LPL Financial Thought Leaders

With deep experience across investments, wealth planning, estate strategies, and the needs of high-net-worth clients, our professionals help advisors and institutions deliver tailored strategies that support investors' financial goals, life transitions, and long-term independence.  

Shaping the Future of Wealth Management 

The wealth management landscape is constantly changing. LPL’s thought leaders help bring those changes into focus, offering informed perspectives on the trends, challenges, and opportunities across the financial services industry.

Their publications and media engagements cover a deep range of topics, including:

  • Advisor Independence and Solutions
  • Business Growth and Practice Management
  • High-Net-Worth Planning
  • Market Insights
  • Retirement Planning and Life Transitions
  • Wealth Management 

Meet Our Thought Leaders

headshot of Aneri Jambusaria

Aneri Jambusaria 

Group Managing Director, Chief Wealth Officer

Leads advisor-focused wealth management innovation and scalable client solutions

More About Aneri
headshot of Cheri Belski

Cheri Belski

Executive Vice President, Investment Management Solutions

Connects market insight and execution to deliver advisor-centered solutions

More About Cheri
headshot of Jeanne Thompson

Jeanne Thompson

Senior Retirement Strategist

Retirement specialist helping advisors address the human side of life after work

More About Jeanne
headshot of Jen Hollers

Jen Hollers

Senior Vice President, High-Net-Worth Services

Leads advanced wealth planning for affluent families, founders, executives, and business owners

More About Jen
headshot of Kimberly Sanders

Kimberly Sanders

Senior Vice President, Head of Client Readiness

Champions advisor independence through growth, transition, and business guidance

More About Kimberly
headshot of Michael Doshier

Michael Doshier

Senior Vice President, Retirement Partners

Dynamic voice on retirement plans, advisor growth, and participant outcomes

More About Michael
headshot of Tara Popernik, CFA®, CFP®

Tara Popernik

Executive Vice President, Wealth Planning

Equips advisors to address estate, tax, and wealth planning needs for diverse clients

More About Tara
headshot of Marc Zabicki

Marc Zabicki

Chief Investment Officer

Leads investment research, market strategy, and asset allocation for advisors.

More About Marc

Recent Articles

LPL’s thought leaders write for both advisor and investor audiences, sharing expertise on topics ranging from practice growth and industry trends to investing, retirement, and wealth planning. Browse recent articles below to explore insights designed to help advisors strengthen their businesses and investors pursue their financial goals.

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5 Retirement Policy Trends Advisors Should Watch

| Micheal Doshier, Senior Vice President, Retirement Partners

Washington's focus on retirement is intensifying. Discover five policy and regulatory trends every advisor should watch, from SECURE 2.0 to workplace plan growth.

illustration, three advisors looking off into the distance

Why Mid-Year Is an Advisor's a Good Time to Evaluate a Move

| Kimberly Sanders, Head of Client Readiness

Discover why the second half of the year can be the ideal window of time for financial advisors to evaluate independence and plan their next move with confidence.

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Why the Retirement Pause That Feels Wrong Is Actually Right

| Jeanne Thompson, Retirement Readiness

Most retirees are financially prepared, yet few plan for the emotional side of the transition. Learn which steps help you decompress, reset, and build the retirement life you've always envisioned.

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Access Capital Without Liquidating Your Portfolio

| Tara Popernik, CFA®, CFP®

For affluent investors, accessing capital shouldn't mean liquidating a carefully built portfolio. Discover how portfolio-backed lending safeguards your assets and fosters your wealth-transfer strategy.

illustration, advisors celebrating a win raising gold cup in air

What HNW Women Want from Their Financial Advisor

| Tara Popernik, CFA®, CFP®

With women projected to control two-thirds of U.S. private wealth by 2030*, advisors who build relationship-centered, values-aligned practices will gain a durable competitive edge.

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