Financial advisors
Financial advisors on the move
One page per advisor named in a 2026 transaction: the moves they made, the teams they moved with, and the FINRA/SEC registration that confirmed each one.
| Advisor | Team | From | To | Announced | Registered |
|---|---|---|---|---|---|
| Christopher Manimbo | — | Edward Jones | Janney Montgomery Scott | October 30, 2026 | October 30, 2026 |
| Jose Ascencio | — | Raymond James Financial Services | TSG Wealth Management | October 30, 2026 | October 30, 2026 |
| Larry Riseling | Riseling Wealth Management | Edward Jones | &Partners | October 30, 2026 | October 30, 2026 |
| Michael T. Sullivan | Sullivan Private Wealth | Edward Jones | Shore to Summit Wealth Management | October 30, 2026 | October 29, 2026 |
| Reid Riseling | Riseling Wealth Management | Edward Jones | &Partners | October 30, 2026 | October 30, 2026 |
| Andrew Koetter | Koetter Financial Services | LPL Financial | Cetera | October 29, 2026 | September 21, 2026 |
| Andrew Runnion | Anchor Financial Partners | Northwestern Mutual | LPL Financial | October 29, 2026 | October 5, 2026 |
| Brandon Porter | Anchor Financial Partners | Northwestern Mutual | LPL Financial | October 29, 2026 | October 5, 2026 |
| Christopher "Ryan" Haffey | Longwater Haffey Group | Truist Wealth | Raymond James & Associates | October 29, 2026 | July 14, 2026 |
| COLIN H GRAY | — | Pacific Sage Partners | CAPTRUST | October 29, 2026 | Not confirmed |
| Frank Conner | Anchor Financial Partners | Northwestern Mutual | LPL Financial | October 29, 2026 | October 5, 2026 |
| JAMES ROSS MCBARRON | — | Pacific Sage Partners | CAPTRUST | October 29, 2026 | Not confirmed |
| Josh Eisenberg | Anchor Financial Partners | Northwestern Mutual | LPL Financial | October 29, 2026 | October 5, 2026 |
| Kyle Brooker | Anchor Financial Partners | Northwestern Mutual | LPL Financial | October 29, 2026 | October 5, 2026 |
| Lance Longwater | Longwater Haffey Group | Truist Wealth | Raymond James & Associates | October 29, 2026 | July 15, 2026 |
| Mark Anderson | — | Pacific Sage Partners | CAPTRUST | October 29, 2026 | Not confirmed |
| Trey Beavers | Anchor Financial Partners | Northwestern Mutual | LPL Financial | October 29, 2026 | October 5, 2026 |
| WILLIAM REEVE CANTUS | — | Pacific Sage Partners | CAPTRUST | October 29, 2026 | Not confirmed |
| Chris Illiano | Webber Wealth Partners | Comerica | Citizens Private Wealth | October 28, 2026 | October 21, 2026 |
| Joe Kilner | — | Kilner Capital Advisors | Apella Wealth | October 28, 2026 | Not confirmed |
| Matt Webber | Webber Wealth Partners | Comerica | Citizens Private Wealth | October 28, 2026 | Not confirmed |
| Will Mackey | — | Eastover Capital | South Atlantic Bank | October 28, 2026 | Not confirmed |
| Allen Abney | — | UBS | William Blair | October 27, 2026 | October 20, 2026 |
| Brian Whalen | Stribling-Whalen Financial Group | Raymond James Financial Services | Stribling-Whalen | October 27, 2026 | October 1, 2026 |
| Bryan Totri | — | St. John & Associates | Carson | October 27, 2026 | October 26, 2026 |
| Greg St. John | — | St. John & Associates | Carson | October 27, 2026 | Not confirmed |
| Jacob Beauchamp | Stribling-Whalen Financial Group | Raymond James Financial Services | Stribling-Whalen | October 27, 2026 | October 1, 2026 |
| Jennifer Sharp | Signature Wealth Strategies | Osaic | Raymond James Financial Services | October 27, 2026 | September 28, 2026 |
| Matt Griggs | Griggs Investment Group | Edward Jones | LPL Financial | October 27, 2026 | October 19, 2026 |
| Rebecca Iacopelli | — | Wescott Financial | Mercer Advisors | October 27, 2026 | Not confirmed |
| Ryan Berube | — | UBS | William Blair | October 27, 2026 | October 20, 2026 |
| Andrea Shea | Shea Wealth Partners | UBS | Rockefeller | October 26, 2026 | October 23, 2026 |
| Cameron Sheets | Sage Wealth Partners | J.P. Morgan Advisors | Rockefeller | October 26, 2026 | October 23, 2026 |
| Chris Sheets | Sage Wealth Partners | J.P. Morgan Advisors | Rockefeller | October 26, 2026 | October 23, 2026 |
| Forrest Green | Sage Wealth Partners | J.P. Morgan Advisors | Rockefeller | October 26, 2026 | October 23, 2026 |
| Hayden Kerns | Sage Wealth Partners | J.P. Morgan Advisors | Rockefeller | October 26, 2026 | October 23, 2026 |
| Jane Young | — | More Than Your Money | Summit Wealth Group | October 26, 2026 | October 23, 2026 |
| Marty Shea | Shea Wealth Partners | UBS | Rockefeller | October 26, 2026 | October 23, 2026 |
| Nick Routzahn | Sage Wealth Partners | J.P. Morgan Advisors | Rockefeller | October 26, 2026 | October 23, 2026 |
| Timothy J. Kissling | — | Kissling Financial | Rothschild Financial Partners | October 26, 2026 | October 8, 2026 |
| Cristian Mundy | — | Life Line Wealth Management | &Partners | October 23, 2026 | October 9, 2026 |
| Darrell Brown | Brown, Taylor, Shaw & Associates | Truist Wealth | Raymond James Financial Services | October 23, 2026 | October 22, 2026 |
| Eric D. Rankin | — | Edward Jones | Kingsview Partners | October 23, 2026 | October 23, 2026 |
| Jesse Veenstra | — | Edward Jones | Kingsview Partners | October 23, 2026 | October 23, 2026 |
| Jonathan Shaw | Brown, Taylor, Shaw & Associates | Truist Wealth | Raymond James Financial Services | October 23, 2026 | October 22, 2026 |
| Mark Taylor | Brown, Taylor, Shaw & Associates | Truist Wealth | Raymond James Financial Services | October 23, 2026 | October 22, 2026 |
| Sheila Jacobs | Loop Wealth Advisors | Wells Fargo Advisors | &Partners | October 23, 2026 | September 3, 2026 |
| Cynthia Boyle | Freehold Wealth Management | Stifel Independent Advisors | Osaic | October 22, 2026 | April 27, 2026 |
| James Thornton | Freehold Wealth Management | Stifel Independent Advisors | Osaic | October 22, 2026 | May 15, 2026 |
| Jennifer Susco | Nepa/Susco | UBS | RBC Wealth Management | October 22, 2026 | October 22, 2026 |
| Jerry Pyles | Freehold Wealth Management | Stifel Independent Advisors | Osaic | October 22, 2026 | July 27, 2026 |
| John Boyle | Freehold Wealth Management | Stifel Independent Advisors | Osaic | October 22, 2026 | April 28, 2026 |
| Julia Munchel | Nepa/Susco | UBS | RBC Wealth Management | October 22, 2026 | October 22, 2026 |
| Kacy Walker | Kinetic Wealth | Cetera | LPL Financial | October 22, 2026 | October 5, 2026 |
| Mariah Quish | — | Quish | Sequoia Financial Group | October 22, 2026 | September 8, 2026 |
| Mark Bloomer | Freehold Wealth Management | Stifel Independent Advisors | Osaic | October 22, 2026 | May 20, 2026 |
| Mary Steele | Freehold Wealth Management | Stifel Independent Advisors | Osaic | October 22, 2026 | April 27, 2026 |
| Michael Wiseman | Freehold Wealth Management | Stifel Independent Advisors | Osaic | October 22, 2026 | July 27, 2026 |
| Raymond Nepa | Nepa/Susco | UBS | RBC Wealth Management | October 22, 2026 | October 22, 2026 |
| Shelley Strobel-Erhardt | Freehold Wealth Management | Stifel Independent Advisors | Osaic | October 22, 2026 | May 4, 2026 |
| Brandon Pacilio | Alpine Hill Advisors | Alpine Hill Advisors | Claro Advisors | October 21, 2026 | September 11, 2026 |
| Clark Abbott | — | Sanctuary Wealth | CAPTRUST | October 21, 2026 | October 21, 2026 |
| Peter Hall | Financial Guide Solutions | MML Investors Services | Cetera | October 21, 2026 | August 25, 2026 |
| Robert Hartinger | — | Sanctuary Wealth | CAPTRUST | October 21, 2026 | October 21, 2026 |
| Tim O'Connell | Financial Guide Solutions | MML Investors Services | Cetera | October 21, 2026 | August 25, 2026 |
| ANTHONY GEORGE FERREIRA | — | WorthPointe | Beacon Pointe Advisors | October 20, 2026 | October 22, 2026 |
| Bailey Jordan | — | Alpha Investment Consulting Group | Robertson Stephens | October 20, 2026 | Not confirmed |
| Bob Bukowski | — | Alpha Investment Consulting Group | Robertson Stephens | October 20, 2026 | October 21, 2026 |
| BROOKSHER LEE MORGAN | — | WorthPointe | Beacon Pointe Advisors | October 20, 2026 | October 22, 2026 |
| Corey N. Daniel | — | 4thGEN Wealth Management | Modern Wealth Management | October 20, 2026 | October 16, 2026 |
| Dan Strasser | — | Alpha Investment Consulting Group | Robertson Stephens | October 20, 2026 | Not confirmed |
| DAVID TIMOTHY MALLECK | — | Silver Lake Capital Partners | Beacon Pointe Advisors | October 20, 2026 | October 14, 2026 |
| Douglas Guy Bolles | — | WorthPointe | Beacon Pointe Advisors | October 20, 2026 | October 22, 2026 |
| Dudley McGee | — | 4thGEN Wealth Management | Modern Wealth Management | October 20, 2026 | October 16, 2026 |
| Eric Smith | — | Morgan Stanley | Wells Fargo Advisors | October 20, 2026 | October 15, 2026 |
| James Costabile | ICG next | LPL Financial | Osaic | October 20, 2026 | October 15, 2026 |
| JOHN HOWES CHAPMAN | — | WorthPointe | Beacon Pointe Advisors | October 20, 2026 | October 20, 2026 |
| Julia Ramer | — | Alpha Investment Consulting Group | Robertson Stephens | October 20, 2026 | October 21, 2026 |
| Kamar Plunkett | Iron Shore Wealth Strategies | Edward Jones | MML Investors Services | October 20, 2026 | March 2, 2026 |
| Kenneth F. Levy | — | 4thGEN Wealth Management | Modern Wealth Management | October 20, 2026 | October 16, 2026 |
| MARK ALAN MEIER | — | R Meier Wealth Management | Beacon Pointe Advisors | October 20, 2026 | July 9, 2026 |
| MORGAN HOLTON SMITH | — | WorthPointe | Beacon Pointe Advisors | October 20, 2026 | October 20, 2026 |
| Patrick Pierce | — | Alpha Investment Consulting Group | Robertson Stephens | October 20, 2026 | Not confirmed |
| Russell Price | Truing Capital Advisors | UBS | Elevation Point Wealth Partners | October 20, 2026 | October 23, 2026 |
| Sam Mineo | Truing Capital Advisors | UBS | Elevation Point Wealth Partners | October 20, 2026 | October 23, 2026 |
| Scott Seymour | Great Scott Financial Services | Commonwealth | Kintra | October 20, 2026 | September 17, 2026 |
| SCOTT WILLIAM O'BRIEN | — | WorthPointe | Beacon Pointe Advisors | October 20, 2026 | October 22, 2026 |
| Shara Thomas | Iron Shore Wealth Strategies | Edward Jones | MML Investors Services | October 20, 2026 | March 2, 2026 |
| Tony Jones | — | Alpha Investment Consulting Group | Robertson Stephens | October 20, 2026 | October 21, 2026 |
| Brian Geist | Stonemere Wealth | Edward Jones | &Partners | October 19, 2026 | October 16, 2026 |
| Caitlyn Gimler | — | Plante Moran Wealth Management | Rehmann | October 19, 2026 | October 8, 2026 |
| Darrell Smith | — | Citizens Private Wealth | Ameriprise Advisor Group | October 19, 2026 | September 25, 2026 |
| Dustin Lester | Alpha Rising Wealth Management | LPL Financial | Rothschild Financial Partners | October 19, 2026 | October 7, 2026 |
| Jeremiah Butout | Alpha Rising Wealth Management | LPL Financial | Rothschild Financial Partners | October 19, 2026 | October 2, 2026 |
| Jim Atwood | — | J.P. Morgan Advisors | Latigo Peak Partners | October 19, 2026 | October 16, 2026 |
| Phil Scott | — | J.P. Morgan Advisors | Latigo Peak Partners | October 19, 2026 | October 16, 2026 |
| Christin Simon | Edwards Fitzpatrick Group | Raymond James & Associates | Janney Montgomery Scott | October 16, 2026 | October 16, 2026 |
| Gordon Kellam | Kellam Group | Truist Wealth | Rockefeller | October 16, 2026 | October 16, 2026 |
| Jim Edwards | Edwards Fitzpatrick Group | Raymond James & Associates | Janney Montgomery Scott | October 16, 2026 | October 16, 2026 |
| Lance Murphy | — | Raymond James & Associates | Janney Montgomery Scott | October 16, 2026 | October 16, 2026 |
| Matt Caras | Kellam Group | Truist Wealth | Rockefeller | October 16, 2026 | October 16, 2026 |
| Owen Wilson | Kellam Group | Truist Wealth | Rockefeller | October 16, 2026 | October 16, 2026 |
| Sean Fitzpatrick | Edwards Fitzpatrick Group | Raymond James & Associates | Janney Montgomery Scott | October 16, 2026 | October 16, 2026 |
| Amanda Catalina | The GEN Group | RBC Wealth Management | Ameriprise Advisor Group | October 15, 2026 | September 25, 2026 |
| Andy Krantz | Vantage Axia Wealth | RBC Wealth Management | Ameriprise Advisor Group | October 15, 2026 | August 7, 2026 |
| Chad Lewis | — | RBC Wealth Management | Ameriprise Advisor Group | October 15, 2026 | September 4, 2026 |
| Corben Gailey | Vantage Axia Wealth | RBC Wealth Management | Ameriprise Advisor Group | October 15, 2026 | August 7, 2026 |
| Eddie Patel | — | Zen Wealth | Simplicity | October 15, 2026 | September 8, 2026 |
| Ken Montal | The Compass Group | UBS | Raymond James & Associates | October 15, 2026 | June 3, 2026 |
| Kevin Halloran | Halloran Dooley Investment Group | Santander Securities | Wells Fargo Advisors | October 15, 2026 | October 9, 2026 |
| Lester Ernest | — | Truist Wealth | Wells Fargo Advisors | October 15, 2026 | October 6, 2026 |
| Mark Southwell | — | Raymond James & Associates | Wells Fargo Advisors | October 15, 2026 | October 12, 2026 |
| Matt Lanham | The GEN Group | RBC Wealth Management | Ameriprise Advisor Group | October 15, 2026 | September 25, 2026 |
| Michael Dooley | Halloran Dooley Investment Group | Santander Securities | Wells Fargo Advisors | October 15, 2026 | October 9, 2026 |
| Michele Johnson | Elevated Wealth Solutions | LPL Financial | Cetera | October 15, 2026 | July 30, 2026 |
| Peter Q. Morris | The Compass Group | UBS | Raymond James & Associates | October 15, 2026 | June 3, 2026 |
| Ryan Halloran | Halloran Dooley Investment Group | Santander Securities | Wells Fargo Advisors | October 15, 2026 | October 9, 2026 |
| Aaron Spivey | Hoge-Barrett Group | Truist Wealth | CAPTRUST | October 14, 2026 | October 11, 2026 |
| Alex Barrett | Hoge-Barrett Group | Truist Wealth | CAPTRUST | October 14, 2026 | October 9, 2026 |
| Andrew Mork | Mork Wealth Management Group | UBS | RBC Wealth Management | October 14, 2026 | October 14, 2026 |
| Ben Audley | Perennial Wealth Partners | Hightower | Integrated Partners | October 14, 2026 | July 6, 2026 |
| Bob Mork | Mork Wealth Management Group | UBS | RBC Wealth Management | October 14, 2026 | October 14, 2026 |
| Brady Peat | Perennial Wealth Partners | Hightower | Integrated Partners | October 14, 2026 | July 6, 2026 |
| Brett Hoge | Hoge-Barrett Group | Truist Wealth | CAPTRUST | October 14, 2026 | October 9, 2026 |
| Cade Mossman | Prince Financial Services | Northwestern Mutual | LPL Financial | October 14, 2026 | October 5, 2026 |
| Carrie Shoener | Perennial Wealth Partners | Hightower | Integrated Partners | October 14, 2026 | July 6, 2026 |
| Chandler te Velde | — | MAIA Wealth | Simplicity | October 14, 2026 | October 1, 2026 |
| Charlie Evans | — | Marietta | Annex | October 14, 2026 | Not confirmed |
| Conner Gehring | Prince Financial Services | Northwestern Mutual | LPL Financial | October 14, 2026 | October 5, 2026 |
| Dave Burnett | Prince Financial Services | Northwestern Mutual | LPL Financial | October 14, 2026 | October 5, 2026 |
| David DeYoung | Prince Financial Services | Northwestern Mutual | LPL Financial | October 14, 2026 | October 5, 2026 |
| David Peterson | Hoge-Barrett Group | Truist Wealth | CAPTRUST | October 14, 2026 | October 11, 2026 |
| Desmond Dimond | — | MAIA Wealth | Simplicity | October 14, 2026 | October 1, 2026 |
| Greg Bogdan | Perennial Wealth Partners | Hightower | Integrated Partners | October 14, 2026 | July 6, 2026 |
| Harry Cross | Hoge-Barrett Group | Truist Wealth | CAPTRUST | October 14, 2026 | October 11, 2026 |
| Heather Wonderly | — | Aldrich Wealth | CohnReznick | October 14, 2026 | Not confirmed |
| Josh Crane | Hoge-Barrett Group | Truist Wealth | CAPTRUST | October 14, 2026 | October 11, 2026 |
| Julie Prince | Prince Financial Services | Northwestern Mutual | LPL Financial | October 14, 2026 | October 5, 2026 |
| Mario Veneroso | Veneroso Wealth Management | Kingsview Partners | Veneroso Wealth | October 14, 2026 | June 18, 2026 |
| Mary Beth McLean | Perennial Wealth Partners | Hightower | Integrated Partners | October 14, 2026 | July 6, 2026 |
| Sam Awad | Perennial Wealth Partners | Hightower | Integrated Partners | October 14, 2026 | July 6, 2026 |
| Scott Marek | — | MAIA Wealth | Simplicity | October 14, 2026 | October 2, 2026 |
| Seth Davis | — | Curi Capital | EP Wealth Advisors | October 14, 2026 | October 2, 2026 |
| Anthony M. D’Andrea Jr. | Round Table Advisors | Raymond James Financial Services | Round Table Advisors | October 13, 2026 | October 5, 2026 |
| Christopher Porpiglia | Wright Park Wealth | Wealth Enhancement | RFG Advisory | October 13, 2026 | October 8, 2026 |
| Dennis K. Wolfe | Round Table Advisors | Raymond James Financial Services | Round Table Advisors | October 13, 2026 | October 5, 2026 |
| Jeff Yamada | — | MCS Family Wealth | Waverly Advisors | October 13, 2026 | Not confirmed |
| JEFFREY B YAMADA | — | MCS Family Wealth | Waverly Advisors | October 13, 2026 | October 12, 2026 |
| Maura Griffin | — | Blue Spark | Apella Wealth | October 13, 2026 | October 13, 2026 |
| Michael Stalker | — | MCS Family Wealth | Waverly Advisors | October 13, 2026 | October 9, 2026 |
| Nathaniel "Nate" Langley | GFS Advisory | Commonwealth | Raymond James Financial Services | October 13, 2026 | August 17, 2026 |
| Nick Economos | Economos Private Wealth | Merrill Lynch | LPL Financial | October 13, 2026 | October 1, 2026 |
| Paige Rossi | GFS Advisory | Commonwealth | Raymond James Financial Services | October 13, 2026 | August 17, 2026 |
| Stephen Groover | GFS Advisory | Commonwealth | Raymond James Financial Services | October 13, 2026 | August 17, 2026 |
| Andrew R. Singer | Singer Maxey Wealth Management | Merrill Lynch | Raymond James Financial Services | October 12, 2026 | September 23, 2026 |
| Storm L. Maxey | Singer Maxey Wealth Management | Merrill Lynch | Raymond James Financial Services | October 12, 2026 | September 23, 2026 |
| Aleksandra "Leksi" Kovalerchik | Rosenwald Private Wealth | RBC Wealth Management | Indivisible Partners | October 9, 2026 | October 9, 2026 |
| Beth C. Rosenwald | Rosenwald Private Wealth | RBC Wealth Management | Indivisible Partners | October 9, 2026 | October 9, 2026 |
| David A. Hatton | Noblewood Wealth Advisors | Old National Bank | &Partners | October 9, 2026 | October 9, 2026 |
| John L. Reakes | Noblewood Wealth Advisors | Old National Bank | &Partners | October 9, 2026 | October 9, 2026 |
| Matthew D. Kunkel | Rosenwald Private Wealth | RBC Wealth Management | Indivisible Partners | October 9, 2026 | October 9, 2026 |
| Roger Shake | — | Legacy Consulting Group | The Mather Group | October 9, 2026 | Not confirmed |
| Steven Wachs | — | Legacy Consulting Group | The Mather Group | October 9, 2026 | Not confirmed |
| Todd Roselle | — | Blue Rock Financial Group | AlphaCore Wealth Advisory | October 9, 2026 | October 1, 2026 |
| Aaron Martin | Martin Wealth Strategies | Edward Jones | Raymond James Financial Services | October 8, 2026 | August 10, 2026 |
| Anthony Perez | The Orchard Financial Group | Ameriprise Independent Advisors | Wells Fargo FiNet | October 8, 2026 | October 7, 2026 |
| Audre Schmedes | The Orchard Financial Group | Ameriprise Independent Advisors | Wells Fargo FiNet | October 8, 2026 | October 7, 2026 |
| Brandt Burns | — | Mountain Capital Investment Advisors | Trilogy Capital | October 8, 2026 | Not confirmed |
| Daniel Foran | — | Foran Financial Group | Carson | October 8, 2026 | October 6, 2026 |
| Eric Smutko | The Orchard Financial Group | Ameriprise Independent Advisors | Wells Fargo FiNet | October 8, 2026 | October 7, 2026 |
| Jarrod C. Martinez | Capital Waypoint | Raymond James Financial Services | Ascentis Independent Advisors | October 8, 2026 | October 6, 2026 |
| Jeff Marvin | Citrus Wealth Management | Raymond James Financial Services | Ascentis Independent Advisors | October 8, 2026 | October 6, 2026 |
| John Foran | — | Foran Financial Group | Carson | October 8, 2026 | October 6, 2026 |
| Justin Davis | IMPACT Financial Strategies | Raymond James Financial Services | Ascentis Independent Advisors | October 8, 2026 | October 2, 2026 |
| Michael Kawase | The Orchard Financial Group | Ameriprise Independent Advisors | Wells Fargo FiNet | October 8, 2026 | October 7, 2026 |
| Michelle Burns | — | Mountain Capital Investment Advisors | Trilogy Capital | October 8, 2026 | Not confirmed |
| Robert Powell | Rooted Wealth Management | Raymond James Financial Services | Ascentis Independent Advisors | October 8, 2026 | October 2, 2026 |
| Thad Ortez | Rooted Wealth Management | Raymond James Financial Services | Ascentis Independent Advisors | October 8, 2026 | October 2, 2026 |
| Anne Kim Trinh | — | Family Wealth Counseling | Bluespring Wealth | October 7, 2026 | Not confirmed |
| Brad Jerome | Legacy Financial Group | Osaic | LPL Financial | October 7, 2026 | September 28, 2026 |
| Brett Moldenhauer | — | Moldenhauer & Associates | Merit Financial Advisors | October 7, 2026 | September 25, 2026 |
| Cynthia Doussard | Doussard Financial | Commonwealth | Cetera | October 7, 2026 | September 11, 2026 |
| John Farren | Farren Private Wealth | Wells Fargo FiNet | Prospera Financial Services | October 7, 2026 | September 23, 2026 |
| Andrew Strong | Strong Wealth Management Group | UBS | Wells Fargo Advisors | October 6, 2026 | October 1, 2026 |
| David C. Bordes | — | Cullen Investment Group | Aspen Standard Wealth | October 6, 2026 | Not confirmed |
| Jonathan Strong | Strong Wealth Management Group | UBS | Wells Fargo Advisors | October 6, 2026 | October 1, 2026 |
| Jorge Bastarrachea | — | Citi | Raymond James & Associates | October 6, 2026 | September 29, 2026 |
| Lindsey Cameron | Dirigo Wealth Management | LPL Financial | Raymond James Financial Services | October 6, 2026 | August 17, 2026 |
| Michael Biggs | — | Equitable Advisors | Osaic | October 6, 2026 | October 7, 2026 |
| Scott Hardy | — | Commonwealth | Summit Wealth Group | October 6, 2026 | October 2, 2026 |
| Stephen L. Nickel | — | Cullen Investment Group | Aspen Standard Wealth | October 6, 2026 | Not confirmed |
| Tom Shupe | Dirigo Wealth Management | LPL Financial | Raymond James Financial Services | October 6, 2026 | August 17, 2026 |
| Cecil Loyd | Praxis Financial Partners | Wells Fargo FiNet | LPL Financial | October 5, 2026 | September 14, 2026 |
| Jay Gentry | Praxis Financial Partners | Wells Fargo FiNet | LPL Financial | October 5, 2026 | September 15, 2026 |
| Jeff Chanin | — | Wells Fargo Advisors | Merrill Lynch | October 5, 2026 | September 17, 2026 |
| Matt Dion | Praxis Financial Partners | Wells Fargo FiNet | LPL Financial | October 5, 2026 | September 14, 2026 |
| Michael Chong | — | Morgan Stanley | Merrill Lynch | October 5, 2026 | October 1, 2026 |
| Michael Scotto | — | Morgan Stanley | Merrill Lynch | October 5, 2026 | October 1, 2026 |
| Scott Christian | Praxis Financial Partners | Wells Fargo FiNet | LPL Financial | October 5, 2026 | September 14, 2026 |
| Sean Rayburn | — | Allworth Financial | Power Wealth Management | October 4, 2026 | Not confirmed |
| Carole Meitler | — | Cedarstone Advisors | Savant Wealth Management | October 2, 2026 | October 2, 2026 |
| Mark Hoffman | — | Lanier Asset Management | OnePoint BFG Wealth Partners | October 2, 2026 | September 3, 2026 |
| Steve Coker | — | Cedarstone Advisors | Savant Wealth Management | October 2, 2026 | October 8, 2026 |
| Theodore "Theo" Kuczarski | — | Northwestern Mutual | OnePoint BFG Wealth Partners | October 2, 2026 | September 4, 2026 |
| Angela Mae Thompson | — | Sapphire Blue Investment Partners | Steward Partners | October 1, 2026 | September 17, 2026 |
| Arlis Ortman | Montana Wealth Management | LPL Financial | Raymond James Financial Services | October 1, 2026 | August 20, 2026 |
| Bob Phinney | Axiom Capital Wealth Management | Raymond James & Associates | Steward Partners | October 1, 2026 | July 27, 2026 |
| BRADFORD WARREN DINSMORE | — | Cornerstone Capital (Petersen, Flynn & Dinsmore) | Cerity Partners | October 1, 2026 | October 1, 2026 |
| DANIEL MCCLEER DRAPER | — | Sapphire Blue Investment Partners | Steward Partners | October 1, 2026 | August 19, 2026 |
| David Blisk | — | Spire Investment Partners | Concurrent | October 1, 2026 | Not confirmed |
| FANG ECHO HUANG | — | Echo Wealth Management | Cerity Partners | October 1, 2026 | October 1, 2026 |
| JARED AUGUST JOHNSON | — | Echo Wealth Management | Cerity Partners | October 1, 2026 | October 1, 2026 |
| Jeff Seitz | — | Integrity Financial Services | Steward Partners | October 1, 2026 | June 16, 2026 |
| Justin James Edwards | — | Echo Wealth Management | Cerity Partners | October 1, 2026 | October 1, 2026 |
| Kyle Martin | KM Private Wealth | Raymond James & Associates | Steward Partners | October 1, 2026 | August 3, 2026 |
| LAUREN MICHELLE PODNOS | — | Wealth Care | HB Wealth | October 1, 2026 | October 9, 2026 |
| MARK BRADFORD BRANSON | — | Cornerstone Capital (Petersen, Flynn & Dinsmore) | Cerity Partners | October 1, 2026 | October 1, 2026 |
