LPL Financial

💬 Some of the best answers don't just come from the person standing on the stage. They come from the conversations happening all around it. Bobby Remis sat down with Christa Carone, Managing Director and Chief Marketing & Communications Officer, to discuss the thinking behind Focus on You in 2027. 🤝 More opportunities to connect. 💡 More peer learning. ✅ More practical takeaways. ▶️ See what's inspiring the next evolution of #LPLFocus.

Great technology doesn't just power platforms. It helps power possibility. We're pleased to welcome Jonathan Lewis as Managing Director, Chief Technology & Information Officer. With more than two decades of experience leading technology organizations across wealth management, Jonathan will help advance the innovation, scale, and execution that support advisors and their clients. We're also excited to share that Greg Gates will assume the broader role of Group Managing Director, Chief Product & Technology Officer, reflecting the continued evolution of LPL's technology and product strategy. As we continue investing in the future of advice, strong leadership remains at the center of what's next. 👇 See the full announcement in the comments.

Three generations. One shared commitment: putting clients first. We're proud to welcome Conte Wealth Advisors, LLC to our broker-dealer and RIA platform. Led by Anthony Conte, MSFS, CEPA, CFP®, the family-owned firm serves clients through a planning-first approach rooted in long-term relationships, collaboration, and comprehensive financial guidance. As CWA continues to grow, the team chose LPL for the technology, resources, and support to help scale their business while continuing to deliver a personalized client experience. Please join us in welcoming Tony, Frank, Joe, and the entire Conte Wealth Advisors team to the LPL community. 👏 View the full announcement in the comments.

We're proud to celebrate Aneri Jambusaria. 👏 Aneri, LPL's Group Managing Director and Chief Wealth Officer, has been named a finalist for InvestmentNews' Women to Watch Awards in the Female Trailblazer of the Year category. The awards recognize women who are driving meaningful impact across wealth management through leadership, innovation, and business growth. 🎉 We'll be cheering her on when the winner is announced on November 5.

8 questions, 3 minutes + 1 unexpected Muppets reference. During #LPLFocus, Bobby Remis catches up with Rich Steinmeier for a lightning round that starts with Impractical Jokers and ends with the future of advice. 🎥 The last answer is worth sticking around for. Watch now.

#LPLFocus 2026 was about possibility ✨ The possibility of creating more capacity. More connection. More impact. And helping advisors unlock their boundless potential. See you next year. ☀️🎸🍀

Scale. Expertise. Growth. 📈 As #LPLFocus comes to a close, we've highlighted how technology, service, research, and community work together to help advisors grow more efficiently while delivering more personalized experiences for clients. Swipe through Day 3 highlights and read the full announcement in the comments.

🤝 Day 3 was all about partnership. As #LPLFocus 2026 comes to a close, today's conversations focused on one of the most important drivers of advisor success: having the right people, expertise and support behind you.

We asked #LPLFocus attendees to show us what's in their bag. The results did not disappoint 😂

More comprehensive wealth management starts with more possibilities. 💡 At #LPLFocus, we highlighted how we're expanding the capabilities, expertise, and solutions available to advisors, helping them deliver more personalized advice across every aspect of a client's financial life. Swipe through Day 2 highlights and read the full announcement in the comments.