OneDigital Acquires Derse Morgen, Employee Fiduciary Expands Team
OneDigital Acquires Derse Morgen
OneDigital Investment Advisors LLC. is pleased to announce the acquisition of Derse Morgen Financial Advisors (Derse Morgen), an independent financial planning and investment firm serving clients across North Carolina, South Carolina, and 21 other states nationwide.
The addition expands OneDigital’s wealth management presence in the Carolinas.
Led by Managing Partner Tim Alessi, Derse Morgen is recognized for its comprehensive planning and investment approach and experience.
The Derse Morgen team — including Chief Operating Officer and financial advisor Matthew Shahady, as well as financial advisors Tom O’Connor and Ethan Alessi, will continue serving clients locally while gaining access to OneDigital’s national network of advisors and expanded financial services platform.
As of September 30, 2025, OneDigital oversees $151 billion in assets under advisement. Derse Morgen reported $330 million in assets under management as of December 31, 2025.
Next Post: Employee Fiduciary Expands Leadership Team
Employee Fiduciary Expands Leadership Team
Employee Fiduciary, LLC has added two retirement industry professionals to its team: Jack Moody, regional sales director, and Mark Nicholas, vice president of ERISA & Regulatory Strategy.
The hires signal Employee Fiduciary’s strategic direction as demand accelerates for transparent, affordable retirement plans among small businesses, nonprofits, and the financial advisors who serve them.
“As Employee Fiduciary continues to grow, we’re investing in the leadership needed to strengthen both the relationships and the infrastructure behind our service model,” said Eric Droblyen, CEO of Employee Fiduciary. “Jack brings a unique perspective from his years on both the provider and advisor side of the industry, and his passion for helping people retire with dignity is exactly the kind of energy we want representing our firm. Mark’s three decades of experience in regulatory compliance, fiduciary best practices, and operational efficiency will help us continue to deliver the streamlined, transparent plan experience our clients expect. We’re thrilled to welcome them both to the team.”
At Employee Fiduciary, Moody will focus on expanding relationships within the advisor community, helping advisors leverage the firm’s flat-fee pricing model, open-architecture investment platform, and service team to deliver better retirement outcomes for their clients.
Nicholas brings three decades of experience leading retirement service organizations in regulatory compliance, fiduciary best practices, and automation, with a focus on small and mid-sized employers. A seasoned compliance veteran, he has extensive experience streamlining plan operations and reducing unnecessary costs and complexity for plan sponsors. He is also a recognized advocate for regulatory frameworks that prioritize transparency, simplicity, and measurable outcomes for American workers.
“The best retirement plans for small businesses are the ones that work smoothly behind the scenes while delivering real value to employees,” said Nicholas. “Employee Fiduciary has built a strong platform around that concept, and I’m excited to help the team continue to build on that sound foundation.”
Next Post: Advisor CRM Launches Trove
Advisor CRM Launches Trove
Advisor CRM, an all-in-one AI-native CRM platform built exclusively for advisors, has launched Trove, an AI-native opportunity discovery software platform.
Built on Advisor CRM’s AI-native platform, Trove monitors client data across multiple systems and proactively surfaces opportunities without requiring advisors to change workflows, learn complicated new technology, or replace apps in their existing tech stack.
Designed for RIAs, hybrid insurance-advisory firms, broker-dealers, and producer-led teams, Trove reviews client relationships across CRMs, custodians, email, meeting notes, insurance policies, and more. The platform automatically identifies opportunities such as CD maturities, annuity surrender dates, life event signals, concentrated positions, and other key moments that often slip through the cracks. In development for over a year, Trove is currently in a closed beta with 10 firms managing a collective $6 billion in assets under management.
“Trove was built to solve a visibility gap we consistently experienced as advisors,” said Ryan Borer, Managing Partner at Advisor CRM. “Advisors need clarity on what is already happening inside of their client base, not more tools or leads. By building Trove on AI-native architecture, we’re able to surface growth opportunities in real time, dramatically reducing the manual work it typically takes to uncover them.”
“From day one at Advisor CRM, security and advisor control have been non-negotiable,” added Leibel Sternbach, partner and CTO of Advisor CRM. “Trove is designed to observe and surface opportunities without disrupting how firms operate, and without ever compromising data privacy. Firms choose exactly which data the platform can access, and nothing is shared with third parties. Advisors stay in control while Trove works quickly in the background to support them.”
“There are dozens of prospecting solutions for advisors, but none are solving the most visible organic growth challenge—discovering opportunities within our existing client base,” said Dana Dunkelberger, founder of Reliance Retirement. “Trove gives us the visibility that our advisors need to build deeper relationships with clients and provide more impactful, in-the-moment financial advice.”
A waitlist for Trove is now open for RIAs, broker-dealers, hybrid insurance-advisory firms, and producer-led teams to be among the first to improve their productivity, enhance client engagement, and uncover organic growth opportunities.
Next Post: Suncoast Prosperity Advisors Signs on with CAPTRUST
Suncoast Prosperity Advisors Signs on with CAPTRUST
CAPTRUST Financial Advisors (CAPTRUST) announced that Suncoast Prosperity Advisors, a wealth management practice and division of Suncoast Equity Management, based in Tampa, Florida, has joined CAPTRUST.
Suncoast Prosperity Advisors provides comprehensive wealth management services to private wealth clients through tailored financial planning and deep investment expertise. The practice is led by President Jeff Strouse, supported by a team of eight professionals, including senior advisors Beth Neal and Terri Ritchie. The firm has approximately $830 million in assets. With this addition, CAPTRUST expands its presence in Tampa with a second office and introduces new locations in Sanibel, Florida, and Highlands, North Carolina.
