Genesis Wealth Branch Within LPL Adds Pair of Advisers From JPMorgan Chase
Genesis Wealth, an independent firm on LPL Financial’s broker-dealer and registered investment adviser platforms, announced it had added two senior financial advisers from JPMorgan Chase with experience managing combined assets of $650 million.
The recruits, Todd Brase, based in Schaumburg, Ill., and Dray Henderson, based in Downers Grove, Ill., each bring more than two decades of experience serving high-net-worth clients. Brase has 24 years of industry experience, including 22 years at JPMorgan Chase, and has serviced approximately $350 million in client assets under management. He focuses on high-net-worth individuals and families.
Henderson has 25 years of industry experience and is a wealth management certified professional who has overseen $301 million in client AUM. His practice is client goals-based, with a focus on financial and retirement planning, tax efficiency and wealth transfer.
“Todd and Dray represent exactly the kind of advisers Genesis Wealth was built for –experienced professionals who want to serve clients with greater freedom and intentionality,” said Kosta Tanglis, founder and managing partner at Genesis Wealth. “Many senior advisers are reassessing traditional bank models and realizing there’s a better way forward. Our platform was designed to support that transition with dignity, flexibility and continuity for clients.”
According to Genesis Wealth, its latest recruits underpin its momentum in recruiting experienced, bank-based advisers and the draw of its supported independence model for professionals seeking expanded options for their practices.
“Todd and Dray have built trusted practices over decades, and that trust is something we deeply respect,” said Bryan Schneider, founder and wealth adviser. “Genesis Wealth gives advisers the tools and support to elevate planning and enhance the client experience without compromise. We’re thrilled to welcome them as partners.”
Built by former bank advisers for experienced peers, the firm said its recruiting proposition includes turnkey infrastructure, including staff, office space in the Chicagoland area, technology, and LPL affiliation fees. These resources and benefits allow advisers to focus 100% on clients and growth, while avoiding operational distractions.
Brase credited Genesis Wealth’s ability to support advanced financial planning, estate planning, and portfolio construction as a key driver of his decision to join the firm. Henderson said the move allows him to deliver more personalized, independent and purpose-aligned care while strengthening long-term client relationships.
Genesis Wealth said it continues to see strong interest from bank-based advisers looking for a platform designed to support their growth and to fulfill their long-term goals at a key stage of the adviser lifecycle as they seek a more flexible, client-centric path for the next phase of their careers.
Previously reported by AltsWire, Genesis Wealth surpassed its recruitment and growth targets for 2025, reaching more than $2.5 billion in assets under management.
Genesis Wealth was founded in January 2024 and officially launched under its current brand in July 2025. Via its supported independence model, the firm said it has attracted bank-based advisers seeking greater flexibility while maintaining access to operational, compliance, and technology infrastructure.
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