Diamond Podcast for Financial Advisors: $1B+ Wells Fargo Breakaway Team Gets Re-Energized in New Model Carnegie Private Wealth's Angie Ostendarp and Jordan Raniszeski share their journey of why they left Wells Fargo and joined LPL's Strategic Wealth Services model. 04/25/2024 - 2:30 am | View Link
The Diamond Podcast for Financial Advisors: Leaving a 4-Decade Legacy Behind In February 2023, Brent, Brad, and their team left the firm their father retired from and launched Chappell Wealth Management as one of the largest teams on the Sanctuary Wealth supported independence ... 04/11/2024 - 6:14 am | View Link