firm
Wells Fargo Advisors FiNet
In PWD coverage since August 22, 2026 · 4 stories
+1Talent net · 12 months6 in · 5 out
Talent flow · 12 monthsOn the wire →
Net +1 · 6 arrivals · 5 departures
Arrivals
Frederick Spagnola
Aug 21 · from UBS
Unnamed seven-person advisory group
Aug 21 · from Truist
Ted Hamstra
Aug 21 · from William Blair
Nathan Matthews
Aug 21 · from UBS
Gabriel Armancas
Aug 21 · from Ameriprise
Elijah Brown
Aug 21 · from J.P. Morgan
Departures
Jonathan Lewis
Aug 23 · to LPL Financial
Julie Sabransky
Aug 14 · to Raymond James & Associates
Unnamed advisor
Aug 14 · to Raymond James
Abby Stancik
Aug 14 · to Raymond James & Associates
Patrick Larkin
Aug 14 · to Oak Hill Wealth Advisors
PWD coverage
Moves
The custody layer gets its own talent war
Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.