| MASON WILLIAM FORD | — | Cornerstone Capital (Petersen, Flynn & Dinsmore) | Cerity Partners | October 1, 2026 | October 1, 2026 |
| Michelle Ferguson | — | Edward Jones | UBS | October 1, 2026 | October 1, 2026 |
| RACHEL PODNOS O'LEARY | — | Wealth Care | HB Wealth | October 1, 2026 | October 9, 2026 |
| Robert Amato | — | Compass Wealth Management | Cerity Partners | October 1, 2026 | October 27, 2026 |
| SALVATORE DISPENZIERE | — | Elite Retirement Consultants | Procyon | October 1, 2026 | October 2, 2026 |
| Sean Pahut | Montana Wealth Management | LPL Financial | Raymond James Financial Services | October 1, 2026 | August 20, 2026 |
| STEPHEN DANIEL PODNOS | — | Wealth Care | HB Wealth | October 1, 2026 | October 9, 2026 |
| Syleste Marie Arroyo | — | Echo Wealth Management | Cerity Partners | October 1, 2026 | October 1, 2026 |
| Tom O'Neill Jr. | O'Neill Wealth Management | Raymond James & Associates | Steward Partners | October 1, 2026 | September 9, 2026 |
| Tom O'Neill Sr. | O'Neill Wealth Management | Raymond James & Associates | Steward Partners | October 1, 2026 | September 9, 2026 |
| Brett T. Schmidt | Piedmont Wealth Partners | Truist Wealth | Rockefeller | September 30, 2026 | September 30, 2026 |
| Charles Dobben | Lakewood Wealth Management | Cambridge | LPL Financial | September 30, 2026 | September 9, 2026 |
| Deirdre Prescott | — | Sandy Cove Advisors | Hightower | September 30, 2026 | Not confirmed |
| Gavin Y. Shuck | Piedmont Wealth Partners | Truist Wealth | Rockefeller | September 30, 2026 | September 30, 2026 |
| Harrison Kennard | Lakewood Wealth Management | Cambridge | LPL Financial | September 30, 2026 | September 9, 2026 |
| Jeffrey S. Cullman | The Cullman/Holt Group | UBS | Wells Fargo FiNet | September 30, 2026 | September 29, 2026 |
| JP Powers | — | RWA Wealth Partners | Wealth Enhancement | September 30, 2026 | Not confirmed |
| Justin Pandy | Lakewood Wealth Management | Cambridge | LPL Financial | September 30, 2026 | September 9, 2026 |
| Kate Saltonstall | — | Sandy Cove Advisors | Hightower | September 30, 2026 | October 8, 2026 |
| Kyle Kirk | — | Ameriprise Independent Advisors | Uniting Wealth Partners | September 30, 2026 | September 17, 2026 |
| Michelle Knight | — | RWA Wealth Partners | Wealth Enhancement | September 30, 2026 | Not confirmed |
| Paul S. Irving | Piedmont Wealth Partners | Truist Wealth | Rockefeller | September 30, 2026 | September 30, 2026 |
| W. Bruce Holt | The Cullman/Holt Group | UBS | Wells Fargo FiNet | September 30, 2026 | September 29, 2026 |
| Andrew Cardone | — | Wells Fargo Advisors | DayMark Wealth Partners | September 29, 2026 | September 25, 2026 |
| BENJAMIN FOWLER GURLEY | — | Heartwood Wealth Advisors | Waverly Advisors | September 29, 2026 | October 6, 2026 |
| BRIAN M CANN | — | Heartwood Wealth Advisors | Waverly Advisors | September 29, 2026 | September 25, 2026 |
| Chuck Brown | — | Wells Fargo Advisors | DayMark Wealth Partners | September 29, 2026 | September 25, 2026 |
| Ciara Stewart | Heritage Financial & Investment Services | Commonwealth Financial Services | Carson | September 29, 2026 | September 28, 2026 |
| EDWIN SIDNEY MARTIN | — | Heartwood Wealth Advisors | Waverly Advisors | September 29, 2026 | September 25, 2026 |
| Justin Snowden | Ecclesiastes Wealth Partners | Ameriprise Independent Advisors | Kestra Financial | September 29, 2026 | June 29, 2026 |
| KATHRYN Jefferson PRUITT | — | Heartwood Wealth Advisors | Waverly Advisors | September 29, 2026 | September 25, 2026 |
| Michael Callahan | — | Wells Fargo Advisors | DayMark Wealth Partners | September 29, 2026 | September 25, 2026 |
| Nikki Lude | Heritage Financial & Investment Services | Commonwealth Financial Services | Carson | September 29, 2026 | September 28, 2026 |
| SARAH FERGUSON HARRIS | — | Heartwood Wealth Advisors | Waverly Advisors | September 29, 2026 | September 25, 2026 |
| Sarah Walsh | Ecclesiastes Wealth Partners | Ameriprise Independent Advisors | Kestra Financial | September 29, 2026 | June 29, 2026 |
| Shannon Harris | Ecclesiastes Wealth Partners | Ameriprise Independent Advisors | Kestra Financial | September 29, 2026 | June 29, 2026 |
| STEPHEN TIMOTHY CLARKE | — | Heartwood Wealth Advisors | Waverly Advisors | September 29, 2026 | September 25, 2026 |
| Susan Musselman Norfleet | — | Heartwood Wealth Advisors | Waverly Advisors | September 29, 2026 | September 25, 2026 |
| TRICIA HUNTER MUSTICO | — | Heartwood Wealth Advisors | Waverly Advisors | September 29, 2026 | September 25, 2026 |
| WESLEY BRENT KAUFMAN | — | Heartwood Wealth Advisors | Waverly Advisors | September 29, 2026 | September 25, 2026 |
| Doug Kramer | Fitzgerald Financial Group | Commonwealth | Cetera | September 28, 2026 | September 15, 2026 |
| John Fitzgerald | Fitzgerald Financial Group | Commonwealth | Cetera | September 28, 2026 | September 15, 2026 |
| Jimmy Yip | — | Merrill Lynch | UBS | September 25, 2026 | September 25, 2026 |
| John Pham | — | Merrill Lynch | UBS | September 25, 2026 | September 25, 2026 |
| Chad Carlile | — | Raymond James Financial Services | LPL Financial | September 24, 2026 | September 14, 2026 |
| Colin Gates | — | Merrill Lynch | Ameriprise Advisor Group | September 24, 2026 | September 11, 2026 |
| Dan Chris McPhail | Greenwood Wealth Partners | D.M. Kelly & Company | Raymond James & Associates | September 24, 2026 | August 31, 2026 |
| Dan Fowler | — | Raymond James Financial Services | LPL Financial | September 24, 2026 | September 14, 2026 |
| David Haas | Greenwood Wealth Partners | D.M. Kelly & Company | Raymond James & Associates | September 24, 2026 | August 31, 2026 |
| David Lorbiecki | Greenwood Wealth Partners | D.M. Kelly & Company | Raymond James & Associates | September 24, 2026 | August 31, 2026 |
| Jacob A. Sullivan | — | Wells Fargo FiNet | &Partners | September 24, 2026 | September 22, 2026 |
| Jesse E. Dale | — | Wells Fargo FiNet | &Partners | September 24, 2026 | September 22, 2026 |
| John Black III | Palmetto Investment Consultants | LPL Financial | Cetera | September 24, 2026 | August 12, 2026 |
| John Sloop | Palmetto Investment Consultants | LPL Financial | Cetera | September 24, 2026 | August 12, 2026 |
| Jon Burnett | — | Raymond James Financial Services | LPL Financial | September 24, 2026 | September 14, 2026 |
| Lauren Kane | — | Wells Fargo FiNet | &Partners | September 24, 2026 | September 22, 2026 |
| Patrick C. Rowland | — | Wells Fargo FiNet | &Partners | September 24, 2026 | September 22, 2026 |
| Willis Gaer | Greenwood Wealth Partners | D.M. Kelly & Company | Raymond James & Associates | September 24, 2026 | August 31, 2026 |
| Brendan L Hyde | — | Compass Advisors | CAPTRUST | September 23, 2026 | October 5, 2026 |
| DERRICK SMITH ANDREWS | — | AWA Wealth Management | Modern Wealth Management | September 23, 2026 | September 14, 2026 |
| GRANT ANDREWS | — | AWA Wealth Management | Modern Wealth Management | September 23, 2026 | September 15, 2026 |
| JEFFREY JOSEPH MYERS | — | Compass Advisors | CAPTRUST | September 23, 2026 | October 5, 2026 |
| Jeffrey Ryan Burke | — | Compass Advisors | CAPTRUST | September 23, 2026 | October 5, 2026 |
| LAUREN MICHELLE KING | — | Compass Advisors | CAPTRUST | September 23, 2026 | October 7, 2026 |
| MICHAEL ANTHONY CUNEO | — | Compass Advisors | CAPTRUST | September 23, 2026 | October 13, 2026 |
| Bernard Suissa | Suissa Private Wealth | RBC Wealth Management | Suissa Private Wealth | September 22, 2026 | September 4, 2026 |
| Brian Lifferth | Cornerstone Advisors | Northwestern Mutual | LPL Financial | September 22, 2026 | September 14, 2026 |
| Christy Gatien | — | D.A. Davidson | Baird | September 22, 2026 | September 22, 2026 |
| Connie Gilderhus | Harris Wealth Partners | Commonwealth | Raymond James Financial Services | September 22, 2026 | August 3, 2026 |
| David Lieblich | Savlan Wealth Partners | Commonwealth | Savlan Wealth Partners | September 22, 2026 | September 17, 2026 |
| DAVID RUSSELL BAKER | — | Harvest Investment Consultants | Verdence Capital Advisors | September 22, 2026 | September 25, 2026 |
| Dirk J. Harris | — | Bank of America Private Bank | RBC Wealth Management | September 22, 2026 | September 21, 2026 |
| DONNA MARIE ZIDWICK | — | Harvest Investment Consultants | Verdence Capital Advisors | September 22, 2026 | September 25, 2026 |
| Gardner Brown | Cornerstone Advisors | Northwestern Mutual | LPL Financial | September 22, 2026 | September 14, 2026 |
| Jonathan Groberg | Clear Pointe Wealth Management | Northwestern Mutual | LPL Financial | September 22, 2026 | September 14, 2026 |
| Joseph Palma | Harris Wealth Partners | Commonwealth | Raymond James Financial Services | September 22, 2026 | August 3, 2026 |
| Lisa M. Behun | — | Bank of America Private Bank | RBC Wealth Management | September 22, 2026 | September 11, 2026 |
| Malka Lieblich | Savlan Wealth Partners | Commonwealth | Savlan Wealth Partners | September 22, 2026 | September 17, 2026 |
| MARK CHRISTIAN PALLACK | — | Harvest Investment Consultants | Verdence Capital Advisors | September 22, 2026 | September 25, 2026 |
| MICHAEL JASON MEILY | — | Harvest Investment Consultants | Verdence Capital Advisors | September 22, 2026 | September 25, 2026 |
| Oscar Mondragon | Centric Advisors | Centric Advisors | Cetera | September 22, 2026 | May 26, 2026 |
| Robert Conderman | Harris Wealth Partners | Commonwealth | Raymond James Financial Services | September 22, 2026 | August 3, 2026 |
| Ron Hunt | Clear Pointe Wealth Management | Northwestern Mutual | LPL Financial | September 22, 2026 | September 14, 2026 |
| Sarah Fuller | Harris Wealth Partners | Commonwealth | Raymond James Financial Services | September 22, 2026 | August 3, 2026 |
| Todd Harris | Harris Wealth Partners | Commonwealth | Raymond James Financial Services | September 22, 2026 | August 3, 2026 |
| Zac Majors | Centric Advisors | Centric Advisors | Cetera | September 22, 2026 | May 26, 2026 |
| Brandon Olson | Olson Strategic Wealth | B.O.S.S. Retirement Advisors | RFG Advisory | September 18, 2026 | August 7, 2026 |
| Brian Ward | Capstone Wealth | B.O.S.S. Retirement Advisors | RFG Advisory | September 18, 2026 | August 7, 2026 |
| Cheyenne Walker | Walker Bastoni Wealth Management | Allworth Financial | NewEdge | September 18, 2026 | July 31, 2026 |
| David Adams | — | Financial Connections | Merit Financial Advisors | September 18, 2026 | Not confirmed |
| David Bastoni | Walker Bastoni Wealth Management | Allworth Financial | NewEdge | September 18, 2026 | July 31, 2026 |
| Lisa Adams | — | Financial Connections | Merit Financial Advisors | September 18, 2026 | Not confirmed |
| Matt Wallen | Confluence Wealth Management | Mariner | Wealthcare | September 18, 2026 | June 30, 2026 |
| TIMOTHY MAXWELL BRENNAN | — | Commonwealth | Merit Financial Advisors | September 18, 2026 | September 13, 2026 |
| Todd Phelan | — | Cambridge | Janney Montgomery Scott | September 18, 2026 | September 18, 2026 |
| Brent A. Kiley | Rise Private Wealth Management | Ameriprise Independent Advisors | Rise Private Wealth | September 17, 2026 | September 10, 2026 |
| Michael Stark | — | American Financial Advisors | Steward Partners | September 17, 2026 | September 25, 2026 |
| Robert A. Bonfiglio | Rise Private Wealth Management | Ameriprise Independent Advisors | Rise Private Wealth | September 17, 2026 | September 10, 2026 |
| COLLEEN LUX HARRINGTON | — | Longview Financial Advisors | Apella Wealth | September 16, 2026 | September 24, 2026 |
| Elizabeth Stokes | — | Ameriprise Independent Advisors | Fathom Advisors | September 16, 2026 | September 17, 2026 |
| Jake Isaacson | — | Ameriprise Independent Advisors | Fathom Advisors | September 16, 2026 | September 17, 2026 |
| Mark Anderson | — | Ameriprise Independent Advisors | Fathom Advisors | September 16, 2026 | September 17, 2026 |
| Mark Lyon | — | Ameriprise Independent Advisors | Fathom Advisors | September 16, 2026 | September 17, 2026 |
| Michael Cassidy | — | Ameriprise Independent Advisors | Fathom Advisors | September 16, 2026 | September 17, 2026 |
| Nick Adams | — | Ameriprise Independent Advisors | Fathom Advisors | September 16, 2026 | September 17, 2026 |
| Randy Doroff | — | Ameriprise Independent Advisors | Fathom Advisors | September 16, 2026 | September 17, 2026 |
| Robert A. Mulcahy | Hall Wealth Advisory Group | Jefferies | Stifel | September 16, 2026 | September 16, 2026 |
| Scott R. Hall | Hall Wealth Advisory Group | Jefferies | Stifel | September 16, 2026 | September 16, 2026 |
| TIMOTHY CHARLES HARRINGTON | — | Longview Financial Advisors | Apella Wealth | September 16, 2026 | October 1, 2026 |
| Todd Doroff | — | Ameriprise Independent Advisors | Fathom Advisors | September 16, 2026 | September 17, 2026 |
| Trevor Dunn | — | Ameriprise Independent Advisors | Fathom Advisors | September 16, 2026 | September 17, 2026 |
| Andrew Kocukov | Horizon Wealth Management Group | Wells Fargo FiNet | LPL Financial | September 15, 2026 | September 8, 2026 |
| Andy Li | — | Morris Financial Concepts | Apella Wealth | September 15, 2026 | September 24, 2026 |
| Barbara Leahy Fallon | — | Morris Financial Concepts | Apella Wealth | September 15, 2026 | September 25, 2026 |
| Bill Wagner | Horizon Wealth Management Group | Wells Fargo FiNet | LPL Financial | September 15, 2026 | September 8, 2026 |
| Dannae Catherine Enright | — | Morris Financial Concepts | Apella Wealth | September 15, 2026 | September 25, 2026 |
| Jackson Paul Voshell | — | Morris Financial Concepts | Apella Wealth | September 15, 2026 | September 15, 2026 |
| James P. Shafer | — | UBS | NewEdge | September 15, 2026 | September 14, 2026 |
| JAMES TUCKER MORRIS | — | Morris Financial Concepts | Apella Wealth | September 15, 2026 | September 22, 2026 |
| Joseph Gossett | — | UBS | NewEdge | September 15, 2026 | September 14, 2026 |
| KYRA HOLLOWELL MORRIS | — | Morris Financial Concepts | Apella Wealth | September 15, 2026 | September 21, 2026 |
| Michael B. Block | — | UBS | NewEdge | September 15, 2026 | September 14, 2026 |
| MIMI JO Huss | — | Morris Financial Concepts | Apella Wealth | September 15, 2026 | September 16, 2026 |
| Nathan Edward White | — | Morris Financial Concepts | Apella Wealth | September 15, 2026 | September 16, 2026 |
| Pamela Smith | — | UBS | NewEdge | September 15, 2026 | March 20, 2026 |
| Rachelle Carlson-Oien | — | UBS | NewEdge | September 15, 2026 | September 14, 2026 |
| Scott Sennett | Horizon Wealth Management Group | Wells Fargo FiNet | LPL Financial | September 15, 2026 | September 8, 2026 |
| Steven Bradley Kingsley | — | Morris Financial Concepts | Apella Wealth | September 15, 2026 | September 16, 2026 |
| Brandon Michael Steinhagen | — | Elios Financial Group | Carson | September 14, 2026 | September 9, 2026 |
| JAMES THOMAS ELIOS | — | Elios Financial Group | Carson | September 14, 2026 | September 9, 2026 |
| Jason M. Schlesinger | Scientia Wealth Partners | UBS | Alex. Brown | September 14, 2026 | September 3, 2026 |
| Jason S. Cheu | Scientia Wealth Partners | UBS | Alex. Brown | September 14, 2026 | September 3, 2026 |
| John R. Lucas Jr. | Lucas Wealth Management | UBS | Alex. Brown | September 14, 2026 | September 3, 2026 |
| Craig Blum | — | UBS | Benjamin F. Edwards | September 11, 2026 | September 10, 2026 |
| Teresa Radzinski | — | Bank of America Private Bank | Citi | September 11, 2026 | September 11, 2026 |
| CHRISTEN LEE SANCHEZ | — | Sanchez Wealth Management Group LLC | Modern Wealth Management | September 10, 2026 | August 28, 2026 |
| Christian Tully | Tully Cottillion Group | Merrill Lynch | Wells Fargo Advisors | September 10, 2026 | September 2, 2026 |
| Darron L. Carpenter | — | Citizens Private Wealth | Wells Fargo Advisors | September 10, 2026 | September 2, 2026 |
| Dawn Sanchez Nicoles | — | Sanchez Wealth Management Group LLC | Modern Wealth Management | September 10, 2026 | August 28, 2026 |
| James Carlson | Redstone Wealth Management Group | UBS | Wedbush | September 10, 2026 | September 4, 2026 |
| Jeneen Slack | Northstar Financial Advisors | Raymond James Financial Services | LPL Financial | September 10, 2026 | August 17, 2026 |
| John J. Vazquez | Vazquez-Monasterio Team | UBS | Merrill Lynch | September 10, 2026 | September 9, 2026 |
| JOSHUA SETH MANDELKORN | — | Sanchez Wealth Management Group LLC | Modern Wealth Management | September 10, 2026 | September 2, 2026 |
| Kevin E. Herron Jr. | Redstone Wealth Management Group | UBS | Wedbush | September 10, 2026 | September 4, 2026 |
| Manuel J. Monasterio | Vazquez-Monasterio Team | UBS | Merrill Lynch | September 10, 2026 | September 9, 2026 |
| Max Ortiz | — | First Citizens Wealth | Wells Fargo Advisors | September 10, 2026 | September 3, 2026 |
| Michael Rogala | — | Merrill Lynch | Alex. Brown | September 10, 2026 | July 1, 2026 |
| Patty Blair | Redstone Wealth Management Group | UBS | Wedbush | September 10, 2026 | September 4, 2026 |
| Pourya Naeimi | — | Wells Fargo Advisors | J.P. Morgan Advisors | September 10, 2026 | September 4, 2026 |
| Steven Cottillion | Tully Cottillion Group | Merrill Lynch | Wells Fargo Advisors | September 10, 2026 | September 2, 2026 |
| Daniel Madura | Madura Private Wealth Group | Wells Fargo Advisors | Janney Montgomery Scott | September 9, 2026 | August 17, 2026 |
| Ethan Madura | Madura Private Wealth Group | Wells Fargo Advisors | Janney Montgomery Scott | September 9, 2026 | August 17, 2026 |
| Lance White | — | Morgan Stanley | NewEdge | September 9, 2026 | July 2, 2026 |
| Corinne M. Heiberger | Aliaskari Group | Morgan Stanley | Merrill Lynch | September 8, 2026 | September 3, 2026 |
| H. Frank Vorndran III | Aliaskari Group | Morgan Stanley | Merrill Lynch | September 8, 2026 | September 3, 2026 |
| M. Dylan Price | — | Morgan Stanley | Merrill Lynch | September 8, 2026 | August 27, 2026 |
| Mehrak Aliaskari | Aliaskari Group | Morgan Stanley | Merrill Lynch | September 8, 2026 | September 3, 2026 |
| Ronald A. Murad | — | Wells Fargo Advisors | Merrill Lynch | September 8, 2026 | August 20, 2026 |
| Zachary Karason | — | U.S. Bank | Prudential Advisors | September 8, 2026 | August 10, 2026 |
| Aaron Marshall | Hall Wealth Management Group | Merrill Lynch | UBS | September 4, 2026 | September 4, 2026 |
| Caitlin E. Alcon | Mason Cisney Alcon Wealth Management Group | Morgan Stanley | UBS | September 4, 2026 | September 4, 2026 |
| Calvin B. Mason | Mason Cisney Alcon Wealth Management Group | Morgan Stanley | UBS | September 4, 2026 | September 4, 2026 |
| Craig E. Cisney | Mason Cisney Alcon Wealth Management Group | Morgan Stanley | UBS | September 4, 2026 | September 4, 2026 |
| Edward R. Phillipp | Phillipp Group | Stifel | Rockefeller | September 4, 2026 | September 4, 2026 |
| Gerald Horn | — | Morgan Stanley | UBS | September 4, 2026 | September 4, 2026 |
| Jeffrey M. Deckelbaum | — | Morgan Stanley | UBS | September 4, 2026 | September 4, 2026 |
| John R. Hall | Hall Wealth Management Group | Merrill Lynch | UBS | September 4, 2026 | September 4, 2026 |
| Magnus F. Virgin | Virgin Herzberg Wealth Partners | Morgan Stanley | Rockefeller | September 4, 2026 | September 4, 2026 |
| Michael Herzberg | Virgin Herzberg Wealth Partners | Morgan Stanley | Rockefeller | September 4, 2026 | September 4, 2026 |
| Michelle Colquhoun | Phillipp Group | Stifel | Rockefeller | September 4, 2026 | September 4, 2026 |
| Richard E. Horn | — | Morgan Stanley | UBS | September 4, 2026 | September 4, 2026 |
| Alexandra G. Escobedo | — | Bank of America Private Bank | NewEdge | September 3, 2026 | September 4, 2026 |
| Carter Bick | — | Arbor Capital Management | Wealth Enhancement | September 3, 2026 | Not confirmed |
| Jeffrey Adams | — | Arbor Capital Management | Wealth Enhancement | September 3, 2026 | Not confirmed |
| Michael J. Wohlgemuth | — | Bank of America Private Bank | NewEdge | September 3, 2026 | September 1, 2026 |
| Paul J. Yates | — | Bank of America Private Bank | NewEdge | September 3, 2026 | September 1, 2026 |
| Trace R. Shapiro | — | Bank of America Private Bank | NewEdge | September 3, 2026 | September 1, 2026 |
| Brandon Masbruch | Midwest Financial Group | Commonwealth | Osaic | September 2, 2026 | August 18, 2026 |
| JASON CHRISTOPHER LLEWELLYN | — | Holistic Financial Partners | Allworth Financial | September 2, 2026 | August 20, 2026 |
| John Palmer | — | Wells Fargo FiNet | Prospera Financial Services | September 2, 2026 | August 7, 2026 |
| Matt Cuplin | Midwest Financial Group | Commonwealth | Osaic | September 2, 2026 | August 18, 2026 |
| Patrick Sweeney | — | Wells Fargo Advisors | Prospera Financial Services | September 2, 2026 | August 28, 2026 |
| AnnRandyl Beach | — | High Falls Advisors | Allworth Financial | September 1, 2026 | August 31, 2026 |
| Benjamin E. Roth | SBS Retirement Consultants | Commonwealth | &Partners | September 1, 2026 | August 31, 2026 |
| BENJAMIN REIN WEAVER | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 14, 2026 |
| Brian Robert Lichtenheld | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 14, 2026 |
| BRIAN ROBERT PULTRO | — | Pultro Financial Management | Maridea Wealth Management | September 1, 2026 | August 14, 2026 |
| Chris Zapata | Twenty Four Wealth | Stratos Wealth Partners | Twenty Four Wealth | September 1, 2026 | August 31, 2026 |
| Dan Hocking | ClearHaven | RBC Wealth Management | LPL Financial | September 1, 2026 | August 18, 2026 |
| DAVID CURRAN WOLF | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 14, 2026 |
| James H McBride | — | High Falls Advisors | Allworth Financial | September 1, 2026 | August 31, 2026 |
| James Thomas Englert | — | High Falls Advisors | Allworth Financial | September 1, 2026 | August 31, 2026 |
| Jeffrey Blake Dickerson | — | Dickerson Jackson & Associates | Wealth Enhancement | September 1, 2026 | September 1, 2026 |
| Jennifer Englert Vogler | — | High Falls Advisors | Allworth Financial | September 1, 2026 | August 31, 2026 |
| John Dougherty | Twenty Four Wealth | Stratos Wealth Partners | Twenty Four Wealth | September 1, 2026 | August 31, 2026 |
| John Garrett Klee | — | High Falls Advisors | Allworth Financial | September 1, 2026 | August 31, 2026 |
| Jordan C. Hendry | SBS Retirement Consultants | Commonwealth | &Partners | September 1, 2026 | August 31, 2026 |
| Julia Wentworth | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 14, 2026 |
| JULIE D MARTINEZ | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 17, 2026 |
| Kathrin Biscornet | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 14, 2026 |
| Lawrence Todd Jackson | — | Dickerson Jackson & Associates | Wealth Enhancement | September 1, 2026 | September 1, 2026 |
| LILY JUSTINE BEITEL-HORTON | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 14, 2026 |
| MATTHEW VERNON SAMEK | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 14, 2026 |
| MICHAEL FRANCIS PULTRO | — | Pultro Financial Management | Maridea Wealth Management | September 1, 2026 | August 17, 2026 |
| Mike Carbino | Twenty Four Wealth | Stratos Wealth Partners | Twenty Four Wealth | September 1, 2026 | August 31, 2026 |
| OLIVIA ANNE OTOOLE | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 15, 2026 |
| RALIEGH DARIN RIDDOCH | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 14, 2026 |
| Robert E Vay | — | High Falls Advisors | Allworth Financial | September 1, 2026 | August 31, 2026 |
| Robert Stephen Granish | — | High Falls Advisors | Allworth Financial | September 1, 2026 | August 31, 2026 |
| Russell J Mandrino | — | High Falls Advisors | Allworth Financial | September 1, 2026 | August 31, 2026 |
| Ryan Hunter | Twenty Four Wealth | Stratos Wealth Partners | Twenty Four Wealth | September 1, 2026 | August 31, 2026 |
| Ryan Lewis | — | Morgan Stanley | LPL Financial | September 1, 2026 | August 18, 2026 |
| Shannon L. Staiger | SBS Retirement Consultants | Commonwealth | &Partners | September 1, 2026 | August 31, 2026 |
| Shawn P. Wiegand | SBS Retirement Consultants | Commonwealth | &Partners | September 1, 2026 | August 31, 2026 |
| Steve Braatz | ClearHaven | RBC Wealth Management | LPL Financial | September 1, 2026 | August 18, 2026 |
| Steven Luan | — | High Falls Advisors | Allworth Financial | September 1, 2026 | August 31, 2026 |
| TAMI C CARROLL | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 15, 2026 |
| TIMOTHY RAYMOND WOJTALIK | — | BSW Wealth Partners | Sequoia Financial Group | September 1, 2026 | July 14, 2026 |
| Tony Truino | Twenty Four Wealth | Stratos Wealth Partners | Twenty Four Wealth | September 1, 2026 | August 31, 2026 |
| Dayne L. Crist | Lumina Wealth Partners | Bernstein Private Wealth | UBS | August 31, 2026 | August 28, 2026 |
| Giancarlo Foti | Sierra Ridge Advisor Group | LPL Financial | Cetera | August 31, 2026 | August 14, 2026 |
| James Slaughter | Sierra Ridge Advisor Group | LPL Financial | Cetera | August 31, 2026 | August 14, 2026 |
| Jason A. Eckerman | Crown Legacy Wealth | Wells Fargo Advisors | &Partners | August 31, 2026 | August 28, 2026 |
