In|Vest West 2018 Direct

Stifel pulls a $1.35 billion team from Raymond James, while LPL draws from Edward Jones and Wells Fargo, in advisor moves this week.

Jesse Silvertown is the principal at The Ledge Company, a forensic accountancy specializing in select M&A and high-profile public disputes. Previously, he was the first CFO at a high-growth, venture capital-backed startup and an executive at Ernst & Young, where he chaired various forensic sectors, including sports, media, technology, entertainment, private equity and M&A sectors (East Coast). He is based in New York City.

Prasad Barri, CPA, CA, CMA, is a tax advisor, financial analyst and accounts manager at Saicedar LLC who focuses on U.S. business structure consulting and tax planning.

Chris Purves is president of Greenfield Insurance Agency, which offers insurance programs for both for-profit businesses and nonprofits. With an understanding of the unique challenges faced by small businesses, Purves enjoys servicing these companies and offering coverage to help through uncertain times. Greenfield Insurance provides coverage for general liability, property, workers comp, directors and officers, cyber liability, employment practices, professional liability and more.

Mike Capelle, co-founder and CEO of Modern Wealth Management in Monterey, California, is in charge of the tech stack at the $6.1 billion AUM firm.

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.

Marci Kawski is a partner at Husch Blackwell focused on consumer financial services law.

Stifel follows closely on UBS's heels in getting hit with tens of millions in punitive damages.

Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the product roadmap.