Raymond James and Ameriprise Financial have each announced the addition of advisor practices, together overseeing nearly $285 million in client assets. The moves underscore continued recruitment activity among independent broker-dealers and wirehouses.
Raymond James said its Financial Institutions Division added advisors Nick Weber, Jim Peavey and Kevin Stone to First Investments & Planning at FNBO. The team, based in the Kansas City area, manages approximately $145 million in client assets. They previously operated through Country Club Trust Company, a subsidiary of Country Club Bank that FNBO acquired in October 2024.
“Nick, Jim and Kevin bring a disciplined, planning-focused approach and a strong commitment to client outcomes,” said Grace Austin, senior vice president and North division director of Raymond James’ Financial Institutions Division. “As FNBO advances its integration efforts, we’re proud to support the continued growth of this robust wealth management program.”
Jennifer Benson, vice president of financial advisory services at FNBO, said the hires will deepen the bank’s presence in the Kansas City market. “This team’s client-first approach aligns with our culture and strengthens our ability to deliver a consistent, high-quality experience for clients,” she said.
Earlier this year, Raymond James announced the addition of another FNBO-affiliated advisor group overseeing approximately $420 million in assets, signaling continued expansion of the bank’s investment program.
Separately, Ameriprise Financial said Strickoff Financial Services, a practice managing nearly $140 million in client assets, has joined its branch channel from Commonwealth Financial Network. The practice is led by Kive Strickoff, CPA, AIF, who moved with longtime client service associates Rhonda Sossner and Colleen Barbato.
They joined The Atlantic Group, an Ameriprise advisory practice based in Boca Raton, Florida, led by founding partners Andrew Lerner and Logan Shalmi. That team transitioned from Oppenheimer in October 2025 and now comprises 11 advisors. The move was part of a long-term succession and transition plan, with Ameriprise’s External Practice Acquisition Program helping Strickoff identify a compatible team.
These additions come amid a broader trend of advisor movement across the industry. For context, LPL Financial and UBS Wealth Management recently added advisors with combined $2.7 billion in client assets, while Cetera and Raymond James added teams with $550 million in combined client assets.
