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Kestra Private Wealth Services Snags Edward Jones Advisor

Will Gungoll left Edward Jones to found Buffalo Capital, named to honor his Native American heritage and community.

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RIA Roundup: Avantax Adds 2 Firms, $450M in Assets

Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis, and Apollon, Kestra PWS and Steward onboarded new advisors.

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Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
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