Deals & People

Pete Schroedle has joined OneAmerica in a new executive sales position, in which he will target new and existing clients in the firm’s recently created central region.

The newly founded Financial Advocacy Network (FAN) has joined the LPL Financial broker/dealer and registered investment adviser (RIA) custodial platform.

MassMutual Retirement Services has hired seven new regional sales directors to support sales of defined contribution (DC) retirement plan products and services in the small-plan market.

NFP, a provider of employee benefits and wealth management advisory services, has added 53 new advisers to its staff.

Financial services provider HighTower has added a Baltimore-based advisory firm, Fiduciary Plan Advisors, to its national employee benefit and institutional investment services network.

The Retirement Advantage, Inc. (TRA) has hired Courtney Zanghi as a new business consultant in the Mid-Atlantic region.

RCS Capital Corporation (RCAP) has entered into an agreement to purchase independent broker/dealer Girard Securities, Inc., further expanding the RCAP advisory network’s major 2014 growth.

The Principal Financial Group has hired Mike Parrett as vice president of consulting.

Drew McCorkle joined the Atlanta office of CAPTRUST Financial Advisors as vice president and financial adviser. 

American Century Investments appointed Glen Casey as senior vice president and global head of products.

Jon Prescott joined Envisage Information Systems LLC as vice president of institutional business development.

BNY Mellon named Michael Gordon to head the firm’s new Retirement and Strategic Solutions Group, which specializes in retirement and insurance solutions that can complement traditional strategies.

John Chadwick and Marcela Curry joined the sales leadership team at Wells Fargo Institutional Retirement and Trust. 

Christopher Giles has joined recently formed Global Retirement Partners as chief operating officer.

Jeff Arneson joined Great-West Financial as a wholesaler for financial institutions markets. 

Lincoln Financial Group’s retirement plan services business appointed Jason Key as head of business development for its institutional retirement distribution team.

CUNA Mutual Retirement Solutions has added two new members to its institutional relationship management leadership team.

Highland Capital Management, L.P., a Dallas-based investment management firm, has added five members to its sales group for non-traded and mutual fund products.

Focus Financial Partners, LLC announced that Dan Sontag, former president of Merrill Lynch’s global wealth management unit, has joined the Focus wealth management network’s board of directors.

Pension Advisors, an independent financial and retirement advisory firm, has selected Independent Financial Group, LLC as its new broker/dealer.