| JOLIE McCarthy | — | Socha Financial Group | Savant Wealth Management | August 31, 2026 | September 1, 2026 |
| Koby Dardashti | Lumina Wealth Partners | Bernstein Private Wealth | UBS | August 31, 2026 | August 28, 2026 |
| Michelle Socha Vang | — | Socha Financial Group | Savant Wealth Management | August 31, 2026 | September 1, 2026 |
| Pasha E. Azad | Lumina Wealth Partners | Bernstein Private Wealth | UBS | August 31, 2026 | August 28, 2026 |
| Steven Summerhays | Lumina Wealth Partners | Bernstein Private Wealth | UBS | August 31, 2026 | August 28, 2026 |
| Thomas J. Faley | Crown Legacy Wealth | Wells Fargo Advisors | &Partners | August 31, 2026 | August 28, 2026 |
| Lance Dunn | The Dunn Team | Raymond James Financial Services | Wells Fargo FiNet | August 28, 2026 | August 21, 2026 |
| Lexis Dunn | The Dunn Team | Raymond James Financial Services | Wells Fargo FiNet | August 28, 2026 | August 21, 2026 |
| Matt Holzwarth | Old Oak Partners | Raymond James Financial Services | Wells Fargo FiNet | August 28, 2026 | August 21, 2026 |
| David Lazorik | Lazorik Financial Management | Wells Fargo FiNet | Raymond James Financial Services | August 27, 2026 | May 6, 2026 |
| Brian Phipps | Severn Wealth Management | Commonwealth | Cetera | August 26, 2026 | August 18, 2026 |
| Steven Roth | Severn Wealth Management | Commonwealth | Cetera | August 26, 2026 | August 18, 2026 |
| Wilson Phipps | Severn Wealth Management | Commonwealth | Cetera | August 26, 2026 | August 18, 2026 |
| Alex Santos | — | UBS | Cresset | August 25, 2026 | August 25, 2026 |
| Ettore D. Ventrice | — | UBS | Cresset | August 25, 2026 | August 25, 2026 |
| James Gilbert | Preferred Financial Group | Harbour Investments | LPL Financial | August 25, 2026 | July 28, 2026 |
| Jeffrey Stillwell | Stillwell Financial Advisors | Ameriprise Independent Advisors | Raymond James Financial Services | August 25, 2026 | June 2, 2026 |
| Kristen Moosmiller | — | NorthAvenue | Mercer Advisors | August 25, 2026 | July 9, 2026 |
| Michael A. Bober | — | UBS | Cresset | August 25, 2026 | August 25, 2026 |
| Michael MacDonald | — | UBS | Cresset | August 25, 2026 | August 25, 2026 |
| Pat Gilbert | Preferred Financial Group | Harbour Investments | LPL Financial | August 25, 2026 | July 28, 2026 |
| Rocco Russo | — | Edward Jones | Kestra Financial | August 25, 2026 | August 12, 2026 |
| Sarah Ponczek | — | UBS | Cresset | August 25, 2026 | August 25, 2026 |
| Stephanie Bailey | — | NorthAvenue | Mercer Advisors | August 25, 2026 | July 10, 2026 |
| William Marino | — | UBS | Cresset | August 25, 2026 | August 25, 2026 |
| Anthony Conte | Conte Wealth Advisors | Cambridge | LPL Financial | August 24, 2026 | August 18, 2026 |
| Frank Conte | Conte Wealth Advisors | Cambridge | LPL Financial | August 24, 2026 | August 18, 2026 |
| Jenna R. Fiore | — | Wells Fargo Advisors | Janney Montgomery Scott | August 24, 2026 | August 21, 2026 |
| Joseph Henriques | Conte Wealth Advisors | Cambridge | LPL Financial | August 24, 2026 | August 18, 2026 |
| Oscar Gomez Castilla | — | J.P. Morgan Advisors | Morgan Stanley | August 24, 2026 | August 3, 2026 |
| Frederick Spagnola | Murray Street Wealth Advisors | UBS | Wells Fargo FiNet | August 21, 2026 | July 22, 2026 |
| Gabriel Armancas | Turquoise Private Wealth | Ameriprise Independent Advisors | Wells Fargo FiNet | August 21, 2026 | August 14, 2026 |
| Jon Vallaro | Murray Street Wealth Advisors | UBS | Wells Fargo FiNet | August 21, 2026 | July 22, 2026 |
| Ted Hamstra | Framework Wealth Advisors | William Blair | Wells Fargo Advisors | August 21, 2026 | August 19, 2026 |
| Adam Pearsall | Pearsall Wealth | UBS | Raymond James & Associates | August 20, 2026 | June 1, 2026 |
| Brennan Dorighi | IronGate Services | Ameriprise Independent Advisors | Osaic | August 20, 2026 | July 8, 2026 |
| Chad Sarsfield | IronGate Services | Ameriprise Independent Advisors | Osaic | August 20, 2026 | July 8, 2026 |
| Coy Sarsfield | IronGate Services | Ameriprise Independent Advisors | Osaic | August 20, 2026 | July 8, 2026 |
| Eric Nelson | — | Servo Wealth Management | Wealth Enhancement | August 20, 2026 | August 17, 2026 |
| Jarod Wesson | McCutchen Wesson Wealth Advisors | Edward Jones | LPL Financial | August 20, 2026 | August 3, 2026 |
| Kurt Mattson | Yari Capital | Northwestern Mutual | Carson | August 20, 2026 | August 17, 2026 |
| Olivia Payne | Yari Capital | Northwestern Mutual | Carson | August 20, 2026 | August 17, 2026 |
| Paul McCutchen | McCutchen Wesson Wealth Advisors | Edward Jones | LPL Financial | August 20, 2026 | August 3, 2026 |
| Amanda Leija | — | Edward Jones | Equitable Advisors | August 19, 2026 | May 14, 2026 |
| David Blaydes | — | RPI | Stratos Wealth Partners | August 19, 2026 | July 1, 2026 |
| JAMES DAVID BLAYDES | — | RPI | Stratos Wealth Partners | August 19, 2026 | July 1, 2026 |
| Kimberly Dahnke | De Jesus & Co. Wealth Management | Edward Jones | Raymond James & Associates | August 19, 2026 | June 18, 2026 |
| Matt Yancey | — | Edward Jones | Equitable Advisors | August 19, 2026 | May 7, 2026 |
| Roberto DeJesus | De Jesus & Co. Wealth Management | Edward Jones | Raymond James & Associates | August 19, 2026 | June 18, 2026 |
| Bryan Fox | Harbor Financial Advisors | Commonwealth | Cetera | August 18, 2026 | May 5, 2026 |
| Chris Stockton | Guidepost Wealth Management | Edward Jones | LPL Financial | August 18, 2026 | August 6, 2026 |
| Jeffrey W. Thompson | — | Bernstein Private Wealth | NewEdge | August 18, 2026 | August 17, 2026 |
| Jessica Crandall | — | Weinand Financial | Wealth Enhancement | August 18, 2026 | August 17, 2026 |
| Kim Hellerman-Hersman | Harbor Financial Advisors | Commonwealth | Cetera | August 18, 2026 | May 5, 2026 |
| Leo Rotman | River Financial Group | New York Life | Diversify | August 18, 2026 | July 20, 2026 |
| Michael George Weinand | — | Weinand Financial | Wealth Enhancement | August 18, 2026 | August 17, 2026 |
| MICHAEL THOMAS O'DONNELL | — | OG Private Wealth | MAI Capital Management | August 18, 2026 | August 26, 2026 |
| Mike Hostick | Live Oak Investment Partners | Kovack Securities | Diversify | August 18, 2026 | July 13, 2026 |
| Patrick O’Reilly | O’Reilly LLC | LPL Financial | Osaic | August 18, 2026 | June 15, 2026 |
| Sara DeJay Willis | — | Bernstein Private Wealth | NewEdge | August 18, 2026 | August 17, 2026 |
| Shannon M. Willems | — | Bernstein Private Wealth | NewEdge | August 18, 2026 | August 17, 2026 |
| BRADLEY STEVEN MCGREW | — | Waypoint Wealth Counsel | MAI Capital Management | August 17, 2026 | September 22, 2026 |
| Chris McClure | — | Wells Fargo Advisors | Ameriprise Independent Advisors | August 17, 2026 | May 15, 2026 |
| Cole Foreman | Foreman Rial Group | Merrill Lynch | Morgan Stanley | August 17, 2026 | August 13, 2026 |
| Craig A. Foreman | Foreman Rial Group | Merrill Lynch | Morgan Stanley | August 17, 2026 | August 13, 2026 |
| Jeffrey "Chad" Muri | — | LPL Financial | Wells Fargo Advisors | August 17, 2026 | August 11, 2026 |
| John A. Rial | Foreman Rial Group | Merrill Lynch | Morgan Stanley | August 17, 2026 | August 13, 2026 |
| Lee Winters III | — | Wells Fargo Advisors | Ameriprise Independent Advisors | August 17, 2026 | May 15, 2026 |
| MATTHEW THOMAS WOODS | — | Waypoint Wealth Counsel | MAI Capital Management | August 17, 2026 | September 22, 2026 |
| Rick Pucci | — | Park Ridge Financial | Maridea Wealth Management | August 17, 2026 | July 17, 2026 |
| Tim Beithon | — | Edward Jones | Wells Fargo Advisors | August 17, 2026 | August 13, 2026 |
| WILLIAM SULLIVAN SCOTT | — | Waypoint Wealth Counsel | MAI Capital Management | August 17, 2026 | September 11, 2026 |
| Abby Stancik | Stancik & Sabransky | Wells Fargo Advisors | Raymond James & Associates | August 13, 2026 | May 21, 2026 |
| Greg Leonard | — | Raymond James & Associates | Ameriprise Independent Advisors | August 13, 2026 | July 22, 2026 |
| Jeffrey D. Stanley | Stanley Edwards Group | Morgan Stanley | UBS | August 13, 2026 | August 11, 2026 |
| Julie Sabransky | Stancik & Sabransky | Wells Fargo Advisors | Raymond James & Associates | August 13, 2026 | May 21, 2026 |
| Matthew Darpel | — | Independent Advisor Alliance | Baird | August 13, 2026 | August 13, 2026 |
| R. Mitch Edwards | Stanley Edwards Group | Morgan Stanley | UBS | August 13, 2026 | August 11, 2026 |
| Carly James | Severn Financial Advisors | Commonwealth | Independent Financial Partners | August 12, 2026 | June 26, 2026 |
| Christopher Grella | — | Ameriprise Independent Advisors | Prudential Advisors | August 12, 2026 | July 6, 2026 |
| Graham Van Horn | Van Horn Financial Services | Commonwealth | Independent Financial Partners | August 12, 2026 | June 5, 2026 |
| Jim Tucker | Tucker Bria Wealth Strategies | Commonwealth | Cetera | August 12, 2026 | June 3, 2026 |
| Josh Polidori | Tucker Bria Wealth Strategies | Commonwealth | Cetera | August 12, 2026 | June 3, 2026 |
| Matthew B. Dupon | — | Bridgeway | Merit Financial Advisors | August 12, 2026 | July 31, 2026 |
| Michael Rose | Pathway Advisory Group | Stifel | Raymond James & Associates | August 12, 2026 | May 5, 2026 |
| Patrick Bria | Tucker Bria Wealth Strategies | Commonwealth | Cetera | August 12, 2026 | June 3, 2026 |
| Scott Gillespie | Pathway Advisory Group | Stifel | Raymond James & Associates | August 12, 2026 | May 5, 2026 |
| Sean Montgomery | — | Bridgeway | Merit Financial Advisors | August 12, 2026 | August 3, 2026 |
| Stephen James | Severn Financial Advisors | Commonwealth | Independent Financial Partners | August 12, 2026 | June 26, 2026 |
| Taylor Clement | Tucker Bria Wealth Strategies | Commonwealth | Cetera | August 12, 2026 | July 30, 2026 |
| Ed Woehlcke | — | Valley Financial Group | Hightower | August 11, 2026 | Not confirmed |
| Edward S Woehlcke | — | Valley Financial Group | Hightower | August 11, 2026 | September 3, 2026 |
| Frank Vincent Pizzichillo | — | Valley Financial Group | Hightower | August 11, 2026 | September 8, 2026 |
| James T Donnelly | — | Valley Financial Group | Hightower | August 11, 2026 | September 8, 2026 |
| Kevin McGarry | — | Valley Financial Group | Hightower | August 11, 2026 | September 10, 2026 |
| Mitchell Edenbaum | — | Oppenheimer | Ameriprise Independent Advisors | August 11, 2026 | May 29, 2026 |
| Cindy B. Rudbart | Blue Sandstone Wealth Partners | Morgan Stanley | Rockefeller | August 10, 2026 | August 10, 2026 |
| Corinne James Menacho | Blue Sandstone Wealth Partners | Morgan Stanley | Rockefeller | August 10, 2026 | August 10, 2026 |
| Dominic Corso | Jones Wealth Partners | Merrill Lynch | Rockefeller | August 7, 2026 | August 7, 2026 |
| Eric James Gardner | — | All Star Financial | Sequoia Financial Group | August 7, 2026 | May 20, 2026 |
| Grant Robert Germscheid | — | All Star Financial | Sequoia Financial Group | August 7, 2026 | May 20, 2026 |
| Liam Jones | Jones Wealth Partners | Merrill Lynch | Rockefeller | August 7, 2026 | August 7, 2026 |
| MATTHEW ALAN BERHOW | — | All Star Financial | Sequoia Financial Group | August 7, 2026 | May 20, 2026 |
| Natalie Lariccia | Jones Wealth Partners | Merrill Lynch | Rockefeller | August 7, 2026 | August 7, 2026 |
| Quinn Jones | Jones Wealth Partners | Merrill Lynch | Rockefeller | August 7, 2026 | August 7, 2026 |
| ROBERT JOHN KLEFSAAS | — | All Star Financial | Sequoia Financial Group | August 7, 2026 | May 20, 2026 |
| Sidney G. Jones | Jones Wealth Partners | Merrill Lynch | Rockefeller | August 7, 2026 | August 7, 2026 |
| Stefanos Newman | Jones Wealth Partners | Merrill Lynch | Rockefeller | August 7, 2026 | August 7, 2026 |
| Brian Koble | Carlson Group | Baird | Raymond James & Associates | August 6, 2026 | June 16, 2026 |
| Cassidy Carlson | Carlson Group | Baird | Raymond James & Associates | August 6, 2026 | June 16, 2026 |
| Chin Po | Paxel Financial Consulting | Cetera | Private Advisor Group | August 6, 2026 | July 16, 2026 |
| Erik M. Knobl | Sexton Group | Morgan Stanley | RBC Wealth Management | August 6, 2026 | August 4, 2026 |
| Felix A. Erbring | — | Merrill Lynch | Wells Fargo Advisors | August 6, 2026 | August 5, 2026 |
| Gary Jiang | Paxel Financial Consulting | Cetera | Private Advisor Group | August 6, 2026 | July 17, 2026 |
| Harry Lee | Paxel Financial Consulting | Cetera | Private Advisor Group | August 6, 2026 | July 16, 2026 |
| Jim Xu | Paxel Financial Consulting | Cetera | Private Advisor Group | August 6, 2026 | July 16, 2026 |
| Jordan Krawec | Krawec Wealth Management | Wells Fargo Advisors | Raymond James & Associates | August 6, 2026 | August 4, 2026 |
| Kathryn McGough | Kindred Wealth Partners | Hightower | Kestra Financial | August 6, 2026 | July 6, 2026 |
| Kenneth Breaden | Carlson Group | Baird | Raymond James & Associates | August 6, 2026 | June 16, 2026 |
| Kurt Carlson | Carlson Group | Baird | Raymond James & Associates | August 6, 2026 | June 16, 2026 |
| Mary M. Sexton | Sexton Group | Morgan Stanley | RBC Wealth Management | August 6, 2026 | August 4, 2026 |
| Teodore Krawec | Krawec Wealth Management | Wells Fargo Advisors | Raymond James & Associates | August 6, 2026 | August 4, 2026 |
| Young Po | Paxel Financial Consulting | Cetera | Private Advisor Group | August 6, 2026 | June 11, 2026 |
| Allen Buckley | Paragon Private Wealth | Sanctuary Wealth | Savvy Advisors | August 5, 2026 | May 8, 2026 |
| Blake Davidson | WestKai Private Wealth | Morgan Stanley | LPL Financial | August 5, 2026 | June 23, 2026 |
| Brian Clayton | — | LPL Financial | Raymond James Financial Services | August 5, 2026 | April 16, 2026 |
| Darin Snow | — | Denver PWM | Aspen Standard Wealth | August 5, 2026 | Not confirmed |
| Don Harrell | WestKai Private Wealth | Morgan Stanley | LPL Financial | August 5, 2026 | June 23, 2026 |
| Jack Petersen | — | Summit Trail Advisors | Corient | August 5, 2026 | October 13, 2026 |
| Jeff Brimhall | Blue Barn Wealth | Blue Barn Wealth | Savvy Advisors | August 5, 2026 | March 25, 2026 |
| John Chaulklin | — | LPL Financial | Raymond James Financial Services | August 5, 2026 | April 16, 2026 |
| John Scarborough | — | Summit Trail Advisors | Corient | August 5, 2026 | October 2, 2026 |
| Tom Palecek | — | Summit Trail Advisors | Corient | August 5, 2026 | October 7, 2026 |
| ARTHUR STEIN | — | Arthur Stein Financial | Allworth Financial | August 4, 2026 | June 1, 2026 |
| Ben Burklow | Seven Arrows Wealth | Ameriprise Independent Advisors | Raymond James Financial Services | August 4, 2026 | April 20, 2026 |
| Bob Sansone | ITP Partners | Osaic | Blue Horizon Equity | August 4, 2026 | May 15, 2026 |
| chris kostiuk | — | Miramar Capital | Wealth Enhancement | August 4, 2026 | August 3, 2026 |
| Chris Palmer | Abound Advisors | Wells Fargo FiNet | Prospera Financial Services | August 4, 2026 | July 17, 2026 |
| Danny Z. Kamal | Kamal Capital Group | Merrill Lynch | Summit Financial | August 4, 2026 | March 30, 2026 |
| Dennis Stearns | — | Stearns Financial Group | Hightower | August 4, 2026 | Not confirmed |
| Domenica Marie Lurvey | — | Sachetta | Allworth Financial | August 4, 2026 | August 11, 2026 |
| Eric Sachetta | — | Sachetta | Allworth Financial | August 4, 2026 | August 11, 2026 |
| Georgios Liakakis | — | Sachetta | Allworth Financial | August 4, 2026 | August 11, 2026 |
| Haleh Moddasser | — | Stearns Financial Group | Hightower | August 4, 2026 | Not confirmed |
| Janice Darlene McGarry | — | Sachetta | Allworth Financial | August 4, 2026 | August 11, 2026 |
| Jeff Hartman | ITP Partners | Osaic | Blue Horizon Equity | August 4, 2026 | May 15, 2026 |
| Jeffrey Aron | — | Sachetta | Allworth Financial | August 4, 2026 | August 11, 2026 |
| John Robert Kamal | Kamal Capital Group | Merrill Lynch | Summit Financial | August 4, 2026 | March 27, 2026 |
| John Thomas | — | Stearns Financial Group | Hightower | August 4, 2026 | Not confirmed |
| Joseph Sachetta | — | Sachetta | Allworth Financial | August 4, 2026 | August 12, 2026 |
| Kevin Sanchez | — | Sachetta | Allworth Financial | August 4, 2026 | August 11, 2026 |
| Matthew John Stead | — | Sachetta | Allworth Financial | August 4, 2026 | August 3, 2026 |
| max scott Wasserman | — | Miramar Capital | Wealth Enhancement | August 4, 2026 | August 3, 2026 |
| Michael Callahan | — | Sachetta | Allworth Financial | August 4, 2026 | August 11, 2026 |
| Morgan Burklow | Seven Arrows Wealth | Ameriprise Independent Advisors | Raymond James Financial Services | August 4, 2026 | April 20, 2026 |
| Nicholas Forgione | — | Sachetta | Allworth Financial | August 4, 2026 | August 11, 2026 |
| PAUL ROBERT CUSUMANO | — | Arthur Stein Financial | Allworth Financial | August 4, 2026 | June 1, 2026 |
| Rick Vanderpool | Seven Arrows Wealth | Ameriprise Independent Advisors | Raymond James Financial Services | August 4, 2026 | April 20, 2026 |
| Robert Kalman | — | Miramar Capital | Wealth Enhancement | August 4, 2026 | August 3, 2026 |
| SCOTT ANTHONY MORRISON | — | Brave Family Advisors | AlphaCore Wealth Advisory | August 4, 2026 | August 7, 2026 |
| Stephen Patrick Ahern | — | Sachetta | Allworth Financial | August 4, 2026 | August 11, 2026 |
| THOMAS BRETT HAIRE | — | Brave Family Advisors | AlphaCore Wealth Advisory | August 4, 2026 | July 14, 2026 |
| William Michael Swart | — | Brave Family Advisors | AlphaCore Wealth Advisory | August 4, 2026 | August 5, 2026 |
| Yiorgos Georgeson | — | Brave Family Advisors | AlphaCore Wealth Advisory | August 4, 2026 | August 3, 2026 |
| ZACHARY BRANDON SMYTHE | — | Arthur Stein Financial | Allworth Financial | August 4, 2026 | June 1, 2026 |
| James Jackson | Steinmetz Jackson | Janney Montgomery Scott | Ameriprise Independent Advisors | August 3, 2026 | June 18, 2026 |
| Kenneth Steinmetz | Steinmetz Jackson | Janney Montgomery Scott | Ameriprise Independent Advisors | August 3, 2026 | June 18, 2026 |
| Al J. Hammond | — | Morgan Stanley | Merrill Lynch | July 30, 2026 | July 30, 2026 |
| Anthony F. Mancini | — | Morgan Stanley | Merrill Lynch | July 30, 2026 | July 30, 2026 |
| Cory J. Boggs | — | Manchester Capital | Cresset | July 30, 2026 | July 28, 2026 |
| Don Cloud | — | Cloud Investments | Wealth Enhancement | July 30, 2026 | August 3, 2026 |
| James “Trey” Mahoney III | — | UBS | RBC Wealth Management | July 30, 2026 | July 29, 2026 |
| M. Wade Sims | — | Wells Fargo Advisors | &Partners | July 30, 2026 | July 30, 2026 |
| Matthew P. McLaughlin | — | Morgan Stanley | Merrill Lynch | July 30, 2026 | July 30, 2026 |
| Michael Egan | — | Morgan Stanley | Merrill Lynch | July 30, 2026 | July 30, 2026 |
| Peter Ciovacco | — | Morgan Stanley | Merrill Lynch | July 30, 2026 | July 30, 2026 |
| Scott Tobey | — | Morgan Stanley | Merrill Lynch | July 30, 2026 | July 30, 2026 |
| Bradley Michalchuk | Doyle and Loughman Wealth Management | Wells Fargo FiNet | Carson | July 29, 2026 | July 27, 2026 |
| Brian Doyle | Doyle and Loughman Wealth Management | Wells Fargo FiNet | Carson | July 29, 2026 | July 27, 2026 |
| Brie Edmunds | — | Morgan Stanley | Merrill Lynch | July 29, 2026 | July 23, 2026 |
| Cody Rankin | Penney Rankin Group | J.P. Morgan Advisors | Morgan Stanley | July 29, 2026 | June 11, 2026 |
| Dawn Parks | Sunny Day Financial | Cetera | LPL Financial | July 29, 2026 | June 25, 2026 |
| Emilia Penney | Penney Rankin Group | J.P. Morgan Advisors | Morgan Stanley | July 29, 2026 | June 11, 2026 |
| Evan Bloomberg | Essential Private Wealth | UBS | Raymond James & Associates | July 29, 2026 | May 13, 2026 |
| Fred Dasso | — | Morgan Stanley | Merrill Lynch | July 29, 2026 | July 23, 2026 |
| Kristen Laundry | Doyle and Loughman Wealth Management | Wells Fargo FiNet | Carson | July 29, 2026 | July 27, 2026 |
| Stephen Loughman | Doyle and Loughman Wealth Management | Wells Fargo FiNet | Carson | July 29, 2026 | July 27, 2026 |
| Austin Barranco | — | InVista Advisors | Waverly Advisors | July 28, 2026 | Not confirmed |
| Carl Brandt McDonald | — | InVista Advisors | Waverly Advisors | July 28, 2026 | July 24, 2026 |
| David Chadwick Conoly | — | InVista Advisors | Waverly Advisors | July 28, 2026 | July 24, 2026 |
| Jake Tate | Green Fairways Wealth Management | Stifel Independent Advisors | Raymond James Financial Services | July 28, 2026 | May 4, 2026 |
| Jim Tate | Green Fairways Wealth Management | Stifel Independent Advisors | Raymond James Financial Services | July 28, 2026 | May 4, 2026 |
| Kelley Tate | Green Fairways Wealth Management | Stifel Independent Advisors | Raymond James Financial Services | July 28, 2026 | May 4, 2026 |
| KURT WILLIAM WIEGERT | — | Towson Wealth Management | Merit Financial Advisors | July 28, 2026 | July 17, 2026 |
| Michael Barranco | — | InVista Advisors | Waverly Advisors | July 28, 2026 | July 24, 2026 |
| MICHAEL JAMES BARRANCO | — | InVista Advisors | Waverly Advisors | July 28, 2026 | July 24, 2026 |
| Eric Chaney | — | MG Financial | Longwave Financial | July 27, 2026 | Not confirmed |
| Jesse M. Flatt | — | Bank of America Private Bank | UBS | July 27, 2026 | September 22, 2026 |
| Maris Galins | — | MG Financial | Longwave Financial | July 27, 2026 | Not confirmed |
| Stanley M. Reeg | — | Baird | Xcelsior Advisor Partners | July 24, 2026 | July 28, 2026 |
| Todd M. Reeg | — | Baird | Xcelsior Advisor Partners | July 24, 2026 | July 24, 2026 |
| BRADFORD STEPHEN VANNELLI | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 1, 2026 |
| DANIEL RICHARD BEAUDETTE | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 1, 2026 |
| EMILY NIKOLOUDIS | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 13, 2026 |
| ERIC ROBERT SCHWARTZ | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 18, 2026 |
| GERI ANN MIRA | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 1, 2026 |
| HOA THI LE | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 3, 2026 |
| Jobel Rentino | Williams Tax & Financial Services | Cetera | LPL Financial | July 23, 2026 | June 1, 2026 |
| JONATHAN HOLDEN HARRIS | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 1, 2026 |
| Joseph Michael Pignatano | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 11, 2026 |
| KaNoi Lam | KWM Wealth Advisory | Stifel Independent Advisors | Raymond James Financial Services | July 23, 2026 | May 4, 2026 |
| Kenneth A. Sanchez | KWM Wealth Advisory | Stifel Independent Advisors | Raymond James Financial Services | July 23, 2026 | May 11, 2026 |
| Kirk Hunter | Williams Tax & Financial Services | Cetera | LPL Financial | July 23, 2026 | June 1, 2026 |
| Lee S. Wolfe | KWM Wealth Advisory | Stifel Independent Advisors | Raymond James Financial Services | July 23, 2026 | May 11, 2026 |
| MARIA MILLNER | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 4, 2026 |
| MARINA LAURIE DITOMMASO | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 4, 2026 |
| MATTHEW D FASSNACHT | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 28, 2026 |
| Matthew Steven Borriello | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 3, 2026 |
| Mitchell E. Kauffman | KWM Wealth Advisory | Stifel Independent Advisors | Raymond James Financial Services | July 23, 2026 | May 11, 2026 |
| PAUL ALBERT EDLING CUMMINGS | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 19, 2026 |
| RICHARD IVAN DAVIS | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 1, 2026 |
| ROBERT ANTHONY BEZZONE | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 3, 2026 |
| Russell Babiarz | — | Transcend Capital Advisors | Arax Investment Partners | July 23, 2026 | August 3, 2026 |
| Steve Williams | Williams Tax & Financial Services | Cetera | LPL Financial | July 23, 2026 | June 1, 2026 |
| Daniel Monaghan | Civic Financial | Northwestern Mutual | Civic Financial | July 22, 2026 | July 31, 2026 |
| Grant Parisi | Civic Financial | Northwestern Mutual | Civic Financial | July 22, 2026 | August 24, 2026 |
| Scott DeSantis | Civic Financial | Northwestern Mutual | Civic Financial | July 22, 2026 | August 24, 2026 |
| Brian Bizjack | Bizjack Wealth Management | Morgan Stanley | LPL Financial | July 21, 2026 | June 16, 2026 |
| Chris Tiano | — | Lazard Wealth | Cresset | July 21, 2026 | June 25, 2026 |
| John Bizjack | Bizjack Wealth Management | Morgan Stanley | LPL Financial | July 21, 2026 | June 16, 2026 |
| Marc Kowalski | — | Kowalski Financial | NorthRock Partners | July 21, 2026 | July 15, 2026 |
| Nick Smith | — | Lazard Wealth | Cresset | July 21, 2026 | June 23, 2026 |
| Donald H. Kinsey | — | Stifel | RBC Wealth Management | July 20, 2026 | July 17, 2026 |
| Edward G. Powell | — | Merrill Lynch | Morgan Stanley | July 20, 2026 | July 17, 2026 |
| K. Shaun Cosby | — | Merrill Lynch | Morgan Stanley | July 20, 2026 | July 17, 2026 |
| Kevin King | — | Edward Jones | Ameriprise Independent Advisors | July 20, 2026 | April 2, 2026 |
| Cory J. Matsumoto | Capital Reserve Group | Comerica | Raymond James & Associates | July 17, 2026 | July 6, 2026 |
