Today we sit down with Kirstie Eustace, Chief Administrative Officer at Steward Partners, to discuss how the firm preserves its culture while expanding nationwide. Kirstie shares how Steward’s values—like partnership, excellence, and respect—are intentionally reinforced through clear communication and shared responsibility. She highlights talent management as a key driver of cohesion across more than 30 states, along with efforts to maintain consistency in employee experience and advisor engagement.

Kirstie also talks about attracting and developing the next generation of advisors, from internal mentorship to multi-generational teams. Today’s advisors, she notes, prefer collaborative, multi-disciplinary environments over going it alone. With a focus on transparency, onboarding, and leadership by example, Kirstie emphasizes that culture isn’t just maintained from the top—it’s upheld by everyone at the firm.

Resources: Steward Partners

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Today we catch up with Jeff Gonyo, Head of Wealth Management at Steward Partners, during the firm’s annual symposium. Jeff explains how Steward’s culture of ownership, advisor autonomy, and bottom-up support model attracts top advisors leaving traditional wirehouses. With a ten-person transition team and full-service infrastructure, Steward provides a smooth path to independence—empowering advisors to reclaim their entrepreneurial spirit while offering equity ownership to every full-time employee.

Jeff also outlines Steward’s long-term strategy, including next-gen advisor development, internal mobility, and a growing M&A division that preserves advisor identity. He emphasizes the firm’s investment in AI and multi-custodial technology to meet evolving client expectations and support advisors through the coming generational wealth transfer. His advice to advisors: look for a partner that values your brand, supports your growth, and gives you a real stake in the future.

Resources: Steward Partners

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