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The brother/sister duo leading Cornerstone Financial Planning have about $160 million in assets under management, and will join the independent broker/dealer from Securities Service Network.
Mike Santomassimo is replacing John Shrewsberry, who is retiring after six years as CFO and 22 years at Wells Fargo. He is the last eight senior executives who had their pay clawed back in 2017 to leave.
Advisor Daren Blonski always had to work harder than others to succeed in school and in life. In this episode, he recounts his experiences with dyslexia and how the challenges shaped him as a person.
Stephen Langlois will join Kestra after holding senior positions in Fidelity Investments and LPL Financial, and will report to Kestra Financial Inc. CEO James Poer.