| Genae A. Affrunti | Capital Reserve Group | Comerica | Raymond James & Associates | July 17, 2026 | July 6, 2026 |
| Glen Sher | Sher Jeshiva Group | Wells Fargo Advisors | Ameriprise Independent Advisors | July 17, 2026 | June 5, 2026 |
| Michael Jeshiva | Sher Jeshiva Group | Wells Fargo Advisors | Ameriprise Independent Advisors | July 17, 2026 | June 5, 2026 |
| Philip Basile | Sher Jeshiva Group | Wells Fargo Advisors | Ameriprise Independent Advisors | July 17, 2026 | June 5, 2026 |
| Rey L. Carandang | Capital Reserve Group | Comerica | Raymond James & Associates | July 17, 2026 | July 6, 2026 |
| Hyon Yong "Ethan" Kim | — | Raymond James Financial Services | &Partners | July 16, 2026 | July 14, 2026 |
| Keith Ginsburg | Ginsburg Private Wealth | Raymond James & Associates | Janney Montgomery Scott | July 16, 2026 | July 15, 2026 |
| Brent Detweiler | — | Truist Wealth | Raymond James Financial Services | July 15, 2026 | March 30, 2026 |
| Chris Berris | Buell Wealth Management | Buell Securities | LPL Financial | July 15, 2026 | June 9, 2026 |
| Danny Mock | FMB Wealth Management | FMB Wealth Management | Indivisible Partners | July 15, 2026 | May 18, 2026 |
| Debbie Fields | FMB Wealth Management | FMB Wealth Management | Indivisible Partners | July 15, 2026 | May 18, 2026 |
| Grant Blindbury | FMB Wealth Management | FMB Wealth Management | Indivisible Partners | July 15, 2026 | May 18, 2026 |
| JJ Fields | FMB Wealth Management | FMB Wealth Management | Indivisible Partners | July 15, 2026 | May 18, 2026 |
| Phillip Margy | — | Truist Wealth | Raymond James Financial Services | July 15, 2026 | March 30, 2026 |
| Richard Knight | — | Truist Wealth | Raymond James Financial Services | July 15, 2026 | March 30, 2026 |
| Brian Rissman | HighWater Wealth | U.S. Bank | LPL Financial | July 14, 2026 | June 23, 2026 |
| Craig Johnson | — | Raymond James Financial Services | Ameriprise Independent Advisors | July 14, 2026 | March 27, 2026 |
| CYNTHIA ROBYN DURDIN | — | Music Row Wealth Management | Corient | July 14, 2026 | July 13, 2026 |
| Dusty Johnson | — | Raymond James Financial Services | Ameriprise Independent Advisors | July 14, 2026 | March 27, 2026 |
| Falko Hörnicke | HighWater Wealth | U.S. Bank | LPL Financial | July 14, 2026 | April 13, 2026 |
| James Hackney | — | Music Row Wealth Management | Corient | July 14, 2026 | Not confirmed |
| Kristian Forster | HighWater Wealth | U.S. Bank | LPL Financial | July 14, 2026 | April 13, 2026 |
| Russ Norwood | — | Venturi Private Wealth | Caprock | July 14, 2026 | Not confirmed |
| Tim Davidson | HighWater Wealth | U.S. Bank | LPL Financial | July 14, 2026 | April 13, 2026 |
| Travis Stivender | — | Raymond James Financial Services | Ameriprise Independent Advisors | July 14, 2026 | March 27, 2026 |
| Ali Asgher | — | J.P. Morgan Private Bank | Wells Fargo Advisors | July 13, 2026 | July 6, 2026 |
| Ali Geranmayeh | — | UAS Asset Management | Steward Partners | July 13, 2026 | June 4, 2026 |
| Andrew C. Keller | — | Inscription Capital | Elevation Point Wealth Partners | July 13, 2026 | June 29, 2026 |
| Arnold Hochstadt | — | UBS | Wells Fargo Advisors | July 13, 2026 | July 8, 2026 |
| Blake Cason | — | Edward Jones | Steward Partners | July 13, 2026 | May 11, 2026 |
| John McAuley | — | Sterling Capital Management | Baird | July 13, 2026 | July 13, 2026 |
| Patrick Keller | — | Inscription Capital | Elevation Point Wealth Partners | July 13, 2026 | June 29, 2026 |
| Andrew J. Cook Jr. | — | Wells Fargo Advisors | &Partners | July 10, 2026 | July 10, 2026 |
| Anthony McMasters | — | Edward Jones | Merrill Lynch | July 10, 2026 | July 10, 2026 |
| David Parrish | — | Wells Fargo Advisors | Merrill Lynch | July 10, 2026 | July 9, 2026 |
| Gerard J. Mehan | — | Wells Fargo Advisors | &Partners | July 10, 2026 | July 10, 2026 |
| James Bee | — | Morgan Stanley | Merrill Lynch | July 10, 2026 | July 7, 2026 |
| Todd N. Hatfield | — | Morgan Stanley | Merrill Lynch | July 10, 2026 | July 7, 2026 |
| Andrew Litzerman | — | Seascape Capital Management | F.L.Putnam | July 9, 2026 | August 12, 2026 |
| Chase Lederer | — | Pinnacle Wealth Management | Carson | July 9, 2026 | July 1, 2026 |
| Christian Sullivan | — | Seascape Capital Management | F.L.Putnam | July 9, 2026 | July 13, 2026 |
| Elizabeth Tipton Weber | Tipton Weber Wealth Management | Raymond James Financial Services | NewEdge | July 9, 2026 | July 2, 2026 |
| Jack Zboralske | — | Pinnacle Wealth Management | Carson | July 9, 2026 | July 1, 2026 |
| Kenneth Mintz | — | Wells Fargo Advisors | Janney Montgomery Scott | July 9, 2026 | July 9, 2026 |
| Kenyon Lederer | — | Pinnacle Wealth Management | Carson | July 9, 2026 | July 1, 2026 |
| Kirk Stensrud | Stensrud Wealth Management Group | Wells Fargo Advisors | Janney Montgomery Scott | July 9, 2026 | July 9, 2026 |
| LAURIE BARRETT | — | Seascape Capital Management | F.L.Putnam | July 9, 2026 | July 13, 2026 |
| Monica McCarthy | — | Seascape Capital Management | F.L.Putnam | July 9, 2026 | July 17, 2026 |
| Yale Joseph | — | Wells Fargo Advisors | Janney Montgomery Scott | July 9, 2026 | July 9, 2026 |
| Alexandra Moise | — | Resource Financial Group | Choreo | July 8, 2026 | Not confirmed |
| Brian Lubel | Cypress Point Wealth Partners | MML Investors Services | LPL Financial | July 8, 2026 | June 12, 2026 |
| Brian Pugal | — | Resource Financial Group | Choreo | July 8, 2026 | July 9, 2026 |
| Peter M. Maris | — | Resource Financial Group | Choreo | July 8, 2026 | July 9, 2026 |
| Todd M. Wike | — | Raymond James Financial Services | Concurrent | July 8, 2026 | July 6, 2026 |
| David Logsdon | Summit Ridge Financial Advisors | Wells Fargo Advisors | LPL Financial | July 7, 2026 | June 22, 2026 |
| Doug Haskin | Haskin Private Wealth Advisors | Wells Fargo Advisors | LPL Financial | July 7, 2026 | May 13, 2026 |
| Edward Duffy | Lexington Financial | Commonwealth | Cetera | July 7, 2026 | April 30, 2026 |
| Jeffrey Samsen | Sheresky Samsen Group | RBC Wealth Management | Wells Fargo Advisors | July 7, 2026 | July 6, 2026 |
| Jeffrey Sheresky | Sheresky Samsen Group | RBC Wealth Management | Wells Fargo Advisors | July 7, 2026 | July 6, 2026 |
| Jenny Haskin | Haskin Private Wealth Advisors | Wells Fargo Advisors | LPL Financial | July 7, 2026 | May 13, 2026 |
| Jessica Alpers | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | July 1, 2026 |
| Joe Splendorio | — | CWS Financial Advisors | Aspen Standard Wealth | July 7, 2026 | Not confirmed |
| John Maher | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | July 1, 2026 |
| Kayla Caroline King | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | July 1, 2026 |
| Kenneth Bollinger | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | July 1, 2026 |
| Kenneth Sheresky | Sheresky Samsen Group | RBC Wealth Management | Wells Fargo Advisors | July 7, 2026 | July 6, 2026 |
| Kenny Bollinger | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | Not confirmed |
| MICHAEL Len HELMS | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | July 1, 2026 |
| Robert Leggett | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | July 1, 2026 |
| Scott Lord | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | July 1, 2026 |
| Scott Reynolds | — | FFR Wealth Team | Carson | July 7, 2026 | Not confirmed |
| Shelley Funke Frommeyer | — | FFR Wealth Team | Carson | July 7, 2026 | Not confirmed |
| Steven Sheresky | Sheresky Samsen Group | RBC Wealth Management | Wells Fargo Advisors | July 7, 2026 | July 6, 2026 |
| Stuart Gay | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | July 1, 2026 |
| Victoria Handley Araj | — | WealthShield Partners | Wealth Enhancement | July 7, 2026 | July 1, 2026 |
| William Creesy | Lexington Financial | Commonwealth | Cetera | July 7, 2026 | April 30, 2026 |
| Alex Bartholomew | Bartholomew & Company | Commonwealth | Bartholomew & Company | July 6, 2026 | July 16, 2026 |
| Tom Bartholomew | Bartholomew & Company | Commonwealth | Bartholomew & Company | July 6, 2026 | July 6, 2026 |
| Barbara Silverman | — | Shufro Rose | Wealth Enhancement | July 2, 2026 | October 1, 2026 |
| BRENDA KAY MCCOMBS | — | Cordant Wealth Partners | Cerity Partners | July 2, 2026 | July 1, 2026 |
| Darren A. Dawson | — | Truist Wealth | Wells Fargo FiNet | July 2, 2026 | July 1, 2026 |
| Durham Olin Sundberg | — | Cordant Wealth Partners | Cerity Partners | July 2, 2026 | July 1, 2026 |
| Isaac Presley | — | Cordant Wealth Partners | Cerity Partners | July 2, 2026 | July 1, 2026 |
| John A. Kent | — | Truist Wealth | Wells Fargo FiNet | July 2, 2026 | July 1, 2026 |
| John Henry Kent | — | Truist Wealth | Wells Fargo FiNet | July 2, 2026 | July 1, 2026 |
| Mark J. Elliott | — | Truist Wealth | Wells Fargo FiNet | July 2, 2026 | July 1, 2026 |
| Samuel Slusser | — | Cordant Wealth Partners | Cerity Partners | July 2, 2026 | July 1, 2026 |
| SCOTT ELLIOTT GERLACH | — | Cordant Wealth Partners | Cerity Partners | July 2, 2026 | July 1, 2026 |
| Scott R. Friedman | — | Truist Wealth | Wells Fargo FiNet | July 2, 2026 | July 1, 2026 |
| Shannon Garrick Brandon Rozairo | — | Cordant Wealth Partners | Cerity Partners | July 2, 2026 | July 1, 2026 |
| Tonia L. Kaminsky | — | Shufro Rose | Wealth Enhancement | July 2, 2026 | October 1, 2026 |
| William Anfuso | — | Cordant Wealth Partners | Cerity Partners | July 2, 2026 | Not confirmed |
| Bruce Fenster | — | myCIO Wealth Partners | Clearstead Advisors | July 1, 2026 | Not confirmed |
| Jackson Davey | — | myCIO Wealth Partners | Clearstead Advisors | July 1, 2026 | July 9, 2026 |
| Jennifer McDonald | — | Morgan Stanley | Focus Financial Network | July 1, 2026 | June 23, 2026 |
| Kenneth Donald Briscoe | — | myCIO Wealth Partners | Clearstead Advisors | July 1, 2026 | July 9, 2026 |
| Michael Finelli | — | myCIO Wealth Partners | Clearstead Advisors | July 1, 2026 | July 9, 2026 |
| Paul Bracaglia | — | myCIO Wealth Partners | Clearstead Advisors | July 1, 2026 | July 9, 2026 |
| Phil Bonelli | — | myCIO Wealth Partners | Clearstead Advisors | July 1, 2026 | Not confirmed |
| PHILIP BONELLI | — | myCIO Wealth Partners | Clearstead Advisors | July 1, 2026 | July 9, 2026 |
| Bo Denniston | McCormick Private Wealth | Steward Partners | LPL Financial | June 30, 2026 | June 23, 2026 |
| Erin Whalen | — | Opes | EP Wealth Advisors | June 30, 2026 | June 29, 2026 |
| Gregory D. Shufro | — | Shufro Rose | Wealth Enhancement | June 30, 2026 | October 1, 2026 |
| Mark Duvall | — | Opes | EP Wealth Advisors | June 30, 2026 | June 26, 2026 |
| Michelle Lauder | McCormick Private Wealth | Steward Partners | LPL Financial | June 30, 2026 | June 23, 2026 |
| Stephen J. Glass | — | Shufro Rose | Wealth Enhancement | June 30, 2026 | Not confirmed |
| Steven Jeffrey Glass | — | Shufro Rose | Wealth Enhancement | June 30, 2026 | October 1, 2026 |
| Wayne McCormick | McCormick Private Wealth | Steward Partners | LPL Financial | June 30, 2026 | June 23, 2026 |
| Brandon Harper | — | J.P. Morgan Advisors | Wells Fargo Advisors | June 26, 2026 | June 1, 2026 |
| Daniel Dwyer | — | Edward Jones | Wells Fargo Advisors | June 26, 2026 | June 24, 2026 |
| Kathren Wills | — | Raymond James Financial Services | Wells Fargo Advisors | June 26, 2026 | June 24, 2026 |
| Peter Choy | — | UBS | Merrill Lynch | June 26, 2026 | June 25, 2026 |
| Samuel Mattson | — | J.P. Morgan Advisors | Wells Fargo Advisors | June 26, 2026 | May 29, 2026 |
| Steve Schwary | — | Stifel | Wedbush | June 26, 2026 | April 29, 2026 |
| Bailey Pribyl | — | Baird | Merrill Lynch | June 25, 2026 | June 17, 2026 |
| Brandon Pribyl | — | Baird | Merrill Lynch | June 25, 2026 | June 17, 2026 |
| David Bellamy | — | J.P. Morgan Advisors | Prudential Advisors | June 25, 2026 | May 14, 2026 |
| Evan Savarick | — | Wells Fargo Advisors | Merrill Lynch | June 25, 2026 | June 17, 2026 |
| Gary Rowan | StackStone Wealth | Ameriprise Independent Advisors | StackStone | June 25, 2026 | June 24, 2026 |
| Jeremy Reese | — | Element Wealth Advisors | Bluespring Wealth | June 25, 2026 | Not confirmed |
| Joseph Leibfried | StackStone Wealth | Ameriprise Independent Advisors | StackStone | June 25, 2026 | June 24, 2026 |
| Ricky Winslow | StackStone Wealth | Ameriprise Independent Advisors | StackStone | June 25, 2026 | June 24, 2026 |
| Ronald White | NorthStar Wealth Advisors | Raymond James Financial Services | LPL Financial | June 25, 2026 | May 15, 2026 |
| Roy Savarick | — | Wells Fargo Advisors | Merrill Lynch | June 25, 2026 | June 17, 2026 |
| Scott Draime | NorthStar Wealth Advisors | Raymond James Financial Services | LPL Financial | June 25, 2026 | May 15, 2026 |
| Scott Leibfried | StackStone Wealth | Ameriprise Independent Advisors | StackStone | June 25, 2026 | June 24, 2026 |
| Scott Marmo | Marmo Financial Group | Marmo Financial Group | Cetera | June 25, 2026 | May 4, 2026 |
| Tobey Pribyl | — | Baird | Merrill Lynch | June 25, 2026 | June 17, 2026 |
| Todd Mitman | — | Element Wealth Advisors | Bluespring Wealth | June 25, 2026 | Not confirmed |
| Brent Holcombe | Chocorua Wealth Management | Fidelity | Osaic | June 24, 2026 | May 4, 2026 |
| Kevin Daniels | Tribute Financial | United Planners Financial Services | LPL Financial | June 24, 2026 | June 12, 2026 |
| Darren Wald | Snyder Wald Wealth Partners | Morgan Stanley | Citizens Private Wealth | June 23, 2026 | June 17, 2026 |
| David Snyder | Snyder Wald Wealth Partners | Morgan Stanley | Citizens Private Wealth | June 23, 2026 | June 17, 2026 |
| Steve E. Gold | — | UBS | Morgan Stanley | June 23, 2026 | June 18, 2026 |
| Trevor Wade | Snyder Wald Wealth Partners | Morgan Stanley | Citizens Private Wealth | June 23, 2026 | June 17, 2026 |
| Darla Kashian | Kashian Karels Group | RBC Wealth Management | Baird | June 22, 2026 | June 18, 2026 |
| Jon Connell | — | Edward Jones | Seven Bridges Advisors | June 22, 2026 | June 18, 2026 |
| Kathleen Dulko | — | Ashford | Maridea Wealth Management | June 22, 2026 | June 1, 2026 |
| Michael Karels | Kashian Karels Group | RBC Wealth Management | Baird | June 22, 2026 | June 18, 2026 |
| Alan Feutz | — | J.P. Morgan Advisors | Mariner | June 18, 2026 | June 18, 2026 |
| Asif Bhally | — | Raymond James & Associates | UBS | June 18, 2026 | June 11, 2026 |
| Bob Mundell | Signature Private Wealth Management | Wells Fargo FiNet | Osaic | June 18, 2026 | May 14, 2026 |
| Brock Hooper | — | Merrill Lynch | UBS | June 18, 2026 | June 18, 2026 |
| Colby Robbins | — | Merrill Lynch | UBS | June 18, 2026 | June 18, 2026 |
| Colten Franco | Three Points Wealth Planners | Wells Fargo Advisors | &Partners | June 18, 2026 | June 17, 2026 |
| Evan McGrath | — | J.P. Morgan Advisors | UBS | June 18, 2026 | June 8, 2026 |
| Isaiah Mundell | Signature Private Wealth Management | Wells Fargo FiNet | Osaic | June 18, 2026 | May 14, 2026 |
| Jackie Keele | — | Wells Fargo Advisors | Wells Fargo FiNet | June 18, 2026 | May 21, 2026 |
| James Nichols | — | UBS | NewEdge | June 18, 2026 | June 12, 2026 |
| Jeffrey Libman | Wavewood Private Wealth | Wells Fargo Advisors | &Partners | June 18, 2026 | June 12, 2026 |
| Kari Howland | — | Wells Fargo Advisors | Wells Fargo FiNet | June 18, 2026 | May 21, 2026 |
| Kyle Young | Pierstone Wealth Management | Morgan Stanley | Pierstone Wealth Management | June 18, 2026 | June 18, 2026 |
| Matt Teems | The Capitol Group Institutional Consulting | Morgan Stanley | UBS | June 18, 2026 | June 4, 2026 |
| Morgan Castner | Wavewood Private Wealth | Wells Fargo Advisors | &Partners | June 18, 2026 | June 12, 2026 |
| Scott Sargent | Three Points Wealth Planners | Wells Fargo Advisors | &Partners | June 18, 2026 | June 17, 2026 |
| Sheldon Ray | — | Raymond James & Associates | UBS | June 18, 2026 | June 11, 2026 |
| Terry Keele | — | Wells Fargo Advisors | Wells Fargo FiNet | June 18, 2026 | May 21, 2026 |
| Adam Cloyd | Brookside Wealth Advisors | Wells Fargo FiNet | &Partners | June 17, 2026 | June 16, 2026 |
| C. Drew Arney | The Arney Group | Truist Wealth | Raymond James & Associates | June 17, 2026 | April 28, 2026 |
| Christopher Bayliss | MTI Financial Advisors | Osaic | Cetera | June 17, 2026 | April 27, 2026 |
| Daniel Zacharias | Decorum Wealth Management | UBS | LPL Financial | June 17, 2026 | June 9, 2026 |
| Don Cobb | Brookside Wealth Advisors | Wells Fargo FiNet | &Partners | June 17, 2026 | June 16, 2026 |
| Douglas Morey | MTI Financial Advisors | Osaic | Cetera | June 17, 2026 | April 27, 2026 |
| Grant Watson III | The Arney Group | Truist Wealth | Raymond James & Associates | June 17, 2026 | April 28, 2026 |
| Jessie Ebling | Brookside Wealth Advisors | Wells Fargo FiNet | &Partners | June 17, 2026 | June 16, 2026 |
| Thomas Scheck | MTI Financial Advisors | Osaic | Cetera | June 17, 2026 | April 27, 2026 |
| Allen Giese | — | Northstar Financial Planners | Modera | June 16, 2026 | June 16, 2026 |
| Billy Geiler | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| GARY CRISTOPHER GONZALEZ | — | Northstar Financial Planners | Modera | June 16, 2026 | July 9, 2026 |
| Jaime Galvan | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| Jeff Cummins | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| Jonathan Bomar | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| JOSEPH GLENN VALERIO | — | Northstar Financial Planners | Modera | June 16, 2026 | July 13, 2026 |
| Landon Vaughan | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| Matthew Galvan | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| Randy Black | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| Stephen Luna | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| Truman Blocker | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| Weston Poulos | Spectrum Wealth Strategies | MML Investors Services | LPL Financial | June 16, 2026 | June 3, 2026 |
| Adam Conish | — | Glenmede | UBS | June 15, 2026 | August 18, 2026 |
| Bassem Moez | Fortress Financial Planning | MML Investors Services | LPL Financial | June 15, 2026 | June 3, 2026 |
| David Jasper | Beacon Coast Partners | UBS | Beacon Coast Partners | June 15, 2026 | June 10, 2026 |
| James Darden | Fortress Financial Planning | MML Investors Services | LPL Financial | June 15, 2026 | June 3, 2026 |
| Michael Evans | Beacon Coast Partners | UBS | Beacon Coast Partners | June 15, 2026 | June 10, 2026 |
| Kristin McCarthy | — | Morgan Stanley | Rockefeller | June 12, 2026 | June 12, 2026 |
| Peter Hogan | Primary Wealth Management Group | Morgan Stanley | Stifel | June 12, 2026 | June 8, 2026 |
| William "Pen" Shade | Primary Wealth Management Group | Morgan Stanley | Stifel | June 12, 2026 | June 8, 2026 |
| Amanda Arcilesi Simmons | ARC Wealth Management | Stifel | Raymond James Financial Services | June 11, 2026 | April 23, 2026 |
| Brian Collard | ARC Wealth Management | Stifel | Raymond James Financial Services | June 11, 2026 | April 23, 2026 |
| Richard Romano Jr. | ARC Wealth Management | Stifel | Raymond James Financial Services | June 11, 2026 | April 23, 2026 |
| Christopher Gabriel | Fundamentum Advisors | Merrill Lynch | Raymond James & Associates | June 10, 2026 | April 16, 2026 |
| Guy Jardine | — | Raymond James & Associates | Janney Montgomery Scott | June 10, 2026 | June 10, 2026 |
| Kelly Johnson | Fundamentum Advisors | Merrill Lynch | Raymond James & Associates | June 10, 2026 | April 16, 2026 |
| Taylor Burns | Fundamentum Advisors | Merrill Lynch | Raymond James & Associates | June 10, 2026 | April 16, 2026 |
| Allison P. Rebich | Rebich Investments | Stifel Independent Advisors | Wells Fargo FiNet | June 9, 2026 | June 8, 2026 |
| Anthony Jason Vernale | — | Atlantic Wealth | Mariner | June 9, 2026 | July 23, 2026 |
| Benjamin D. Johnson | — | FRG Family Wealth | Mission Wealth | June 9, 2026 | May 19, 2026 |
| Brian G. Long | Rebich Investments | Stifel Independent Advisors | Wells Fargo FiNet | June 9, 2026 | June 8, 2026 |
| BROOKS WILLIAM MERRIFIELD | — | Elk River | AlphaCore Wealth Advisory | June 9, 2026 | July 1, 2026 |
| Bryan Yach | Yach Advisors | Fidelity | Cetera | June 9, 2026 | April 30, 2026 |
| Chris Freimuth | — | Elk River | AlphaCore Wealth Advisory | June 9, 2026 | July 1, 2026 |
| COREY ALAN GRAGG | — | Elk River | AlphaCore Wealth Advisory | June 9, 2026 | July 1, 2026 |
| Darren Colananni | — | U.S. Bank | LPL Financial | June 9, 2026 | May 15, 2026 |
| David Cushard | Honeycomb Wealth Advisors | Commonwealth | Cetera | June 9, 2026 | April 22, 2026 |
| Dylan J Walker | — | Atlantic Wealth | Mariner | June 9, 2026 | July 17, 2026 |
| Eli “Todd” Rebich | Rebich Investments | Stifel Independent Advisors | Wells Fargo FiNet | June 9, 2026 | June 8, 2026 |
| Gregory C. Keil | Rebich Investments | Stifel Independent Advisors | Wells Fargo FiNet | June 9, 2026 | June 8, 2026 |
| Jeff Sirola | Honeycomb Wealth Advisors | Commonwealth | Cetera | June 9, 2026 | April 22, 2026 |
| Jimmy S. Wu | — | FRG Family Wealth | Mission Wealth | June 9, 2026 | May 19, 2026 |
| JOSEPH THOMAS RUSINKO | — | Elk River | AlphaCore Wealth Advisory | June 9, 2026 | July 1, 2026 |
| JULIET M HULL | — | Elk River | AlphaCore Wealth Advisory | June 9, 2026 | July 1, 2026 |
| Justin Pruitt | Honeycomb Wealth Advisors | Commonwealth | Cetera | June 9, 2026 | April 22, 2026 |
| Peter Dorfman | — | UBS | Steward Partners | June 9, 2026 | June 5, 2026 |
| RITA KOCH DAY | — | Elk River | AlphaCore Wealth Advisory | June 9, 2026 | July 1, 2026 |
| Russell Austin | — | Edward Jones | Ameriprise Independent Advisors | June 9, 2026 | February 27, 2026 |
| Scott Zelniker | — | UBS | Steward Partners | June 9, 2026 | June 5, 2026 |
| Stephen Goyette | — | GFP Wealth Management | Mission Wealth | June 9, 2026 | May 12, 2026 |
| Stephen Norton | — | Saybrook | MAI Capital Management | June 9, 2026 | June 18, 2026 |
| Steve Olson | — | Atlantic Wealth | Mariner | June 9, 2026 | Not confirmed |
| TAD MICHAEL SACHECK | — | Atlantic Wealth | Mariner | June 9, 2026 | July 21, 2026 |
| Tom Tourek | — | J.P. Morgan Advisors | Cetera | June 9, 2026 | June 1, 2026 |
| Wesley Mullins | Honeycomb Wealth Advisors | Commonwealth | Cetera | June 9, 2026 | April 22, 2026 |
| Zane L. Wright | Rebich Investments | Stifel Independent Advisors | Wells Fargo FiNet | June 9, 2026 | June 8, 2026 |
| Bernie Franko | — | Edward Jones | Raymond James Financial Services | June 8, 2026 | April 16, 2026 |
| Carlos Sanchez | — | Vivaldi | TritonPoint Partners | June 8, 2026 | May 18, 2026 |
| Cole Keller | — | Morgan Stanley | Merrill Lynch | June 8, 2026 | June 4, 2026 |
| Fred Grischott | — | City National Bank | Raymond James & Associates | June 8, 2026 | May 12, 2026 |
| John Vizcarra | — | City National Bank | Raymond James & Associates | June 8, 2026 | May 12, 2026 |
| Matthew Sanchez | — | Vivaldi | TritonPoint Partners | June 8, 2026 | May 16, 2026 |
| Steve Keller | — | Morgan Stanley | Merrill Lynch | June 8, 2026 | June 4, 2026 |
| Sylvia Garcia | — | City National Bank | Raymond James & Associates | June 8, 2026 | May 12, 2026 |
| Bret Schertz | — | RBC Wealth Management | Wells Fargo FiNet | June 5, 2026 | May 14, 2026 |
| Brian Ginty | — | Osaic | Wells Fargo FiNet | June 5, 2026 | May 18, 2026 |
| Brian Merrick | Three Asset Advisory Group | Stratos Wealth Partners | Wells Fargo FiNet | June 5, 2026 | May 5, 2026 |
| Coty Schnake | — | Citizens Private Wealth | Wells Fargo FiNet | June 5, 2026 | May 21, 2026 |
| Cynthia Michael | Two Rivers Wealth Advisors | Belpointe | Wells Fargo FiNet | June 5, 2026 | May 8, 2026 |
| Darren Harp | — | Artifex | Soltis | June 5, 2026 | June 11, 2026 |
| Doug Kinsey | — | Artifex | Soltis | June 5, 2026 | June 11, 2026 |
| George P. Jackson | — | Jackson Wealth | Carson | June 5, 2026 | Not confirmed |
| Jason Kariuki | — | J.P. Morgan Advisors | Wells Fargo FiNet | June 5, 2026 | May 8, 2026 |
| John Durham | Valen Private Capital | Merrill Lynch | Sanctuary Wealth | June 5, 2026 | June 5, 2026 |
| Margaret Youch | — | Ameriprise Independent Advisors | Wells Fargo FiNet | June 5, 2026 | May 29, 2026 |
| Michael McGahan | — | Jackson Wealth | Carson | June 5, 2026 | June 3, 2026 |
| Robert Youch | — | Ameriprise Independent Advisors | Wells Fargo FiNet | June 5, 2026 | May 29, 2026 |
| Yulia Dance | — | Jackson Wealth | Carson | June 5, 2026 | Not confirmed |
| John Gallagher | Tupelo Wealth Partners | Commonwealth | Cetera | June 4, 2026 | May 4, 2026 |
| Joshua Gross | — | Mill Creek | Pathstone | June 4, 2026 | June 22, 2026 |
| Les Benzak | Tupelo Wealth Partners | Commonwealth | Cetera | June 4, 2026 | May 4, 2026 |
| Lynn Craig | Tupelo Wealth Partners | Commonwealth | Cetera | June 4, 2026 | May 4, 2026 |
| Richard Stevens | — | Mill Creek | Pathstone | June 4, 2026 | June 8, 2026 |
| Rick Neville | Neville & Associates | LPL Financial | Osaic | June 4, 2026 | May 7, 2026 |
| Scott Gilliam | Align Private Wealth | Citi | LPL Financial | June 4, 2026 | March 30, 2026 |
