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LPL Advisor Showcase

Michael Gennawey - A Balancing Act

Michael Gennawey, program manager and financial advisor at SoCal Wealth Management, enjoys educating his clients about investment management, expectations, and how financial planning works to help them achieve their financial g...
Oct-27-2021

Shawn Dunnigan Keeps It All in the Family

#1-05195827 LPL Financial Advisor, Shawn Dunnigan has built a practice grounded in family values and seen impressive growth along the way. Read the full article here: https://www.lpl.com/newsroom/read/advisor-showcase-financi...
Oct-07-2021

Bellann Morales Hyten Believes in Teamwork

LPL financial advisor Bellann Morales-Hyten and her three partners at Maverick Financial work together to provide the best service for their clients. Read the full blog here: https://www.lpl.com/newsroom/read/advisor-showcase-...
Oct-01-2021

Brian Lynn: No Regrets On Going Independent

Brian Lynn reflects on how LPL Financial helped him transition into being an independent advisor. Read the full blog here: https://www.lpl.com/newsroom/read/advisor-showcase-brian-lynns-first-year-of-advisor-independence.html...
Sep-20-2021

Mary Pascarella: The 'What If?' Financial Advisor

Mary Pascarella says "We can plan all we want, but there's going to be 'what ifs'". Mary is that 'what if' advisor. Learn more about Mary and her journey to and LPL. Read the full blog here: https://newsroom.lpl.com/read/advi...
Sep-08-2021

Eloy de la Garza: Family Guy

For veteran financial professional Eloy de la Garza, two decades of experience translate into more than just a successful career. It has meant the freedom to spend quality time with his family. Read more about Eloy's story: ...
Aug-19-2021

Steven Frith: Tools of The Trade

As Steve Frith moved into his career as a financial advisor at LPL, he could see LPL cared about advisor technology. Read more about Steven's story: https://www.lpl.com/newsroom/read/advisor-showcase-steven-friths-advisor-to...
Aug-04-2021

Carrie Aburto: The Accidental Advisor

#1-05164393 Carrie Aburto found her calling in helping people achieve their financial goals. Read the full blog here: https://www.lpl.com/newsroom/read/advisor-showcase-carrie-aburto-the-accidental-financial-advisor.html
Jul-15-2021

Deborah Danielson: Investing and Wine

Deborah Danielson takes a Vintners approach to building her practice her way. Read the full blog here: https://newsroom.lpl.com/read/advisor-showcase-deborah-danielson-takes-a-vintners-approach-to-building-her-business-her-way...
Jul-06-2021

A Road to Independence: Jeff Werner

Jeff Werner turns to LPL Financial’s Advisor Sleeve for sustained growth and business opportunities. Read the full blog: https://www.lpl.com/newsroom/read/advisor-showcase-jeff-werner-on-advisor-sleeve-technology-enhances-your...
Jun-08-2021