LPL Financial

As we count down to #LPLFocus, we’re looking back on the 𝘔𝘦𝘮𝘰𝘳𝘪𝘦𝘴 that made last year unforgettable – moments of inspiration, connection, and momentum. Here’s to making this year even more meaningful.

#DisabilityPrideMonth is a time to honor identity, challenge stigma, and elevate voices. At LPL, we’re proud to spotlight the perspectives of employees who share what this pride means to them.

Advisors aren't just planning for wealth – they're planning for legacy. That's why we're proud to see Jennifer Hollers, head of high-net-worth planning services, featured in LinkedIn News' The Finance Files. Jen's perspective on attracting and supporting the next generation of advisors reflects what makes LPL different: a deep commitment to evolving alongside our clients, their families, and the future of wealth itself. https://xmrrwallet.com/cmx.plnkd.in/gNhyPRFK

Innovation doesn’t wait for Monday. On 𝘚𝘶𝘯𝘥𝘢𝘺 𝘔𝘰𝘳𝘯𝘪𝘯𝘨, August 10, #FocusOnWomen spotlights the advisors, program managers, and support stars who power LPL. This half-day event is an energizing mix of stories, panels, and a keynote by creativity expert Natalie Nixon, PhD. Secure your seat: search PRE-050 in Schedule Builder and carry the momentum into the week at #LPLFocus.

What happens when advisors spend less time on paperwork and more time with clients and members? Business growth. Relationship depth. Real Results. Check out what our clients Ye Su, Stewart Campbell, Andrew Hahn, Bill Moor and Dagan Sharpe have to say: https://xmrrwallet.com/cmx.pbit.ly/4o521u5

Culture isn’t built in a single moment, but it’s felt in every one that makes people feel seen, valued, and connected. LPL Bash 2025 was more than a summer celebration. It was an expression of appreciation, from ballpark events on our campuses to time off and rewards. We also used the moment to give back, collecting sports gear for youth charities across our local communities. ⚾ Because when people feel supported at work and at home, everyone wins. #LifeAtLPL

#LPLFocus is just around the corner and we want to hear from you. Which part of this year’s event are you most looking forward to? 🎤 Inspiring Keynote Speakers & Entertainment 🤝 Networking with Peers 💡 Breakout Sessions & Workshops 🗺️ Experiencing San Diego Cast your vote in the comments and let us know how you're planning to make the most of your time.

Aneri Jambusaria outlines 3 powerful strategies for working effectively with today’s high‑net‑worth matriarchs: • Educate thoughtfully: approach with confidence and clarity • Guide transitions: align family legacy with financial strategy • Empower purpose: support their deeply rooted charitable and community passions Her insights remind us that understanding this key decision‑maker helps our teams grow stronger trust-driven relationships – and more meaningful impact. Dig into all 3 strategies in ThinkAdvisor: https://xmrrwallet.com/cmx.pbit.ly/44JWscV

🍋 When life gives you lemons… you donate 10,000 pounds of them! LPL CEO Rich Steinmeier and his family opened their home to 100 volunteers for ProduceGood’s Glean-a-thon where 10,000 pounds of lemons were picked, providing 30,000 servings of fresh produce to our San Diego community. It’s a powerful reminder that leadership isn’t just about what happens in the office – it’s also about showing up for our communities. #NationalLemonDay

#LPLFocus is the must-attend financial event of the year, offering financial professionals from all backgrounds and institutions a chance to dive into days filled with learning, networking, and growth.