LPL Financial Foundation Awards Over $3 Million Over 3 Years to Provide Access to Financial Careers

SAN DIEGO – Dec. 3, 2025 — The LPL Financial Charitable Foundation (the “LPL Financial Foundation” or “Foundation”), LPL Financial’s philanthropic arm, today announced its 2025–2026 grant recipients who will receive a combined total of more than $1.2 million. Over the last five years, the Foundation has contributed more than $3.5 million to organizations dedicated to expanding access to financial advice and cultivating the next generation of financial professionals.

This year’s grant recipients include CFP Board, Girls Who Invest, Greenwood Project and Management Leadership for Tomorrow (MLT). The grants will fund internships, professional development, career counseling and mentorship programs designed to create pathways for aspiring professionals and strengthen the talent pipeline within the financial services industry.

“We are committed to empowering college students and early-career professionals to pursue opportunities in financial services,” said Tom Gannon, President of the LPL Financial Foundation. “Expanding and enriching the talent pipeline is essential to meeting the needs of all our communities.”

About the Grants

• Girls Who Invest: $500,000 to focus on increasing inclusion and belonging in investment management through education and internships.
• Greenwood Project: $425,000 to provide underrepresented students with training and access to careers in finance.
• MLT: $250,000 to help prepare underrepresented individuals for leadership roles through career development programs.
• CFP Board: $100,000 to support the work of setting and upholding standards for financial planning professionals.

Through strategic relationships with leading nonprofits, the Foundation provides training, real-world experiences and guidance to help individuals succeed. “By combining their expertise with the resources offered through LPL and our network of financial advisors, together we can drive transformational change,” Gannon added.

The Foundation is proud to continue its support for Girls Who Invest for a fourth year, focusing on internship programming and alumni development. It also renews its relationship with Greenwood Project, which equips college students with rigorous training for high-trajectory careers. New this year, the Foundation will support MLT and its Career Prep programming with a focus on finance and the CFP Board, the professional and credentialing organization for advisors.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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