Who's moving where in Wealth Management? - F2 Strategy, LPL Financial. Editorial Staff August 20, 2026 The latest senior wealth management industry moves, appointments and personnel changes in North America. F2 Strategy, Meradia Meradia, an F2 Strategy company and consulting firm for wealth and asset managers, has appointed Glen Robertson as director. Robertson brings more than two decades of experience in investment operations, technology implementation and business transformation, including more than a decade guiding institutional investment managers through complex SimCorp programs. He is based at F2 Strategy's West Chester headquarters, Pennsylvania. LPL Financial LPL Financial said this week that financial advisor Chris Stockton has joined its broker-dealer and RIA platform. Stockton, who was formerly with Edward Jones, reported serving approximately $160 million in advisory, brokerage and retirement plan assets. The founder of Guidepost Wealth Management, he is based in Stillwater, Oklahoma.

F2 Strategy acquires Meradia to expand scalable solutions. Combined firm expands geographic footprint, delivers front-to-back wealth and asset management transformation expertise at scale CHICAGO-(BUSINESS WIRE)-F2 Strategy ("F2"), the leading business and digital transformation services firm to the global wealth and asset management industries, today announced it has acquired Meradia, a North American leader in investment management operations and technology consulting. The move marks F2 Strategy's sixth and largest acquisition to date since the June 2023 majority investment from Renovus Capital Partners, and builds on continued momentum, including more than 80% year-over-year growth in 2025. Share The move marks F2 Strategy's sixth and largest acquisition to date since the June 2023 majority investment from Renovus Capital Partners, and builds on continued momentum, including more than 80% year-over-year growth in 2025 and the recent additions of Aliter Investment Services and HBMJ Consulting. The transaction represents a significant evolution for F2 and ushers in the next phase of the firm's strategic plan to enhance its capabilities across the broad investment management landscape, coming on the heels of Ryan Beach's appointment as CEO. Founded in 1997 by President and CEO Scott A. Wybranski, CFA, Meradia is a strategic advisory and implementation consultancy that serves investment managers, asset owners, pensions, family offices and wealth managers across the U.S. and Canada. The firm specializes in operations and technology consulting across trading and investment operations; investment performance, risk and analytics; and data and digital transformation. Meradia offers clients deep expertise spanning the full investment operations lifecycle. Its team brings decades of experience delivering practical, high-impact solutions that improve operational efficiency and align business and technology priorities. "Combining Meradia and F2 Strategy is a true inflection point for our firm and will be transformational in the value we deliver to clients," said Beach. "With the team bringing meaningful depth across the investment operations lifecycle, we can deliver solutions with greater impact. Equally important, Scott and Laurie have built a team and operating model that align closely with our focus on people and performance, making them an ideal cultural fit." For Meradia, the partnership expands its ability to deliver for clients by combining its specialized operational and technology expertise with F2's broader platform and resources. Together, the firms will offer clients enhanced capabilities, deeper market insight and a more comprehensive approach to transformation. "After spending meaningful time with F2 and Renovus Capital Partners, it became clear this was the right next chapter for our team," said Wybranski. "The alignment in values and our shared commitment to exceptional service stood out immediately. This partnership allows us to expand our impact while maintaining the Meradia identity our clients and employees value." "This combination gives our team greater scale and opportunity to build on what we do best," said Laurie J. Hesketh, CIPM, Managing Director, cross strategy and operations of Meradia. "We are expanding our capabilities while continuing to deliver the high-quality, specialized work our clients expect." F2 plans a phased integration, with Meradia's leadership team remaining in place and all employees continuing with the combined organization. The combined organization now has over 200 professionals to serve its complex and diverse clients. Wybranski and Hesketh will remain significant owners and continue in leadership roles. "F2 and Meradia share a clear vision for building the leading digital and operational transformation partner to the global asset and wealth management industries," said Adam Swack, Vice President at Renovus Capital Partners. "This partnership reflects our commitment to investing in knowledge-driven businesses and supporting long-term value creation." About F2 Strategy F2 Strategy is a consulting, managed services and research firm modernizing the wealth and asset management industry. Operating across Wealth, Bank & Trust, and Asset Servicing verticals, F2 delivers executive-level guidance, proprietary research, and implementation support to the nation's largest and fastest growing financial institutions. Built on firsthand insight and a people-first mindset, F2 empowers clients to build smarter systems, streamline operations, and drive sustainable growth. Strategic acquisitions and deep industry expertise position F2 as a leader in transforming how firms serve their clients. Learn more at www.f2strategy.com. About Meradia Meradia is a specialized consulting firm providing strategic advisory and implementation services to the global investment management industry. Focused on investment operations and technology, Meradia helps asset managers align front-, middle- and back-office functions with business strategy. With nearly three decades of experience and a team of highly credentialed professionals, the firm combines deep expertise with practical execution to drive transformation. Meradia has partnered with many of the industry's largest firms to modernize infrastructure, improve efficiency and build scalable operating capabilities. Learn more at www.meradia.com. About Renovus Capital Partners Founded in 2010, Renovus Capital Partners is a lower middle-market private equity firm specializing in the Knowledge and Talent industries. From its base in the Philadelphia area, Renovus manages over $2 billion of assets across its several sector focused funds. The firm's current portfolio includes over 30 U.S. based businesses specializing in education and workforce development and services companies in the technology, healthcare, and professional services markets. Renovus typically makes control buyout investments in founder owned businesses, leveraging its industry expertise and operator network to make operational improvements, recruit top talent and pursue add-on acquisitions. Visit us at www.renovuscapital.com and follow us on LinkedIn.