Page 22 - Investment Advisor - November 2023
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John Hyland, Private Advisor Group specialized care of young victims of sex trafficking. Announced in
During the past year, Hyland has served as board 2020, the capital campaign for the center has raised $14 million
chair of Invest in Others, an organization support- to date. St. Jude’s Ranch broke ground on the project in fall 2022.
ed by the financial services industry to amplify Hyland personally enlisted a commitment from the Clark County
the philanthropic activity of financial advisors, School District to construct a school for the residents on the cam-
employees and their firms. Under his leadership, the nonprofit pus of St. Jude’s Ranch.
group enjoyed a record fundraising year. It now has awarded some
$5 million to charities in 47 states. Last September, Hyland com- Jim roberts, Jim roberts Investment Advisors
peted in and recruited an entire team at Private Advisor Group Roberts has leveraged his education and profes-
to join him in an Ironman competition, fundraising more than sional experience to provide support and strategic
$100,000 for the nonprofit Leukemia & Lymphoma Society. advice to several nonprofit organizations, focus-
ing on the areas of diversity, equity and inclusion,
Lance t. Knight, Ashton thomas Private Wealth and education. Through his mentorship, he helps other minority
Under Knight’s leadership as board chair for owned businesses grow and to make them sustainable. In 2022,
St. Jude’s Ranch for Children, which serves the he published an article that addressed the importance of being
needs of abused and neglected children and young deliberate with minority business talent. This article built on two
adults in Southern Nevada, the organization is previous ones that spoke about the lack of people of color in the
on the brink of launching the Healing Center, a program for the wealth management and intellectual properties fields.
Executive
Leadership
FIrMs Commonwealth Financial network
Forty-four-year-old Commonwealth Financial
Broker-dealers Network spent much of the last year building toward
the next 44 years of its evolution. The firm expanded
Cambridge Investment its à la carte Outsourced Business Solutions offering, including
research human resources, compliance, investment management, opera-
In 2022, Cambridge’s executive leadership team created an Office tions, technology, marketing and financial planning. It also expe-
of the CEO to align its leadership structure with its key business rienced record-breaking recruiting success, bringing in a greater
functions. They reorganized internal departments into three diversity of advisors. And it redefined its Mission, Vision and Values
broad areas of responsibility. The Innovation and Experience statement, which guides all efforts by the home office. The state-
division drives associate engagement and financial professional ment emphasizes independence, choice and guidance, positioning
satisfaction while advancing new ways to meet ongoing needs. Commonwealth as the best partner for client-centric advisors.
Growth and Development develops strategic opportunities cen-
tered on organic growth, acquisitions, recruiting and relation- Prudential Financial
ship management, while enhancing and expanding the digital Prudential Advisors, the advice
resources. Advocacy and Administration helps Cambridge asso- channel of Prudential Financial,
ciates and financial professionals succeed by managing internal has brought together the face-to-face advice expertise of its advi-
policies and controls while navigating industry rules and laws sors with a hybrid advisory team with digital capabilities, creating
that affect the business. a holistic financial advice organization. In 2022, it introduced the
20 Investment AdvIsor November 2023 | ThinkAdvisor.com