Dynasty Adds a Sports Banker; LPL Picks Up a $350M Tampa Team

Dynasty Financial Partners has brought Greg Resh, co-founder of the sports-and-entertainment investment bank SIGR, into its executive-in-residence program. Dynasty started the EiR program in 2023 to hand chief executives across its RIA network a mix of coaching and content. Resh's own background includes two decades in sports, media, entertainment, hospitality, real estate and technology, with a run as CFO of the Washington Commanders and a prior turn as EVP and CFO of Sagamore Ventures. He is the second sports-and-entertainment specialist into the EiR program this year, after Matt LaPorta. Family Wealth Report first reported the appointment.

LPL Financial said advisors Matt Roberts and Kent Voges have joined Frontline Investment Advisors, an independent practice on LPL's broker-dealer and RIA platforms. The pair left Valic Financial Advisors, now Corebridge Financial, and are based in Tampa. Their book runs about $350 million in advisory, brokerage and retirement plan assets. That is a regular team capture, not a headline lift-out — the kind of move the RIA channel runs on.

Dynasty's appointment adds no client assets to its network. It is a retention tool, content for sitting CEOs and a credential for the platform's marketing. LPL's announcement is the opposite: a $350 million book leaving an insurer's channel. In the prior 30 days, PWD's tracking counted 45 people moves against two asset moves, so a headline appointment beside a meaningful lateral is roughly the industry's normal rhythm. Neither move changes a valuation multiple. Together they sketch the RIA channel's two pressures: keeping incumbent executives satisfied, and pulling teams out of the carrier world.