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Press Release Jun 8, 2022
Dynamic Marketing Systems Strengthens Executive Leadership Team With Appointments of Tracy Murgash as Chief Operating Officer and Brian Fallers as Chief Brand Officer
Kennedy Investment Group's Jack W. Kennedy III Named for Third Consecutive Year to Forbes' List of Top Wealth Advisors
Press Release Apr 20, 2022
Kennedy Investment Group's Jack W. Kennedy III Named for Third Consecutive Year to Forbes' List of Top Wealth Advisors
Press Release Apr 12, 2022
CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named Again to Forbes' List of Top Wealth Advisors
Press Release Apr 12, 2022
Potomac Financial Group's Todd Wike Named to Forbes' 2022 List of Top Wealth Advisors for Third Consecutive Year
Dynamic Marketing Systems and Muse Marketing + Creative Announce Merger
Press Release Mar 29, 2022
Dynamic Marketing Systems and Muse Marketing + Creative Announce Merger
Banyan Wealth's Nick Sergio Achieves Membership in Raymond James Financial Services' 2022 Leaders Council
Press Release Jan 18, 2022
Banyan Wealth's Nick Sergio Achieves Membership in Raymond James Financial Services' 2022 Leaders Council

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
Press Release Dec 14, 2021
Jack W. Kennedy III Named Member of Raymond James' 2022 Chairman's Council

Earns top achieving advisor honor for the 9th consecutive year.
PPT Solutions Announces Jolynn Antonacci as Vice President of Marketing
Press Release Nov 18, 2021
PPT Solutions Announces Jolynn Antonacci as Vice President of Marketing
Evan Shear Named Member of Raymond James' 2022 Chairman's Council
Press Release Nov 2, 2021
Evan Shear Named Member of Raymond James' 2022 Chairman's Council
Nick Sergio's Banyan Wealth Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Press Release Sep 29, 2021
Nick Sergio's Banyan Wealth Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Potomac Financial Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Press Release Sep 29, 2021
Potomac Financial Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
CrossleyShear Wealth Management Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Press Release Sep 29, 2021
CrossleyShear Wealth Management Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Kennedy Investment Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Press Release Sep 29, 2021
Kennedy Investment Group Named in Aspioneer Magazine's Featured Asset and Wealth Management Companies Edition
Raymond James' Lanta Evans-Motte Receives InvestmentNews Award for Excellence in Diversity, Equity and Inclusion
Press Release Aug 31, 2021
Raymond James' Lanta Evans-Motte Receives InvestmentNews Award for Excellence in Diversity, Equity and Inclusion
PPT Solutions Recognized as One of America's Fastest-Growing Companies for a Fourth Consecutive Year
Press Release Aug 17, 2021
PPT Solutions Recognized as One of America's Fastest-Growing Companies for a Fourth Consecutive Year
PPT Solutions Named a Great Place to Work for a Fourth Consecutive Year
Press Release Jul 15, 2021
PPT Solutions Named a Great Place to Work for a Fourth Consecutive Year
Paula McKinnon Joins PPT Solutions as Vice President of Supplier Management
Press Release Jun 15, 2021
Paula McKinnon Joins PPT Solutions as Vice President of Supplier Management
PPT Solutions Announces Scott Forbush as Senior Vice President of Global Sales
Press Release Jun 8, 2021
PPT Solutions Announces Scott Forbush as Senior Vice President of Global Sales
Roger Blohm Joins PPT Solutions as Senior Vice President of Partner Solutions
Press Release Apr 6, 2021
Roger Blohm Joins PPT Solutions as Senior Vice President of Partner Solutions

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
Press Release Mar 15, 2021
PPT Solutions Announces Promotion of Scott Prater to Senior Vice President of Technology Solutions
Banyan Wealth's Nick Sergio Named to Raymond James Financial Services' 2021 Leaders Council
Press Release Mar 2, 2021
Banyan Wealth's Nick Sergio Named to Raymond James Financial Services' 2021 Leaders Council
Potomac Financial Group's Todd Wike Named to Forbes' 2021 List of Top Wealth Advisors
Press Release Feb 23, 2021
Potomac Financial Group's Todd Wike Named to Forbes' 2021 List of Top Wealth Advisors

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
Press Release Feb 23, 2021
CrossleyShear Wealth Management's Evan Shear and Dale Crossley Named to Forbes' 2021 List of Top Wealth Advisors
Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year
Press Release Feb 23, 2021
Jack W. Kennedy III of Kennedy Investment Group Named to Forbes' List of Best-in-State Wealth Advisors for the 2nd Consecutive Year
PPT Solutions Wins Stevie Awards® for Call Center Consulting Practice of the Year and Customer Service Solutions Technology Partner of the Year
Press Release Feb 5, 2021
PPT Solutions Wins Stevie Awards® for Call Center Consulting Practice of the Year and Customer Service Solutions Technology Partner of the Year
Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth
Press Release Jan 13, 2021
Raymond James Red Bank Announces Corporate Rebranding and Company Name Change to Banyan Wealth

