TEAM MOVES

Kestra pattern includes 9 people; 7 potential adviser groups

Registration records observed on October 21, 2026, showed a potential affiliation pattern involving nine people and Kestra Advisory Services. The records do not verify a team transfer. Seven potential adviser groups were observed that day.

By Daniel Mercer·Edition ·1 min read

A potential affiliation pattern involving Kestra Advisory Services included nine people in records observed October 21, 2026. The candidate origin firm was Commonwealth Financial Network. Selected people in the pattern included Michelle D. Lasko, Zale R. Crawford and Christopher G. Bafus. The records do not establish a coordinated transfer or employment change.

The complete cohort comprised seven potential adviser groups observed on October 21, 2026. One other pattern involved four people, with Edward Jones identified as the candidate origin firm and LPL Financial as the destination. These are registration patterns, not verified team moves.

Potential adviser groups

The appendix lists all 7 potential affiliation groups on 10/21/2026 within the 10/21/2026–10/21/2026 source window. These entries describe potential affiliation patterns, not confirmed team transfers; names may be partial.

ObservedOrigin firm CRDDestination firm CRDObserved advisersSource-listed advisersClassification
10/21/20261524821453233Deirdre R. Prescott; Katherine Saltonstall; Emily A. FlukePotential affiliation group; not a confirmed team transfer
10/21/202625064134Christopher J. Patenaude; Kasey C. Fletcher; Jacob Porter; William M. GriggsPotential affiliation group; not a confirmed team transfer
10/21/202679196162Antonio Moscoso; Joseph EstabilloPotential affiliation group; not a confirmed team transfer
10/21/202680322833309Michelle D. Lasko; Zale R. Crawford; Christopher G. Bafus; Gary C. Markham; Terrence C. Vause; Keith L. Radmaker; Brett R. Boyer; Lawrence C. Copeland; James C. CopelandPotential affiliation group; not a confirmed team transfer
10/21/2026104091713512Lukas M. C. Foley; Ryan O. RouillePotential affiliation group; not a confirmed team transfer
10/21/202614901863632Beth A. DeLeeuw; Ricardo J. BaptistePotential affiliation group; not a confirmed team transfer
10/21/2026636364134Thomas M. Nolan; Julie M. Crotty; William K. Hazen; George W. ForbisPotential affiliation group; not a confirmed team transfer

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