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![Kennedy Investment Group's Jack W. Kennedy III Named for Third Consecutive Year to Forbes' List of Top Wealth Advisors](https://cdn.nwe.io/files/x/c4/cb/ce03d4640e243956dd1130464f0c.jpg)
![Banyan Wealth's Nick Sergio Achieves Membership in Raymond James Financial Services' 2022 Leaders Council](https://cdn.nwe.io/files/x/43/17/b20e7865a59a24f4bee27720aa0d.jpg)
Honor marks the 11th year Sergio has been named to the prestigious group
![Jack W. Kennedy III Named Member of Raymond James' 2022 Chairman's Council](https://cdn.nwe.io/files/x/fc/d3/9e9825487f7b3abb242da8bbad6e.jpg)
Earns top achieving advisor honor for the 9th consecutive year.
![Nick Sergio's Banyan Wealth Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition](https://cdn.nwe.io/files/x/55/c1/67dcbd474ab4b0766e384631f2e9.jpg)
![Potomac Financial Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition](https://cdn.nwe.io/files/x/02/76/0a10b4bb5c0b341b8c91e197d9ea.jpg)
![Kennedy Investment Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition](https://cdn.nwe.io/files/x/ef/76/c5bf955e521c5f25539771b7318e.jpg)
![CrossleyShear Wealth Management Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition](https://cdn.nwe.io/files/x/6f/41/61745cda3489559fc4af388b7365.jpg)
![Raymond James' Lanta Evans-Motte Receives InvestmentNews Award for Excellence in Diversity, Equity and Inclusion](https://cdn.nwe.io/files/x/85/01/06cdaaab6a72203bd8452b1ed393.jpg)
![PPT Solutions Recognized as One of America's Fastest-Growing Companies for a Fourth Consecutive Year](https://cdn.nwe.io/files/x/98/81/0d48beed27f66f0f95f081c5da94.jpg)
![Paula McKinnon Joins PPT Solutions as Vice President of Supplier Management](https://cdn.nwe.io/files/x/c6/81/8943883302545404566181cf95ff.jpg)
![PPT Solutions Announces Scott Forbush as Senior Vice President of Global Sales](https://cdn.nwe.io/files/x/eb/b9/ff13c0ba6d31b2709a850ed64c49.jpg)
![Roger Blohm Joins PPT Solutions as Senior Vice President of Partner Solutions](https://cdn.nwe.io/files/x/7c/1a/c5a7284ee04c7717afd808c94490.jpg)
Addition of industry leader to bolster the company's channel program and growth strategies.
![PPT Solutions Announces Promotion of Scott Prater to Senior Vice President of Technology Solutions](https://cdn.nwe.io/files/x/f3/dc/02bd49b2288b2ebcf9baecb44289.jpg)
![Banyan Wealth's Nick Sergio Named to Raymond James Financial Services' 2021 Leaders Council](https://cdn.nwe.io/files/x/fb/ea/22f821899f90c567910188720ad5.jpg)
![Potomac Financial Group's Todd Wike Named to Forbes' 2021 List of Top Wealth Advisors](https://cdn.nwe.io/files/x/ee/14/a569624e2be47e69363739b159ed.jpg)
Recognition follows recent naming to Raymond James' 2021 Chairman's Council
![CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named to Forbes' 2021 List of Top Wealth Advisors](https://cdn.nwe.io/files/x/0d/f5/1d82a37e597da30a9dc4ba279190.jpg)
![Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year](https://cdn.nwe.io/files/x/3e/83/f4bea9f2013d800142e58e33539a.jpg)
![PPT Solutions Wins Stevie Awards® for Call Center Consulting Practice of the Year and Customer Service Solutions Technology Partner of the Year](https://cdn.nwe.io/files/x/2c/87/3e19431368fe09ba59fbf1260185.jpg)
![Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth](https://cdn.nwe.io/files/x/98/30/6a1a2aa7a540f8c6d8f4f636a98b.jpg)
New brand identity reaffirms company's client commitment and positioning as one of the nation's leading wealth management and financial planning companies.
![From Supervisors to CEOs, Casey Kostecka's '7-T Success System' Develops High-Performing Leaders](https://cdn.nwe.io/files/x/5e/19/8942f410e1cde1c45f298eeb73c8.jpg)
New business book provides framework for identifying and solving organizational problems to create successful leaders who build winning, results-oriented teams.
