyne practice is based in Cincinnati.
Less than a quarter of donors plan to consult a financial advisor about charitable giving, a company survey says.
Dan Houlihan joins STP from Northern Trust, where he led a team of more than 3,000 employees.
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