Ohio, New York and Wisconsin-Based Advisors Join Advisor Group Through Its Member Firm SagePoint Financial and Affiliated OSJs
Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment of four financial advisors who collectively oversee more than $231.5 million in total assets.
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- Kelcie Schiraldi of Youngstown, Ohio ($103 million in brokerage, fee-based advisory and retirement assets)
Ms. Schiraldi joins Advisor Group through SagePoint Financial’s Bury Financial Group, affiliated with OSJ, Jeffrey White, from Voya Financial Services. Ms. Schiraldi, who has more than 14 years of finance experience, chose Advisor Group for the firm’s industry-leading succession and M&A program as well as their back-office support. - Jonathan Macko of Vestal, N.Y. ($77 million in total client assets)
Mr. Macko joins Advisor Group through member firm SagePoint Financial from Morgan Stanley. For more than a decade, Mr. Macko has provided holistic financial planning and wealth management services to his clients in the Broome County area of New York and beyond. He joins Advisor Group and SagePoint for its best-in-class technology and business development services. - Nick Hunzinger of Milwaukee, Wis. and Todd Lowe of Fond du Lac, Wis. ($51.5 million in total client assets)
Mr. Hunzinger and Mr. Lowe join Advisor Group through SagePoint Financial-affiliated OSJ, Scott Downs and High Point Capital Group from Mutual Advisors, LLC. The Wisconsin-based advisors chose Advisor Group, SagePoint and High Point for access to a local team paired with a national network of professionals that enable them to focus more time on developing their business and client relationships.
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In addition to SagePoint Financial, Advisor Group also includes FSC Securities, Securities America, Royal Alliance, Triad Advisors and Woodbury Financial Services.
Desireé Sii, President and CEO of SagePoint Financial, said, “We are delighted to bring aboard such talented financial advisors with such incredible backgrounds and experience. At SagePoint Financial, we take pride in being able to fully support independent professionals through a range of affiliation models. Personally, I look forward to helping each of them bring their business to the next level.”
Greg Cornick, Advisor Group’s President of Advice & Wealth Management, said, “On behalf of everyone at Advisor Group, I’m pleased to welcome Kelcie Schiraldi, Jonathan Macko, Nick Hunzinger and Todd Lowe to the team. I congratulate Desireé, everyone at SagePoint and the OSJs on attracting financial professionals who are passionate about what they do for the clients and communities they serve.”
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