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Heritage Financial & Investment Services
In PWD coverage since September 30, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Ciara Stewart
Sep 29 · breakaway
PWD coverage
Moves
Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol
Nikki Lude and Ciara Stewart leave Commonwealth Financial Services with about $120 million in client assets to launch Heritage Financial & Investment Services in southeastern Ohio.