LPL Update - January

Stay informed with the LPL Update – an article I’ll be sharing each month detailing the exciting new partnerships we’ve formed, as well as important information that will benefit LPL advisors.

We couldn’t be more excited to see what the New Year brings here at LPL. Already, at one month into 2022, we’ve developed some exciting new partnerships with seasoned advisors that we look forward to supporting as they enter into their own new, thrilling chapters for their businesses.

Here’s how we started the first month of 2022 at LPL.

New Partnerships:

We proudly announced our first new partner to join LPL in 2022 by welcoming industry veteran, Dan Cairo, and his team of 30+ independent financial advisors at Elite Financial Network . This strategic partnership strives to help the team “reinvent” their business and achieve significant growth over the next few years, and we look forward to helping them achieve just that through our range of innovative capabilities, business solutions and resources. To echo Dan, “we expect great things ahead” for this group.

Next, we welcomed financial advisor, Corey Phillips , as he teamed up with his former colleague and LPL advisor, Alex Kastrinakis, to launch a new practice together. Corey believes that his new partnership with Kastrinakis and LPL will allow his clients to enjoy a more effortless and intuitive investing experience and we look forward to supporting these two in opening their rebranded practice later this year.

Following Corey, we warmly welcomed the entire team of advisors at McLaughlin Asset Management in their new partnership with LPL and Gladstone Wealth Partners. For over 30 years, this dedicated group has been committed to delivering thoughtful solutions for their clients, often times playing the vital role of, “family CFO, counselor, confidant and friend all wrapped into one.” Now, we are excited to help take their dedication further and look forward to supporting their mission for many years to come.

An exciting addition to our?#LPLStrategicWealthServices?offering, we proudly welcomed dynamic duo, Hugh Lau and JoAnn Kretiman, through our new partnership with?Lau Financial Group this month. It’s an honor for us to be able to provide the robust support needed to help this team of two take their business to the next level, while still being able to offer them the freedom to control and build their perfect practice on their own terms.

Bringing over 50 years of combined experience to our advisor community, we joined father-daughter team, John and Jennifer Tarantino , as a proud partner in their exciting new journey to independence. Applying their family values of integrity, transparency and empathy to help families in this generation and the next, we’re honored to support the Tarantino’s mission and vision for their clients by offering them access to our experienced team members and robust resources to elevate their service and offerings.?

In big news for LPL, we officially achieved a milestone this month, welcoming our 20th team to #LPLStrategicWealthServices. The news came through the announcement of our new partnership with financial advisors, Andy Walker and Christian Covey of Walker Covey Wealth Advisors . A platform that delivers personalized support for daily operations and long-term business management, LPL Strategic Wealth attracted Walker Covey by providing them the opportunity to focus less on daily operations and more on serving their clients and doing what they do best. We are excited to help them build their new practice and to see additional growth of this affiliation model in the New Year.

Last, but certainly not least, we proudly announced our new partnership with financial advisors, Pat Clifford and Tyler Lewis, as they launched their new independent practice, Clifford-Lewis Private Wealth . This team's deep commitment to better serving their clients and constantly evolving their practice makes them a perfect fit for our LPL advisor community, and we look forward to supporting and enabling them to spend more time with clients, doing what they love for years to come.

Happy New Year from all of us at LPL!