Core Viewpoint - LPL Financial LLC has successfully onboarded Zarra Wealth Management, which manages approximately $270 million in advisory, brokerage, and retirement plan assets, transitioning from Ameriprise to enhance their operational autonomy and client service capabilities [1][4]. Group 1: Company Overview - LPL Financial Holdings Inc. is recognized as one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,100 financial institutions [6]. - The firm services and custodies around $1.9 trillion in brokerage and advisory assets for approximately 7 million Americans, offering a variety of advisor affiliation models and investment solutions [6]. Group 2: Zarra Wealth Management Team - The Zarra Wealth Management team, based in Westbury, NY, consists of Christopher Zarra, James Kelly, and Michele Welch, collectively bringing 48 years of financial industry experience [2]. - The team focuses on providing personalized financial services to families, pre-retirees, and retirees, emphasizing a fiduciary approach and the importance of the CFP designation [2][3]. Group 3: Reasons for Transition - Zarra Wealth Management sought greater independence and the ability to provide customized financial solutions, leading to their decision to join LPL Financial [3][4]. - The team values the flexibility to tailor financial strategies without being constrained by a corporate agenda, which aligns with their client-first philosophy [4].