Katherine Schulze has worked in both the public and private sector.
Summit Financial Wealth Advisors was founded in 2003.
Gladstone was formerly a large enterprise on LPL Financial's hybrid platforms.
Jacquline Morales said that in her new role, she will focus on digital, data, security, and service.
Johnson Brunetti is based in Wethersfield, Conn.
Since 2018, Kudu has acquired minority stakes in 19 asset and wealth managers worldwide.
Traynor is an industry veteran with more than three decades of experience.
Financial advisor Eddie Chan has three decades of experience.
Nick Perry has 15 years of experience managing portfolios for HNW and UHNW clients.
Ryan Schlappi joins Crewe Advisors from JPMorgan, where he worked since 2008.
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