other
ClearSight Advisors of Raymond James & Associates
In PWD coverage since September 11, 2026 · 2 stories
+4Talent net · 12 months11 in · 7 out
Talent flow · 12 monthsOn the wire →
Net +4 · 11 arrivals · 7 departures
Arrivals
Todd Harris
Sep 24 · from Commonwealth Financial Network
David Lobriecki
Sep 24 · from D.M. Kelly & Company
Michael Rogala
Sep 13 · from Merrill Lynch
Adam E. Pearsall
Aug 20 · from UBS Financial Services
Abby Stancik
Aug 14 · from Wells Fargo
Unnamed advisor
Aug 14 · from Wells Fargo
Departures
Dan Fowler
Sep 23 · to LPL Financial
Jared B. Roskelley
Sep 22 · to Ameriprise
Jeneen Slack
Sep 13 · to LPL Financial
Chris Davitt
Aug 27 · to Proxima Wealth Partners
Lance Dunn
Aug 27 · to TSG Wealth Management
Shannon Reid
Aug 14 · destination pending
PWD coverage
practice
Advisers grade their own recruiting a C, and they are right
Cerulli counts 35% of advisers retiring within a decade, which is why the entry-level pitch has to be training and a path, not a payout grid.