LPL Financial announced that as of December 31, 2025, 6,200 affiliated advisors have earned the CERTIFIED FINANCIAL PLANNER™ designation, the highest count of CFP® professionals at any firm. This milestone underscores LPL’s continued investment in integrated technology and practice infrastructure, including its ClientWorks platform, paraplanning services and high-net-worth support teams. According to Cerulli research, a majority of investors seek a written financial plan, and LPL is addressing that demand by equipping advisors with planning tools that streamline data aggregation, cash-flow modeling and scenario analysis. Tara Popernik, EVP of wealth planning, noted that this CFP® representation rate reflects the firm’s commitment to fiduciary-aligned, planning-first advice delivered at scale.

Wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, departed Fifth Third Private Bank to launch Moto Wealth Partners on LPL’s Linsco platform, bringing approximately $2 billion in advisory, brokerage and retirement plan assets. Based in Cincinnati and Dayton, the team combines nearly 40 years of industry experience serving high-net-worth and ultra-high-net-worth families. They emphasize dynamic, planning-led advice—covering estate structuring, tax strategies and liquidity analysis—that extends beyond investment management. Bovara highlighted that LPL’s scale and integrated planning resources allow the team to streamline operations and focus on personalized wealth solutions. Scott Posner, LPL managing director of business development, said the partnership reinforces LPL’s mission to empower advisors with flexibility, cutting-edge technology and robust client engagement capabilities.