| Travis Blessing | Align Private Wealth | Citi | LPL Financial | June 4, 2026 | April 2, 2026 |
| Andrew Kret | Zenith Wealth Partners | Northwestern Mutual | Raymond James Financial Services | June 3, 2026 | April 6, 2026 |
| Andrew Urbanski | N10 Holdings | Wells Fargo Advisors | N10 Wealth | June 3, 2026 | June 2, 2026 |
| Bennett Gross | — | Wealth Conscious | Mariner | June 3, 2026 | June 1, 2026 |
| Brent Cooley | — | WealthPlans | Waverly Advisors | June 3, 2026 | Not confirmed |
| Corey Golden | — | Golden Wealth | Farther | June 3, 2026 | March 25, 2026 |
| Dave Jackson | Pattern Wealth | Thrivent Investment Management Inc. | Ameriprise Independent Advisors | June 3, 2026 | February 27, 2026 |
| Hunter Orr | — | Flaharty | Modern Wealth Management | June 3, 2026 | June 5, 2026 |
| Jeremy Jackson | Pattern Wealth | Thrivent Investment Management Inc. | Ameriprise Independent Advisors | June 3, 2026 | February 27, 2026 |
| Joe Curtin | — | Golden Wealth | Farther | June 3, 2026 | Not confirmed |
| JOSEPH FRANCIS CURTIN | — | Golden Wealth | Farther | June 3, 2026 | March 25, 2026 |
| Joshua Wright | — | Wells Fargo Advisors | RBC Wealth Management | June 3, 2026 | June 3, 2026 |
| Patrick Golden | — | Golden Wealth | Farther | June 3, 2026 | March 26, 2026 |
| RAYMOND BRENT COOLEY | — | WealthPlans | Waverly Advisors | June 3, 2026 | May 29, 2026 |
| Scott Floersheim | — | Meridian Wealth | Savant Wealth Management | June 3, 2026 | June 2, 2026 |
| Shon Flaharty | — | Flaharty | Modern Wealth Management | June 3, 2026 | June 5, 2026 |
| Tyler Robuck | — | Wealth Conscious | Mariner | June 3, 2026 | June 1, 2026 |
| BRADD ALLEN DONOVAN | — | Catalina Capital | CW Advisors | June 2, 2026 | June 1, 2026 |
| Chris Frantz | — | Catalina Capital | CW Advisors | June 2, 2026 | June 1, 2026 |
| PHILIPPE ROBERT OERTLE | — | Catalina Capital | CW Advisors | June 2, 2026 | June 1, 2026 |
| Anthony Costanzo | — | Morgan Stanley | DayMark Wealth Partners | June 1, 2026 | June 1, 2026 |
| Brian Sears | — | Service Academy Capital | MAI Capital Management | June 1, 2026 | June 15, 2026 |
| Carley Elizabeth Bohn | — | Service Academy Capital | MAI Capital Management | June 1, 2026 | June 11, 2026 |
| Christopher Lee | TruCore Advisors | J.P. Morgan Advisors | Morgan Stanley | June 1, 2026 | May 29, 2026 |
| Javier Millares | — | Millares | Arax Investment Partners | June 1, 2026 | June 3, 2026 |
| Joseph Minaudo | TruCore Advisors | J.P. Morgan Advisors | Morgan Stanley | June 1, 2026 | May 29, 2026 |
| Maria R. Millares | — | Millares | Arax Investment Partners | June 1, 2026 | June 3, 2026 |
| Mike Russell | — | Edward Jones | Perennial Financial Services | June 1, 2026 | May 15, 2026 |
| Patrick Petsche | — | Morgan Stanley | DayMark Wealth Partners | June 1, 2026 | June 1, 2026 |
| Rex Mack | — | Morgan Stanley | DayMark Wealth Partners | June 1, 2026 | June 1, 2026 |
| Ruben Millares | — | Millares | Arax Investment Partners | June 1, 2026 | June 3, 2026 |
| Scott William Phillips | — | Service Academy Capital | MAI Capital Management | June 1, 2026 | June 15, 2026 |
| Vince Costanzo | — | Morgan Stanley | DayMark Wealth Partners | June 1, 2026 | June 1, 2026 |
| Dylan Fisher | — | EverNest Financial Advisors | Focus Partners Wealth | May 29, 2026 | July 1, 2026 |
| Elizabeth Anne Reed | — | EverNest Financial Advisors | Focus Partners Wealth | May 29, 2026 | July 2, 2026 |
| Frank Joseph Esposito | — | EverNest Financial Advisors | Focus Partners Wealth | May 29, 2026 | July 2, 2026 |
| James E. Graves | — | Morgan Stanley | Rockefeller | May 29, 2026 | May 29, 2026 |
| JOSHUA EUGENE JOHNSON | — | EverNest Financial Advisors | Focus Partners Wealth | May 29, 2026 | July 1, 2026 |
| Kevin William Stillman | — | EverNest Financial Advisors | Focus Partners Wealth | May 29, 2026 | July 2, 2026 |
| Niki Fowler Woodworth | — | EverNest Financial Advisors | Focus Partners Wealth | May 29, 2026 | July 1, 2026 |
| Al Gilbert | Financial Strategies Retirement Partners | Commonwealth | Raymond James Financial Services | May 28, 2026 | May 4, 2026 |
| Alex Watts | — | Merrill Lynch | NewEdge | May 28, 2026 | May 22, 2026 |
| Sarah Kenda | Financial Strategies Retirement Partners | Commonwealth | Raymond James Financial Services | May 28, 2026 | May 4, 2026 |
| Shawn Monty | Financial Strategies Retirement Partners | Commonwealth | Raymond James Financial Services | May 28, 2026 | May 4, 2026 |
| Steve Schott | Schott Financial Management | Cambridge | LPL Financial | May 28, 2026 | May 11, 2026 |
| Thomas A. Hughes | — | Ameriprise Advisor Group | Wells Fargo Advisors | May 28, 2026 | May 26, 2026 |
| William A. Steele | — | Ameriprise Advisor Group | Wells Fargo Advisors | May 28, 2026 | April 20, 2026 |
| David Johnson | Soundview Wealth Management | D.A. Davidson | LPL Financial | May 27, 2026 | April 27, 2026 |
| J. Adam Kirby | Gryphon Wealth | Wells Fargo FiNet | Gryphon Wealth | May 27, 2026 | April 23, 2026 |
| Jason Hyrne | Gryphon Wealth | Wells Fargo FiNet | Gryphon Wealth | May 27, 2026 | April 23, 2026 |
| Jeffrey Wyatt | Gryphon Wealth | Wells Fargo FiNet | Gryphon Wealth | May 27, 2026 | April 23, 2026 |
| Melissa Storch | Gryphon Wealth | Wells Fargo FiNet | Gryphon Wealth | May 27, 2026 | September 17, 2026 |
| Michael Stevenson | Soundview Wealth Management | D.A. Davidson | LPL Financial | May 27, 2026 | April 27, 2026 |
| Mike Hohertz | — | J.P. Morgan Advisors | Raymond James & Associates | May 27, 2026 | April 6, 2026 |
| Nikko Gronhovd | Soundview Wealth Management | D.A. Davidson | LPL Financial | May 27, 2026 | April 27, 2026 |
| Rick Bergstrom | 7G Wealth Management | Commonwealth | Cetera | May 27, 2026 | April 22, 2026 |
| Thomas Conway | — | D.A. Davidson | Raymond James & Associates | May 27, 2026 | April 9, 2026 |
| Billy Haskins | Telos Private Wealth | RFG Advisory | Arkadios Capital | May 22, 2026 | January 20, 2026 |
| Matt Lemen | Telos Private Wealth | RFG Advisory | Arkadios Capital | May 22, 2026 | January 20, 2026 |
| Shyan M. Ardalan | — | Merrill Lynch | Morgan Stanley | May 22, 2026 | May 22, 2026 |
| Benjamin S. Chen | Emerald Wealth Management | Northwestern Mutual | LPL Financial | May 21, 2026 | May 18, 2026 |
| Benjamin T. Pawlak | Emerald Wealth Management | Northwestern Mutual | LPL Financial | May 21, 2026 | May 18, 2026 |
| Brendan M. Foor | Emerald Wealth Management | Northwestern Mutual | LPL Financial | May 21, 2026 | May 18, 2026 |
| Carson L. Hill | Emerald Wealth Management | Northwestern Mutual | LPL Financial | May 21, 2026 | May 18, 2026 |
| Charles Bledsoe | — | Raymond James Financial Services | Wells Fargo Advisors | May 21, 2026 | May 1, 2026 |
| Craig Mayeux | — | Merrill Lynch | Wells Fargo Advisors | May 21, 2026 | May 1, 2026 |
| Darren R. Trautmann | Emerald Wealth Management | Northwestern Mutual | LPL Financial | May 21, 2026 | May 18, 2026 |
| Edgar Tejeda Gonzalez | — | J.P. Morgan Advisors | Wells Fargo Advisors | May 21, 2026 | May 15, 2026 |
| Harrison Graham | True Compass Advisors | Kestra Financial | LPL Financial | May 21, 2026 | May 8, 2026 |
| Jared White | True Compass Advisors | Kestra Financial | LPL Financial | May 21, 2026 | May 8, 2026 |
| Laura Maguire | True Compass Advisors | Kestra Financial | LPL Financial | May 21, 2026 | May 8, 2026 |
| Phillip Hohn | — | Merrill Lynch | Wells Fargo Advisors | May 21, 2026 | May 1, 2026 |
| Reece Nichols | — | Edward Jones | Raymond James Financial Services | May 21, 2026 | March 9, 2026 |
| Richard Cochran | — | Stifel | Wells Fargo Advisors | May 21, 2026 | May 1, 2026 |
| Travis Henry | — | Cresset | Factor Capital | May 21, 2026 | May 8, 2026 |
| Alex M. Panas III | — | Synthesis Wealth Partners | Bluespring Wealth | May 20, 2026 | Not confirmed |
| Catherine Harris | Cebert Wealth Advisors | Ameriprise Independent Advisors | LPL Financial | May 20, 2026 | February 2, 2026 |
| Dale Cebert | Cebert Wealth Advisors | Ameriprise Independent Advisors | LPL Financial | May 20, 2026 | February 2, 2026 |
| Daniel Berger | — | UBS | Raymond James & Associates | May 20, 2026 | February 25, 2026 |
| Daniel C. Singer | — | Synthesis Wealth Partners | Bluespring Wealth | May 20, 2026 | Not confirmed |
| David DeSantis | Cebert Wealth Advisors | Ameriprise Independent Advisors | LPL Financial | May 20, 2026 | February 3, 2026 |
| Eric K. Rosenberger | — | Synthesis Wealth Partners | Bluespring Wealth | May 20, 2026 | Not confirmed |
| Larry Rolland | — | LPL Financial | Raymond James Financial Services | May 20, 2026 | April 1, 2026 |
| Mark Dickerson | Cebert Wealth Advisors | Ameriprise Independent Advisors | LPL Financial | May 20, 2026 | February 2, 2026 |
| Mark Gavrilov | Gavrilov Wealth Management | LPL Financial | Cetera | May 20, 2026 | May 4, 2026 |
| Mark Yatros | Allegiant Wealth Strategies | Commonwealth | Cetera | May 20, 2026 | April 27, 2026 |
| Stephen Peterson | Cebert Wealth Advisors | Ameriprise Independent Advisors | LPL Financial | May 20, 2026 | February 2, 2026 |
| Tom Romanac | Cebert Wealth Advisors | Ameriprise Independent Advisors | LPL Financial | May 20, 2026 | February 2, 2026 |
| AMANDA ANNE MAGEE | — | Financially In Tune | Beacon Pointe Advisors | May 19, 2026 | May 19, 2026 |
| Brent Tiemeyer | — | Edward Jones | Raymond James & Associates | May 19, 2026 | February 12, 2026 |
| Jeanne Gibson Sullivan | — | Financially In Tune | Beacon Pointe Advisors | May 19, 2026 | May 11, 2026 |
| JENNIFER DEWEY KUNDROT | — | Financially In Tune | Beacon Pointe Advisors | May 19, 2026 | May 13, 2026 |
| Michael Carilli | Davis Executive Wealth | Steward Partners | LPL Financial | May 19, 2026 | May 6, 2026 |
| Michaelyn Bortolotti | Davis Executive Wealth | Steward Partners | LPL Financial | May 19, 2026 | May 6, 2026 |
| Philip Lee | — | Financially In Tune | Beacon Pointe Advisors | May 19, 2026 | May 6, 2026 |
| Timothy D. McEwen | — | RBC Wealth Management | Prairie Wealth Advisors | May 19, 2026 | May 4, 2026 |
| Timothy Davis | Davis Executive Wealth | Steward Partners | LPL Financial | May 19, 2026 | May 6, 2026 |
| Tom Palomares | — | Edward Jones | Raymond James Financial Services | May 19, 2026 | March 5, 2026 |
| Caroline A. Coplin | Coplin Wealth Partners | Morgan Stanley | Rockefeller | May 15, 2026 | May 15, 2026 |
| CHRISTOPHER CORKHILL DAUTRICH | — | Stillwater Capital Group | CAPTRUST | May 15, 2026 | May 15, 2026 |
| DOUGLAS ANDREW SWOPE | — | Stillwater Capital Group | CAPTRUST | May 15, 2026 | May 15, 2026 |
| Emily Landerholm | Appling & Landerholm Private Wealth Group | Comerica | Wells Fargo FiNet | May 15, 2026 | May 15, 2026 |
| HENRY WILLIAM HUDSON | — | Stillwater Capital Group | CAPTRUST | May 15, 2026 | May 15, 2026 |
| JUSTIN N THOMPSON | — | Stillwater Capital Group | CAPTRUST | May 15, 2026 | May 15, 2026 |
| Kyle Appling | Appling & Landerholm Private Wealth Group | Comerica | Wells Fargo FiNet | May 15, 2026 | May 15, 2026 |
| Lynette J. Susi | Coplin Wealth Partners | Morgan Stanley | Rockefeller | May 15, 2026 | May 15, 2026 |
| Ryan M. Sherman | Coplin Wealth Partners | Morgan Stanley | Rockefeller | May 15, 2026 | May 15, 2026 |
| Steven M. Coplin | Coplin Wealth Partners | Morgan Stanley | Rockefeller | May 15, 2026 | May 15, 2026 |
| Brendan Kenny | — | Edelman Financial Engines | Prime Capital Financial | May 14, 2026 | May 8, 2026 |
| Brent Hoffman | Fifteen:22 Financial Partners | Nations Financial | LPL Financial | May 14, 2026 | April 21, 2026 |
| David Park | Park Wealth Advisors | Osaic | Cetera | May 14, 2026 | March 2, 2026 |
| Douglas Bennett | Fifteen:22 Financial Partners | Nations Financial | LPL Financial | May 14, 2026 | April 21, 2026 |
| Douglas Stephens | Fifteen:22 Financial Partners | Nations Financial | LPL Financial | May 14, 2026 | April 21, 2026 |
| Karlynn Schramm | — | Gallagher Fiduciary Advisors | Raymond James & Associates | May 14, 2026 | February 12, 2026 |
| Malcolm Ong | Fifteen:22 Financial Partners | Nations Financial | LPL Financial | May 14, 2026 | April 21, 2026 |
| Nicholas Bennett | Fifteen:22 Financial Partners | Nations Financial | LPL Financial | May 14, 2026 | April 21, 2026 |
| Tammy Hospodar | Park Wealth Advisors | Osaic | Cetera | May 14, 2026 | March 2, 2026 |
| Van Schaffer | Fifteen:22 Financial Partners | Nations Financial | LPL Financial | May 14, 2026 | April 21, 2026 |
| AARON ROBERT DAY | — | Capital Advisors | Corient | May 13, 2026 | July 1, 2026 |
| Andy Brown | — | Capital Advisors | Corient | May 13, 2026 | Not confirmed |
| BRADFORD TAYLOR HARDY | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| BRADLEY SCOTT PRIEST | — | Capital Advisors | Corient | May 13, 2026 | July 9, 2026 |
| CATHERINE BERNICE YOUNG | — | Capital Advisors | Corient | May 13, 2026 | July 9, 2026 |
| CONNER JAMES JOHNSON | — | Capital Advisors | Corient | May 13, 2026 | July 2, 2026 |
| COURTNEY ELIZABETH RUEB | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| CULLEN TARLAC WILLIAMS | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| DANNY Y. LA | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| DAVID PATRICK BANNON | — | Capital Advisors | Corient | May 13, 2026 | July 14, 2026 |
| DEJAN DIMITRIJEVIC | — | Capital Advisors | Corient | May 13, 2026 | July 10, 2026 |
| ERIC MATTHEW CANNON | — | Capital Advisors | Corient | May 13, 2026 | July 7, 2026 |
| GEORGE ENRIQUE HAAS | — | Capital Advisors | Corient | May 13, 2026 | July 9, 2026 |
| HAYDEN ELIZABETH SIEGFRIED | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| JAMES HARRISON RANDALL | — | Capital Advisors | Corient | May 13, 2026 | July 14, 2026 |
| JASON T. PERCY | — | Capital Advisors | Corient | May 13, 2026 | July 1, 2026 |
| JOSEPH A ALTON HAWES | — | Capital Advisors | Corient | May 13, 2026 | July 1, 2026 |
| K.C. Hosey | — | UMB Financial Services | Raymond James Financial Services | May 13, 2026 | May 11, 2026 |
| Keith Goddard | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| KELCY T FLORES | — | Capital Advisors | Corient | May 13, 2026 | July 9, 2026 |
| LINDA ANN YOUNGER | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| MICHAEL JAMES BAER | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| MITCHELL G. KACZMAREK | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| NIA AMBRIEHL ALEXANDRIA | — | Capital Advisors | Corient | May 13, 2026 | July 8, 2026 |
| PATRICK KENNETH BURDICK | — | Capital Advisors | Corient | May 13, 2026 | July 14, 2026 |
| Peter Braun | — | UMB Financial Services | Raymond James Financial Services | May 13, 2026 | May 11, 2026 |
| RYAN DANIEL EBERLY | — | Capital Advisors | Corient | May 13, 2026 | July 6, 2026 |
| SIMON MARK BERESFORD | — | Capital Advisors | Corient | May 13, 2026 | July 7, 2026 |
| Steven Soranno | — | Capital Advisors | Corient | May 13, 2026 | July 9, 2026 |
| THOMAS WH LIVERSAGE | — | Capital Advisors | Corient | May 13, 2026 | July 9, 2026 |
| Channing Smith | — | Jackson Hole Capital | Lido Advisors | May 12, 2026 | June 5, 2026 |
| Corey B. Streim | Twin Harbors Private Wealth | Merrill Lynch | Wells Fargo FiNet | May 12, 2026 | May 11, 2026 |
| Daniel J. Sporn | Twin Harbors Private Wealth | Merrill Lynch | Wells Fargo FiNet | May 12, 2026 | May 11, 2026 |
| David B. Ahlquist | — | Raymond James & Associates | Concurrent | May 12, 2026 | May 8, 2026 |
| Jeffrey L. Wang | Twin Harbors Private Wealth | Merrill Lynch | Wells Fargo FiNet | May 12, 2026 | May 11, 2026 |
| John Hastings | — | Jackson Hole Capital | Lido Advisors | May 12, 2026 | June 5, 2026 |
| John W. Rizzo | Twin Harbors Private Wealth | Merrill Lynch | Wells Fargo FiNet | May 12, 2026 | May 11, 2026 |
| JORDAN TAYLOR HUNT | — | Jackson Hole Capital | Lido Advisors | May 12, 2026 | June 5, 2026 |
| Joseph D. Ilg | Twin Harbors Private Wealth | Merrill Lynch | Wells Fargo FiNet | May 12, 2026 | May 11, 2026 |
| Kyle J. Napolitano | Twin Harbors Private Wealth | Merrill Lynch | Wells Fargo FiNet | May 12, 2026 | May 11, 2026 |
| PHILIP ROBERT HOUCHIN | — | Jackson Hole Capital | Lido Advisors | May 12, 2026 | June 5, 2026 |
| Christopher P. Matteo | — | UBS | Rockefeller | May 11, 2026 | May 11, 2026 |
| Digger Bujnoch | — | Hoff Bujnoch & Associates | MCF Advisors | May 11, 2026 | April 29, 2026 |
| Andrew P. Buchta | Principality Private Wealth | Wells Fargo Advisors | &Partners | May 8, 2026 | May 8, 2026 |
| Charles M. Collins | Principality Private Wealth | Wells Fargo Advisors | &Partners | May 8, 2026 | May 8, 2026 |
| Jim Peavey | — | Country Club Trust Company | Raymond James Financial Services | May 8, 2026 | April 23, 2026 |
| Kevin Stone | — | Country Club Trust Company | Raymond James Financial Services | May 8, 2026 | March 9, 2026 |
| Nicholas D. Bova | Principality Private Wealth | Wells Fargo Advisors | &Partners | May 8, 2026 | May 8, 2026 |
| Nick Weber | — | Country Club Trust Company | Raymond James Financial Services | May 8, 2026 | April 28, 2026 |
| Brian Stallcop | — | Sherpa | Wealth Enhancement | May 7, 2026 | May 1, 2026 |
| Carsen Pracht | The Bedford Group | Ameriprise Independent Advisors | Bedford Group | May 7, 2026 | May 1, 2026 |
| Conley Thornhill | Paxara Wealth Partners | UBS | LPL Financial | May 7, 2026 | March 4, 2026 |
| Curtis Ittner Jr. | The Bedford Group | Ameriprise Independent Advisors | Bedford Group | May 7, 2026 | May 1, 2026 |
| Darren Pracht | The Bedford Group | Ameriprise Independent Advisors | Bedford Group | May 7, 2026 | May 1, 2026 |
| Doug Rathbun | Paxara Wealth Partners | UBS | LPL Financial | May 7, 2026 | March 4, 2026 |
| Eric Cunningham | The Bedford Group | Ameriprise Independent Advisors | Bedford Group | May 7, 2026 | May 1, 2026 |
| Jaakko Kasko | — | Commonwealth | Cetera | May 7, 2026 | April 20, 2026 |
| John Willson | The Bedford Group | Ameriprise Independent Advisors | Bedford Group | May 7, 2026 | May 1, 2026 |
| Joshua Wright | The Bedford Group | Ameriprise Independent Advisors | Bedford Group | May 7, 2026 | May 1, 2026 |
| Julio Mendez | The Bedford Group | Ameriprise Independent Advisors | Bedford Group | May 7, 2026 | May 1, 2026 |
| Kive Strickoff | — | Commonwealth | Ameriprise Independent Advisors | May 7, 2026 | March 2, 2026 |
| Kyle Milfeld | The Bedford Group | Ameriprise Independent Advisors | Bedford Group | May 7, 2026 | May 1, 2026 |
| Nikki Rathbun | Paxara Wealth Partners | UBS | LPL Financial | May 7, 2026 | March 4, 2026 |
| Shane Kelly | — | Oppenheimer | Janney Montgomery Scott | May 7, 2026 | May 7, 2026 |
| Shannon Ryan | Shannon Ryan Wealth Management Group | Wells Fargo Advisors | RBC Wealth Management | May 7, 2026 | May 6, 2026 |
| ADAM DAVID CORNWELL | — | North Ridge | Savant Wealth Management | May 6, 2026 | May 4, 2026 |
| BRIAN JOHN LAWRENCE | — | North Ridge | Savant Wealth Management | May 6, 2026 | June 10, 2026 |
| Christopher Neitz | — | Ameriprise Independent Advisors | Steward Partners | May 6, 2026 | May 1, 2026 |
| Craig McLean | Bartoli Private Wealth Management Group | Morgan Stanley | Wells Fargo Advisors | May 6, 2026 | May 5, 2026 |
| David Bartoli | Bartoli Private Wealth Management Group | Morgan Stanley | Wells Fargo Advisors | May 6, 2026 | May 5, 2026 |
| Eric Westall | — | Stifel Independent Advisors | Osaic | May 6, 2026 | May 1, 2026 |
| GREGORY MAYHEW DESMOND | — | Desmond Wealth | Savant Wealth Management | May 6, 2026 | May 5, 2026 |
| Michael A. Rosner | Meridian Wealth Partners | Raymond James & Associates | Rockefeller | May 6, 2026 | May 5, 2026 |
| Michael Keyes | — | Ameriprise Independent Advisors | Steward Partners | May 6, 2026 | May 1, 2026 |
| MICHELLE PHAM TRAN | — | North Ridge | Savant Wealth Management | May 6, 2026 | June 9, 2026 |
| Mitchell Littlejohn Struthers | — | Desmond Wealth | Savant Wealth Management | May 6, 2026 | May 1, 2026 |
| Patrick Bartoli | Bartoli Private Wealth Management Group | Morgan Stanley | Wells Fargo Advisors | May 6, 2026 | May 5, 2026 |
| Robert A. Barrett | Meridian Wealth Partners | Raymond James & Associates | Rockefeller | May 6, 2026 | May 5, 2026 |
| Stephen Bartoli | Bartoli Private Wealth Management Group | Morgan Stanley | Wells Fargo Advisors | May 6, 2026 | May 5, 2026 |
| William Duval | Bartoli Private Wealth Management Group | Morgan Stanley | Wells Fargo Advisors | May 6, 2026 | May 5, 2026 |
| Allina Bell | Capital Investment Services | Raymond James & Associates | LPL Financial | May 5, 2026 | April 29, 2026 |
| Bobby Lumpkin | Capital Investment Services | Raymond James & Associates | LPL Financial | May 5, 2026 | April 29, 2026 |
| Christopher Klenk | — | Jazz Wealth | Steward Partners | May 5, 2026 | May 7, 2026 |
| Christy Senglaub | — | Independent Financial Group | Apollon Wealth Management | May 5, 2026 | April 20, 2026 |
| Cindy Little | Capital Investment Services | Raymond James & Associates | LPL Financial | May 5, 2026 | April 29, 2026 |
| Clint Rickett | 1796 Private Wealth | Wells Fargo Advisors | &Partners | May 5, 2026 | May 1, 2026 |
| Debbie Grose | — | Lake Tahoe Wealth | Wealth Enhancement | May 5, 2026 | Not confirmed |
| Deborah Grose | — | Lake Tahoe Wealth | Wealth Enhancement | May 5, 2026 | May 1, 2026 |
| Dennis Champa | 1796 Private Wealth | Wells Fargo Advisors | &Partners | May 5, 2026 | May 1, 2026 |
| DUSTIN RAY TIBBITTS | — | Jazz Wealth | Steward Partners | May 5, 2026 | May 1, 2026 |
| ERIC WAYNE POWELL | — | Jazz Wealth | Steward Partners | May 5, 2026 | May 7, 2026 |
| Ethan Aaron Green | — | Lake Tahoe Wealth | Wealth Enhancement | May 5, 2026 | May 4, 2026 |
| Gary Ben-Ezra | — | The Oak Group | Arax Investment Partners | May 5, 2026 | May 5, 2026 |
| Haley Christine McKay-Daily Tibbitts | — | Jazz Wealth | Steward Partners | May 5, 2026 | May 6, 2026 |
| Henry Jordan | AGT Private Wealth Group | UBS | Wells Fargo Advisors | May 5, 2026 | May 1, 2026 |
| Ian Brauer | — | Lake Tahoe Wealth | Wealth Enhancement | May 5, 2026 | May 1, 2026 |
| Ivan Hoffman | — | Fi3 | Wealthspire | May 5, 2026 | Not confirmed |
| Jason Taraszki | AGT Private Wealth Group | UBS | Wells Fargo Advisors | May 5, 2026 | May 1, 2026 |
| Jay Arbetter | AGT Private Wealth Group | UBS | Wells Fargo Advisors | May 5, 2026 | May 1, 2026 |
| Jeff Senglaub | — | Independent Financial Group | Apollon Wealth Management | May 5, 2026 | April 20, 2026 |
| Matt Simpson | — | Fi3 | Wealthspire | May 5, 2026 | Not confirmed |
| Matthew David Kulaga | — | Jazz Wealth | Steward Partners | May 5, 2026 | June 9, 2026 |
| Michael Barney Bono | — | Lake Tahoe Wealth | Wealth Enhancement | May 5, 2026 | May 1, 2026 |
| Paul Pradel | — | Commonwealth | Merit Financial Advisors | May 5, 2026 | April 24, 2026 |
| Rusti Rogger | AGT Private Wealth Group | UBS | Wells Fargo Advisors | May 5, 2026 | May 1, 2026 |
| Ryan Peek | — | The Oak Group | Arax Investment Partners | May 5, 2026 | May 7, 2026 |
| Sam Muse | — | Fi3 | Wealthspire | May 5, 2026 | Not confirmed |
| Timothy Sallade | — | Lake Tahoe Wealth | Wealth Enhancement | May 5, 2026 | May 12, 2026 |
| Vicki Arndt | — | Eagleson Arndt | Mercer Advisors | May 5, 2026 | Not confirmed |
| VICTORIA EAGLESON ARNDT | — | Eagleson Arndt | Mercer Advisors | May 5, 2026 | May 13, 2026 |
| Abigail Allsup | Iron North Private Wealth | UBS | Sanctuary Wealth | May 1, 2026 | May 1, 2026 |
| Brad Desormeaux | Iron North Private Wealth | UBS | Sanctuary Wealth | May 1, 2026 | May 1, 2026 |
| Cameron Irvine | The Taylor Group | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | May 1, 2026 |
| Hunter Embury | The Taylor Group | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | May 1, 2026 |
| James Taylor | The Taylor Group | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | May 1, 2026 |
| Jamison Embury | The Taylor Group | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | May 1, 2026 |
| Kyle Drumm | The Taylor Group | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | May 1, 2026 |
| Marcus Briscoe | The Taylor Group | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | May 1, 2026 |
| Michaella Irvine | The Taylor Group | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | May 1, 2026 |
| Nicholas Nemec | Nemec Wealth Advisors | Edward Jones | &Partners | May 1, 2026 | May 1, 2026 |
| Roger McGlynn | The Taylor Group | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | May 1, 2026 |
| Shane Drumm | The Taylor Group | Morgan Stanley | Wells Fargo Advisors | May 1, 2026 | May 1, 2026 |
| Alister Chick | — | Edward Jones | Raymond James Financial Services | April 30, 2026 | March 12, 2026 |
| Charters “Jason” Osborne | — | Merrill Lynch | Raymond James & Associates | April 30, 2026 | February 25, 2026 |
| Kelly Sebold | — | Sebold Capital | The Mather Group | April 30, 2026 | Not confirmed |
| Sean Sebold | — | Sebold Capital | The Mather Group | April 30, 2026 | May 18, 2026 |
| Seth Lawless | — | Merrill Lynch | Raymond James & Associates | April 30, 2026 | February 25, 2026 |
| Bill Banks | Banks Carter Group | UBS | RBC Wealth Management | April 29, 2026 | April 29, 2026 |
