20 potential adviser groups observed September 24, 2026—not confirmed team transfers

The complete one-day count

Registration records show 20 potential adviser groups observed September 24, 2026. The homepage chart’s September 24 count represents the complete set of 20 groups in the dated record list, not a sample. This one-day observation does not establish how often such patterns occur, and the records do not confirm team transfers.

Two six-person patterns

One potential affiliation pattern observed that day lists Morris Financial Concepts, Inc. as the origin firm and Apella Wealth as the destination firm, with six people observed in the group. Selected names include Jackson P. Voshell, Mimi J. O. Huss and Steven B. Kingsley. The record does not establish a coordinated transfer, employment dates or a complete team roster.

A second six-person pattern lists Osaic Wealth, Inc. as the origin firm and LPL Financial LLC as the destination. Selected names include Ryan P. Russo, Mark W. Giordano and William J. Stroyne. These are candidate firm fields in a registration-record pattern, not confirmation that the advisers changed employers or acted as a coordinated team.

Other selected records

A four-person pattern lists Principal Securities, Inc. as the destination and identifies the origin only by CRD 8733. Selected names include Philip S. Brines, Matthew Kocmond and Nikola Plavsic; the available record does not provide the origin firm’s name.

Another pattern lists three people, origin firm CRD 250 and destination LPL Financial LLC. Its selected names include Christopher D. Smith, Jeffrey W. Otway and Casey Flom. A separate two-person pattern lists origin firm CRD 6413 and destination Fisher Investments, with Noah M. Eberhart and Jake Hesson among the selected names. The records identify potential affiliation patterns; they do not establish employment changes or complete group membership.

Complete record list

The full-period list contains 20 records. The homepage breakdown covers the complete list: Sep 24 (20).

The list below includes all 20 records observed on 09/24/2026 within the 09/24/2026–09/24/2026 source window. These are potential affiliation groups, not confirmed coordinated team transfers. Source-listed names can be partial when indicated.