Advisor moves: Raymond James, Ameriprise add teams overseeing nearly $285M in assets

Raymond James and Ameriprise Financial each announced the addition of advisor practices in the last 24 hours.

Raymond James said its Financial Institutions Division recently added advisors Nick Weber, Jim Peavey and Kevin Stone to First Investments & Planning at FNBO, where they will deliver investment and wealth management services through Raymond James Financial Services.

The Kansas City-area team works across several offices and oversees about $145 million in client assets. The advisors previously operated through Country Club Trust Company, a subsidiary of Country Club Bank that FNBO acquired last October.

“Nick, Jim and Kevin bring a disciplined, planning-focused approach and a strong commitment to client outcomes,” said Grace Austin, senior vice president and North division director of Raymond James’ Financial Institutions Division. “As FNBO advances its integration efforts, we’re proud to support the continued growth of this robust wealth management program with the resources and systems needed to ensure a seamless experience for its advisors and their clients.”

Jennifer Benson, vice president of financial advisory services at FNBO, said the hires will deepen the bank’s presence in the Kansas City market.

“We’re excited to continue building on the momentum within First Investments & Planning as we grow our team in the Kansas City market,” Benson said. “This team’s client-first approach aligns with our culture and strengthens our ability to deliver a consistent, high-quality experience for clients.”

The move marks another expansion tied to FNBO’s investment program. Earlier this year, Raymond James announced the addition of another advisor group affiliated with FNBO overseeing approximately $420 million in assets.

Ameriprise

Meanwhile, Ameriprise Financial said Strickoff Financial Services, a practice managing nearly $140 million in client assets, has joined its branch channel from Commonwealth Financial Network.

The practice is led by Kive Strickoff, CPA, AIF, who moved to Ameriprise with longtime client service associates Rhonda Sossner and Colleen Barbato. They joined The Atlantic Group, an Ameriprise advisory practice based in Boca Raton, Florida, led by founding partners Andrew Lerner and Logan Shalmi which transitioned from Oppenheimer in October 2025 and now comprises 11 advisors.

The move was made as part of a long-term succession and transition plan, with Ameriprise saying its field leadership helped Strickoff identify a team with similar values and service standards through its External Practice Acquisition Program.