Meet the LPL Leaders Supporting Institutions

Connect with your LPL business manager and leader who understands your unique needs for the right combination of experts, technology, and scalable solutions.

Unlock More for Your Institution

Discover how LPL Financial can transform your institution’s wealth management business with tailored solutions, innovative technology, and dedicated support. By partnering with an industry leader managing $1.7 trillion* in total brokerage and advisory client assets, serviced or custodied,* your institution gains the scalability and resources needed to thrive in today’s competitive financial landscape.

Whether it’s streamlining operations with a seamless platform, attracting top advisor talent, or enhancing profitability, LPL is committed to your success.

Connect with the LPL leaders behind our institutional support to learn how we can help your institution grow, simplify operations, and deliver exceptional service to your advisors and the clients and members they serve. 

Joanna Kanakis, Head of Institution Business Development

Joanna Kanakis

Head of Institution Business Development

Ed Dominguez, Community Banks & Credit Unions

Ed Dominguez

Community Banks & Credit Unions Lead

Diana Flanagan, Insurance and Asset Managers

Diana Flanagan

Insurance and Asset Managers

Jennifer Tedder, Community Banks & Credit Unions

Jennifer Tedder

Community Banks and Credit Unions

William Quam, Insurance and Asset Managers

William Quam

Insurance and Asset Managers

Carolyn Bradshaw, National and Regional Banks

Carolyn Bradshaw

National and Regional Banks


Disclosures

* Data as of May 2026

For Institutional Use Only.

Tracking #1199581