San Diego – October 07, 2026 -- Cetera has recruited financial advisor Cynthia Doussard and her practice, Doussard Financial, which oversees approximately $235 million in assets under administration, into its Summit Financial Networks community.

Atlanta – September 19, 2026 -- Merit Financial Advisors has acquired the practice of veteran advisor Tim Brennan, adding approximately $888 million in client assets and more than 1,000 households to the Georgia-based wealth manager's book. The deal, effective September 10, 2026, marks Merit's eleventh acquisition of the year and its 62nd since inception, pushing firm-wide assets to more than $32.92 billion across over 70 offices nationwide.