Cetera, LPL And Prime Capital Add Advisor Teams Across Several Markets
Cetera Financial Group, LPL Financial and Prime Capital Financial have each announced new advisor additions, showing continued recruiting activity across the independent wealth management space.
The latest moves include a California advisor duo joining Cetera from Osaic, a Kansas-based team moving to LPL and a Connecticut advisor with experience at several major financial firms joining Prime Capital Financial.
Where The Latest Advisor Moves Came From
The latest recruiting activity involved three firms adding advisors or teams from different platforms:
Cetera Financial Group added Park Wealth Advisors from Osaic. The Valencia, California-based team oversees about $140 million in assets under administration.
LPL Financial added Fifteen:22 Financial Partners from Nations Financial Group. The Kansas-based firm reported about $380 million in advisory, brokerage and retirement plan assets.
Prime Capital Financial added Brendan Kenny, a Connecticut advisor with prior experience at Morgan Stanley, UBS, Smith Barney and Fidelity Investments. The firm did not disclose an asset total for the move.
Cetera Adds Park Wealth Advisors From Osaic
Cetera Financial Group added financial advisors David Park and Tammy Hospodar to its network, along with their support team. The group joined Cetera from Osaic.
The Valencia, California-based practice operates as Park Wealth Advisors and includes associates Erica Soliz, Oscar Dominguez and Debe Pennington. The team oversees approximately $140 million in assets under administration.
Park and Hospodar aligned with BAR Financial, a region within Cetera’s Large Enterprise channel. BAR Financial is led by Managing Director Greg Brackett.
Park Wealth Advisors works with individuals, families and clients who have specialized planning needs. The practice also serves same-sex couples and uses a goals-based planning model centered on long-term relationships rather than one-time transactions.
Cetera said the team’s client approach fits the type of accessible advisory model it looks for within its enterprise channel. Tim Stinson, president of Cetera’s Large Enterprise channel, pointed to the way Park and Hospodar serve a broad range of clients as one reason the firm viewed the practice as a strong addition.
Park cited Cetera’s service consistency and AdviceWorks platform as factors that stood out during the transition. Hospodar also highlighted operational support, marketing resources and branding assistance from BAR Financial as helpful parts of the move.
As of March 31, 2026, Cetera firms reported approximately $630 billion in assets under administration and $296 billion in assets under management.
LPL Adds Kansas-Based Fifteen:22 Financial Partners
LPL Financial also announced that Fifteen:22 Financial Partners has joined its platform from Nations Financial Group.
The Kansas-based firm reported serving about $380 million in advisory, brokerage and retirement plan assets. Its leadership team includes managing partners Douglas Bennett, Nicholas Bennett, Van Schaffer, Malcolm Ong, Brent Hoffman and Douglas Stephens.
Collectively, the group brings more than 120 years of industry experience. The team is also supported by Jennifer Greer and Rachel Price.
Fifteen:22 Financial Partners has been operating for more than 35 years. The firm has grown through multigenerational client relationships, referrals and a team-based advisory model.
Rather than having each advisor operate in isolation, the firm uses an investment committee approach. Advisors work together on strategy while maintaining direct relationships with their own clients.
The practice also offers values-based investing options for clients who want their portfolios to reflect goals beyond traditional return measures.
Brent Hoffman described the firm’s focus as relationship-driven, with an emphasis on education, service and thoughtful advice for clients across generations. Douglas Bennett said LPL’s technology resources and continued investment in client-facing tools were important reasons behind the move.
Prime Capital Financial Adds Connecticut Advisor Brendan Kenny
Prime Capital Financial, headquartered in Overland Park, Kansas, announced the addition of Brendan Kenny, a financial advisor based in Farmington, Connecticut.
Kenny has more than 25 years of industry experience. His background includes roles at Morgan Stanley, UBS, Smith Barney and Fidelity Investments.
In addition to holding the CFP certification, Kenny is also certified in Blockchain and Digital Assets.
Prime Capital Financial said Kenny’s planning style aligns with the firm’s growth strategy because of his focus on personalization and long-term client service. Glenn Spencer, the firm’s chief executive officer, described Kenny’s approach as a strong fit for Prime Capital’s client-centered model.
Kenny said his planning philosophy is built around rigorous advice and personal attention, which he viewed as consistent with Prime Capital Financial’s culture.
The move follows another recent Prime Capital expansion. Last month, the firm added Shane Miller in the Dallas-Fort Worth region as managing director, further building its presence in that market.
Advisor Recruiting Remains Active Across Wealth Management
The latest additions show how independent and enterprise wealth management platforms continue to compete for advisor practices with established client relationships.
Cetera’s move adds an Osaic team in California. LPL’s recruitment of Fifteen:22 Financial Partners brings in a larger Kansas-based group with multigenerational client ties. Prime Capital Financial’s addition of Brendan Kenny expands its advisor bench with a veteran who has experience across several major financial institutions.
Together, the announcements point to steady movement among advisors seeking platform support, technology resources, continuity planning and stronger operational backing.
