Dixon-James set up his own firm, Resilient Wealth Management, in 2013, and says independence lets him pursue his passion for education, which includes volunteering in financial literacy programs for children.
Crawford, a portfolio manager at Alger and the mother of three children, formed a networking group for women at the firm and for others in investment and finance.
Hall, a regional vice president at Jackson National Life Distributors, founded the Association for Wholesaling Diversity in 2016.
Haslach, who started working as an adviser in her 50s, specializes in veterinarians and wants to continue serving diverse groups.
Ameyaw, director of municipal bond sales at Raymond James, got into financial services after a 17-year military career, and she’s active in the firm’s Veterans Inclusion Network.
Dedrick, senior vice president of investments at Raymond James & Associates, worked his way up from the mailroom at Merrill Lynch.
The acquisition of Bradenton, Florida-based Integra Capital Advisors brings the Minneapolis-based hybrid's assets to more than $54.7 billion.
Father-and-son team of James and Christopher Domgard operate as Capital Private Wealth in Lincoln, Nebraska.
Frontier Growth is taking a minority equity stake in the Rhode Island-based fintech.
The company said it's buying Beaverton, Oregon-based Niedermeyer Risk Management and Kirkland, Washington-based Pacific Northwest Insurance.
