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Wednesday, September 30, 2026The Morning Brief →Sign in
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Commonwealth Financial Services

In PWD coverage since September 30, 2026 · 1 story
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Ciara Stewart
Sep 29 · breakaway
Arrivals
None tracked.
Departures
Matt Cuplin
Jul 31 · to Osaic
Brandon Masbruch
Jul 31 · to Osaic
PWD coverage
Moves

Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol

Nikki Lude and Ciara Stewart leave Commonwealth Financial Services with about $120 million in client assets to launch Heritage Financial & Investment Services in southeastern Ohio.
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