While many financial advisers continue to seek either the comforts of a megafirm or the independence of a registered investment advisory group, Adam Sherman, David Fleisher and their team have found a cozy home in the community banking channel.

For the past 11 years they have cobbled together a strong book of business from within a community bank, navigated through a merger, become independent and then emerged right where they started, selling wealth management services from inside the friendly confines of a small bank.

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