Avantax, a community of tax-focused financial professionals within Cetera, has announced the promotion of Clint Brookshire to Community Leader of Avantax. This new role will expand his influence within the Tax & Accounting channel of Cetera, where Avantax works alongside Cetera Financial Specialists.
Focus Financial Partners, a leading partnership of independent fiduciary wealth management firms, has announced the elevation of two key executives: Adam Birenbaum as President and Justin Ferri as Chief Operating Officer. Both appointments underscore the company’s continued evolution toward an integrated, client-first business model. With over $450 billion in client assets across more than 60…
