\n Recruiting activity continues as firms target experienced teams and tech platforms.\n <\/p>\n
Raymond James<\/a> and Farther are among the firms that have announced new recruits this week.<\/p>\n A six-advisor group has joined independent advisor channel Raymond James Financial Services from Commonwealth Financial Network<\/a> where Mike McNaughton, Dan Schmitz, Greg Schuler, Traci Lewis, Jeff Santillo and John Woodworth oversaw more than $800 million in client assets.<\/p>\n The advisors operate as OakWood Financial Services in Rochester, New York, where they serve high-net-worth individuals, business owners and retirees.<\/p>\n \u201cOur clients expect thoughtful, coordinated planning \u2013 not just investment selection,\u201d said McNaughton, co-founder of OFS. \u201cRaymond James gives us the technology, investment platform and resources to serve clients thoughtfully, while preserving our independence and client-first mindset.\u201d<\/p>\n McNaughton began his career in financial services in 1990 and established the practice in 1999, while\u00a0Schmitz, who began advising clients in 1996, helped build the practice alongside McNaughton.<\/p>\n \u201cRaymond James and its technology platform supports our team\u2019s ability to work together seamlessly,\u201d said Schmitz, co-founder of OFS. \u201cWe look forward to continuing to provide the consistency, collaboration and clear guidance that are synonymous with our practice.\u201d<\/p>\n Meanwhile, wealth platform Farther has added the Greenside Team, previously operating as Livingworth Wealth Advisors who manage approximately $185 million in client assets.<\/p>\n The Greensboro, Georgia-based group includes Brian Doe and Andr\u00e9a Myers, who together bring more than 25 years of experience advising clients on long-term wealth planning and retirement transitions.<\/p>\n The team focuses on clients navigating the transition into retirement, particularly the period between ages 59 and 70, when decisions around income distribution, healthcare coverage and estate planning<\/a> often converge. Their work includes strategies such as tax-efficient IRA withdrawals, Medicare and Social Security<\/a> timing, and estate planning<\/a> approaches designed to support multigenerational wealth transfer.<\/p>\n In addition to advising individuals and families, the team also works with institutional clients, including nonprofits, drawing on experience in higher education fundraising to advise on donor development and philanthropic vehicles such as donor-advised funds.<\/p>\n \u201cBrian Doe and team have built an outstanding reputation in the greater-Greensboro, Georgia community, for designing investment plans that create stability and confidence in retirement,\u201d said Megan Bailey, VP, Head of Growth at Farther. \u201cFarther is proud to welcome the Greenside Team and provide them with our Intelligent Wealth Technology, so they can further scale their operations and continue delivering excellent client service.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Recruiting activity continues as firms target experienced teams and tech platforms. Raymond James and Farther are among the…\n","protected":false},"author":3,"featured_media":636239,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[5122],"tags":[5229,271087,271086,405,403,5226,5225,5228,5227,95344,67,586,132,5230,68,2969],"class_list":["post-636238","post","type-post","status-publish","format-standard","has-post-thumbnail","category-new-york","tag-america","tag-commonwealth-financial-network","tag-farther","tag-new-york","tag-new-york-city","tag-newyork","tag-newyorkcity","tag-ny","tag-nyc","tag-raymond-james","tag-united-states","tag-united-states-of-america","tag-unitedstates","tag-unitedstatesofamerica","tag-us","tag-usa"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/636238","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=636238"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/636238\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/636239"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=636238"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=636238"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=636238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}