Triad Advisors, an independent broker-dealer with about 630 advisors, says Stonebridge Financial Group has joined its hybrid solutions platform from Wells Fargo’s independent channel.
Stonebridge is based in Wormleysburg, Pennsylvania, and has seven advisors who work with about $850 million in client assets. The team is led by Brian McCarver, Jonathan Freeman and Jim Kampstra.
“Brian, Jon and Jim have built the type of young and entrepreneurial group that has all the ingredients for success,” according to Michael C. Bryan, CEO of Triad Hybrid Solutions. “Triad Hybrid Solutions is happy to provide them with the infrastructure to grow their team, assets and client base with confidence over the long term.”
McCarver has been in the business since late 1997. He started at Merrill Lynch and spent the past five years with Wells Fargo Financial Network, according to FINRA BrokerCheck.
Freeman launched his career at National Financial in 1998 and joined Wells Fargo in 2003; Kampstra was with Geneos Wealth for the past nine years, the BrokerCheck records show.
“We joined Triad Hybrid Solutions because our industry and our business are evolving toward greater independence, in line with the needs of our clients,” McGarver said in a statement.