LPLA LPL Financial Holdings Inc

LPL Financial LLC, a leader in the wealth management industry, hosted its annual Achieve conference last week in Washington, D.C., an invitation-only leadership conference for LPL’s growing community of women advisors. During the conference, the company announced significant progress in expanding its network of women advisors, reflecting the breadth of its affiliation models that provide ideal fits for women advisors who are starting, scaling and succeeding in the industry.

With over 5,400 registered representatives who identify as women, LPL is significantly outpacing other firms. This achievement underscores LPL’s commitment to nurturing female talent in finance. In 2024, the firm has welcomed 547 new female advisors, increasing its total number of women advisors by 10% compared to the previous year.

At the conference, LPL Financial Chief Executive Officer Rich Steinmeier reiterated the firm’s commitment to supporting the continued success of this expanding network, noting, “Our industry is much better served when more women become advisors and bring their unique perspectives to building long-term client relationships through personalized financial advice. At LPL, we’re proud to support the largest network of women advisors, championing their success and fostering a community that thrives together in every life stage of their business.”

In addition to sessions on wealth management and business development, Achieve attendees toured Capitol Hill and met with lawmakers, heard from keynote speaker and negotiation expert Alex Carter, and celebrated LPL’s 2024 cohort of Rising Stars. Launched in 2018, LPL Financial’s Rising Star program recognizes women financial advisors and program managers who are delivering accelerated business growth and are next-gen leaders in a high-performing practice, program or institution. The following 20 women were honored at Achieve:

Kristin AfelumoHerPlanning	Courtney CallasArmstrong Wealth Management	Kelli GargaszClient Centric Financial Advisors
Rachel BetzwieserCompass Financial Group	Rachel DickGrowtrust Partners	Emily JamesonBarney Financial Services
Crystal BowlesFinancial Advice & Consulting, LLC	Danielle Durham Chan-PongAllen & Company	Miranda KimballVyStar Investment Services
Amanda KingDon P. Quint & Associates	Taylor MavrakosMFP Financial Services, Taylored Wealth Management	Abigail F. WadeR.M. Wade & Company, LTD.
Sarah KosmerlBlue Heron Financial Group	Kathryn MurphyEPM Financial	Elizabeth WertzElements Wealth Management
Elise LevyLegacy Wealth Planning	Katrina RidgewayBenchmark Wealth Management	Christina ZinsSummit Wealth Management Group
Nickie MaiaDelta Community Retirement & Investment Services	Alissa ToddThe Wealth Consulting Group

About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor and broker dealer, member FINRA/SIPC.

LPL Financial and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

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Media Contact: Media.relations@LPLFinancial.com (402) 740-2047 

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