LPL Financial

Leadership comes in many forms, but always begins with a vision. As we continue our #WomensHistoryMonth celebration, we're proud to spotlight LPL leaders who are actively shaping the future of wealth management. From expanding mentorship opportunities to fostering new talent, these women aren't just building successful careers—they're creating pathways for others to follow. Swipe through to hear directly from the women whose vision is helping build a wealth management landscape where talent and dedication determine success ➡️

Recent research by Nobel Prize-winning economists suggests that money can indeed buy happiness when it provides security, choice, and freedom from worry. For advisors helping clients plan their financial journeys and professionals considering their own career paths, understanding the true relationship between wealth and well-being matters. #HappinessDay

Financial planning is about more than numbers –it's about understanding, listening, and guiding clients toward their goals. As our #WomensHistoryMonth celebration continues, we're spotlighting LPL advisors who bring unique perspectives to wealth management. These women are not only building thriving practices but are reshaping how financial guidance is delivered across America. Swipe to hear directly from the advisors who are making their mark on the wealth management landscape. ➡️

Congratulations to Tom Gannon on his appointment to The Congressional Award Foundation Board! Tom's expertise will be instrumental in empowering the next generation of American youth through this important program. We're proud to see our leaders engaging with the only charity of the United States Congress and contributing to its mission of fostering service, personal development, and leadership among young Americans.

There was something special happening across our campuses yesterday – our Kudos Café buzzed with conversation, laughter, coffee, games, and plenty of morning treats. While #EmployeeAppreciationDay was officially last Friday, we celebrated this week in true LPL style. What I appreciate most about our team is how you show up...your creativity...your passion and even the joy you create for our clients and each other. My cup truly runneth over with gratitude when I see the connection and commitment that sets LPL apart. So to every member of our LPL Financial community: THANK YOU for all you do! This celebration was just a small token of our appreciation for the remarkable difference you make every day.

What should investors do amid all the market volatility? #LPLResearch’s Chief Investment Officer, Marc Zabicki, CFA, offers grounding perspectives: https://bit.ly/4hvQgIq

When advisors succeed, we succeed. It's that simple. In a candid conversation, Rich Steinmeier cuts through industry noise with a simple truth: advisors are our clients—not our accounts. Rich explores how our advisor-first philosophy has transformed us from a traditional IBD into a comprehensive wealth management platform with multiple affiliation models all designed to meet advisors wherever they are in their journey. Listen to the episode with Louis Diamond now: https://bit.ly/4imvfBd

We're pleased to announce the promotion of Katy Reeping to executive vice president and Chief Accounting Officer. Since joining us in 2022, Katy has demonstrated exceptional strategic agility while expanding her contributions across our Finance functions. In her expanded role, Katy will continue to oversee accounting, financial reporting, accounting policy, corporate tax, finance systems, risk and controls, procurement, and advisor loan servicing. Join us in congratulating Katy on this well-deserved recognition!

The magic behind LPL? Our people. ✨ On this #EmployeeAppreciationDay, we're celebrating the individuals who bring their unique perspectives, relentless dedication, and collaborative spirit to work every day. Your passion for supporting advisors and their clients creates ripple effects that transform communities across America. Today we say thank you for making LPL extraordinary – and for creating joy in everything you do.

We’re thrilled to announce that LPL Meeting Manager won the 2025 BISA Technology Innovation Award! 🏆 We’re proud of how our proprietary solution supports advisor productivity, improves oversight for program managers, and benefits the client experience. Meeting Manager’s automation of tasks, streamlined data tracking and visibility into client interactions is changing the game on how institutions engage with clients.