Our Team

Leadership Excellence:

Our team supports financial and breakaway advisors through transition and growth decisions, providing practical guidance to help them prepare thoughtfully and move forward with confidence.

President

Jason Kuehn

Jason leads Arlington Group’s work with financial and breakaway advisors, helping them evaluate opportunities, design transition strategies, and navigate the personal and business trade-offs that come with every move.

With more than 20 years of experience in wealth management recruiting and business development at leading U.S. firms along with Fortune 500 financial services experience he brings a deep understanding of the industry and the decisions advisors face.

Jason combines that institutional perspective with a people-first approach. Advisors work with him to gain clarity, stay in control of their options, and move forward with confidence at every stage of their journey.

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VP, Engagement & Transition Strategy

Raylene Cromwell

Raylene brings over 10 years of experience in advisor transitions, consulting, and engagement across the wealth management industry.

She began her career managing independent advisor moves and quickly became a go-to resource for complex transitions, supporting teams in transferring more than $1B in AUM to new platforms.

At Arlington Group, Raylene designs and leads advisor-centric transition experiences that minimize disruption, protect client relationships, and help teams build momentum quickly in their new environment.

Business Development

Stephen Lee

Steve entered the financial services industry in 1986 and has spent 35 years in investment, insurance, and sales management.

Passionate about building client-focused, solution-driven teams, he now connects strategic advisors with business succession, M&A, growth strategies, and talent development.

Through his relationship with Jason Kuehn and Arlington Group, he helps firms navigate transitions and achieve lasting success.

Director Of Operations

Dylan Lee

Dylan builds scalable operations that turn growth strategy into execution across recruiting, onboarding, and post-move stabilization.

He leads cross-functional initiatives that align people, process, and technology to reduce friction, ensure compliance, and deliver structured transition frameworks.

Through repeatable systems and streamlined workflows, Dylan helps advisors stay focused on serving clients while enabling internal teams to operate with clarity, consistency, and momentum from day one.