People · teams · leadership
The Moves Wire
Track advisor, team and leadership moves—with the evidence behind each event.
Updated Oct 22, 10:03 PM ET
Coverage & methodology ↗
Coverage & methodology ↗
3Distinct eventsWithin your filters
2Team moves & breakawaysEach event counted once
1Leadership changesAppointments & promotions
$2BReported book AUM2 of 3 events · not net flows
| Reported | Person / team | What changed | Type | Reported book | Evidence |
|---|---|---|---|---|---|
| Oct 8, 2026 | Kay Lynn MayhueCEO | Joins Merit Financial Advisors | Executive appointment | Not disclosed | Reported1 source · Details → |
| Oct 7, 2026 | Moldenhauer & AssociatesPrincipal · Orchard Park, NY12 reported team members | Commonwealth Financial Network → Merit Financial Advisors | Team move | $1.1B | Reported1 source · Details → |
| Oct 7, 2026 | Tim BrennanFinancial Advisor · Deerfield, IL | Commonwealth Financial Network → Merit Financial Advisors | Team move | $888M | Reported1 source · Details → |
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One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Read the methodology · Explore the Team Ledger