LPL Financial (LPLA) announced that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $375 million in advisory, brokerage and retirement plan assets and join LPL from Ameriprise. Based outside of Washington, D.C., in Tysons, Va., the team is led by John Yetman, CIMA, and Manish Mukhi, APMa. The duo brings 70 years of experience and focuses on high-net-worth clients, business owners and retirees. They offer holistic planning, including retirement, estate and business planning, as well as a broad selection of investment options and risk management solutions. They have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2024 and 2025.
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