“Suncoast Prosperity Advisors was built with the belief that great advice should evolve as clients’ lives grow more complex,” said Jeff Strouse. “By joining CAPTRUST, we’re gaining expanded capabilities and resources that enhance what we can deliver for our clients, while staying true to the personal relationships and client-focused approach that define our practice.”
“What stood out about Suncoast was their team, how they work, how they serve clients, and how they’ve built trust over time,” said Eric Bailey, CAPTRUST principal and southeast regional leader. “Their team adds meaningful depth to our private wealth business, and we’re excited about the momentum we can build together as they join CAPTRUST.”
“CAPTRUST’s scale, resources, and client-first culture make them an exceptional fit for Suncoast Prosperity Advisors’ clients,” said Donald Jowdy, founder and chief investment officer of Suncoast Equity Management.
Suncoast Prosperity Advisors joined CAPTRUST in January 2026 from Suncoast Equity Management, which will continue operating independently as a boutique investment management company.
Next Post: TRA Brings in Regional Plan Consultant
TRA Brings in Regional Plan Consultant
The Retirement Advantage, Inc. (TRA) has promoted Austin Solomon to regional plan consultant (RPC).
In his new role, Solomon will support financial advisors and plan sponsors in Indiana, Kentucky, Ohio and West Virginia. He will report to Tim Lastivka, TRA’s vice president of National Sales and Distribution.
Solomon joined TRA in 2022 as an internal plan consultant (IPC). In his expanded role, Solomon will work directly with advisors, recordkeepers, and partners to drive growth, strengthen relationships, and deliver customized retirement plan solutions that improve outcomes for clients.
“Austin has consistently demonstrated the drive, accountability, and client-first mindset we value in our sales organization,” said Lastivka. “His deep understanding of our solutions, combined with his ability to build trust with advisors, makes him an excellent fit for this next step. We are confident he will make an immediate impact in his territory.”
As an IPC, Solomon partnered closely with advisors and Recordkeepers to support plan design, proposal development, and ongoing service needs. His promotion reflects TRA’s continued investment in developing talent internally and aligning experienced consultants with key regional markets.
“TRA has made a meaningful shift in how we serve the marketplace, with a stronger focus on elevating the client experience,” said Solomon. “Our continued investment in service and technology has brought powerful capabilities to the forefront, making it easier for advisors and plan sponsors to deliver better outcomes. What truly sets TRA apart is a culture that consistently goes above and beyond to support our partners”
Solomon holds a bachelor’s degree in communication from Ball State University.
Next Post: Prime Capital Financial Welcomes Advisors
Prime Capital Financial Welcomes Advisors
Prime Capital Financial announced two new hires to its team of advisors.
It’s first addition is Amanda Salyer, who previously served as a director of financial planning at a large registered investment advisor (RIA). Salyer brings experience helping clients align their investments, tax strategy, estate planning, retirement strategy, and long-term priorities through a personalized approach.
“With Prime Capital Financial, I’m able to offer clients expanded resources and the strength of a collaborative team,” said Salyer. “I’m excited about the opportunity to enhance the guidance I can provide through every stage of their financial lives.”
The firm also welcomed Joan Greenspon, a Philadelphia-area financial advisor with more than a decade of experience supporting families through major life transitions.
“Prime Capital Financial reinforces the planning process I follow to help clients stay focused on what matters most,” said Greenspon. “With that support, I can deliver guidance that’s practical, objective, and grounded in the client’s goals.”
Next Post: Beacon Pointe Acquires The Financial Advisors
Beacon Pointe Acquires The Financial Advisors
Beacon Pointe Advisors has acquired The Financial Advisors, LLC in Andover and Newburyport, MA, deepening the firm’s presence in the New England market.
With this strategic integration, the firm continues to steward approximately $62 billion in total assets under advisement. Beacon Pointe’s growth enables the firm to deliver allWEALTH services more broadly across the East Coast, offering clients deeper planning resources and long-term support.
Established in 1992 and headquartered in New England, the Financial Advisors has $1.2 billion in assets under management (AUM).
Partner and Managing Director, Michael Kumph, CFP, states, “Our entire team is very excited to join Beacon Pointe Advisors. We were thrilled to find a partner that values the client experience and planning process as much as our firm has for over 30 years. Joining forces with Beacon Pointe offers us a great opportunity to collaborate with new team members while focusing on our top priority – client relationships.”
Beacon Pointe President, Matt Cooper, emphasizes, “This partnership represents an important step in amplifying our presence in New England, a region that continues to be strategically significant for Beacon Pointe. We share The Financial Advisors’ approach to wealth management, which is to build long-term relationships and deliver comprehensive guidance. We’re proud to welcome this talented group who prioritize integrity, collaboration, and a high standard of client care.”
“The Financial Advisors team brings a depth of experience and disciplined planning strategy that truly complements our broader organization. What stood out was the deliberate way they’ve built their practice, grounded in an unwavering commitment to clients and supported by a sophisticated, forward-thinking service offering. We look forward to supporting their continued growth and building on that strong foundation together,” adds Beacon Pointe CEO Shannon Eusey.
The acquisition of The Financial Advisors, LLC, formally closed on January 15, 2026. Turkey Hill Management served as advisor to The Financial Advisors, LLC transaction. With this transaction, Beacon Pointe Advisors now oversees approximately $62 billion in client assets under advisement, supported by more than 750+ team members across 90+ offices nationwide.