Merit Financial Advisors Adds Second Office in New Jersey with Acquisition of Westfield Financial Planning by Katie Copeland | Jul 31, 2024 | Merit
True North Advisors Hires Melissa Lucas and Susan Rowinski to Elevate Expanding Family Wealth Offering by Katie Copeland | Jul 16, 2024 | True North
EP Wealth Advisors Announces Acquisition of Dallas-Based Sloan Investment Management, LLC by Katie Copeland | Jul 1, 2024 | EP
