Core Insights - LPL Financial LLC has welcomed financial advisors Jared Black and Richard Brokaw to its employee advisor channel, Linsco by LPL Financial, to establish Wyoming Asset Advisors Powered by LPL, managing approximately $400 million in advisory, brokerage, and retirement plan assets [1][8] - The team, based in Cheyenne, Wyoming, has over 65 years of combined experience and focuses on providing tailored investment advice primarily to retirement clients [2][3] 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 1,200 financial institutions, managing around $1.8 trillion in brokerage and advisory assets for about 7 million Americans [6] - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors and institutions to select the business model and resources that best suit their needs [6] Advisor Transition - Black and Brokaw chose to join LPL Financial to gain more autonomy and flexibility in their business operations, benefiting from LPL's integrated wealth management platform and extensive business resources [3][4] - The advisors emphasized the importance of client relationships and the enhanced capacity to serve clients effectively after the transition to LPL [4]

SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to launch Mai Park Capital. She reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Based in Newport Beach, Calif., Park transitioned to financial services in 2007 following a career as a high sch ...