LPL Financial

What does growth look like in one of the most competitive markets in the world? In this week’s #IfYouCould, Ken Hullings steps in as guest co‑host for Taryn Huget, joined by Matthew Weaver, CFA of Fremont Bank, to explore how institutions and advisors are building stronger client relationships – and sustained growth. One takeaway: the most successful advisors aren’t just managing investments. They’re building trust and owning the relationship. Listen to the full episode: https://bit.ly/3Rd5E50

Leadership through complexity starts with clarity and trust. In a recent San Diego Business Journal profile, Rich Steinmeier shares how an advisor‑first philosophy – one that values flexibility, strong relationships, and long‑term stewardship – continues to guide the firm through a complex macroeconomic environment. From empowering advisors to investing in employees, the conversation highlights what sustainable growth looks like in today’s evolving marketplace. Read the full profile: https://bit.ly/4wHX1Qa

Some practices are built around community — and a deep understanding of what matters most. I’m proud to welcome Cebert Wealth Advisors to LPL Financial. Based in Central Florida, Dale Cebert and his team serve retirees and families in The Villages with a relationship‑first approach to retirement planning. They focus on helping clients navigate life’s next chapter with confidence — from income planning to preserving wealth for future generations. By joining LPL, the team gains the flexibility to stay independent while expanding the resources and support behind their client experience. 👉 Read their full story: https://bit.ly/4dVYtXS | #WelcomeToLPL

Sometimes it’s not a milestone or a headline moment – it’s something smaller. A meaningful conversation. A client feeling more confident. A decision that finally brings peace of mind. Those are the moments that stay with you. What’s a moment that made you stop and think, this is why I do what I do?

More good days start with support. This Mental Health Awareness Month, we’re focusing on how wellbeing comes together – across mental, physical, and financial health. From therapy and coaching to family and financial resources, it’s about making support more accessible, and more meaningful, for you and your family. Take a moment to explore what’s available – and what can help you build more good days.

Mother’s Day is a moment to recognize the care, steadiness, and leadership that so often happens quietly, behind the scenes. Today, we honor the many ways people show up as mothers, caregivers, mentors, and trusted supporters — at work, at home, and everywhere in between. Their patience, resilience, and presence shape not only families, but communities and workplaces. Happy Mother’s Day to all who nurture, guide, and lead with heart. 🌸

Markets have always been uncertain. But what’s driving that uncertainty is changing. In this week’s #IfYouCould with Matthew Enyedi and Taryn Huget, we talk with LPL Financial - Research's Chief Investment Officer Marc Zabicki, CFA about why policy decisions – not just fundamentals – are shaping market movements today, and why perspective matters more than ever. 🎧 Listen to the full episode: https://bit.ly/48NXVkb

We’ve launched a new way to support advisors during one of life’s most significant transitions. Today, we announced our Military Deployment Practice Continuation Program – designed to help eligible LPL‑affiliated financial advisors who serve in the U.S. Armed Forces maintain continuity for their practices and clients when they are called to active duty. Our approach provides structure and clarity around continuity partners, revenue sharing, and operational support during deployment – and through the transition back to active status. It’s built to help protect advisor stability, client care, and long‑term continuity planning. We’re proud to take this step in support of those who serve – and the clients and communities who rely on them.

We all start somewhere. This #InvestingDay, we asked a few of our leaders – Aneri Jambusaria, Matthew Enyedi, Emily Field, and Tara Thompson Popernik, CFA, CFP® – to share their first investing experiences. The common thread: no one starts with all the answers. They start by getting started. Disclosure: Investing involves risk, including loss of principal.

Earth Day gave us a chance to slow down and focus on what long‑term stewardship can look like in everyday moments. From planting seeds to caring for pollinator‑friendly gardens on campus, it was a reminder that meaningful progress often starts small – and grows with intention, community, and time. We’re grateful for moments like these that connect people, place, and purpose. 🌎🌱