| Jean C. Gannon | Anderson Gannon Wealth Partners | UBS | Rockefeller | April 29, 2026 | April 29, 2026 |
| Julian Iragorri | — | UBS | Morgan Stanley | April 29, 2026 | April 24, 2026 |
| Rory Banks | Banks Carter Group | UBS | RBC Wealth Management | April 29, 2026 | April 29, 2026 |
| Sean Carter | Banks Carter Group | UBS | RBC Wealth Management | April 29, 2026 | April 29, 2026 |
| Vanessa G. Anderson | Anderson Gannon Wealth Partners | UBS | Rockefeller | April 29, 2026 | April 29, 2026 |
| Adam Runk | — | FNB Trust | Janney Montgomery Scott | April 28, 2026 | April 23, 2026 |
| Alex Lerner | — | Wells Fargo Advisors | Raymond James Financial Services | April 28, 2026 | February 17, 2026 |
| Brent D. Polzin | — | Harbor Wealth | Carson | April 28, 2026 | April 27, 2026 |
| Chad Schwartz | — | Goldman Sachs Private Wealth Management | J.P. Morgan Advisors | April 28, 2026 | April 24, 2026 |
| CHARLES LEE SIMMONS | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 19, 2026 |
| Cheryl Ann Moss | — | Harbor Wealth | Carson | April 28, 2026 | April 27, 2026 |
| CHRISTOPHER JOHN HITZMAN | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 7, 2026 |
| Christopher Quigley | Mosaic Value Partners | Focus Partners Wealth | Mariner | April 28, 2026 | April 27, 2026 |
| Chuck Simmons | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | Not confirmed |
| CORY MARION FAUCHEUX | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 7, 2026 |
| Dean Bowen | — | J.P. Morgan Advisors | Wells Fargo Advisors | April 28, 2026 | April 13, 2026 |
| Douglas C. DiGiorno | — | UBS | Wells Fargo Advisors | April 28, 2026 | April 27, 2026 |
| Eric A. Heus | — | Harbor Wealth | Carson | April 28, 2026 | April 27, 2026 |
| Erin Kristine Johnson | — | Harbor Wealth | Carson | April 28, 2026 | April 27, 2026 |
| ERIN LYNN VASSEUR | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 7, 2026 |
| Garrett Bradley Ulmer | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 8, 2026 |
| Geraldine Spinella | — | Raymond James & Associates | Osaic | April 28, 2026 | March 31, 2026 |
| Giuseppe Gigliotti | — | Ameriprise Advisor Group | Wells Fargo Advisors | April 28, 2026 | April 20, 2026 |
| Greg Selg | — | Osaic | LPL Financial | April 28, 2026 | April 20, 2026 |
| Jackson E Young | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | April 30, 2026 |
| JAMES CARLOS PARRIE | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 11, 2026 |
| James Wetton | — | PNC | Wells Fargo Advisors | April 28, 2026 | April 21, 2026 |
| Jason Clark | Mosaic Value Partners | Focus Partners Wealth | Mariner | April 28, 2026 | April 27, 2026 |
| Joe Matovick | — | Wells Fargo Advisors | Raymond James Financial Services | April 28, 2026 | February 17, 2026 |
| John Buckingham | Mosaic Value Partners | Focus Partners Wealth | Mariner | April 28, 2026 | April 27, 2026 |
| Katy Lynn Hane | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 18, 2026 |
| Larry John Rose | — | Harbor Wealth | Carson | April 28, 2026 | April 27, 2026 |
| Lori Marie DeLaTorre | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 19, 2026 |
| MATTHEW WILLIAM RODRIGUE | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 7, 2026 |
| Megan DeRoche Ulmer | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 8, 2026 |
| Oscar Manrique | — | Wells Fargo Advisors | Raymond James Financial Services | April 28, 2026 | February 17, 2026 |
| Steven Haines | — | PNC | Wells Fargo Advisors | April 28, 2026 | April 23, 2026 |
| Wesley Christian Bouler | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 7, 2026 |
| William Travis Maisano | — | TruWealth Advisors | Waverly Advisors | April 28, 2026 | May 22, 2026 |
| Gabriela Ribas | JET Wealth Advisors | Wells Fargo FiNet | JET Wealth | April 27, 2026 | April 7, 2026 |
| Jeff Walters | JET Wealth Advisors | Wells Fargo FiNet | JET Wealth | April 27, 2026 | April 7, 2026 |
| John Toman | JET Wealth Advisors | Wells Fargo FiNet | JET Wealth | April 27, 2026 | April 7, 2026 |
| Michael Hession | JET Wealth Advisors | Wells Fargo FiNet | JET Wealth | April 27, 2026 | April 7, 2026 |
| Steven Mueller | — | LPL Financial | Ameriprise Independent Advisors | April 27, 2026 | January 16, 2026 |
| Adam Bernard | — | Cambridge | Raymond James Financial Services | April 24, 2026 | January 7, 2026 |
| CHARLES JOHN YBEMA | — | Arcadia | F.L.Putnam | April 24, 2026 | April 1, 2026 |
| David Mathias | Duffy Mathias Private Wealth | Baird | Xcelsior Advisor Partners | April 24, 2026 | April 23, 2026 |
| Derik Ronci | — | Cambridge | Raymond James Financial Services | April 24, 2026 | January 7, 2026 |
| Jacob Duffy | Duffy Mathias Private Wealth | Baird | Xcelsior Advisor Partners | April 24, 2026 | April 23, 2026 |
| Jerry Love | — | Arcadia | F.L.Putnam | April 24, 2026 | April 1, 2026 |
| John H. Tyler | Post Oak Wealth Partners | Merrill Lynch | Rockefeller | April 24, 2026 | April 24, 2026 |
| Joseph A. Bybee | Post Oak Wealth Partners | Merrill Lynch | Rockefeller | April 24, 2026 | April 24, 2026 |
| Malia S. Morales | Post Oak Wealth Partners | Merrill Lynch | Rockefeller | April 24, 2026 | April 24, 2026 |
| Michael Mueller | — | Arcadia | F.L.Putnam | April 24, 2026 | April 1, 2026 |
| Parker Sherry | — | Cambridge | Raymond James Financial Services | April 24, 2026 | January 7, 2026 |
| Rich Sacui | — | Cambridge | Raymond James Financial Services | April 24, 2026 | January 7, 2026 |
| Ryan Miller | — | Cambridge | Raymond James Financial Services | April 24, 2026 | January 7, 2026 |
| Steve Raseta | — | Cambridge | Raymond James Financial Services | April 24, 2026 | January 7, 2026 |
| Tom Klim | — | Cambridge | Raymond James Financial Services | April 24, 2026 | January 7, 2026 |
| Tyler D. Lane | Post Oak Wealth Partners | Merrill Lynch | Rockefeller | April 24, 2026 | April 24, 2026 |
| Zel E. Bush | — | Cambridge | Raymond James Financial Services | April 24, 2026 | January 7, 2026 |
| David Bahnsen | — | Bahnsen Group | Hightower | April 23, 2026 | Not confirmed |
| Ben Sherry | — | Northwestern Mutual | Raymond James Financial Services | April 22, 2026 | February 13, 2026 |
| Charlie Waibel | — | Sellwood | Wealthspire | April 22, 2026 | Not confirmed |
| Craig Haba | — | Northwestern Mutual | Raymond James Financial Services | April 22, 2026 | February 13, 2026 |
| DANIELLE KATHLEEN BERZ | — | Brown & Company | Modern Wealth Management | April 22, 2026 | April 21, 2026 |
| David Amar | — | William Blair | J.P. Morgan Advisors | April 22, 2026 | April 22, 2026 |
| JONATHAN KUITER | — | Brown & Company | Modern Wealth Management | April 22, 2026 | April 17, 2026 |
| JUSTIN DANE CASSIDA | — | Brown & Company | Modern Wealth Management | April 22, 2026 | April 21, 2026 |
| Mark Brown | — | Brown & Company | Modern Wealth Management | April 22, 2026 | Not confirmed |
| Bob Bolebruch | — | Osaic | Cetera | April 21, 2026 | January 27, 2026 |
| Brandon LaCroix | LaCroix Wealth Management | Merrill Lynch | Janney Montgomery Scott | April 21, 2026 | April 17, 2026 |
| Courtney Walker | — | J.P. Morgan Advisors | LPL Financial | April 21, 2026 | April 6, 2026 |
| Jason J. Hull | — | UBS | Raymond James & Associates | April 21, 2026 | April 21, 2026 |
| Jessica Penza | — | UBS | Raymond James & Associates | April 21, 2026 | April 21, 2026 |
| Nick Loring | Loring Advisory Group | Commonwealth | Kintra | April 21, 2026 | March 17, 2026 |
| Steve Sherman | — | Osaic | Cetera | April 21, 2026 | January 27, 2026 |
| Bob Halbert | — | Edward Jones | Ameriprise Independent Advisors | April 20, 2026 | January 16, 2026 |
| Brandon Haag | BHG Group | Merrill Lynch | Morgan Stanley | April 20, 2026 | April 16, 2026 |
| Charlie Bennett | BHG Group | Merrill Lynch | Morgan Stanley | April 20, 2026 | April 16, 2026 |
| Dean Weseli | HWB Partners | Goelzer | Baird | April 20, 2026 | April 16, 2026 |
| Don Hutchinson | HWB Partners | Goelzer | Baird | April 20, 2026 | April 16, 2026 |
| Jeff Borgert | HWB Partners | Goelzer | Baird | April 20, 2026 | April 16, 2026 |
| Joshua Erickson | Soteris Private Wealth | Merrill Lynch | Sanctuary Wealth | April 20, 2026 | April 17, 2026 |
| Philip Gomez | Soteris Private Wealth | Merrill Lynch | Sanctuary Wealth | April 20, 2026 | April 17, 2026 |
| Robert Montierth | Soteris Private Wealth | Merrill Lynch | Sanctuary Wealth | April 20, 2026 | April 17, 2026 |
| Shane Miller | — | WPWealth | Prime Capital Financial | April 20, 2026 | April 1, 2026 |
| Taylor Gilmore | BHG Group | Merrill Lynch | Morgan Stanley | April 20, 2026 | April 16, 2026 |
| Ian M. Ogilvie | — | Morgan Stanley | Rockefeller | April 17, 2026 | April 17, 2026 |
| Nick Bronson | — | LPL Financial | Raymond James Financial Services | April 17, 2026 | March 9, 2026 |
| Tom Sutter | — | Morgan Stanley | Raymond James & Associates | April 17, 2026 | February 12, 2026 |
| Blake Dunlop | — | Benjamin F. Edwards | Mariner | April 16, 2026 | April 16, 2026 |
| Brent Sikes | — | FullCircle Wealth | Wealth Enhancement | April 16, 2026 | April 16, 2026 |
| Connor Dunlop | — | Benjamin F. Edwards | Mariner | April 16, 2026 | April 16, 2026 |
| Grant Palmer III | — | Waypoint Wealth Management | Mariner | April 16, 2026 | April 1, 2026 |
| Jamie Jenkins | — | FullCircle Wealth | Wealth Enhancement | April 16, 2026 | April 16, 2026 |
| Jason "Jake" Zehr | — | TIAA Wealth Management | Stifel | April 16, 2026 | April 13, 2026 |
| Kyle Caouette | SIGIL Family Office | Parallel Advisors | Integrated Partners | April 16, 2026 | April 16, 2026 |
| Kyle Cipperley | Prairie View Wealth Partners | First National Bank (Sioux Falls) | Prairie View | April 16, 2026 | April 16, 2026 |
| Paula Bindert | Prairie View Wealth Partners | First National Bank (Sioux Falls) | Prairie View | April 16, 2026 | April 16, 2026 |
| Brian Bogue | Texas Wealth Solutions | PNC | LPL Financial | April 15, 2026 | March 24, 2026 |
| Adam Sinoff | — | Armstrong & Sinoff | OnePoint BFG Wealth Partners | April 13, 2026 | Not confirmed |
| Andrew Low | — | UBS | Wells Fargo Advisors | April 13, 2026 | April 1, 2026 |
| Hank Morvant | Pinnacle Wealth Management | LPL Financial | Ameriprise Independent Advisors | April 13, 2026 | December 18, 2025 |
| Jason Tyo | Touchstone Wealth Partners | UBS | Wells Fargo FiNet | April 13, 2026 | April 10, 2026 |
| Kenneth Wise II | Touchstone Wealth Partners | UBS | Wells Fargo FiNet | April 13, 2026 | April 10, 2026 |
| Kristie Howe | Touchstone Wealth Partners | UBS | Wells Fargo FiNet | April 13, 2026 | April 10, 2026 |
| Michael McCullough | Touchstone Wealth Partners | UBS | Wells Fargo FiNet | April 13, 2026 | April 10, 2026 |
| Mitchel Wise | Touchstone Wealth Partners | UBS | Wells Fargo FiNet | April 13, 2026 | April 10, 2026 |
| Paul Armstrong | — | Armstrong & Sinoff | OnePoint BFG Wealth Partners | April 13, 2026 | April 22, 2026 |
| Spencer Stone | Touchstone Wealth Partners | UBS | Wells Fargo FiNet | April 13, 2026 | April 10, 2026 |
| Vincent Lauer | Pinnacle Wealth Management | LPL Financial | Ameriprise Independent Advisors | April 13, 2026 | December 18, 2025 |
| ABIGAIL PHILLIPS | — | Vivaldi | Corient | April 9, 2026 | June 22, 2026 |
| Andrew Jeffrey Hitchcock Schuler | — | Vivaldi | Corient | April 9, 2026 | June 23, 2026 |
| ASHA TANGRI GOLDSTEIN | — | Vivaldi | Corient | April 9, 2026 | June 26, 2026 |
| Ben Seidenstein | — | Goldman Sachs Private Wealth Management | Farther | April 9, 2026 | April 1, 2026 |
| Benjamin Bluman | — | Vivaldi | Corient | April 9, 2026 | June 23, 2026 |
| BRIAN JOSEPH QUINN | — | Vivaldi | Corient | April 9, 2026 | June 29, 2026 |
| DANIEL AARON JONES | — | Vivaldi | Corient | April 9, 2026 | June 23, 2026 |
| David Sternberg | — | Vivaldi | Corient | April 9, 2026 | Not confirmed |
| DAVID WILLIAM SNYDER | — | Vivaldi | Corient | April 9, 2026 | June 25, 2026 |
| FRANK DOMENIC PELLICORI | — | Vivaldi | Corient | April 9, 2026 | June 18, 2026 |
| GREG ANDREW GOLDFEDER | — | Vivaldi | Corient | April 9, 2026 | June 26, 2026 |
| Griffin Lau | — | Vivaldi | Corient | April 9, 2026 | June 22, 2026 |
| ILYA Michael ZLOTNIK | — | Vivaldi | Corient | April 9, 2026 | June 25, 2026 |
| JUSTIN B WHELAN | — | Vivaldi | Corient | April 9, 2026 | June 17, 2026 |
| LILIAN LO | — | Vivaldi | Corient | April 9, 2026 | June 23, 2026 |
| MORGAN JEWELENE PRUETT | — | Vivaldi | Corient | April 9, 2026 | June 16, 2026 |
| RACHEL ANN LEAHY | — | Vivaldi | Corient | April 9, 2026 | June 18, 2026 |
| Randal Golden | — | Vivaldi | Corient | April 9, 2026 | August 25, 2026 |
| TED RUSSELL BREITER | — | Vivaldi | Corient | April 9, 2026 | June 23, 2026 |
| W. Michael Sanders | Sandcastle Wealth Builders | Commonwealth | Cetera | April 9, 2026 | April 1, 2026 |
| WILLIAM DAVID PROPER | — | Vivaldi | Corient | April 9, 2026 | July 2, 2026 |
| ZACKARY GRAHAM MEUSER | — | Vivaldi | Corient | April 9, 2026 | June 25, 2026 |
| Jeffrey Flamm | — | Key Investment Services | Ameriprise Independent Advisors | April 8, 2026 | December 5, 2025 |
| Kevin Smith | — | Key Investment Services | Ameriprise Independent Advisors | April 8, 2026 | December 5, 2025 |
| Kyle Vasel | OPT Wealth Management | Merrill Lynch | Sanctuary Wealth | April 8, 2026 | April 8, 2026 |
| Peter C. Laidlaw | — | J.P. Morgan Private Bank | Merrill Lynch | April 8, 2026 | April 6, 2026 |
| Russell Karpf | RPK Wealth Group | LPL Financial | Raymond James Financial Services | April 8, 2026 | February 13, 2026 |
| Allie Konieczka | Emerald Legacy Advisors | Wells Fargo FiNet | LPL Financial | April 7, 2026 | April 1, 2026 |
| Brian Montalbano | — | Synovus | Prudential Advisors | April 7, 2026 | March 9, 2026 |
| Gabe Lapito | — | Strategic Retirement Plans | Merit Financial Advisors | April 7, 2026 | March 27, 2026 |
| Ivy Pierson | Pierson Wealth Management | Cetera | RFG Advisory | April 7, 2026 | April 6, 2026 |
| Jason Stephens | Evertern Wealth | UBS | Evertern Wealth | April 7, 2026 | April 1, 2026 |
| Jim McMurtry | Emerald Legacy Advisors | Wells Fargo FiNet | LPL Financial | April 7, 2026 | April 1, 2026 |
| Keith Loegering | — | RBC Wealth Management | Prudential Advisors | April 7, 2026 | February 19, 2026 |
| Keith Shadrick | — | Axia | Wealthspire | April 7, 2026 | Not confirmed |
| Kenneth LeBlanc | — | Personal Financial Solutions | Mercer Advisors | April 7, 2026 | April 20, 2026 |
| Kristine Porcaro | — | Lexington Wealth | Hightower | April 7, 2026 | Not confirmed |
| Mic Lundon | Evertern Wealth | UBS | Evertern Wealth | April 7, 2026 | April 1, 2026 |
| Michelle Reek | Emerald Legacy Advisors | Wells Fargo FiNet | LPL Financial | April 7, 2026 | April 1, 2026 |
| Mike Tucci | — | Lexington Wealth | Hightower | April 7, 2026 | Not confirmed |
| Nicholas Alfred Gargiulo | — | Personal Financial Solutions | Mercer Advisors | April 7, 2026 | April 20, 2026 |
| Ryan Gomendi | — | Strategic Retirement Plans | Merit Financial Advisors | April 7, 2026 | March 27, 2026 |
| David Warren | — | UBS | Merrill Lynch | April 6, 2026 | April 2, 2026 |
| BARBARA EILEEN SACHAROW | — | Legacy Wealth Management | Modern Wealth Management | April 2, 2026 | March 24, 2026 |
| Brian Pon | — | Financial Connections Group | Apella Wealth | April 2, 2026 | April 13, 2026 |
| CLAUDIA NURI RUBENSTEIN | — | Legacy Wealth Management | Modern Wealth Management | April 2, 2026 | March 24, 2026 |
| ELI HUNTER EDDY | — | Parros Financial Group | Wealth Enhancement | April 2, 2026 | April 1, 2026 |
| FLAVIA PAULA KIRZ | — | Financial Connections Group | Apella Wealth | April 2, 2026 | April 9, 2026 |
| Grady Wirth | — | J.P. Morgan Advisors | Hightower | April 2, 2026 | April 2, 2026 |
| JENNIFER ISOBEL COFFEY SMITH | — | Financial Connections Group | Apella Wealth | April 2, 2026 | April 9, 2026 |
| Jill Hollander | — | Financial Connections Group | Apella Wealth | April 2, 2026 | April 23, 2026 |
| Joel Palatnik | — | Legacy Wealth Management | Modern Wealth Management | April 2, 2026 | March 25, 2026 |
| Kimberly Marie Wohler | — | Financial Connections Group | Apella Wealth | April 2, 2026 | April 13, 2026 |
| MARCO R BOHORQUEZ | — | Legacy Wealth Management | Modern Wealth Management | April 2, 2026 | March 24, 2026 |
| SONJA KOPPENWALLNER | — | Legacy Wealth Management | Modern Wealth Management | April 2, 2026 | March 24, 2026 |
| Timothy Parros | — | Parros Financial Group | Wealth Enhancement | April 2, 2026 | April 1, 2026 |
| Tony DuBose | — | Legacy Wealth Management | Modern Wealth Management | April 2, 2026 | March 27, 2026 |
| Trey Pope | — | Edward Jones | LPL Financial | April 2, 2026 | March 9, 2026 |
| Valeria Carolina Ortega | — | Legacy Wealth Management | Modern Wealth Management | April 2, 2026 | March 24, 2026 |
| Abram Isaiah Collaguazo | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 14, 2026 |
| Adam Heath Walter | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 14, 2026 |
| ANDREW ALLEN MEYER | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 3, 2026 |
| ANDREW EDWARD WOOD | — | Covenant Partners | Cerity Partners | April 1, 2026 | April 2, 2026 |
| CHRISTOPHER KENDALL JOHNSON | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | May 29, 2026 |
| Cody Bartusiak | Brick by Brick Wealth Advisors | Ameriprise Independent Advisors | Integrated Partners | April 1, 2026 | March 27, 2026 |
| Darren Levinthal | Brick by Brick Wealth Advisors | Ameriprise Independent Advisors | Integrated Partners | April 1, 2026 | March 27, 2026 |
| Erica Hinrichs | Brick by Brick Wealth Advisors | Ameriprise Independent Advisors | Integrated Partners | April 1, 2026 | March 27, 2026 |
| Jeremy Gardner | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 1, 2026 |
| JESSE ALLEN NIEDERBAUMER | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 1, 2026 |
| JOHN BANKS LINK | — | Covenant Partners | Cerity Partners | April 1, 2026 | March 31, 2026 |
| John Buckley | — | Buckley Investment Group | Carson | April 1, 2026 | Not confirmed |
| Kent Zeidman | Brick by Brick Wealth Advisors | Ameriprise Independent Advisors | Integrated Partners | April 1, 2026 | March 27, 2026 |
| KONSTANTINOS GEORJE GEORGOSTATHIS | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 1, 2026 |
| MATTHEW DAVID NIEDERBAUMER | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 14, 2026 |
| Michael Phillip Franks | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 1, 2026 |
| Philip Mark Nybroten | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 1, 2026 |
| Rachel Ann Pease | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 1, 2026 |
| THOMAS W. TITUS | — | Vantage Financial Partners | NorthRock Partners | April 1, 2026 | April 1, 2026 |
| Todd Glisson | — | Covenant Partners | Cerity Partners | April 1, 2026 | March 31, 2026 |
| BELINDA TSUI | — | Heller Wealth Management | Savant Wealth Management | March 31, 2026 | April 6, 2026 |
| Emma Bean | — | Charter Oak Capital Management | Mercer Advisors | March 31, 2026 | April 10, 2026 |
| GREGORY THOMAS MOSS | — | Heller Wealth Management | Savant Wealth Management | March 31, 2026 | April 10, 2026 |
| IAN ERIC HELLER | — | Heller Wealth Management | Savant Wealth Management | March 31, 2026 | April 3, 2026 |
| Jeffrey Troiano | — | Charter Oak Capital Management | Mercer Advisors | March 31, 2026 | April 20, 2026 |
| Karen Zaramba | — | Charter Oak Capital Management | Mercer Advisors | March 31, 2026 | April 23, 2026 |
| LAWRENCE ELIOT HELLER | — | Heller Wealth Management | Savant Wealth Management | March 31, 2026 | April 3, 2026 |
| Lena Wyand | — | Charter Oak Capital Management | Mercer Advisors | March 31, 2026 | April 10, 2026 |
| Mark Matkovic | — | Matkovic Financial Group | Avantax Planning Partners | March 31, 2026 | March 10, 2026 |
| Sarah Serling | — | Charter Oak Capital Management | Mercer Advisors | March 31, 2026 | April 14, 2026 |
| Todd Cesca | — | Charter Oak Capital Management | Mercer Advisors | March 31, 2026 | April 17, 2026 |
| Alexander Chance Berney | — | Exencial | Savant Wealth Management | March 30, 2026 | April 15, 2026 |
| ANTHONY AUGUST SALTARSKI | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| BRENDAN THOMAS SMITH | — | Exencial | Savant Wealth Management | March 30, 2026 | April 17, 2026 |
| Bryan Adam Rentschler | — | Exencial | Savant Wealth Management | March 30, 2026 | April 9, 2026 |
| CALEB JOHN DILLARD | — | Exencial | Savant Wealth Management | March 30, 2026 | April 9, 2026 |
| CHRISTOPHER JASON BROWN | — | Exencial | Savant Wealth Management | March 30, 2026 | April 29, 2026 |
| CRAIG MATTHEW WEZENSKI | — | Exencial | Savant Wealth Management | March 30, 2026 | April 17, 2026 |
| David Clayton Poudrier | — | Exencial | Savant Wealth Management | March 30, 2026 | April 23, 2026 |
| DAVID SALEM TOTAH | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| DAVID WILLIAM BREGGER | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| DERRICK ANTHONY LONGO | — | Exencial | Savant Wealth Management | March 30, 2026 | April 29, 2026 |
| George Alex Carlson | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| Glenn Kyle Hafstad | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| JAMES ANDREW BAILEY | — | Exencial | Savant Wealth Management | March 30, 2026 | April 9, 2026 |
| JARED BRANDON SNIDER | — | Exencial | Savant Wealth Management | March 30, 2026 | April 20, 2026 |
| JASEN LEE WALLACE | — | Exencial | Savant Wealth Management | March 30, 2026 | April 9, 2026 |
| JEAN ANNE WILCZYNSKI | — | Exencial | Savant Wealth Management | March 30, 2026 | April 17, 2026 |
| JEFFREY BRIAN HIBBELER | — | Exencial | Savant Wealth Management | March 30, 2026 | April 29, 2026 |
| John Burns | — | Exencial | Savant Wealth Management | March 30, 2026 | Not confirmed |
| Joseph "Clay" Young IV | — | Merrill Lynch | UBS | March 30, 2026 | March 27, 2026 |
| KAREN LYNN BOSCHERT | — | Exencial | Savant Wealth Management | March 30, 2026 | April 6, 2026 |
| KAYE HAVERSTOCK TAHILIANI | — | Exencial | Savant Wealth Management | March 30, 2026 | April 29, 2026 |
| Kayl Joshua Reiter | — | Exencial | Savant Wealth Management | March 30, 2026 | April 9, 2026 |
| KYLE ALBERT FOITO | — | Exencial | Savant Wealth Management | March 30, 2026 | April 17, 2026 |
| LORI CHRISTINE STEPHENSON | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| MATTHEW CARL WEINHEIMER | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| MICHAEL LEE CONERLY | — | Exencial | Savant Wealth Management | March 30, 2026 | April 29, 2026 |
| MICHAEL ROBERT MCGLASHEN | — | Exencial | Savant Wealth Management | March 30, 2026 | April 9, 2026 |
| PATRICK MCLEOD SMITH | — | Exencial | Savant Wealth Management | March 30, 2026 | April 17, 2026 |
| PETE TRONTIS | — | Exencial | Savant Wealth Management | March 30, 2026 | April 29, 2026 |
| PHILIP IRVING ROSS | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| RANDY JAMES FARINA | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| TIMOTHY MICHAEL COURTNEY | — | Exencial | Savant Wealth Management | March 30, 2026 | April 3, 2026 |
| Jay Williams | — | Truist Wealth | Raymond James Financial Services | March 27, 2026 | March 3, 2026 |
| Michael G. Bailey | — | MGB Wealth Management | Beacon Pointe Advisors | March 27, 2026 | March 13, 2026 |
| Michael Mrotzek | — | Morgan Stanley | Janney Montgomery Scott | March 27, 2026 | March 27, 2026 |
| Robert Pagliarini | — | Pacifica Wealth Advisors | Beacon Pointe Advisors | March 27, 2026 | February 24, 2026 |
| Edward Vollbrecht | — | Truist Wealth | Raymond James Financial Services | March 26, 2026 | March 13, 2026 |
| Glenn Rodriguez | — | Merrill Lynch | Cyndeo | March 25, 2026 | March 23, 2026 |
| C.W. Middleton | — | Northwestern Mutual | Composition Wealth | March 24, 2026 | March 25, 2026 |
| Kelly Lawrence | Gibson Financial Group | B. Riley Wealth Management | LPL Financial | March 24, 2026 | February 4, 2026 |
| Vin Sbano | Gibson Financial Group | B. Riley Wealth Management | LPL Financial | March 24, 2026 | February 4, 2026 |
| Catherine Nicholas | — | Wells Fargo FiNet | Wells Fargo FiNet | March 23, 2026 | March 20, 2026 |
| Jared Katzman | The Apollo Group | J.P. Morgan Advisors | Janney Montgomery Scott | March 23, 2026 | March 13, 2026 |
| Kenneth Morris | The Apollo Group | J.P. Morgan Advisors | Janney Montgomery Scott | March 23, 2026 | March 13, 2026 |
| Steve Condos | The Apollo Group | J.P. Morgan Advisors | Janney Montgomery Scott | March 23, 2026 | March 13, 2026 |
| Justin Fisher | — | Moss Adams Wealth Advisors | Threadline Wealth | March 20, 2026 | Not confirmed |
| Brian Walsh | Cunningham Financial Group | Ameriprise Independent Advisors | Cetera | March 19, 2026 | March 16, 2026 |
| Jonathan Cunningham | Cunningham Financial Group | Ameriprise Independent Advisors | Cetera | March 19, 2026 | March 16, 2026 |
| Josh Little | Cunningham Financial Group | Ameriprise Independent Advisors | Cetera | March 19, 2026 | March 16, 2026 |
