October 24, 2025 — Xcelsior Advisor Partners is proud to welcome Eagle Rock Wealth Management, a well-respected Scottsdale, AZ team formerly of Baird Private Wealth Management.

The team is led by Pete Lisicky, Partner, and Tom Glynn, Partner, advisors with deep industry experience overseeing approximately $330 million in client assets.  Lisicky, a Certified Financial Planning Professional and Glynn, a CIMA Professional, use their skillsets to provide a planning and wealth-building educational approach to help clients achieve goals.

Xcelsior is also thrilled to welcome BV Private Wealth, a rapidly growing Fort Worth, TX based team who joined Xcelsior in August.  Previously with UBS and most recently, Baird Private Wealth Management, the team is deeply committed to serving their clients and communities.

Rebecca Gadus, Partner, and Tyson Eubanks, Partner, lead the team which oversees approximately $300 million in client assets.  Both have been recognized for their outstanding service, Gadus named as one of the top Wealth Advisors in North Texas and Eubanks as one of America’s Top Next-Gen Wealth Advisors by Forbes.

Gadus said about joining Xcelsior, “My one regret is waiting so long!  I’ve always strived for the highest level of success for my clients and my career.  I’ve finally found it and it’s more rewarding than I could have ever imagined.”

The firm is led by Co-CEOs Mark Peterson and Matt Curley, both former senior leaders at Baird Private Wealth Management. Together, they bring more than six decades of industry experience and a shared philosophy centered on partnership, trust, and advisor empowerment. At Xcelsior, their focus is to redefine what independence can mean for elite advisory teams—pairing high-touch, institutional-quality support with a collaborative culture that enables advisors to deliver better outcomes for their clients while building lasting enterprise value on their own terms.

About Xcelsior Advisor Partners
Xcelsior Advisor Partners is a rapidly growing independent RIA platform built to empower financial advisors pursuing greater flexibility, increased solutions for their clients and enhanced economics, including a firm equity ownership opportunity. Led by deeply experienced industry leaders, the firm provides integrated operational, compliance, and technology resources designed to simplify complexity and support growth, while allowing advisors to maintain control of their businesses. As an independently owned firm, Xcelsior aligns its platform with the evolving needs of advisors and the clients they serve.

Disclosures

Investment advisory services are offered by Xcelsior Advisor Partners, a registered investment adviser. Securities are offered through Simplicity Investments, a member of FINRA/SIPC. Xcelsior Advisor Partners is not affiliated with Simplicity Investments.

Statements regarding advisor experiences, platform benefits, growth opportunities, operational flexibility, or potential business outcomes are illustrative in nature and may not be representative of the experience of all advisors. Individual experiences will vary based on numerous factors, including business model, market conditions, and individual circumstances.

The related content may include testimonials from current clients of Eagle Rock Wealth Management and/or BV Private Wealth, or endorsements from other third parties. These statements reflect the individual’s personal experience or opinion and may not be representative of the experience of all clients or users. Unless otherwise stated, no cash or non-cash compensation was provided in connection with any testimonial or endorsement. Testimonials or endorsements should not be viewed as a guarantee of future results, investment performance, or client experience. The speaker’s relationship with the Firm may create a conflict of interest.

The Forbes Top Next-Gen Wealth Advisors rankings are published annually by Forbes and awarded based on data provided by participating firms and independent research conducted by SHOOK Research, LLC.  Forbes rankings are not necessarily indicative of any client’s experience, and no compensation was provided in exchange for these rankings unless otherwise noted.

MEDIA:

Max Rathman

National Director of Branch Development

612-454-5368

max.r@xcelp.com