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Coastline Wealth Management Accelerates Expansion, Adds 18 Advisory Teams Across 8 New States
With these additions, Coastline now operates in 13 states with 18 offices, supported by over 90 team members and managing approximately $5 billion in total assets. The firm continues to build a scalable wealth management platform that supports independent financial advisors without compromising its relationship-driven model.
A Year of Milestones
Over the past 12 months, Coastline has advanced its strategic expansion in wealth management by welcoming several high-quality advisory teams across multiple regions. Among the first to join were Scott Raab and Scott Gomsak, both formerly with Lincoln Financial. Raab brought $113 million in assets and joined Coastline in Hanover, Pennsylvania, while Gomsak added $154 million in client assets from his base in Sykesville, Maryland.
In New York, David Schnall and Timothy Longo helped deepen Coastline’s local footprint. Schnall, previously UBS, transitioned $103 million in assets to Coastline through a partnership in Port Jefferson. Longo, who joined from American Capital Partners, brought $98 million in AUM to the firm’s office in Woodbury.
Coastline also formed key financial advisor partnerships in the Midwest. In Wheaton, Illinois, Jeff Stensland joined through his firm, Stensland Financial Group, with $166 million in AUM. Further north, Coastline increased its presence in Wisconsin, welcoming Thomas Karlen, previously from Petros Family Wealth, who added $100 millions in assets, while Jamie Grupe and Chantel Luke brought $386 million in assets from Ameriprise – one of the largest additions of the year.
Additional transitions added strategic depth across both new and existing markets. Gary DeLorenzo joined from OSAIC with $80 million in AUM, expanding Coastline’s team in Huntington, NY. In Florida, NY, James and Lori Mezzetti transitioned $116 million in client assets as part of a broader partnership involving Myles Wealth Management. In Colorado Springs, Ed Collins added $100 million in assets to the group through Collins Wealth Management. Other significant financial advisor acquisitions included Juan Garcia in McAllen, Texas ($37MM AUM), Susan Cevette in the Minneapolis–St. Paul area ($51MM AUM), and Julie Wendholt in Nyack, NY ($29MM AUM).
Rounding out this activity was Kelly Burke, who brought a combined $220 million in assets across two locations: Raleigh, North Carolina and Fort Lauderdale, Florida. Prior to joining Coastline, Burke was affiliated with RIA Integrated Financial Strategies and RIA Financial Planning Services Inc., both of which cleared through Charles Schwab.
Why These Partnerships Matter
This year’s advisor partnerships extended beyond AUM growth. Coastline focused on acquiring advisory teams with established practices, strong leadership, and client relationships built over decades. These wealth management acquisitions enhanced the firm’s capabilities across planning, succession, and advisor integration.
Each deal was designed to strengthen Coastline’s position as a leader in M&A in wealth management, with incoming teams gaining access to centralized operations while maintaining autonomy in how they serve clients. This structure continues to appeal to independent financial advisors seeking both scale and support.
Future Direction
Following a year of accelerated growth, Coastline remains focused on its national expansion strategy. The firm will continue to pursue partnerships that align with its advisor-centric model, while enhancing platform capabilities that support scale and long-term value.
“This past year has been a defining chapter for Coastline,” said Garrett Taylor, CEO of Coastline Wealth Management. “Each acquisition represents more than just growth in numbers. It’s about partnering with exceptional advisors who share our vision of elevating client outcomes. We are building a platform where independent advisors can thrive, clients can experience unmatched service, and our collective enterprise value continues to scale.”
Looking ahead, Coastline will further invest in operational infrastructure by expanding data systems, technology tools, and service functions to support advisors and deepen client relationships, thereby continuing its reputation as a top private equity-backed wealth management firm.
Hashtag: #CoastlineWealthManagement
The issuer is solely responsible for the content of this announcement.
About Coastline Wealth Management
Coastline Wealth Management, founded in 2012, is a Long Island, NY-based independent wealth management platform with $5 billion of assets under management/advisement. Coastline services over 7,000 client accounts primarily across the East Coast of the United States. The Company, whose core focus is servicing its client base, has grown by a series of acquisitions as it continues to build its industry-leading, technology-enabled platform. Coastline continues to be a leading consolidator in the wealth management industry and is actively pursuing additional wealth advisor acquisitions (~$50MM to $500MM in assets) as part of its core growth story. By focusing on maximizing the value of advisory practices, Coastline empowers advisors to create sustainable, long-term strategies for transitioning their businesses, ensuring both financial stability and continuity for their clients. Its expertise in navigating the complexities of succession planning enables advisors to secure their legacy while optimizing growth potential, ultimately fostering a seamless transition that benefits all stakeholders involved.
Most recently Mr. Chan was the Firm’s Department Managing Partner for Litigation & Dispute Resolution, serving on the four-member Management Committee which he will now lead in overseeing the Firm’s operations and strategy.
