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Atria Adds $175M Texas Team; Cetera Recruits $112M California Advisor

Gaschen, Berlingeri & Casebolt joins Atria from Cetera and Edward Jones, while advisor Peter Bell moves to a Cetera OSJ via LPL.

Two advisor teams have come together to form a new practice, Gaschen, Berlingeri & Casebolt, and moved their business to Cadaret Grant, a subsidiary of Atria Wealth Solutions.

The Lubbock, Texas-based team, with $175 million in assets, joins from Cetera Advisors and Edward Jones. At the same time, Cetera Advisor Networks recruited Peter Bell, a Chico, Calif.-based advisor with nearly $112 million in assets, from LPL Financial.

Paul Gaschen and Angel Berlingeri, who were previously with Cetera Advisors, joined with Jonathan "Jon" Casebolt, previously with Edward Jones, to create their new practice, focused on multi-generational wealth planning and providing strategy growth and transition solutions for small business owners.

The team said they were attracted to Atria’s tailored solutions and advanced tools to help them better serve clients.

While Cetera lost a team, they also gained an advisor, with Bell joining Summit Financial Networks, a super office of supervisory jurisdiction of Cetera Advisor Networks. Bell, who has been in the industry for 30 years, said he was attracted to Summit’s “family-like culture” and the resources and support provided by Cetera.

Summit Financial Networks was created in 2019 when Summit Brokerage, an independent broker/dealer acquired by Cetera’s previous parent company, shuttered its b/d and rolled up into Cetera as an OSJ, or “region,” as Cetera calls them. Marshall Leeds, who led the b/d, still leads Summit as president of the OSJ.

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