LPL Press Releases

Read more about our corporate culture, community work, and company achievements through relevant media releases, company statements, and earnings announcements.

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Northstar Financial Advisors, LLC founder and partner Jeneen Slack

LPL Welcomes Northstar Financial Advisors, LLC

| LPL Financial

“LPL gives us the flexibility and resources to operate the way we believe is best for our clients, while providing the technology and support to help our team work more efficiently.” – Jeneen Slack

ClearHaven Wealth Management team

LPL Financial Adds ClearHaven Wealth to Linsco

| LPL Financial

“Linsco provided the right balance, allowing us to focus on what we do best, serving clients, without having to manage all the responsibilities that come with owning and operating a standalone business.” – Dan Hocking

Preferred Financial Group advisors Pat Gilbert (left) and James Gilbert (right)

LPL Financial Welcomes Preferred Financial Group Advisors

| LPL Financial

“LPL’s technology, ease of doing business and resources position us to serve clients more efficiently while also helping build the firm for the next generation of advisors.” – Pat Gilbert

Conte Wealth Advisors, LLC financial advisor Tony Conte

LPL Financial Welcomes the Conte Wealth Advisors Team

| LPL Financial

"From the beginning, we've felt a genuine commitment from LPL's leadership and teams to helping us succeed, and that gave us confidence we were making the right decision for our advisors and clients." – Tony Conte

LPL Financial Chief Technology & Information officer Jonathan Lewis

LPL Financial Appoints Jonathan Lewis as CTIO

| LPL Financial

“Jonathan is a proven technology leader with a strong track record of building, scaling and modernizing complex wealth management platforms in service of financial advisors and their clients.” – Greg Gates

McCutchen Wesson Wealth Advisors Paul McCutchen and Jarod Wesson

LPL Welcomes McCutchen Wesson Wealth Advisors Team

| LPL Financial

“LPL’s flexibility allows us to build our own philosophy and choose the resources that make the most sense for our clients.” – Paul McCutchen

Guidepost logo on left, with text GUIDEPOST WEALTH MANAGEMENT

Advisor Chris Stockton Joins LPL Financial

| LPL Financial

“Joining LPL allows me to pair the independence my clients expect with the resources and technology needed to serve them at an even higher level.” – Chris Stockton

LPL Financial Focus 2026 with CGO Marc Cohen on Focus stage, day #3, with LPL Financial and other LPL advisor firm logos on screen.

LPL Concludes Focus 2026, Showcasing Growth Drivers

| LPL Financial

The firm concludes its annual client conference, Focus 2026, showcasing how scale and community create an unparalleled value proposition for its network of clients, advisors and partners

Financial advisors Matt Roberts (left) and Kent Voges (right)

Advisors Matt Roberts and Kent Voges Join LPL Financial

| LPL Financial

“With LPL’s technology, client-facing tools and open architecture platform, we believe this move positions us to deliver an even stronger experience for the families we serve.” – Kent Voges

LPL Financial Focus 2026 with CWO Aneri Jambusaria on Focus stage, day #2, with Model Wealth Portfolios on screen

LPL Financial Showcases Specialized Expertise at Focus 2026

| LPL Financial

Firm expands wealth management platform, specialized expertise and planning capabilities to help advisors deliver more sophisticated and personalized advice

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