New brand identity reaffirms company's client commitment and positioning as one of the nation's leading wealth management and financial planning companies.
Press Release Dec 17, 2020
PPT Solutions Announces Sarah Quinn as Vice President of Enterprise Solutions
From Supervisors to CEOs, Casey Kostecka's '7-T Success System' Develops High-Performing Leaders
Press Release Dec 15, 2020
From Supervisors to CEOs, Casey Kostecka's '7-T Success System' Develops High-Performing Leaders

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
Press Release Dec 14, 2020
Chris Napier Introduced as PPT Solutions' Vice President of Enterprise Solutions
Muse Marketing + Creative Announces Launch of MMC Advisor Solutions
Press Release Dec 9, 2020
Muse Marketing + Creative Announces Launch of MMC Advisor Solutions

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
Press Release Nov 10, 2020
Jack W. Kennedy III Named Member of Raymond James' 2021 Chairman's Council for 8th Consecutive Year
W. Dale Crossley Named Member of Raymond James' 2021 Chairman's Council for 2nd Consecutive Year
Press Release Oct 29, 2020
W. Dale Crossley Named Member of Raymond James' 2021 Chairman's Council for 2nd Consecutive Year
CrossleyShear Wealth Management's Shaun Jones Promoted to Financial Advisor
Press Release Sep 16, 2020
CrossleyShear Wealth Management's Shaun Jones Promoted to Financial Advisor
CrossleyShear Wealth Management Announces the Launch of Voyage
Press Release Aug 18, 2020
CrossleyShear Wealth Management Announces the Launch of Voyage

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
Press Release Aug 18, 2020
PPT Solutions Recognized as a Great Place to Work® for a Third Consecutive Year
PPT Solutions Recognized for a Third Consecutive Year as One of America's Fastest-Growing Companies by Inc. Magazine
Press Release Aug 13, 2020
PPT Solutions Recognized for a Third Consecutive Year as One of America's Fastest-Growing Companies by Inc. Magazine

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
Press Release Aug 11, 2020
PPT Solutions Introduces Monica Neuert as Director of Enterprise Solutions
PPT Solutions Announces Kim Massey as Vice President of Enterprise Solutions
Press Release Aug 4, 2020
PPT Solutions Announces Kim Massey as Vice President of Enterprise Solutions
Potomac Financial Group's Todd Wike Recognized as an NFL Players Association Registered Financial Advisor
Press Release Jun 23, 2020
Potomac Financial Group's Todd Wike Recognized as an NFL Players Association Registered Financial Advisor
Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team
Press Release Jun 16, 2020
Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team
PPT Solutions Announces Casey Kostecka as Senior Vice President of Enterprise Solutions & Marketing
Press Release May 18, 2020
PPT Solutions Announces Casey Kostecka as Senior Vice President of Enterprise Solutions & Marketing
PPT Solutions Announces Kathryn Martin as New Vice President of Human Resources and General Counsel
Press Release Apr 1, 2020
PPT Solutions Announces Kathryn Martin as New Vice President of Human Resources and General Counsel
PPT Solutions Waives COVID-19 Rapid Response Implementation Assessment Fees
Press Release Mar 27, 2020
PPT Solutions Waives COVID-19 Rapid Response Implementation Assessment Fees

Measure designed to deliver immediate support for impacted businesses
PPT Solutions Strengthens Executive Leadership Team
Press Release Mar 5, 2020
PPT Solutions Strengthens Executive Leadership Team

Appoints Rob Hornbuckle as Vice President of Cloud Solution Services
Valliant Wealth Strategies' Mary Ellen Valliant Named to Forbes' List of Top Wealth Advisors
Press Release Mar 4, 2020
Valliant Wealth Strategies' Mary Ellen Valliant Named to Forbes' List of Top Wealth Advisors
Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools' Board of Education
Press Release Mar 4, 2020
Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools' Board of Education
For a 3rd Consecutive Year, CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2020 List of Top Wealth Advisors
Press Release Feb 18, 2020
For a 3rd Consecutive Year, CrossleyShear Wealth Management's Evan Shear Named to Forbes' 2020 List of Top Wealth Advisors
Kennedy Investment Group's Jack W. Kennedy III Named to Forbes' List of Top Wealth Advisors
Press Release Feb 17, 2020
Kennedy Investment Group's Jack W. Kennedy III Named to Forbes' List of Top Wealth Advisors
Potomac Financial Group's Todd Wike Named to Forbes' List of Top Wealth Advisors
Press Release Feb 13, 2020
Potomac Financial Group's Todd Wike Named to Forbes' List of Top Wealth Advisors
The Pinnacle Group Announces Company Name Change, New Logo and Website
Press Release Jan 28, 2020
The Pinnacle Group Announces Company Name Change, New Logo and Website

Unveiling is the culmination of a comprehensive rebranding initiative designed to better demonstrate the company's culture, values and corporate vision.