Consistently recognised as a leading practitioner in construction law by the major legal directories, he has served on the Panel of Arbitrators of the Hong Kong International Arbitration Centre (HKIAC) and the China International Economic and Trade Arbitration Commission (CIETAC). He is chair of the 2036 Working Group, a Hong Kong-based coalition advocating for a joint 2036 Olympic bid with the Greater Bay Area (GBA).
Commenting on the appointment, Mr. Tung said: “I am delighted to hand over the Firm’s Senior Partner responsibilities to a successor of Geoffrey’s high calibre. He keenly understands the heritage of our Firm, the tremendous talent of our people and how to lead the next chapter for JSM as the pre-eminent law firm in Hong Kong, among the international elite of independent law firms around the world.” Mr. Tung will continue as a partner of the Firm focusing on his practice in Hong Kong and the Chinese Mainland.
“I would like to express my deep gratitude to Terence for his stewardship of the Firm throughout a tenure of significant transformation” said Mr. Chan. “Under his leadership, the Firm has redefined the legal market in Hong Kong and built upon the trust of our clients and the community we serve. Our leadership transition is about growing from these strong foundations so that the Firm is primed for the next generation of JSM lawyers. As an independent law firm in Hong Kong, we have a distinctive new vision for our future, underpinned by strong values and a client-focused strategy resilient to the challenges and responsive to the opportunities of an era of unprecedented global change.”
Since its formal relaunch as an independent law firm on 2 December 2024, JSM has achieved significant milestones in internal promotions, lateral recruitment and advising on landmark cases and transactions. The Firm has enhanced its pre-eminent status in the region through multiple high-profile accolades and was recently recognised by the Financial Times as a leading innovative law firm in the Asia-Pacific region.
Hashtag: #JSM
The issuer is solely responsible for the content of this announcement.
About JSM
Johnson Stokes & Master (JSM) is a pre-eminent law firm in Hong Kong with representative offices in Beijing and Shanghai and a Beijing IP agency which handles trademark registration matters in Mainland China. JSM advises clients on the full spectrum of legal issues arising on the most complex deals and disputes in and from Hong Kong and Mainland China. For more information, please visit www.jsm.com.
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ASSOE 2026 Connects Global Buyers with Advanced Safety & Security Solutions Through a Five-Month Online Exhibition
Organized jointly by AsianNet and the global B2B marketplace TradeAsia (www.e-tradeasia.com), ASSOE 2026 provides suppliers with long-term international exposure while helping buyers efficiently discover products, compare suppliers, and submit sourcing inquiries online. Through TradeAsia’s B2B matchmaking platform, the exhibition supports cross-border procurement opportunities and strengthens business connections between global buyers and Asian manufacturers.
Expanding International Sourcing Opportunities Through Global Industry Exposure
To increase global visibility and sourcing opportunities, ASSOE 2026 aligns its exhibition period with several major international industry events, including INTERSCHUTZ 2026, Expo Seguridad México, NSC Safety Congress & Expo, SECURITY ESSEN, and FISP. By running alongside major international industry exhibitions, ASSOE 2026 helps increase global exposure for participating suppliers and creates more sourcing opportunities for international buyers.
Through the ASSOE 2026, buyers can review supplier information, browse product catalogs, and directly contact exhibitors for sourcing inquiries. ASSOE 2026 helps suppliers increase global exposure while giving buyers convenient access to qualified manufacturers and a wide range of safety and security solutions.
Comprehensive Product Categories Across the Safety & Security Industry
The exhibition also features a strong lineup of participating suppliers and manufacturers from across Asia’s safety and security industry. International buyers can explore products and sourcing solutions presented by companies including A-BELT-LIN INDUSTRIAL, PAN TAIWAN ENTERPRISE, DORIS INDUSTRIAL, MODERN AUTO, JI JUSTNESS INDUSTRIAL, CLEVER INTELLIGENCE UNITY, PERFECT MEDICAL INDUSTRY, LITEFILM TECH, ET&T TECHNOLOGY, FORMOSA GLOVE INDUSTRIAL, YAU YOUNG AUTO PARTS and HARCO ENTERPRISE.
These exhibitors showcase a diverse range of products and applications covering smart security technologies, industrial safety equipment, protective products, automotive safety solutions, access control systems, and related safety and security applications.
Supporting Global B2B Trade Through Digital Sourcing Solutions
Powered by TradeAsia’s B2B platform, ASSOE 2026 provides exhibitors with online product showcases, supplier profiles, and digital e-catalogs designed to increase international exposure and sourcing opportunities.
International buyers can browse products and communicate with suppliers online regardless of location or time zone, making it easier to compare products, evaluate supplier capabilities, and submit inquiries efficiently. The exhibition’s long-term online format also enables participating companies to maintain continuous visibility throughout the five-month exhibition period.
By integrating online sourcing, digital promotion, and buyer-supplier matchmaking services, ASSOE 2026 creates an efficient environment for global B2B trade and international procurement across the safety and security industry.
Start Sourcing Now
Explore suppliers, discover products, and connect directly with exhibitors through the official ASSOE 2026 online exhibition platform:
https://www.etradeasia.com/online-show/46/Asian-Safety-Security-Online-Exhibition-2026.html
Hashtag: #TradeAsia
The issuer is solely responsible for the content of this announcement.
