Glemann steps into the dual position of General Counsel and Chief Compliance Officer, bringing two decades of legal expertise from roles at Cercano Management and BlackRock. She will manage the firm's governance and risk management frameworks. Salcido joins as Head of Advisors, tasked with driving organic growth and practice management. His background includes a decade at Edelman Financial Engines and a long tenure in sales and operations leadership at Vanguard.

CEO Nate Angelo noted that the appointments are designed to support the firm’s trajectory as a destination for financial advisors focused on high-net-worth clients. Founded in 2007, the Los Angeles-based firm has grown to employ 125 staff members across multiple U.S. cities, maintaining an integrated model that combines tax, estate, and investment planning for its client base.