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Friday, October 2, 2026The Morning Brief →Sign in
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Heritage Financial & Investment Services

In PWD coverage since September 30, 2026 · 1 story
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.
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