About TradeAsia
The web-based marketplace located at 
www.eTradeAsia.com functions as an essential vehicle for global B2B matchmaking by prioritizing transactional outcomes for procurement professionals and corporate vendors worldwide. This expansive network unifies an extensive audience of millions of registered buyers alongside more than 600,000 active manufacturing entities within a constantly evolving product database. Beyond its digital architecture, the enterprise leverages formal partnerships with hundreds of transnational trade federations and industrial expo organizers. This strategic framework merges cloud-based positioning with on-site promotional operations to optimize international market penetration and drive high-impact marketing results across geopolitical boundaries.
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Siam Piwat Reinforces Its “Game Changer” Leadership, Expanding a Global Luxury Ecosystem with World-Class Partners to Unlock New Growth from the Rising HNWIs Economy
This alliance strengthens the Global Privilege Partnership and elevates the Global Luxury Ecosystem. It connects the world of luxury for ONESIAM members and partner patrons through high-value experiences across Thailand and the globe. Currently, Siam Piwat commands over 70% of the luxury market share in Thailand, backed by Asia’s highest-purchasing-power customer base.
By integrating private aviation, ultra-luxury hospitality, premier department stores, and bespoke lifestyle management, Siam Piwat is shaping a “Borderless Luxury Ecosystem.” This milestone solidifies its retail leadership and drives Thailand to become a premier global luxury hub.
Mrs. Saruntorn Asaves, First Executive Vice President at Siam Piwat Co., Ltd., stated “Siam Piwat remains committed to its ‘Co-creation & Collaboration’ strategy. In the high-value luxury sector, we possess deep expertise in catering to global High-Net-Worth individuals. In 2025, our premium members recorded expenditures exceeding 1 million Baht per transaction, with annual spending surpassing average customers by 35 times. This year’s partnership aims to elevate Thailand into the Luxury Hub of the World by integrating databases and cross-industry advantages to deliver ultimate privileges.”
Uniting 4 World-Class Partners into the Global Partnership Ecosystem
- Elevated Travel Experiences with BELMOND (LVMH): Revolutionizing travel through curated journeys. Members enjoy 1-1 travel planning and VIP welcomes at legendary hotels or traveling aboard Belmond’s iconic luxury trains worldwide.
- Exceptional Services with INSIGNIA: Elevating lifestyles via 24/7 bespoke client services and highly personalized support, seamlessly curated to fulfil every desire without geographical boundaries, from securing reservations at sought-after restaurants and gaining access to exclusive global events.
- Seamless Travels with MJETS: Completing the puzzle of limitless mobility through bespoke private jet services, elite airport lounge access, and luxury chauffeur transfers directly from the runway to Siam Piwat’s landmarks.
- Seamless Shopping with GALERIES LAFAYETTE: Bestowing exclusive privileges across two continents. In Paris, members enjoy access to a Private Personal Shopping Lounge, dedicated personal shoppers, and expedited tax refunds.
Joining Forces with Global Partners to Offer Curated World-Class Privileges
Beyond these four titans, Siam Piwat’s Global Privilege Partnership network includes international retail leaders such as PARCO (Japan), TAIPEI 101 (Taiwan), Hong Kong Times Square, ION Orchard (Singapore), Pavilion Kuala Lumpur (Malaysia), Plaza Indonesia, FOSUN (China), and Hyundai Department Store (South Korea).
ONESIAM members receive exclusive discounts, promotions, and VIP hospitality abroad. Reciprocally, international partner members visiting Siam Piwat’s destinations enjoy premium privileges, including lounge access and dedicated customer relationship assistance. Furthermore, Siam Piwat has integrated database infrastructures with its partners to analyze customer insights, enabling hyper-personalized offers that foster long-term relationships.
“This synergy marks a monumental step toward borderless growth, establishing a definitive new benchmark for the ultimate luxury lifestyle experience,” concluded Mrs. Saruntorn.
Hashtag: #SiamPiwat #GameChanger #ONESIAMMember #GlobalPartnershipEcosystem #BorderlessPrivilege #GlobalLuxuryDestination #Bangkok #BELMOND #GALERIESLAFAYETTE #INSIGNIA #MJETS
https://www.siampiwat.com/en/home
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The issuer is solely responsible for the content of this announcement.
Siam Piwat
Siam Piwat is a leading retail and real estate developer behind Bangkok’s most iconic destinations, including Siam Paragon, Siam Center, Siam Discovery, ICONSIAM, and Siam Premium Outlets Bangkok, globally recognized for pioneering experiential destinations.
For over six decades, Siam Piwat has been renowned for creating iconic destinations and world-class experiences, continuously redefining Bangkok’s retail landscape through award-winning developments that set new global benchmarks. Guided by creativity, innovation, and sustainability, the company continues to lead with a bold vision s that inspire, engage, and delight customers from around the world, while creating long-term value for society, businesses, and future generations.
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