Hobby comes over from Fidelity Investments, where he served as the head of distribution for private wealth management, executive services, workplace planning and advice and stock plan services.

Focusing on client’s problems, not industry solutions and jargon.

The key is finding the right firm that will enhance an advisor’s ability to work with retirement plans in an efficient and scalable manner.

Especially in 401(k) plans.

Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.