$280M Former Cetera FAs Join LPL Affiliate Good Life
Five advisors from three different practices with roughly $280 million in client assets have moved from San Diego-based Cetera Financial Group to Good Life Companies, a Reading, PA-based LPL Financial-affiliated RIA. The advisors will share an office in Sewickley, PA.
The advisors include John W. Sinclair II, Sewickley Wealth Management; Karen Bostick, Transitions Wealth Management; James R. Greno Jr., Anthony J. Harris, and Robert J. Quarture, III, all of Compass Wealth Management.
“We are proud to welcome the Sewickley-based group of advisors and business owners to our Good Life community,” said Conor Delaney, founder and CEO of Good Life. “Our support model is designed to help them in their roles as fiduciaries and as CEOs of their small businesses.”
The advisors will continue to maintain three distinct and independent practices, each serving “a unique client segment,” according to Good Life. But they will share resources to help them “productively manage their small businesses.”
The Good Life network is made up of more than 200 financial advisors and currently served over $10 billion in brokerage and advisory assets as of July 2024.