“We are excited about this opportunity to deepen our already strong relationship, reaching an even broader set of advisors within LPL’s industry-leading network.” - Ann Nanda

“We are excited to join LPL Financial and partner with a firm that shares our commitment to providing clients with the highest level of service and advice.” - Brian Laraway

“After a thorough due diligence process, we felt LPL was the ideal landing spot to support our continued growth.” - David Ryzman

“We believe LPL puts us in a better position to work in a team environment where we have more control of our practice.” - Richard Belanger

“I am looking forward to accessing a broader range of services and resources to offer more nuanced and sophisticated plans.” - Alberto Francis

“Dan has demonstrated the business acumen necessary to advance our trust services business to better meet clients’ needs.”- Kate Shackleton

“We are excited to join LPL Financial and leverage its robust platform to provide clients with more holistic, tailored experiences.” - Andrew Tedesco

“LPL’s integrated advisor platform and ongoing investment in technology will enable our advisors and portfolio managers to do even more for our clients.” – Tom Zidar

“I’m honored to join LPL’s Management Committee as we continue to pursue LPL’s mission to take care of advisors so they can take care of their clients.” – Althea Brown

“The time is ripe for advisors looking to transition to independence, and we want to start our firm and welcome other likeminded advisors into our network.” - John Stephens, Jr.