- Nicole Delimitros Appointed President, National Employee Health and Benefits, Marsh Agency
Delimitros brings more than 30 years of experience working across the employee health and benefits space
Marsh, a leading global professional services firm, recently announced that Nicole Delimitros will become President of National Employee Health and Benefits for Marsh Agency, effective January 1, 2027.
read more - Matt Humphrey Named Divisional Vice-President Of Integrated Channel at Carson Group
Humphrey will lead Carson Wealth’s W-2 advisor channel
Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), has announced that Matt Humphrey will join the firm as divisional president of its integrated advisor channel and a member of Carson’s executive leadership team.
read more - Joe Maringer Named Incoming Chief Distribution Officer at MassMutual Ascend
Succeeding Tim Minard, who plans to retire after a decade with MassMutual Ascend
Longtime industry leader, Joe Maringer, will be assuming the role of Chief Distribution Officer at MassMutual Ascend effective November 1, 2026
read more - Meghan Shea Named Head of Group Benefit Solutions By New York Life
Shea brings more than 20 years of group insurance industry experience
New York Life has announced that Meghan Shea will become head of Group Benefit Solutions (GBS), effective Jan. 1, 2027.
read more - Matthew Friedson Joins Alliant Insurance Services’ Mid-Atlantic Benefits Team
Brings extensive experience in executive benefits, advance life insurance planning and succession planning
Alliant Insurance Services has added Matthew Friedson within its Employee Benefits Group as First Vice President.
read more - Bill Bell Named Chief Product Officer of Penn Mutual
Appointment elevates product strategy within Penn Mutual's enterprise leadership
The Penn Mutual Life Insurance Company (Penn Mutual) announces the promotion of Bill Bell to Chief Product Officer and a member of the company's Enterprise Leadership Team.
read more - Kelly Apple Named Head Of Wealth Management At Kestra
To advance the firm's evolving wealth management strategy
-Kestra Financial, an industry-leading wealth management platform, today announced the appointment of Kelly Apple as Head of Wealth Management.
read more - Sean Rayburn Joins Power Wealth Management as a Senior Wealth Advisor
Brings a full schedule of financial experience, income, distribution and tax planning
Power Wealth Management (PWM) is pleased to announce that Sean Rayburn, CFP®, ChFC®, has joined the firm as a Senior Wealth Advisor. Sean brings more than 10 years of experience in financial services and a comprehensive approach to helping individuals and families navigate the complexities of financial planning and wealth management.
read more - Molly Hiller Named CEO, Growth Operators®
Co-Founder Rick Nordvold to continue as executive chairman
Growth Operators® today announced that Co-Founder Molly Hiller has been named Chief Executive Officer (CEO), marking the next chapter for the middle-market consultancy she co-founded alongside former CEO Rick Nordvold in 2010.
read more - Mo McNally Named Incoming Head of Community Responsibility and President & CEO of the MassMutual Foundation
Dennis Duquette to retire at year-end after a decade leading company’s community engagement efforts
MassMutual has announced that experienced corporate social responsibility leader Mo McNally has been appointed Head of Community Responsibility and President & CEO of the MassMutual Foundation, effective January 1, 2027.
read more - Mimi Hodac Named Consultant Relationship Manager At Nationwide
To serve the western region
Nationwide Retirement Solutions has named Mimi Hodac consultant relationship manager serving the West region, reporting to Barbie Walsh, institutional executive relationship director.
read more - Taylor Chipp Joins The Standard As Associate Retirement Plan Consultant
Chipp brings 15 years of experience in financial services and the retirement industry
Standard Insurance Company (The Standard) welcomes Taylor Chipp as an associate retirement plan consultant for Retirement Plans.
read more - John Shapiro Appointed Chief Product Officer By Ascensus
Experienced product leader to help strengthen client-centered innovation and advance the company's next phase of growth
Ascensus, the engine at the center of America's savings ecosystem, recently announced that John Shapiro has joined the company as Chief Product Officer and a member of the executive leadership team.
read more - Karen Schaeffer, CFP, Recieves The 2026 P. Kemp Fain Award
The financial planning profession’s highest honor
The Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals, announced recently that the recipient of the 2026 P. Kemp Fain, Jr., Award is Karen Schaeffer, CFP®, Managing Partner and Co-founder of Schaeffer Financial, LLC.
read more - Michael Alessi Jr. Joins Capital Financial Partners As Senior Wealth Management Advisor and Retirement Plan Consultant
Michael brings more than 20 years of financial services experience to Capital Financial Partners
Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, is pleased to announce the addition of Michael Alessi Jr. as Senior Wealth Management Advisor and Retirement Plan Consultant.
read more - Andrew Ealey Appointed Vice President, International Brand Awareness By AmericanAg®
Ealey will help strengthen AmericanAg®'s visibility and recognition
American Agricultural Insurance Company (AmericanAg®) recently announced the appointment of Andrew Ealey as Vice President, International Brand Awareness.
read more - Blueprint Capital Advisors CEO Jacob Walthour Jr. to Receive Financial Empowerment & Equity Honor in New Jersey
Alpha Phi Alpha's Alpha Alpha Lambda Chapter to recognize Walthour at its Centennial Gala for his leadership in expanding access to capital and economic opportunity across New Jersey
Blueprint Capital Advisors has announced that Jacob Walthour Jr., Chief Executive Officer of Blueprint Capital Advisors and Founder of Power100 by Blueprint Capital Advisors, will be recognized as the Financial Empowerment & Equity Honoree at the Alpha Alpha Lambda Chapter of Alpha Phi Alpha Fraternity, Inc.'s Centennial Gala in New Jersey.
read more - Jack Kornutik, CFP®, Joins Prime Capital Financial
Stamford-area advisor expands firm’s growing Connecticut team
Prime Capital Financial announces that Jack Kornutik, CFP®, has joined the firm’s Connecticut wealth management team, working alongside financial advisor Mike Parry in Stamford.
read more - Edward Greene Appointed Chief Human Resources Officer With Ascensus
To advance the people strategy and support the company's continued growth
Ascensus, the engine at the center of America's savings ecosystem, has announced that Edward Greene will join the company as Chief Human Resources Officer, effective September 14, 2026.
read more - William Hinson, CFA, CFP® Joins Mercer Advisors As Senior Wealth Advisor In Atlanta
Seasoned advisor bolsters Mercer Advisors’ Atlanta team with deep expertise serving business owners, executives and multigenerational families
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), has announced that William Hinson, CFA®, CFP®, has joined the firm’s Atlanta office as a Senior Wealth Advisor.
read more - Thomas Brennan Joins Securian Financial
Brennan will lead institutional retirement solutions distribution, strategic initiatives and partnerships
Securian Financial announced that Thomas P. Brennan III, a veteran retirement industry leader, has joined the company as head of distribution, strategic initiatives & partnerships for the company’s Institutional Retirement Solutions business.
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