![Chris Napier Introduced as PPT Solutions' Vice President of Enterprise Solutions](https://cdn.nwe.io/files/x/eb/0a/7573dd680b080b4e4930139a5757.jpg)
![Muse Marketing + Creative Announces Launch of MMC Advisor Solutions](https://cdn.nwe.io/files/x/32/bb/22ebfdd80327dc88f722f4856a04.jpg)
New division to exclusively support the marketing needs of the nation's leading financial planning and wealth management firms.
![Jack W. Kennedy III Named Member of Raymond James' 2021 Chairman's Council for 8th Consecutive Year](https://cdn.nwe.io/files/x/e6/af/d3fd235519f1afb0f3d57df7016d.jpg)
![W. Dale Crossley Named Member of Raymond James' 2021 Chairman's Council for 2nd Consecutive Year](https://cdn.nwe.io/files/x/af/60/a45edeeda61a066ec02fd9582867.jpg)
![CrossleyShear Wealth Management's Shaun Jones Promoted to Financial Advisor](https://cdn.nwe.io/files/x/2a/98/87d28c619c49555309cc444444d4.jpg)
![CrossleyShear Wealth Management Announces the Launch of Voyage](https://cdn.nwe.io/files/x/7b/04/63dceb178ba1a75bc4de2639767d.jpg)
The company's four-step financial planning process founded on industry fundamentals and a proprietary algorithm.
![PPT Solutions Recognized as a Great Place to Work® for a Third Consecutive Year](https://cdn.nwe.io/files/x/25/f1/81389a805ca14b4a503229bfb6f4.jpg)
![PPT Solutions Recognized for a Third Consecutive Year as One of America's Fastest-Growing Companies by Inc. Magazine](https://cdn.nwe.io/files/x/42/86/de05d654e50a190b865e93a884d3.jpg)
Appearance on the Inc. 5000 list follows a three-year revenue growth of 271 percent.
![PPT Solutions Introduces Monica Neuert as Director of Enterprise Solutions](https://cdn.nwe.io/files/x/b6/61/eb72c9e8e15df5d097a04cfd416c.jpg)
![PPT Solutions Announces Kim Massey as Vice President of Enterprise Solutions](https://cdn.nwe.io/files/x/d0/32/454622fcae762e86ff3644be1f3d.jpg)
![Potomac Financial Group's Todd Wike Recognized as an NFL Players Association Registered Financial Advisor](https://cdn.nwe.io/files/x/99/82/e0910651b4de29a4c9d257af6a54.jpg)
![Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team](https://cdn.nwe.io/files/x/dd/1b/c501eaf0ac9c6afabe705c0e119f.jpg)
![PPT Solutions Announces Casey Kostecka as Senior Vice President of Enterprise Solutions & Marketing](https://cdn.nwe.io/files/x/bf/5d/f1a68e79553a35a6c5696e0312e3.jpg)
![PPT Solutions Announces Kathryn Martin as New Vice President of Human Resources and General Counsel](https://cdn.nwe.io/files/x/06/c3/04921d1b0663c4baff9e8fe70e68.jpg)
![PPT Solutions Waives COVID-19 Rapid Response Implementation Assessment Fees](https://cdn.nwe.io/files/x/99/6c/d05b5cc748230a0008b3e84194f0.jpg)
Measure designed to deliver immediate support for impacted businesses
![PPT Solutions Strengthens Executive Leadership Team](https://cdn.nwe.io/files/x/df/e2/44c3ae562fe2a03ec61894ec15f9.jpg)
Appoints Rob Hornbuckle as Vice President of Cloud Solution Services
![Valliant Wealth Strategies' Mary Ellen Valliant Named to Forbes' List of Top Wealth Advisors](https://cdn.nwe.io/files/x/de/d7/547b95757cc15c7bc9a7472a2b63.jpg)
![Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools' Board of Education](https://cdn.nwe.io/files/x/3e/92/dc12282c24bbf371eafb545c6bed.jpg)
![For a 3rd Consecutive Year, CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2020 List of Top Wealth Advisors](https://cdn.nwe.io/files/x/68/2c/784958db371f119395bcf6427268.jpg)
![Kennedy Investment Group's Jack W. Kennedy III Named to Forbes' List of Top Wealth Advisors](https://cdn.nwe.io/files/x/49/a9/e6f0ec28a64420373fe32588b8a1.jpg)