Be a part of something bigger.

We partner with highly-successful advisors who want to join us in building a new kind of financial services company. We are client-centric with a culture based on values and providing what you need to achieve your personal benchmarks.

reach new heights in your advisory practice.

Maintain ownership of your own firm while utilizing resources that help you scale. With our dedicated transition team, integrated technology stack, and team of capable professionals, we will help you set and exceed your career goals.

The Technology

We utilize the latest tech to deliver a scalable and flexible digital wealth management experience.


Run everything effectively from one platform.


Streamlined, intuitive user experience and functionality.


Easily create a personalized experience for you and your clients.

Transitioning made simple.

Leaving your existing firm and changing affiliations is never an easy decision. We are committed to be with you every step of the way, working alongside you to handle the details of your transition and keep you focused on the wellbeing of your clients.

Our Team.

Jamie Sumner

Chief Executive Officer and Sr. Wealth Advisor

Read about Jamie >>

John Noble

Director of Advisor Relations

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Mike Donohue

Director of Talent Acquisition and Development

Read about Mike >>

Gaylord Lyman, CFA

Chief Investment Officer

Read about Gaylord >>

Garett Folkers

Wealth Advisor / Market Street Team

Read about Garett >>

Jolen Garcia

Chief Compliance Officer

Read about Jolen >>

Murray Smith, CFP®

Director of Financial Planning

Read about Murray >>

Claudiu Barbos

Director of Investments and Trading

Read about Claudiu >>

Erica Bloudek

Director of Operations

Read about Erica >>