| Tim Curran | — | LPL Financial | Osaic | March 19, 2026 | March 17, 2026 |
| Wynne Curran | — | LPL Financial | Osaic | March 19, 2026 | March 17, 2026 |
| Alex Sarmiento | — | Wells Fargo Advisors | Raymond James & Associates | March 12, 2026 | January 12, 2026 |
| Frank Boley | Legacy Ridge Private Wealth | D.A. Davidson | LPL Financial | March 12, 2026 | January 14, 2026 |
| John C. Haley | — | Duncan & Haley, Ltd. | Creative Planning | March 12, 2026 | March 3, 2026 |
| Kenneth Webster | Webster Group | UBS | Wells Fargo Advisors | March 12, 2026 | March 5, 2026 |
| Nathan Chapman | — | Truist Wealth | Raymond James & Associates | March 12, 2026 | January 5, 2026 |
| Susie Garber-Johnson | Legacy Ridge Private Wealth | D.A. Davidson | LPL Financial | March 12, 2026 | January 14, 2026 |
| Noel A. Becker | — | UBS | Janney Montgomery Scott | March 9, 2026 | March 9, 2026 |
| Scott Patterson | — | Raymond James & Associates | Janney Montgomery Scott | March 9, 2026 | March 2, 2026 |
| Dan Schmitz | — | Commonwealth | Raymond James Financial Services | March 6, 2026 | February 9, 2026 |
| Greg Schuler | — | Commonwealth | Raymond James Financial Services | March 6, 2026 | February 9, 2026 |
| Jeff Santillo | — | Commonwealth | Raymond James Financial Services | March 6, 2026 | February 9, 2026 |
| John Woodworth | — | Commonwealth | Raymond James Financial Services | March 6, 2026 | February 9, 2026 |
| Jonathan N. Chasen | — | Wells Fargo Advisors | &Partners | March 6, 2026 | March 6, 2026 |
| Mike McNaughton | — | Commonwealth | Raymond James Financial Services | March 6, 2026 | February 9, 2026 |
| Traci Lewis | — | Commonwealth | Raymond James Financial Services | March 6, 2026 | February 9, 2026 |
| Andrew Gardner | Gardner Wallace Financial Solutions | Kestra Financial | Osaic | March 5, 2026 | March 3, 2026 |
| Daniel Dolan | The Archer Team | TFB Advisors | Wealth Enhancement | March 5, 2026 | March 2, 2026 |
| Frances Gardner | Gardner Wallace Financial Solutions | Kestra Financial | Osaic | March 5, 2026 | March 3, 2026 |
| Josh Selzer | The Archer Team | TFB Advisors | Wealth Enhancement | March 5, 2026 | March 2, 2026 |
| Patrick Wallace | Gardner Wallace Financial Solutions | Kestra Financial | Osaic | March 5, 2026 | March 3, 2026 |
| Tim Gaigals | The Archer Team | TFB Advisors | Wealth Enhancement | March 5, 2026 | March 2, 2026 |
| Andrew Knutson | Snow Pine Private Wealth | UBS | Wells Fargo FiNet | March 4, 2026 | March 3, 2026 |
| Angela Pridgen Lessor | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 1, 2026 |
| Brett Tyler Agnew | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 2, 2026 |
| BRIAN R FLYNN | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 9, 2026 |
| Chad Faulkenberry | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 9, 2026 |
| Clayton Knutsen | Snow Pine Private Wealth | UBS | Wells Fargo FiNet | March 4, 2026 | March 3, 2026 |
| Daniel Miller | Snow Pine Private Wealth | UBS | Wells Fargo FiNet | March 4, 2026 | July 21, 2025 |
| Daniel Miller | Snow Pine Private Wealth | UBS | Wells Fargo FiNet | March 4, 2026 | March 3, 2026 |
| Dean Breitbach | Snow Pine Private Wealth | UBS | Wells Fargo FiNet | March 4, 2026 | March 3, 2026 |
| Derek Cherne | Snow Pine Private Wealth | UBS | Wells Fargo FiNet | March 4, 2026 | March 3, 2026 |
| Jill Elaine Isbell | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 1, 2026 |
| John B Solik | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 8, 2026 |
| John Mortola | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 7, 2026 |
| Kathleen Barlow | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 9, 2026 |
| Keith Burke | Snow Pine Private Wealth | UBS | Wells Fargo FiNet | March 4, 2026 | March 3, 2026 |
| KERRY JEAN MEATH-SINKIN | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 1, 2026 |
| Kevin Douglas Rinow | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 2, 2026 |
| Kristin Adelson Bartlow | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 2, 2026 |
| Laurie McKee Adams | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 7, 2026 |
| MICHAEL CHARLES BROWN | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 23, 2026 |
| MICHAEL DENNIS LABARBERA | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 16, 2026 |
| Peter Knutson | Snow Pine Private Wealth | UBS | Wells Fargo FiNet | March 4, 2026 | March 3, 2026 |
| TED ERIC ALBRECHT | — | Journey Strategic Wealth | Hightower | March 4, 2026 | April 29, 2026 |
| Zachary Mohr | — | Journey Strategic Wealth | Hightower | March 4, 2026 | May 5, 2026 |
| Charles Bean | — | Heritage Financial | Savant Wealth Management | March 3, 2026 | March 16, 2026 |
| David Blain | — | BlueSky Wealth Advisors | Aspen Standard Wealth | March 3, 2026 | Not confirmed |
| David Luther Hogans | — | The H Group | Wealth Enhancement | March 3, 2026 | March 2, 2026 |
| Eric Longstreth | — | Goldman Sachs Private Wealth Management | Kestra Private Wealth Services | March 3, 2026 | February 25, 2026 |
| Heather Hackett | Financial Planning Department | Commonwealth | Osaic | March 3, 2026 | February 26, 2026 |
| James Kurtis Sager | — | The H Group | Wealth Enhancement | March 3, 2026 | March 2, 2026 |
| Jessica Diane Tierney | — | The H Group | Wealth Enhancement | March 3, 2026 | March 2, 2026 |
| Katherine Mary Keppel | — | The H Group | Wealth Enhancement | March 3, 2026 | March 2, 2026 |
| Laurence Thomas Hanslits | — | The H Group | Wealth Enhancement | March 3, 2026 | March 2, 2026 |
| Michael Ray Albillar | — | The H Group | Wealth Enhancement | March 3, 2026 | March 2, 2026 |
| Mikki Ellen Burdine | — | The H Group | Wealth Enhancement | March 3, 2026 | March 2, 2026 |
| Robert Whittington | Southeast Wealth Management Group | UBS | Morgan Stanley | March 3, 2026 | January 16, 2026 |
| Robert Woodend | — | Ameriprise Advisor Group | Private Advisor Group | March 3, 2026 | February 25, 2026 |
| Rodney Arthur Cook | — | The H Group | Wealth Enhancement | March 3, 2026 | March 2, 2026 |
| Sammy Azzouz | — | Heritage Financial | Savant Wealth Management | March 3, 2026 | March 16, 2026 |
| Todd Steinbrink | — | Wealth Planning Corporation | MCF Advisors | March 3, 2026 | March 24, 2026 |
| Tom Cleary | Southeast Wealth Management Group | UBS | Morgan Stanley | March 3, 2026 | January 16, 2026 |
| Alex Hill | Hill Wealth Management | Morgan Stanley | Wells Fargo Advisors | March 2, 2026 | February 13, 2026 |
| Barry Dershaw | — | Ameriprise Advisor Group | Wells Fargo Advisors | March 2, 2026 | February 18, 2026 |
| Daniel Lyons | The Market Square Group | Morgan Stanley | Wells Fargo Advisors | March 2, 2026 | February 26, 2026 |
| Keith Kordich | — | Ameriprise Advisor Group | Wells Fargo Advisors | March 2, 2026 | February 18, 2026 |
| Michelle Bennett | — | Morgan Stanley | Wells Fargo Advisors | March 2, 2026 | February 18, 2026 |
| Richard Lyons | The Market Square Group | Morgan Stanley | Wells Fargo Advisors | March 2, 2026 | February 26, 2026 |
| Robert Hill | Hill Wealth Management | Morgan Stanley | Wells Fargo Advisors | March 2, 2026 | February 13, 2026 |
| Sean Walker | — | Applied Financial Planning | Carson | March 2, 2026 | Not confirmed |
| William O'Connor | — | Applied Financial Planning | Carson | March 2, 2026 | Not confirmed |
| Andrew Kaskel | — | Morgan Stanley | NewEdge | February 27, 2026 | February 24, 2026 |
| B.J. Crook | Altura Wealth | Northwestern Mutual | Altura Wealth | February 27, 2026 | October 1, 2025 |
| Beth Neal | — | Suncoast Prosperity Advisors | CAPTRUST | February 27, 2026 | February 24, 2026 |
| Burt Hilton | — | Morgan Stanley | NewEdge | February 27, 2026 | February 23, 2026 |
| Dan Porter | Two Oaks Wealth | Commonwealth | Raymond James Financial Services | February 27, 2026 | January 12, 2026 |
| FRANK BURKHEAD WYATT | — | Suncoast Prosperity Advisors | CAPTRUST | February 27, 2026 | March 2, 2026 |
| Heather Wagner Perry | — | Suncoast Prosperity Advisors | CAPTRUST | February 27, 2026 | March 2, 2026 |
| Jeff Fehrman | Fehrman Investment Group | Raymond James Financial Services | Concurrent | February 27, 2026 | February 13, 2026 |
| Jeff Strouse | — | Suncoast Prosperity Advisors | CAPTRUST | February 27, 2026 | February 27, 2026 |
| Katie Fehrman Edmonds | Fehrman Investment Group | Raymond James Financial Services | Concurrent | February 27, 2026 | February 13, 2026 |
| Michael Compiano | Two Oaks Wealth | Commonwealth | Raymond James Financial Services | February 27, 2026 | January 12, 2026 |
| Neal Thompson | — | Thompson Wealth Management | EP Wealth Advisors | February 27, 2026 | March 11, 2026 |
| Repp Lambert | Altura Wealth | Northwestern Mutual | Altura Wealth | February 27, 2026 | October 1, 2025 |
| ROBIN LYNN COOK | — | Suncoast Prosperity Advisors | CAPTRUST | February 27, 2026 | March 2, 2026 |
| Terri Ritchie | — | Suncoast Prosperity Advisors | CAPTRUST | February 27, 2026 | March 2, 2026 |
| THOMAS PATRICK REYNOLDS | — | Suncoast Prosperity Advisors | CAPTRUST | February 27, 2026 | February 11, 2026 |
| Tom Ames | — | Morgan Stanley | NewEdge | February 27, 2026 | February 23, 2026 |
| Heather Pelant | — | Baker Street Advisors | Cresset | February 26, 2026 | February 27, 2026 |
| Michael Dworetsky | — | StoneX | LPL Financial | February 26, 2026 | January 20, 2026 |
| Ed Kerley | — | Money Concepts Capital Corp | Raymond James Financial Services | February 25, 2026 | February 2, 2026 |
| Kevin Clifford | — | Money Concepts Capital Corp | Raymond James Financial Services | February 25, 2026 | February 2, 2026 |
| Marsha Clark | — | Money Concepts Capital Corp | Raymond James Financial Services | February 25, 2026 | February 2, 2026 |
| Nick Hennessy | — | Money Concepts Capital Corp | Raymond James Financial Services | February 25, 2026 | February 2, 2026 |
| Andrew Buscetto | Seven Bridges Wealth Advisors | Ameriprise Independent Advisors | NewEdge | February 24, 2026 | February 20, 2026 |
| David Mazzetti | Seven Bridges Wealth Advisors | Ameriprise Independent Advisors | NewEdge | February 24, 2026 | February 20, 2026 |
| Joseph Femia | Seven Bridges Wealth Advisors | Ameriprise Independent Advisors | NewEdge | February 24, 2026 | February 20, 2026 |
| Max M. DiSesa | Seven Bridges Wealth Advisors | Ameriprise Independent Advisors | NewEdge | February 24, 2026 | February 20, 2026 |
| Michael Kumph | — | The Financial Advisors | Beacon Pointe Advisors | February 24, 2026 | January 30, 2026 |
| Amanda Salyer | — | Edelman Financial Engines | Prime Capital Financial | February 23, 2026 | February 13, 2026 |
| Joan Greenspon | — | Edelman Financial Engines | Prime Capital Financial | February 23, 2026 | February 13, 2026 |
| Jim Jack | — | Ameriprise Advisor Group | Financial Design Group | February 22, 2026 | February 4, 2026 |
| Nicholas Bloomhuff | — | Ameriprise Advisor Group | Financial Design Group | February 22, 2026 | February 2, 2026 |
| Ryan Montanari | — | Ameriprise Advisor Group | Financial Design Group | February 22, 2026 | February 2, 2026 |
| Christopher Fantano | Warren-Fantano Wealth Management | Merrill Lynch | Janney Montgomery Scott | February 20, 2026 | February 20, 2026 |
| Elizabeth A. Weikes | Weikes Slattery Group | J.P. Morgan Advisors | Wells Fargo Advisors | February 20, 2026 | February 19, 2026 |
| John W. Slattery | Weikes Slattery Group | J.P. Morgan Advisors | Wells Fargo Advisors | February 20, 2026 | February 19, 2026 |
| Peni Warren | Warren-Fantano Wealth Management | Merrill Lynch | Janney Montgomery Scott | February 20, 2026 | February 20, 2026 |
| Tom Madigan | — | UBS | LPL Financial | February 19, 2026 | January 13, 2026 |
| Adrian Geiser | Colorado Wealth Group | Colorado Wealth Group | Savvy Advisors | February 18, 2026 | January 7, 2026 |
| Andrew Mann | — | UBS | Wells Fargo Advisors | February 18, 2026 | February 12, 2026 |
| Brett A. Cohen | — | Morgan Stanley | Evolve Private Wealth | February 18, 2026 | February 13, 2026 |
| Brian Jones | Ledgevest Financial | Wells Fargo FiNet | Cetera | February 18, 2026 | December 15, 2025 |
| Bruce Larson | Colorado Wealth Group | Colorado Wealth Group | Savvy Advisors | February 18, 2026 | November 7, 2025 |
| David Krunch Kloberdanz | — | UBS | Elevation Point Wealth Partners | February 18, 2026 | February 16, 2026 |
| Jacob Ray | Colorado Wealth Group | Colorado Wealth Group | Savvy Advisors | February 18, 2026 | November 10, 2025 |
| James Taylor | Ledgevest Financial | Wells Fargo FiNet | Cetera | February 18, 2026 | December 15, 2025 |
| Jason Jensen | Hoyt Jensen & Associates | Ameriprise Independent Advisors | Osaic | February 18, 2026 | February 4, 2026 |
| Jason Schrimsher | — | UBS | Wells Fargo Advisors | February 18, 2026 | February 12, 2026 |
| Justin Hoyt | Hoyt Jensen & Associates | Ameriprise Independent Advisors | Osaic | February 18, 2026 | February 4, 2026 |
| Kevin Gray | Ascentis Family Wealth | Veracity Capital | Ascentis Wealth Management | February 18, 2026 | January 9, 2026 |
| Lynn Haefs | Ledgevest Financial | Wells Fargo FiNet | Cetera | February 18, 2026 | December 15, 2025 |
| Miles Stumb | — | UBS | Wells Fargo Advisors | February 18, 2026 | February 12, 2026 |
| Niko Puritz | Ascentis Family Wealth | Veracity Capital | Ascentis Wealth Management | February 18, 2026 | January 9, 2026 |
| Scott Mastocciolo | Westport Private Wealth | Ameriprise Independent Advisors | Osaic | February 18, 2026 | February 6, 2026 |
| Shawn Longley | Ledgevest Financial | Wells Fargo FiNet | Cetera | February 18, 2026 | December 15, 2025 |
| Steven Harp | Colorado Wealth Group | Colorado Wealth Group | Savvy Advisors | February 18, 2026 | November 17, 2025 |
| Stuart Gollomp | Westport Private Wealth | Ameriprise Independent Advisors | Osaic | February 18, 2026 | February 6, 2026 |
| David Erwin | Touchpoint Financial Advisor Group | Commonwealth | Raymond James Financial Services | February 17, 2026 | February 2, 2026 |
| David Lanham | — | LOC Investment Advisers | MAI Capital Management | February 17, 2026 | March 6, 2026 |
| Jason Mochi | Shoreline Private Wealth Management | Morgan Stanley | LPL Financial | February 17, 2026 | January 20, 2026 |
| Jillian Feehan | Touchpoint Financial Advisor Group | Commonwealth | Raymond James Financial Services | February 17, 2026 | February 2, 2026 |
| John Nolan | Touchpoint Financial Advisor Group | Commonwealth | Raymond James Financial Services | February 17, 2026 | February 2, 2026 |
| John Pratti | Touchpoint Financial Advisor Group | Commonwealth | Raymond James Financial Services | February 17, 2026 | February 2, 2026 |
| Patrick Sheehan | Touchpoint Financial Advisor Group | Commonwealth | Raymond James Financial Services | February 17, 2026 | February 2, 2026 |
| Reed Thompson | Touchpoint Financial Advisor Group | Commonwealth | Raymond James Financial Services | February 17, 2026 | February 2, 2026 |
| Robert O’Dell | — | LOC Investment Advisers | MAI Capital Management | February 17, 2026 | February 23, 2026 |
| Sean Mayberry | — | LOC Investment Advisers | MAI Capital Management | February 17, 2026 | March 6, 2026 |
| Brian L. Lowenthal | Berman Partners | UBS | Morgan Stanley | February 13, 2026 | February 13, 2026 |
| Gabriel Trigo | — | Merrill Lynch | UBS | February 13, 2026 | February 5, 2026 |
| John Cunningham | — | UBS | Morgan Stanley | February 13, 2026 | February 10, 2026 |
| Kristen A. Scarpa Bissett | Berman Partners | UBS | Morgan Stanley | February 13, 2026 | February 13, 2026 |
| Lee Ann Cunningham | — | UBS | Morgan Stanley | February 13, 2026 | February 10, 2026 |
| Mark Lilley | — | Merrill Lynch | UBS | February 13, 2026 | February 5, 2026 |
| Anthony Vitagliano | — | UBS | Wells Fargo Advisors | February 12, 2026 | February 10, 2026 |
| Brian Craig | Financial Consulting Services | Commonwealth | Raymond James Financial Services | February 12, 2026 | December 1, 2025 |
| Britt Saylor | Sound Wealth | Ameriprise Independent Advisors | LPL Financial | February 12, 2026 | January 15, 2026 |
| Christopher Lamal | Financial Consulting Services | Commonwealth | Raymond James Financial Services | February 12, 2026 | December 1, 2025 |
| Curt Pederson | Sound Wealth | Ameriprise Independent Advisors | LPL Financial | February 12, 2026 | January 15, 2026 |
| Jay Desautels | — | UBS | Wells Fargo Advisors | February 12, 2026 | February 10, 2026 |
| Jerry Truman | Truman Wealth Management Group | RBC Wealth Management | Wells Fargo Advisors | February 12, 2026 | February 11, 2026 |
| Nicole Krusic | Financial Consulting Services | Commonwealth | Raymond James Financial Services | February 12, 2026 | December 1, 2025 |
| Raymond Krusic | Financial Consulting Services | Commonwealth | Raymond James Financial Services | February 12, 2026 | December 1, 2025 |
| Russell Olson | Financial Consulting Services | Commonwealth | Raymond James Financial Services | February 12, 2026 | December 1, 2025 |
| Ryan Spiering | Financial Consulting Services | Commonwealth | Raymond James Financial Services | February 12, 2026 | December 1, 2025 |
| Urja Shah | — | Citizens Private Wealth | Wells Fargo Advisors | February 12, 2026 | February 11, 2026 |
| BRIAN WESLEY KOFOED | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 24, 2026 |
| CHRISTOPHER MATTHEW BOUGEOKLES | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 13, 2026 |
| DONI LEA LANGSTON | — | Alpha Cubed | CAPTRUST | February 11, 2026 | March 12, 2026 |
| GLENDON CHARLES TRULLINGER | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 17, 2026 |
| GREGORY A. KORBEKIAN | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 16, 2026 |
| Hans Peter Ewert | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 17, 2026 |
| JARED RAYMOND OREN | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 17, 2026 |
| Jarryd Mychal Reyes | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 14, 2026 |
| MARK JOSEPH LANGERMAN | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 19, 2026 |
| Morgan Elizabeth Evans | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 19, 2026 |
| SHANE D. L. WHIPPO | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 17, 2026 |
| Simon Y Chung | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 16, 2026 |
| STEVEN PATRICK FORD | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 18, 2026 |
| Todd Walsh | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 18, 2026 |
| Tony Jabczenski | — | Alpha Cubed | CAPTRUST | February 11, 2026 | February 17, 2026 |
| Derek Gregoire | — | SHP Financial | Bluespring Wealth | February 10, 2026 | Not confirmed |
| Keith Ellis Jr. | — | SHP Financial | Bluespring Wealth | February 10, 2026 | Not confirmed |
| Matthew Peck | — | SHP Financial | Bluespring Wealth | February 10, 2026 | Not confirmed |
| Brian J. Konop | La Belle Vue Wealth Management | Wells Fargo FiNet | &Partners | February 6, 2026 | January 27, 2026 |
| David Cantor | — | LongView Asset Management | EP Wealth Advisors | February 6, 2026 | February 18, 2026 |
| HARLAN MYLES FLINT | — | LongView Asset Management | EP Wealth Advisors | February 6, 2026 | February 17, 2026 |
| Heyward Barnes | Four Lights Advisors | Ameriprise Independent Advisors | &Partners | February 6, 2026 | February 5, 2026 |
| Hugh “Chip” Hoke | — | RBC Wealth Management | Janney Montgomery Scott | February 6, 2026 | February 5, 2026 |
| Jasmine Nicole Bair | — | LongView Asset Management | EP Wealth Advisors | February 6, 2026 | March 16, 2026 |
| JULIE DIANE JOHNSEN | — | Pure Portfolios | Waverly Advisors | February 6, 2026 | January 30, 2026 |
| MARTIN J RODRIGUEZ | — | LongView Asset Management | EP Wealth Advisors | February 6, 2026 | February 24, 2026 |
| Nik Schuurmans | — | Pure Portfolios | Waverly Advisors | February 6, 2026 | January 30, 2026 |
| Timothy Hiu Yeung Metz | — | Pure Portfolios | Waverly Advisors | February 6, 2026 | January 30, 2026 |
| Toby Weber | — | Pure Portfolios | Waverly Advisors | February 6, 2026 | January 30, 2026 |
| Trey Bruner | Four Lights Advisors | Ameriprise Independent Advisors | &Partners | February 6, 2026 | February 5, 2026 |
| Tristan Mancisidor | — | Pure Portfolios | Waverly Advisors | February 6, 2026 | January 30, 2026 |
| Troy Taylor | — | Linscomb Wealth | Avidian Wealth Solutions | February 6, 2026 | January 16, 2026 |
| Chris Durham | — | Stifel | Steward Partners | February 5, 2026 | February 4, 2026 |
| David Lucas | — | Stifel | Steward Partners | February 5, 2026 | February 4, 2026 |
| Joseph Jones IV | Silcox & Avonda Wealth Management | Raymond James & Associates | Steward Partners | February 5, 2026 | February 3, 2026 |
| Kevin Watson | — | Stifel | Steward Partners | February 5, 2026 | February 4, 2026 |
| Melissa Larson | Silcox & Avonda Wealth Management | Raymond James & Associates | Steward Partners | February 5, 2026 | February 3, 2026 |
| Peter Avonda | Silcox & Avonda Wealth Management | Raymond James & Associates | Steward Partners | February 5, 2026 | February 3, 2026 |
| Peter Silcox | Silcox & Avonda Wealth Management | Raymond James & Associates | Steward Partners | February 5, 2026 | February 3, 2026 |
| Tom Perry | Midtown Advisors | LPL Financial | Osaic | February 5, 2026 | January 22, 2026 |
| Collin Rigler | Strand Capital Management Team | Alex. Brown | Ashton Thomas Private Wealth | February 4, 2026 | February 3, 2026 |
| Eric Montijo | Strand Capital Management Team | Alex. Brown | Ashton Thomas Private Wealth | February 4, 2026 | February 3, 2026 |
| Jim Klein | — | Meritage | CAPTRUST | February 4, 2026 | February 11, 2026 |
| Mark Eveans | — | Meritage | CAPTRUST | February 4, 2026 | February 24, 2026 |
| MELISSA TRUJILLO | — | Meritage | CAPTRUST | February 4, 2026 | February 11, 2026 |
| Mitch Meyers | Meyers Wealth Management Group | LPL Financial | Osaic | February 4, 2026 | January 29, 2026 |
| Philip Martin Cole | — | Meritage | CAPTRUST | February 4, 2026 | February 5, 2026 |
| Roger Augustyn | — | Osaic | Carson | February 4, 2026 | January 26, 2026 |
| RYAN ANTHONY CHIAVERINI | — | Meritage | CAPTRUST | February 4, 2026 | February 9, 2026 |
| Tim Meyers | Meyers Wealth Management Group | LPL Financial | Osaic | February 4, 2026 | January 29, 2026 |
| ANDREJ DRAZETIC | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 3, 2026 |
| BRENT ROGER HORVATH | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 12, 2026 |
| Carina Diamond | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 5, 2026 |
| DANIEL VINCENT BERINGER | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 2, 2026 |
| DENNIS CHAPMAN DELPHENICH | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 3, 2026 |
| EDWARD JOSEPH BELL | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 3, 2026 |
| GLENN J ARONS | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 2, 2026 |
| Hunter Hardy | — | InvestmentHunter Wealth Services | Beacon Pointe Advisors | February 3, 2026 | January 22, 2026 |
| Jacob T Cooke | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 3, 2026 |
| Jennifer Weixiao Condon | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 3, 2026 |
| Jim LaNeave | Wealth Innovations | Osaic | LPL Financial | February 3, 2026 | December 2, 2025 |
| Keith Vernon | — | The Clarius Group | Clearstead Advisors | February 3, 2026 | March 18, 2026 |
| KRISTIAN DANIEL JAROSZ | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 3, 2026 |
| Marian Crawford | Wealth Innovations | Osaic | LPL Financial | February 3, 2026 | December 1, 2025 |
| Markell Staffieri | — | Rovin Capital | CW Advisors | February 3, 2026 | February 2, 2026 |
| Matthew Talbot | — | The Clarius Group | Clearstead Advisors | February 3, 2026 | March 19, 2026 |
| Michael Comstock | — | Premier Private Wealth | Summit Wealth Group | February 3, 2026 | January 5, 2026 |
| MICHAEL NORMAN MANLY | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 3, 2026 |
| Michael Staffieri | — | Rovin Capital | CW Advisors | February 3, 2026 | February 11, 2026 |
| Neil Henning | Fortress Financial | Commonwealth | Cetera | February 3, 2026 | January 6, 2026 |
| Rajiv Dadlani | — | Merrill Lynch | Rockefeller | February 3, 2026 | February 3, 2026 |
| Rick Fingerman | — | Financial Planning Solutions | Beacon Pointe Advisors | February 3, 2026 | January 23, 2026 |
| Robert Anderson | — | Voyager Wealth Management | Beacon Pointe Advisors | February 3, 2026 | November 24, 2025 |
| ROBERT JOSEPH SAMRAH | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 2, 2026 |
| Sally Gries | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | March 26, 2026 |
| Samuel LaNeave | Wealth Innovations | Osaic | LPL Financial | February 3, 2026 | December 1, 2025 |
| Tony LaJeunesse | — | TL Financial Group | Merit Financial Advisors | February 3, 2026 | January 23, 2026 |
| WILLIAM GEORGE CASTER | — | GFP Private Wealth | Arax Investment Partners | February 3, 2026 | February 3, 2026 |
