LPL Financial

This month, we proudly honor the vibrant cultures and histories of the Asian American, Native Hawaiian and Pacific Islander communities as we celebrate #AANHPIMonth. This year’s theme, “Advancing Leaders Through Innovation,” is a tribute to the trailblazers and visionaries whose creativity and resilience have made a lasting impact. Throughout the month, we’re spotlighting stories of AANHPI leaders who have broken barriers and created new opportunities. From tech pioneers to advocates for social justice, their stories are not just inspiring—they’re a call to all of us to continue pushing the boundaries of what’s possible. Share how you’re celebrating or tell us about the AANHPI leaders who inspire you. Drop your thoughts in the comments below 👇

We're excited to welcome the New Haven, Connecticut team of advisors who recently launched Thimble Island Private Wealth through our comprehensive supported independence solution, LPL Strategic Wealth Services. Inspired by the chain of islands off the coast of Branford, their new practice name reflects the complex beauty of their work—helping clients navigate the intricate world of finance. Choosing LPL means more than just changing their name. It’s about embracing a partnership that blends the independence of entrepreneurship with robust support. Strategic Wealth offers the freedom to run their business their way, backed by dedicated resources and sophisticated capabilities. This ensures that they can focus on what they do best—providing exceptional care to their clients. Curious to learn more about their decision? Check out the full story here → https://bit.ly/3US1vDe #WelcomeToLPL

Aloha state of mind 🌺 Enjoy these photos from #LPLISSummit in Kauai. Check out our Instagram for more: @lpl_financial 📸

As April winds down, we're taking a moment to pause and celebrate the amazing spirit of service displayed during #NationalVolunteerMonth. Our team members' dedication to making a difference doesn't just show up during our May Community Days or GIVEMBER—it's in every action, every month. 📸 Swipe through to see inspiring stories from Althea Brown, John Phung, Paul Martin, Aubrae Corprew and Amanda Cabana. 👇 Keep the stories coming! Share your own volunteer experiences in the comments below. Let's keep inspiring each other and making an impact.

Strategic Wealth Partners has always placed their clients at the forefront of everything they do. Their decision to join the LPL network is no different. With a reputation for personalized, in-depth financial planning and investment analysis, they act as the financial quarterback for their clients. So, why LPL? Because we're not just a platform—we're a partner. Our large investments in tools and technology enable you to deliver differentiated services experiences that your clients expect. Join us in welcoming Ryan Rayburn, R.E. “Mike” Woodard III, CFP®, and their team as we embark on this journey, together. Want to know more? Check out the full story here → https://bit.ly/3Qn7BJ2 #WelcomeToLPL

📚 For #WorldBookDay, we're celebrating the incredible talent within our LPL advisor community. Join us in recognizing three remarkable LPL advisor authors who have shared their expertise through their books: 📔 "Your Money Narrative" written by Amy Cook, MSPFP, MPAS®, CFP® | https://a.co/d/eUjlb3h 📘 "Facing Financial Fears" written by Sarah Carlson CLU, CHFC, CFP®, CDFA® | https://a.co/d/0gIXrcC 📗 "RetireMEANT to BE" written by LouAnn Schulfer, AWMA®, AIF® | https://a.co/d/5gsRAn6 Each book provides valuable insights and practical advice on a range of financial topics. We encourage you to check out their books and start building your own hashtag #LPLAdvisor library! Have you or an advisor you know written a book? We invite you to contribute to our growing ‘LPL Advisor Voices’ book collection. Share your book with us by filling out this form: https://bit.ly/3QblOsg A HUGE thank you to the advisor authors who have shared their books with us over the last few months. If you’re interested in updates to the book collection, make sure to follow our page. Happy reading!🌟📚 #WorldBookDay #LPLAdvisors #LPLFinancial #ThePrivateTrustCompany

Day 2 of LPL's Institution Services Summit was an unforgettable voyage. In the first segment, Aneri Jambusaria, Thomas Murphy and Alisa Maute, CIMA®, CAIA℠ took the stage to guide us through the importance of delivering expanded advice capabilities and harnessing a world-class wealth management platform for your business. They shared strategies to navigate market volatility, potential tax changes, and more, empowering us to chart a course for success in the ever-changing financial landscape. But the adventure didn't stop there! We were honored to hear from history-making adventurer, New York Times bestselling author, and former Wall Street professional, Alison Levine. With tales of triumph from the world's most extreme environments, Alison made a compelling case that the principles of success in adventure also apply to business and life. #LPLISSummit

Financial advisor Clayton Ortloff has broken free from the traditional wirehouse and moved towards independence with the launch of Heritage Private Wealth. #WelcomeToLPL Choosing LPL Strategic Wealth Services means Clayton gets to tap into a wealth of resources and support, making sure that going independent never feels lonely. It's about having the freedom to innovate, backed by a team that believes in your vision as much as you do. Curious about this new chapter? Check out the full story here → https://bit.ly/3QdJNXU

It's #EarthDay, and as we celebrate our incredible planet, we're thrilled to unveil our latest milestone: the 2024 Sustainability Report. Dive deep into our journey towards a greener, more responsible future. We're not just talking the talk—we're walking the walk. Our report showcases tangible progress in environmental stewardship, social responsibility and governance. From reducing our carbon footprint to empowering our communities, we're committed to making a real difference. Curious about our impact? Explore the full report → https://bit.ly/3w60Og0

During the first General Session of LPL's Institution Services Summit, Ken Hullings kicked off our epic journey in Kauai with an aloha-filled overview of our commitment in the institution space. Amy Philbrook, John O'Neill and Matt Audette took the stage to share details about how we’re delivering against your day to day needs and transforming front-line systems and teams to serve you even better. Kirby Horan-Adams, CFA and Greg Gates shared how we’re making key efforts to strengthen the foundation for your business. LPL Financial is your partner, supporting you every step of the way. Mahalo! #LPLISSummit