By Kenneth Corbin
Wells Fargo Advisors has notched another recruiting win for its FiNet independent channel, bringing on an advisory team that oversaw more than $650 million in client assets from Stifel Independent Advisors. The Rebich Investments team, based in Edinboro, Pa., joined Wells Fargo on Monday, according to registration records.
The 10-person team is led by Eli Rebich, and includes advisors Brian Long, Greg Keil, Zane Wright, and Rebich's daughter, Allison Rebich. The support staff includes Aimee Forkey, Misty Dawson, Alison Petkac, Truman Vereb, and Sam Work.
The senior Rebich is a 26-year industry veteran who first registered as a broker in 2000 with Edward Jones. He registered as an investment advisor with Edward Jones in 2008, and later that year joined Wells Fargo Advisors, the firm's traditional brokerage channel. He went on to stints with Ameriprise and Stifel before returning to Wells Fargo, this time with its independent division.
Stifel didn't immediately respond to a request for comment on the departure.
The move continues a series of recruiting wins for Wells Fargo, both in the traditional brokerage and the independent FiNet channel. Wells Fargo says that FiNet added advisory operations that collectively oversaw more than $3 billion in client assets in May alone.
Those additions included two advisory practices that joined FiNet as one team from Merrill Lynch, where the advisors oversaw $1.4 billion in assets. In addition, seven other established FiNet practices brought on experienced advisors last month.
"This growth reflects not only the strength of our platform, but also the strength of the practices already part of our network," says FiNet President John Tyers .
"Advisors are drawn to the opportunity to grow their businesses on their own terms, whether by joining established practices or launching new ones, while having access to the scale and capabilities of a leading wealth management firm."
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
(END) Dow Jones Newswires
June 10, 2026 14:50 ET (18:50 GMT)
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