Uptick Partners, known as the “Bridge Builder to Independence,” has officially launched its RIA platform designed to support advisors breaking away from captive broker-dealers, with Jonathan Dvorak joining as their latest breakaway advisor. Founded by industry veterans Steve Barber, Jason Barber, and Taylor Pankratz, formerly of Edward Jones, Uptick offers tailored support services to empower advisors like Jonathan, who brings his expertise from managing $275 million in client assets at Edward Jones to his independent practice at Dvorak Financial Planning in Cullman, Alabama. Uptick’s innovative framework, exemplified by a 95% gross payout, modern technology solutions, and a commitment to growth and service excellence, aims to guide advisors through successful transitions and provide enhanced financial services to their clients. To learn more about read the following publications, where we were recently featured: Yahoo Finance, Morningstar, Investment News, StreetInsider.