PCS Retirement Names COO, Blackstone Taps Retirement Solutions Sales Lead

PCS Retirement Names COO

PCS Retirement has appointed Gil Amoray as chief operating officer.

Amoray joins PCS with more than two decades of leadership experience leading large-scale operations, mergers and acquisitions, technology modernization, and enterprise transformations across the financial services industry. In his role, he will provide strategic oversight across the company.

“PCS has grown significantly in recent years, and we’re investing in leadership and infrastructure to support our long-term vision,” said Scott David, CEO of PCS Retirement. “Gil brings deep operational expertise and a proven record of leading transformation in complex financial services organizations. His experience building scalable operating models and integrating businesses will be invaluable as we grow. We’re excited to welcome him to PCS.”

Most recently, Amoray served as chief operating officer at Prosperity Life, overseeing core insurance operations, system modernization initiatives, project management, and third-party operations. Prior to that, he held a series of senior leadership roles at Corebridge Financial and AIG, including chief operating officer for Life and Centralized Operations. In this role, he led large, globally distributed teams supporting customer experience, operational transformation, and business growth.

Throughout his career, Amoray has partnered closely with executive teams and boards of directors to enhance performance, modernize systems, and execute growth strategies.

“This is an exciting time for PCS as the company focuses on its future,” said Amoray. “I’m looking forward to building on the company’s strong foundation, sharpen operational performance, and help position PCS for its next phase of growth.”

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Blackstone Taps Head of Retirement Solutions Sales

Blackstone Private Wealth has hired Michael Miller as a senior managing director and head of Retirement Solutions Sales, effective June 15. He is based in New York.

In this role, Miller will sit within Blackstone’s Defined Contribution business unit, reporting to Heather von Zuben, global head of Retirement Solutions. He will focus on growing Blackstone’s footprint in DC through the adoption of private markets by plan sponsors and wealth managers, as well as expanding partnerships across the DC ecosystem.

“Mike has an outstanding track record of building defined contribution businesses. Our mission is to unlock the benefits of private investments for retirement savers, and his experience and leadership in this space will be instrumental as we continue to grow. We are excited have him on board,” said Von Zuben.

Miller joins from PGIM, where he served as head of DC Solutions, and previously held the role of head of Retirement, Americas at JP Morgan. He holds a bachelor’s degree in finance from Florida State University.

This appointment reflects continued momentum within Blackstone’s DC business, which launched in October 2025 and has since struck partnerships with Empower and OneDigital to support the inclusion of private investments in retirement portfolios. The unit sits within Blackstone’s Private Wealth business and is focused on unlocking new investment opportunities for retirement savers.

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Cetera Buys $300M Marmo Financial Group

Cetera Financial Group, Inc. has acquired the assets of Marmo Financial Group, a Johnson City, Tennessee-based independent registered investment adviser (RIA) managing approximately $300 million in assets under management (AUM) across approximately 620 clients.

With the transaction, Scott Marmo – founder, principal advisor, and sole owner of Marmo Financial Group – along with his team, joins Cetera Planning Partners, Cetera’s national employee-advisor RIA with approximately $19 billion in AUA. Cetera will retain and continue operating the Marmo Financial Group office, expanding its footprint to Tennessee.

Cetera Planning Partners unifies Cetera entities Avantax Planning Partners (APP) and The Retirement Planning Group (TRPG).

Not previously affiliated with Cetera, Marmo conducted a months-long evaluation before selecting his firm’s next partner. Marmo said he chose the platform based on the strength of its culture, the depth of its integrated service platform, and the opportunity to provide his clients with an expanded suite of financial planning capabilities under one roof.

“We had been approached by a number of large firms, some with very lucrative offers, but culture alignment was the most important thing to me, and it overrode everything else,” Marmo said. “What ultimately brought me to Cetera was the combination of that culture fit with the ability to add in-house estate planning, legal support, and CPA services, which are capabilities our clients have been asking for.”

Marmo added: “They did everything they said they would, and I’m excited about what comes next.”

As the sole practitioner managing a $300 million practice, 620 clients and eight team members, Marmo said joining Cetera offered the opportunity to offload compliance responsibilities, portfolio management operations, and day-to-day business administration, freeing him to redirect that time toward his client relationships.

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Prudential Hires Former JP Morgan Advisor

Prudential Advisors, the wealth management arm of Prudential Financial, Inc., welcomes David Bellamy, a Lexington, Kentucky-based financial advisor with more than 20 years of financial services experience. Responsible for over $140 million in total client assets at J.P. Morgan Wealth Management, Bellamy joins Prudential Advisors through the firm’s Mid America Financial Group, headquartered in Columbus, Ohio.

“David is exactly the kind of wealth manager we are looking to attract to our team,” said John Begley, managing director of Prudential Advisors.

“Over the years, he has built an impressive practice as a private client advisor, earning the confidence of individuals and families with sophisticated financial needs. At Mid America Financial Group, David will be able to leverage the full breadth of Prudential Advisors’ resources to grow his practice and deliver an exceptional, full-service wealth management experience for his clients.”

Bellamy attended the University of Kentucky, where he studied economics. He began his financial services career as a licensed relationship banker at JPMorgan Chase before building his practice as a private client advisor at J.P. Morgan Wealth Management.

“Helping individuals and families plan for their financial future is incredibly rewarding,” said Bellamy. “My job is to give clients the guidance they need to thrive over the long term. Prudential Advisors offers the freedom, flexibility and resources to support that work. Its entrepreneurial, collaborative culture and growth mindset will help me take my business to the next level as we navigate the evolving wealth management industry.”

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Jeremy Yono Grows Retirement Plan Benefits Access

Jeremy Yono Financial Planning, a Detroit-based financial services firm specializing in long-term wealth management and strategic financial planning, is launching its Client Resource Platform, a digital initiative designed to provide individuals and businesses with expanded access to budgeting resources, retirement planning tools, and practical financial education materials.

By offering educational content and planning tools in a centralized digital environment, Jeremy Yono Financial Planning aims to make critical financial information more readily available to clients navigating an increasingly complex economic landscape.

The Client Resource Platform was developed to provide users with practical tools and educational resources that can complement professional financial planning services. The platform is designed to help users better understand the principles behind effective financial decision-making while supporting the implementation of long-term financial strategies.

Among the platform’s primary features are budgeting resources intended to help individuals evaluate spending patterns, establish financial goals, and create sustainable plans for managing income and expenses. These tools are designed to encourage disciplined financial habits and improve overall financial awareness.

The retirement planning section of the platform provides educational resources focused on long-term preparation, helping users better understand retirement savings strategies, income planning considerations, and wealth preservation concepts. By making these resources available in a user-friendly format, the firm seeks to empower clients to take a more active role in preparing for future financial needs.

The platform also serves as an educational hub where users can access financial insights, planning concepts, and informational materials developed to support informed decision-making. The goal is not to replace personalized financial guidance but rather to enhance clients’ understanding of the financial planning process and improve engagement with long-term wealth management strategies.

According to the company, the initiative reflects growing demand for accessible financial education resources that help individuals and organizations make more informed decisions in a rapidly changing economic environment.