Omaha, Neb. — Aug. 17, 2026 — Carson Group, a leading wealth advisory firm with over $62 billion* in assets under management (AUM), today announced that Kevin Peterson has joined the firm as senior vice president of business development for its independent channel. In this role, Peterson will lead business development efforts, helping growth-minded independent advisors evaluate partnership opportunities with Carson while supporting the continued expansion of the firm’s independent channel.
Peterson brings nearly three decades of financial services experience and has spent his career leading advisor recruiting and business development at some of the industry’s largest firms. Most recently, he served as senior vice president of sales at Osaic, where he led the firm’s recruiting organization. Previously, he helped launch Goldman Sachs Advisor Solutions and spent more than 16 years with TD Ameritrade Institutional, where he played a key role in recruiting and transitioning advisory firms to the platform.
“Kevin has built his career around understanding what advisors want to accomplish and helping them position their businesses for long-term success,” said Scott Conroy, president of Carson’s independent channel. “He blends deep industry experience with a thoughtful, consultative approach and a genuine passion for helping advisors win. As we continue investing in our independent channel, Kevin’s leadership will help us reach more exceptional advisors and continue building a community where they can thrive.”
Peterson’s hire is the latest step in the expansion of Carson’s independent channel. Earlier this summer, the firm established dedicated teams to support its independent and integrated channels, allowing each business to focus on the distinct needs of advisors while reinforcing Carson’s commitment to offering flexible affiliation models throughout an advisor’s career.
“I was drawn to Carson because I believe it’s uniquely positioned for where our industry is headed,” Peterson said. “Independent advisors are increasingly looking for a partner that combines a strong RIA platform with broker-dealer capabilities, and Carson is well positioned to fill that need. The firm’s investments in technology and AI embedded into the platform demonstrate a commitment to innovation that will help advisors continue moving upstream. Just as importantly, I was impressed by the culture. People genuinely enjoy being here, and that’s often a rare thing in this industry. This firm has tremendous momentum, and I’m excited to help more growth-minded advisors discover what’s possible at Carson and become part of this special community.”
About Carson Group
Carson Group manages over $62 billion* in assets and serves more than 60,000 client families among its advisory network of 165+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson Group and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.
Carson Group is a dba of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Group Holdings, LLC. *AUM amount is based on total assets under Carson Group Holdings, LLC., which include CWM, LLC and Northwest Capital Management, Inc.
