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Sunday, October 11, 2026The Morning Brief →Sign in
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Summit Financial Networks

In network coverage since August 14, 2026 · 8 stories
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
Rick Bergstrom
Aug 13 · from Commonwealth Financial Network
Tucker Bria Wealth Strategies
Aug 13 · from Commonwealth Financial Network
Departures
None tracked.
Network coverage
Moves

Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL

Cynthia Doussard, who spent 24 years at Commonwealth, is moving a Washington practice with about $235 million in assets under administration to Cetera.
Moves · Oct 7Cetera recruits Commonwealth advisor Cynthia Doussard, $235M AUA
the_wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day
the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
The Close · Aug 27A $160 million Annapolis defection shows the Commonwealth diaspora still flows
the_wrap · Aug 19The IBD talent war opens a wirehouse front
RIA · Aug 14Cetera Recruits $420M Duo From Commonwealth
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