On January 27, 2026, LPL Financial LLC announced that 6,200 of its affiliated financial advisors have earned the CERTIFIED FINANCIAL PLANNER™ designation as of December 31, 2025—the highest CFP® count of any firm in the U.S. This milestone reflects LPL’s sustained investment in its technology platform ClientWorks, integrated planning software and paraplanning services designed to enhance advisor efficiency and deepen client engagement. According to Cerulli Associates, more than 70% of retail investors seek a written financial plan, and LPL reports that its planning-forward tools have enabled advisors to increase plan delivery by 25% year-over-year. Executive Vice President Tara Popernik highlighted that CFP® professionals adhere to rigorous ethics and a fiduciary standard, reinforcing LPL’s strategy to scale planning-led advice across its network of over 32,000 advisors and $2.3 trillion in client assets under custody.

LPL Financial also announced that Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have launched Moto Wealth Partners on the Linsco platform after serving approximately $2 billion in combined advisory, brokerage and retirement plan assets at their prior firm. Based in Ohio, the team brings nearly four decades of experience catering to high-net-worth and ultra-high-net-worth families, emphasizing dynamic, planning-first strategies that integrate tax, estate and cash-flow analysis. LPL’s managing director of business development, Scott Posner, noted that LPL’s scalable infrastructure and proprietary client-engagement tools enable Moto Wealth Partners to streamline operations and dedicate more time to bespoke wealth management. The addition of this boutique practice underscores LPL’s strategy to attract top advisory talent by offering operational freedom, fiduciary flexibility and advanced financial-planning technology.