| Brian Eder | — | Voyage Wealth Architects | OnePoint BFG Wealth Partners | February 2, 2026 | January 29, 2026 |
| Chris Crubaugh | — | Voyage Wealth Architects | OnePoint BFG Wealth Partners | February 2, 2026 | January 29, 2026 |
| Chris Koenig | — | Voyage Wealth Architects | OnePoint BFG Wealth Partners | February 2, 2026 | January 29, 2026 |
| James R. Wilson | — | UBS | RBC Wealth Management | February 2, 2026 | January 29, 2026 |
| Jason Cowans | The Cowans Mitchell Group | Edelman Financial Engines | Baird | February 2, 2026 | January 30, 2026 |
| Jesse Bergland | — | Voyage Wealth Architects | OnePoint BFG Wealth Partners | February 2, 2026 | January 29, 2026 |
| Wilson Mitchell | The Cowans Mitchell Group | Edelman Financial Engines | Baird | February 2, 2026 | January 30, 2026 |
| Blake Saulsbury | Thrift Private Wealth | Merrill Lynch | Raymond James & Associates | January 30, 2026 | January 15, 2026 |
| Garrett Thrift | Thrift Private Wealth | Merrill Lynch | Raymond James & Associates | January 30, 2026 | January 15, 2026 |
| Kara Burt | Thrift Private Wealth | Merrill Lynch | Raymond James & Associates | January 30, 2026 | March 24, 2026 |
| Wade Oursler | Thrift Private Wealth | Merrill Lynch | Raymond James & Associates | January 30, 2026 | January 15, 2026 |
| Brad Wilson | — | Plains Wealth Management | Cetera Planning Partners | January 29, 2026 | January 5, 2026 |
| Brandon Cox | Coastline Complete Wealth | Commonwealth | Coastline Complete Wealth | January 29, 2026 | December 1, 2025 |
| Chris Livingston | — | Santander Securities | Osaic | January 29, 2026 | January 8, 2026 |
| Joe D. Creecy | ClearTrust Wealth Advisors | Ameriprise Advisor Group | NewEdge | January 29, 2026 | January 23, 2026 |
| Jordan Bryant | Coastline Complete Wealth | Commonwealth | Coastline Complete Wealth | January 29, 2026 | December 1, 2025 |
| Matthew D. Robins | ClearTrust Wealth Advisors | Ameriprise Advisor Group | NewEdge | January 29, 2026 | January 23, 2026 |
| Nicholas P. Stamatis | ClearTrust Wealth Advisors | Ameriprise Advisor Group | NewEdge | January 29, 2026 | January 23, 2026 |
| Ronn Kudlacek | — | Plains Wealth Management | Cetera Planning Partners | January 29, 2026 | December 22, 2025 |
| Savara McDaniel | — | Plains Wealth Management | Cetera Planning Partners | January 29, 2026 | December 22, 2025 |
| Chris Knight | Wahlen Advisory Group | Edward Jones | Raymond James & Associates | January 28, 2026 | November 20, 2025 |
| Jamie Hatfield | Jamie L. Hatfield Wealth Management | Commonwealth | Cetera | January 28, 2026 | December 8, 2025 |
| Melissa Wahlen | Wahlen Advisory Group | Edward Jones | Raymond James & Associates | January 28, 2026 | November 20, 2025 |
| Ty Sauer | Jamie L. Hatfield Wealth Management | Commonwealth | Cetera | January 28, 2026 | December 8, 2025 |
| Adam Broughton | — | PBL Wealth Management | Mission Wealth | January 27, 2026 | January 27, 2026 |
| Andrew Dunbar | Martin & Associates | Ameriprise Independent Advisors | NorthRock Partners | January 27, 2026 | January 23, 2026 |
| Brandon Larson | Lakeview Partners | UBS | Wells Fargo FiNet | January 27, 2026 | January 7, 2026 |
| Breanne Bovara | Moto Wealth Partners | Fifth Third | LPL Financial | January 27, 2026 | January 7, 2026 |
| Brock Riggi | Martin & Associates | Ameriprise Independent Advisors | NorthRock Partners | January 27, 2026 | January 23, 2026 |
| Derrick Petry | Moto Wealth Partners | Fifth Third | LPL Financial | January 27, 2026 | January 8, 2026 |
| Gary T. Plessl | Houser, Plessl & Staples Wealth Management Group | Ameriprise Advisor Group | Wells Fargo FiNet | January 27, 2026 | January 26, 2026 |
| Jon Shurtz | Forta Wealth Partners | Merrill Lynch | Elevation Point Wealth Partners | January 27, 2026 | January 23, 2026 |
| Kegan Mackenzie Johnson | — | Palo Alto Wealth Advisors | Corient | January 27, 2026 | January 20, 2026 |
| Kevin D. Houser | Houser, Plessl & Staples Wealth Management Group | Ameriprise Advisor Group | Wells Fargo FiNet | January 27, 2026 | January 26, 2026 |
| Madeline Armstrong | Forta Wealth Partners | Merrill Lynch | Elevation Point Wealth Partners | January 27, 2026 | January 23, 2026 |
| Matthew L. Staples | Houser, Plessl & Staples Wealth Management Group | Ameriprise Advisor Group | Wells Fargo FiNet | January 27, 2026 | January 26, 2026 |
| Nathan T. Blair | — | Palo Alto Wealth Advisors | Corient | January 27, 2026 | January 21, 2026 |
| Paolo Thompson | — | Raymond James & Associates | Wells Fargo FiNet | January 27, 2026 | January 26, 2026 |
| Robert Martin | Martin & Associates | Ameriprise Independent Advisors | NorthRock Partners | January 27, 2026 | January 23, 2026 |
| Ryan K. Schmidt | — | Palo Alto Wealth Advisors | Corient | January 27, 2026 | January 16, 2026 |
| SIMON ANDREW TRYZNA | — | Palo Alto Wealth Advisors | Corient | January 27, 2026 | January 20, 2026 |
| Taylor McDougal | Forta Wealth Partners | Merrill Lynch | Elevation Point Wealth Partners | January 27, 2026 | January 23, 2026 |
| Todd Hanneman | Lakeview Partners | UBS | Wells Fargo FiNet | January 27, 2026 | January 7, 2026 |
| Will Turner | Forta Wealth Partners | Merrill Lynch | Elevation Point Wealth Partners | January 27, 2026 | January 23, 2026 |
| Hank Rottenberg | Rottenberg Wealth Management Group | UBS | RBC Wealth Management | January 26, 2026 | January 15, 2026 |
| Matthew Rottenberg | Rottenberg Wealth Management Group | UBS | RBC Wealth Management | January 26, 2026 | January 15, 2026 |
| Michael Coraggio | — | Janney Montgomery Scott | Wells Fargo FiNet | January 26, 2026 | January 15, 2026 |
| Nick Sondgeroth | — | Wells Fargo Advisors | Wells Fargo FiNet | January 23, 2026 | January 22, 2026 |
| Janet Bone | — | Benjamin F. Edwards | Raymond James & Associates | January 22, 2026 | November 3, 2025 |
| Jed Inzerella | — | Darnall Sikes Wealth Partners | Avantax Planning Partners | January 22, 2026 | October 22, 2025 |
| Jeffrey J. Wilson | Wilson Peak Wealth Management | Wells Fargo FiNet | Private Advisor Group | January 22, 2026 | December 1, 2025 |
| Jonathan Amoia | — | Sand Hill Investment Management | TritonPoint Partners | January 22, 2026 | January 20, 2026 |
| Michael Sadowski | Wilson Peak Wealth Management | Wells Fargo FiNet | Private Advisor Group | January 22, 2026 | December 1, 2025 |
| Michael Thomason | — | Merrill Lynch | Raymond James & Associates | January 22, 2026 | October 24, 2025 |
| Sarah White | — | J.P. Morgan Private Bank | Sapient Capital | January 22, 2026 | January 14, 2026 |
| Camerone Vincent Giancaterino | — | Northeast Financial Group | Choreo | January 21, 2026 | March 10, 2026 |
| Dominic Loyola Voiland | — | Northeast Financial Group | Choreo | January 21, 2026 | March 12, 2026 |
| Kyle O'Neill | — | Northeast Financial Group | Choreo | January 21, 2026 | March 10, 2026 |
| Peter Christopher Pape | — | Northeast Financial Group | Choreo | January 21, 2026 | March 11, 2026 |
| Thomas Ronald Sylvester | — | Northeast Financial Group | Choreo | January 21, 2026 | March 11, 2026 |
| WILLIAM JOSEPH FISHER | — | Northeast Financial Group | Choreo | January 21, 2026 | March 17, 2026 |
| Bert Falley | — | SSC Wealth | Merit Financial Advisors | January 20, 2026 | January 9, 2026 |
| Brandon Rogers | — | Bradshaw Rogers | Prime Capital Financial | January 20, 2026 | January 12, 2026 |
| Craig Houck | — | Osaic | Modern Wealth Management | January 20, 2026 | October 3, 2025 |
| Dave Ragan | — | Grunden Financial Advisory | Allworth Financial | January 20, 2026 | January 15, 2026 |
| Jaime Gerber | Bixler Financial | LPL Financial | Carson | January 20, 2026 | January 10, 2026 |
| Keith Blythe | Bixler Financial | LPL Financial | Carson | January 20, 2026 | January 9, 2026 |
| Kierin Ratliff | — | Osaic | Modern Wealth Management | January 20, 2026 | October 3, 2025 |
| Michael S. Wirtheim | Creative Strategies for Modern Wealth Group | UBS | RBC Wealth Management | January 20, 2026 | January 16, 2026 |
| Michele Hammann | — | SSC Wealth | Merit Financial Advisors | January 20, 2026 | January 9, 2026 |
| Nancy A. Collins | Creative Strategies for Modern Wealth Group | UBS | RBC Wealth Management | January 20, 2026 | January 16, 2026 |
| Ricky Grunden Sr. | — | Grunden Financial Advisory | Allworth Financial | January 20, 2026 | January 15, 2026 |
| Robert William Thomas | — | Grunden Financial Advisory | Allworth Financial | January 20, 2026 | January 15, 2026 |
| Ronald D. Scott | Creative Strategies for Modern Wealth Group | UBS | RBC Wealth Management | January 20, 2026 | January 16, 2026 |
| Ronald J. Molinari | Creative Strategies for Modern Wealth Group | UBS | RBC Wealth Management | January 20, 2026 | January 16, 2026 |
| Susy Thomas | — | Grunden Financial Advisory | Allworth Financial | January 20, 2026 | January 15, 2026 |
| Trent Bradshaw | — | Bradshaw Rogers | Prime Capital Financial | January 20, 2026 | March 16, 2026 |
| Benjamin Cohen | Cohen Capital Advisors | Raymond James & Associates | Cohen Capital Advisors | January 16, 2026 | January 16, 2026 |
| Bryan Blackburn | — | Carnegie Investment Counsel | Sanctuary Wealth | January 16, 2026 | January 16, 2026 |
| Erika Wolek | Cohen Capital Advisors | Raymond James & Associates | Cohen Capital Advisors | January 16, 2026 | January 27, 2026 |
| Ethan Bowling | Alinity Wealth Management | Northwestern Mutual | Mariner | January 16, 2026 | January 14, 2026 |
| James Appel | Cohen Capital Advisors | Raymond James & Associates | Cohen Capital Advisors | January 16, 2026 | January 16, 2026 |
| Jared T. Lamb | Wilkins Lamb Wealth Advisors | RBC Wealth Management | Raymond James & Associates | January 16, 2026 | January 15, 2026 |
| Jeffrey J. Miller | — | Morgan Stanley | UBS | January 16, 2026 | January 16, 2026 |
| Joey Wilks | Alinity Wealth Management | Northwestern Mutual | Mariner | January 16, 2026 | January 13, 2026 |
| John Crain | Cohen Capital Advisors | Raymond James & Associates | Cohen Capital Advisors | January 16, 2026 | January 16, 2026 |
| John Postel | Cohen Capital Advisors | Raymond James & Associates | Cohen Capital Advisors | January 16, 2026 | January 16, 2026 |
| Louis Berlin | Berlin Hales Taraba Legacy Wealth Management Group | Merrill Lynch | Wells Fargo Advisors | January 16, 2026 | January 14, 2026 |
| Mark Hales | Berlin Hales Taraba Legacy Wealth Management Group | Merrill Lynch | Wells Fargo Advisors | January 16, 2026 | January 14, 2026 |
| Mark Wilkins | Wilkins Lamb Wealth Advisors | RBC Wealth Management | Raymond James & Associates | January 16, 2026 | January 15, 2026 |
| Matt Kubicek | Alinity Wealth Management | Northwestern Mutual | Mariner | January 16, 2026 | January 8, 2026 |
| Michael Cohen | Cohen Capital Advisors | Raymond James & Associates | Cohen Capital Advisors | January 16, 2026 | January 22, 2026 |
| Timothy Taraba | Berlin Hales Taraba Legacy Wealth Management Group | Merrill Lynch | Wells Fargo Advisors | January 16, 2026 | January 14, 2026 |
| Alan Brachfeld | KBK Wealth Management | Commonwealth | Wells Fargo FiNet | January 15, 2026 | January 13, 2026 |
| ANDREW PHILLIP BIRGE | — | Sage Advisors | Apollon Wealth Management | January 15, 2026 | January 6, 2026 |
| Garrett Daniel Baker | — | Sage Advisors | Apollon Wealth Management | January 15, 2026 | January 6, 2026 |
| Jeffrey Feinstein | KBK Wealth Management | Commonwealth | Wells Fargo FiNet | January 15, 2026 | January 13, 2026 |
| John Surenkamp | — | Sage Advisors | Apollon Wealth Management | January 15, 2026 | January 5, 2026 |
| Jordan Cohen | KBK Wealth Management | Commonwealth | Wells Fargo FiNet | January 15, 2026 | January 13, 2026 |
| Ken Murray | — | Edelman Financial Engines | Baird | January 15, 2026 | January 15, 2026 |
| Michael Kessler | KBK Wealth Management | Commonwealth | Wells Fargo FiNet | January 15, 2026 | January 13, 2026 |
| Mike Surenkamp | — | Sage Advisors | Apollon Wealth Management | January 15, 2026 | January 5, 2026 |
| Nancy Curtin | KBK Wealth Management | Commonwealth | Wells Fargo FiNet | January 15, 2026 | January 13, 2026 |
| Richard Kass | KBK Wealth Management | Commonwealth | Wells Fargo FiNet | January 15, 2026 | January 13, 2026 |
| Andrew Brereton | Oak Bridge Financial | Ameriprise Independent Advisors | LPL Financial | January 14, 2026 | October 2, 2025 |
| Elizabeth Blanchard | — | Front Porch Financial | Bluespring Wealth | January 14, 2026 | Not confirmed |
| Greg Hill | Pisces Wealth | Keating & Associates | Integrated Partners | January 14, 2026 | January 2, 2026 |
| James Norton | Pisces Wealth | Keating & Associates | Integrated Partners | January 14, 2026 | January 2, 2026 |
| Jeffrey Keown | Oak Bridge Financial | Ameriprise Independent Advisors | LPL Financial | January 14, 2026 | October 2, 2025 |
| John Ruzza | — | MainStreet Financial Advisors | Credent Wealth Management | January 14, 2026 | September 25, 2025 |
| Josh Hill | Pisces Wealth | Keating & Associates | Integrated Partners | January 14, 2026 | January 2, 2026 |
| Kingsley Davis | Oak Bridge Financial | Ameriprise Independent Advisors | LPL Financial | January 14, 2026 | October 2, 2025 |
| Larry Boyd | Oak Bridge Financial | Ameriprise Independent Advisors | LPL Financial | January 14, 2026 | October 2, 2025 |
| Marcus Fair | Ellsworth Fair Wealth Management Group | Baird | RBC Wealth Management | January 14, 2026 | January 8, 2026 |
| Matt Redmond | — | First State Investment Advisors | Credent Wealth Management | January 14, 2026 | February 11, 2026 |
| Pete Goudeau III | Oak Bridge Financial | Ameriprise Independent Advisors | LPL Financial | January 14, 2026 | October 2, 2025 |
| Peter Goudeau Jr. | Oak Bridge Financial | Ameriprise Independent Advisors | LPL Financial | January 14, 2026 | October 2, 2025 |
| Steve Ellsworth | Ellsworth Fair Wealth Management Group | Baird | RBC Wealth Management | January 14, 2026 | January 8, 2026 |
| Adam Stern | — | XO Capital | Angeles Wealth Management | January 13, 2026 | June 3, 2026 |
| Angelo V. Esposito Jr. | Harbor View Private Wealth | UBS | Elevation Point Wealth Partners | January 13, 2026 | January 12, 2026 |
| ANTHONY LAWRENCE GUERRERIO | — | Litman Gregory Wealth Management | Beacon Pointe Advisors | January 13, 2026 | January 13, 2026 |
| CHRISTOPHER C WHEATON | — | Litman Gregory Wealth Management | Beacon Pointe Advisors | January 13, 2026 | January 12, 2026 |
| CRAIG BERNARD KELLER | — | Litman Gregory Wealth Management | Beacon Pointe Advisors | January 13, 2026 | January 22, 2026 |
| Daniel F. Emerson | Harbor View Private Wealth | UBS | Elevation Point Wealth Partners | January 13, 2026 | January 9, 2026 |
| David R. Randall | Harbor View Private Wealth | UBS | Elevation Point Wealth Partners | January 13, 2026 | January 9, 2026 |
| E. Kim Dignum | Dignum Financial Partners | Commonwealth | Raymond James Financial Services | January 13, 2026 | November 3, 2025 |
| James G. Malatos | Harbor View Private Wealth | UBS | Elevation Point Wealth Partners | January 13, 2026 | January 9, 2026 |
| JASON JARETH SIEDLE | — | Litman Gregory Wealth Management | Beacon Pointe Advisors | January 13, 2026 | February 26, 2026 |
| Jason Oclaray | — | XO Capital | Angeles Wealth Management | January 13, 2026 | June 3, 2026 |
| JOHN MICHAEL BAXMAN | — | Litman Gregory Wealth Management | Beacon Pointe Advisors | January 13, 2026 | January 12, 2026 |
| LESLEY ESTELLE CANNAN | — | Litman Gregory Wealth Management | Beacon Pointe Advisors | January 13, 2026 | January 12, 2026 |
| MONICA BLAIR MUNOZ | — | Litman Gregory Wealth Management | Beacon Pointe Advisors | January 13, 2026 | January 14, 2026 |
| Ryan Dignum | Dignum Financial Partners | Commonwealth | Raymond James Financial Services | January 13, 2026 | November 3, 2025 |
| Scott M. Emerson | Harbor View Private Wealth | UBS | Elevation Point Wealth Partners | January 13, 2026 | January 9, 2026 |
| Alphonse Antonitis | Grande-Antonitis Group | J.P. Morgan Advisors | Morgan Stanley | January 12, 2026 | January 8, 2026 |
| Coleman H. Rudolph Sr. | East Lake Wealth Management | Morgan Stanley | Wells Fargo Advisors | January 12, 2026 | January 9, 2026 |
| Erik H. Berg | East Lake Wealth Management | Morgan Stanley | Wells Fargo Advisors | January 12, 2026 | January 9, 2026 |
| Kim Ramchandani | — | LPL Financial | Cetera | January 12, 2026 | December 5, 2025 |
| Mark R. Grande | Grande-Antonitis Group | J.P. Morgan Advisors | Morgan Stanley | January 12, 2026 | January 8, 2026 |
| Michael Corbett | — | Windgate Wealth Management | Rothschild Wealth Partners | January 12, 2026 | December 18, 2025 |
| Richard L. Grande | Grande-Antonitis Group | J.P. Morgan Advisors | Morgan Stanley | January 12, 2026 | January 8, 2026 |
| Sarah Caruso | Loveday Caruso Wealth Management Group | LPL Financial | Ameriprise Independent Advisors | January 12, 2026 | October 24, 2025 |
| Sean Condon | — | Windgate Wealth Management | Rothschild Wealth Partners | January 12, 2026 | December 18, 2025 |
| Sean Loveday | Loveday Caruso Wealth Management Group | LPL Financial | Ameriprise Independent Advisors | January 12, 2026 | October 24, 2025 |
| Simon D. Young | East Lake Wealth Management | Morgan Stanley | Wells Fargo Advisors | January 12, 2026 | January 9, 2026 |
| Bryan Hildebrand | Community Wealth Services | Edward Jones | Ameriprise Advisor Group | January 9, 2026 | September 19, 2025 |
| Connor Corbett | Harm & Harm Financial Consulting Group | Wells Fargo FiNet | Prospera Financial Services | January 9, 2026 | December 3, 2025 |
| Corbin Curley | Curley Wealth Management | Wells Fargo Advisors | &Partners | January 9, 2026 | January 9, 2026 |
| Ed Curley | Curley Wealth Management | Wells Fargo Advisors | &Partners | January 9, 2026 | January 9, 2026 |
| Hayden Hildebrand | Community Wealth Services | Edward Jones | Ameriprise Advisor Group | January 9, 2026 | September 19, 2025 |
| Jim Marx | — | Alera Group Wealth Services | Prime Capital Financial | January 9, 2026 | August 4, 2025 |
| John Harm III | Harm & Harm Financial Consulting Group | Wells Fargo FiNet | Prospera Financial Services | January 9, 2026 | December 5, 2025 |
| Robert Hogan | — | The Hogan-Knotts Financial Group | The Mather Group | January 9, 2026 | February 26, 2026 |
| Timothy Knotts | — | The Hogan-Knotts Financial Group | The Mather Group | January 9, 2026 | February 5, 2026 |
| Eric Hernandez | Fogarty Hernandez Wealth Management Group | UBS | RBC Wealth Management | January 8, 2026 | January 8, 2026 |
| Gregory Kearney | — | LPL Financial | Cetera | January 8, 2026 | November 21, 2025 |
| John Fogarty | Fogarty Hernandez Wealth Management Group | UBS | RBC Wealth Management | January 8, 2026 | January 8, 2026 |
| Michael J. Williams | Rand, Williams & Associates | Osaic | LPL Financial | January 8, 2026 | December 1, 2025 |
| Spencer W. Rand | Rand, Williams & Associates | Osaic | LPL Financial | January 8, 2026 | December 1, 2025 |
| Charles Donnelly | Infinity Private Wealth | Merrill Lynch | Wells Fargo FiNet | January 7, 2026 | January 6, 2026 |
| Christopher Edward Miller | — | Long Run Wealth Advisors | Mercer Advisors | January 7, 2026 | January 15, 2026 |
| Connor Dolan | Fair Street Advisors | Dynamic | Integrated Partners | January 7, 2026 | December 8, 2025 |
| Douglas C. Bennet | — | UBS | Merrill Lynch | January 7, 2026 | January 6, 2026 |
| GALEN GOODRIDGE CRANE | — | Long Run Wealth Advisors | Mercer Advisors | January 7, 2026 | February 6, 2026 |
| Gianluca Palermo | Infinity Private Wealth | Merrill Lynch | Wells Fargo FiNet | January 7, 2026 | January 6, 2026 |
| Jared A. Tack | — | UBS | Merrill Lynch | January 7, 2026 | January 6, 2026 |
| John Mulligan | Infinity Private Wealth | Merrill Lynch | Wells Fargo FiNet | January 7, 2026 | January 6, 2026 |
| KAILA ELISE KELLEHER | — | Long Run Wealth Advisors | Mercer Advisors | January 7, 2026 | January 16, 2026 |
| Kevin Brady | — | Long Run Wealth Advisors | Mercer Advisors | January 7, 2026 | January 16, 2026 |
| Lynn Magnus | — | Long Run Wealth Advisors | Mercer Advisors | January 7, 2026 | January 15, 2026 |
| Marc Stenzler | Infinity Private Wealth | Merrill Lynch | Wells Fargo FiNet | January 7, 2026 | January 6, 2026 |
| Nicholas Frangas | Infinity Private Wealth | Merrill Lynch | Wells Fargo FiNet | January 7, 2026 | January 6, 2026 |
| Rick Watson | — | Protection Point Advisors | Avior Wealth Management | January 7, 2026 | January 21, 2026 |
| Robert E. Procaccianti | — | UBS | Merrill Lynch | January 7, 2026 | January 6, 2026 |
| Ryan Poterack | — | Poterack Capital Advisory | Mercer Advisors | January 7, 2026 | January 7, 2026 |
| Sheena Marr | Infinity Private Wealth | Merrill Lynch | Wells Fargo FiNet | January 7, 2026 | January 6, 2026 |
| Thomas Houlihan | Infinity Private Wealth | Merrill Lynch | Wells Fargo FiNet | January 7, 2026 | January 6, 2026 |
| Vincent Esposito | Fair Street Advisors | Dynamic | Integrated Partners | January 7, 2026 | December 8, 2025 |
| Vincent Parziale | Infinity Private Wealth | Merrill Lynch | Wells Fargo FiNet | January 7, 2026 | January 6, 2026 |
| ADAM KOEBELE WRIGHT | — | Strava Wealth | Mariner | January 6, 2026 | January 6, 2026 |
| ADDISON MAXIMILIAN PRESCOTT POCK | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 9, 2026 |
| ALEX JAMES WAGNER | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| Alison Fields Cassorla | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| Alyssa Sternadel | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| Austin J Eason | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 7, 2026 |
| Carter Bryant Easley | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 7, 2026 |
| Craig Jason McCrory | — | Capital Insight Partners | EP Wealth Advisors | January 6, 2026 | January 20, 2026 |
| Dan Kraus | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| DANIEL H YOO | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 7, 2026 |
| DANIEL JOSEPH BENDER | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 8, 2026 |
| DAVID EUGENE BUSH | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 7, 2026 |
| Dimitrian Patrick Jimenez | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| Donna E Woodruff | — | Capital Insight Partners | EP Wealth Advisors | January 6, 2026 | January 16, 2026 |
| Edward A. Thomasco II | — | Morgan Stanley | RBC Wealth Management | January 6, 2026 | January 5, 2026 |
| Hayley Elizabeth Swaim | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| Joe Ottaviano | — | APC Financial Planning | Savant Wealth Management | January 6, 2026 | January 6, 2026 |
| KATHLEEN SEECH WRIGHT | — | Strava Wealth | Mariner | January 6, 2026 | January 7, 2026 |
| KENNETH PAUL DALY | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| KEVIN EDWARD WEAVER | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 5, 2026 |
| KIEU Lê Turk | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| KURTIS LEE JOHNSON | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 8, 2026 |
| KYLE FREDERICK BECKHUSEN | — | Strava Wealth | Mariner | January 6, 2026 | January 6, 2026 |
| Kyle Patrick Cook | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| MICHAEL D MAGLIERI | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 7, 2026 |
| Michael Hebert | — | First National Advisors | Mariner | January 6, 2026 | January 15, 2026 |
| Noe Lopez | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| PHIMPORN TOBCHAN | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| Raoul Célèrier | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 5, 2026 |
| Reagan Dean Stephenson | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| ROBERT LEWIS KLINGENSMITH | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | February 23, 2026 |
| Ryan McConeghy | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| SARA ASHLEY LACLAIR | — | Capital Insight Partners | EP Wealth Advisors | January 6, 2026 | January 16, 2026 |
| SARAH Ruth MCNUTT | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| SHELLY HAAS BRADEN | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 7, 2026 |
| STEVEN TERRELL MAHAN | — | Capital Insight Partners | EP Wealth Advisors | January 6, 2026 | January 16, 2026 |
| Sujatha Theddu | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| SUSAN CHRISTINE ANASTASIADIS | — | Capital Insight Partners | EP Wealth Advisors | January 6, 2026 | January 21, 2026 |
| Taynia Salafai Vakapuna | — | Austin Private Wealth | Cerity Partners | January 6, 2026 | January 6, 2026 |
| Thomas Glen Spavone | — | PBMares Wealth Management | Apella Wealth | January 6, 2026 | January 8, 2026 |
| Dray Henderson | — | J.P. Morgan Advisors | Genesis Wealth | January 5, 2026 | January 2, 2026 |
| Jake Trousdale | — | Citi | Wells Fargo Advisors | January 5, 2026 | December 22, 2025 |
| Paul Cooke | — | Citi | Wells Fargo Advisors | January 5, 2026 | December 22, 2025 |
| Todd Brase | — | J.P. Morgan Advisors | Genesis Wealth | January 5, 2026 | January 2, 2026 |